PCP Letters

7 min

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