Templates
Practice templates, free, no email wall.
By Dr. Daniel Turner, DC · Reviewed September 2, 2026
Built from the same documentation and billing standards our own three clinics run on. Download, put your letterhead on them, adapt with your compliance advisor, and use them. No form to fill, because the point of a template is to save you time.
Chiropractic SOAP Note Template
A daily visit note structured the way reviewers read: PART findings per region, timed minutes beside every therapy, and region counts that match the CMT code. Built from the documentation standards in our audit guide.
New Patient Intake Template
A chiropractic intake that captures what billing actually needs on day one: member IDs exactly as the card shows them, subscriber details for dependents, secondary coverage, and the accident questions that route personal injury correctly.
PI Records Request Cover Letter
A clean cover letter for transmitting a records package to a law firm on a personal injury case: enclosures checklist, treatment status, balance, and lien protection language, ready for your letterhead.
The templates are the paper version. The software fills them itself.
Inside Cervica, the SOAP structure is the note editor, the intake flows straight into the chart and the claim, and records packages assemble themselves from the case. The templates are free either way.
Templates are general information, not legal or compliance advice. Adapt them with your compliance advisor; payer policies and state rules control.