New Patients
What happens on Day 2 for the Report of Findings and first adjustment?
Organization ApprovedSource Verified
Summary
Day 2 is the Report of Findings (ROF) and first adjustment visit: greet and stage the patient, the doctor delivers the ROF and first adjustment, the CA performs prescribed therapies, then close the loop with scheduling, posting, and a Dr. Calls follow-up.
- 1Stand and greet the patient, obtain the Sign-In Sheet signature, mark the Appointment Book red, and date the Travel Card and Gold Card.
- 2Notify the marketer that the patient has arrived.
- 3Seat the patient in the doctor's hot seats and place the Travel Card in the hot file.
- 4If the doctor will be delayed with a new patient, therapy may begin to support patient flow.
- 5The doctor performs the ROF, first adjustment, documentation, orders, and next-appointment direction.
- 6Perform the prescribed therapies and initial completion.
- 7At checkout, verify services and obtain the patient's signature and date on the Daily Treatment Notes.
- 8Schedule the next visit and update the marketer.
- 9Complete the three-step posting sequence: Travel Card to Gold Card, Medisoft, then Appointment Book.
- 10Add the patient to the Blue Sheet under Dr. Calls for the first-adjustment follow-up; the doctor calls that night.
Citation
CA Manual, Day 2: ROF and First Adjustment, p. 12 · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.