Free Chiro & PT Swipe Pack · Intake · Care Plan · Recall

Six owner-approved scripts for chiro and PT clinics that lose patients between the intake call and the care-plan re-eval.

The new-patient call came in during an adjustment. Insurance verification is still pending three days later. Two patients missed their Tuesday visits. Four are behind on their prescribed care plan and haven't rebooked. The re-eval on the schedule has an empty column next to it. These scripts collect the right facts, stay HIPAA-aware and claim-safe, and hand your front desk a queue that actually keeps patients on their plan — without pretending to give clinical advice.

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The chiro & PT pack

Answer fast. Verify insurance without stalling. Keep patients on their prescribed plan without playing doctor by text.

New-patient intake callback

For new-patient calls that hit voicemail during a busy treatment block.

Hi — this is [Clinic Name] returning your call. Sorry we missed you; we were with a patient. To get you scheduled, could you share: your name, what area is bothering you (low back, neck, post-surgical, sports injury), whether you have a referral or want a direct-access eval, and your insurance carrier so we can start verification? A best callback window today or tomorrow helps too. If you'd rather text those, this number works.

Insurance-verification holding message

For patients waiting on benefits verification before their first visit is confirmed.

Hi [First Name] — just an update. We're still waiting on [Carrier] to confirm your visit allowance, copay, and whether a referral is required. We should have your written estimate back by [date]. If you'd like to book your evaluation now and adjust once benefits come back, we can hold [day/time A] or [day/time B]. Otherwise we'll reach out the moment we hear.

Missed appointment reschedule

For patients who no-showed and haven't called to rebook — sent same day.

Hi [First Name] — we had you down for your [visit type] with [Provider] today and missed you. No worries. To keep you on track with what [Provider] laid out, want to grab [day/time A] or [day/time B] this week? Consistency in the first few weeks is a big part of why plans work — happy to move things around your schedule.

Care-plan compliance, re-evals, and reviews

Care-plan follow-through nudge

For active patients who are two or more visits behind the plan [Provider] recommended.

Hi [First Name] — noticed you're a couple visits behind on the plan [Provider] recommended after your eval. Not pushing you back in — just don't want progress to slip while you're feeling better. If work/kids/travel got in the way, that's normal. Want to grab [day/time A] or [day/time B] to stay on track? If something's changed with how you're feeling, reply and I'll flag it for [Provider] to look at first.

Re-eval scheduling

For patients approaching the end of their prescribed block of visits, before discharge.

Hi [First Name] — you're coming up on the check-in point [Provider] set at your eval. That's a re-eval visit where they review your progress, update your goals, and either taper you toward discharge or adjust the plan. We can hold [day/time A] or [day/time B]. Reply with your pick and I'll confirm.

Post-discharge review request

Sent 24–72 hours after the discharge visit, from the front desk, human-approved.

Hi [First Name] — thanks for finishing your plan with [Provider]. If your experience with us went well, would you leave us a Google review? Direct link: [review URL]. Word-of-mouth is how most of our new patients find us — every review genuinely helps. Thank you, and take care of that [area] we worked on.

Automation map

Turn intake calls, verification waits, missed visits, and care-plan drift into a single booking-ready queue your front desk actually opens.

Capture

Every missed call, voicemail, web form, Google Business Profile message, referral fax, and text creates one lead card — synced from your practice management / EMR (WebPT, Prompt, Raintree, ChiroTouch, Genesis, PtEverywhere, Jane) plus your VoIP.

Triage

Tag new-patient vs. active-patient, referral vs. direct-access, insurance-pending vs. insurance-verified, care-plan-on-track vs. behind, and business-hours vs. after-hours. Discharge queue segments by last visit + goal completion.

Draft

AI drafts from approved copy only. No clinical advice, no diagnosis, no coverage promises, no exercise prescriptions. Nothing that touches PHI beyond first name and appointment window auto-sends without provider or front-desk approval.

Assign

Front desk opens one queue: new-patient callbacks (with intent + insurance + callback window), verification-pending updates (with actual status), missed-visit reschedules (with plan-adherence context), care-plan nudges (with visits-behind count), and re-eval bookings ready to send.

Measure

Track first response time on new-patient calls, benefit-verification turnaround, first-visit no-show rate, care-plan adherence rate, re-eval scheduling rate, discharge-to-review conversion, and reactivation rate on prior patients.

Not clinical advice. Not a HIPAA compliance product. Every reply in this pack assumes owner, provider, or front-desk-lead approval before send. Results depend on staffing, response speed, patient mix, insurance verification workflow, and provider communication. If you handle PHI in text or email, review your workflow with a HIPAA-qualified advisor and confirm your EMR / practice management system supports the messaging channel you're using.

Want the installed version?

Start with a Quickstart or a full Revenue Leak Audit.

The $27 Operator Quickstart maps one workflow — like new-patient intake → insurance verification → first-visit confirmation → care-plan follow-through — into a buildable handoff you can hand to any front-desk lead. The $499 Revenue Leak Audit maps your real intake, verification, missed-visit recovery, care-plan compliance, re-eval, and review-request process into a 7-day implementation plan with the tools you already own.

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