PCP Letters

primary care physician letters purpose to communicate the patient’s initial visit findings and care plan to their primary care physician (pcp), ensuring continuity of care and professional collaboration when complete after the patient’s intake has been entered and the provider has completed and signed the initial note responsible role chiropractic assistant (ca) / front desk / referral coordinator procedure step 1 print initial visit note open chirotouch select the patient navigate to clinical > recent encounters select initial visit click print step 2 open pcp letter template go to sticks & pcp folder open the pcp letter template step 3 customize letter update all fields to match patient name patient dob (if applicable) pcp name pcp address (if included) enter the chief complaint pull directly from the patient’s initial note ensure all information is accurate and patient specific step 4 print letter print the pcp letter in color step 5 prepare for provider review paperclip the pcp letter to the soap note submit to the doctor for review signature step 6 send letter once signed, mail the pcp letter to the primary care physician step 7 document completion open the new patient tracker document that pcp letter was completed and mailed include date sent final check letter is fully customized chief complaint matches initial note provider has signed the letter letter has been mailed tracker has been updated