Specialty checklist · Chiropractor · Specialty niches
Workers Comp / PI Intake Checklist
Intake and ops checklist for workers comp and PI cases so marketing does not outrun documentation readiness.
- Prepare ops before scaling injury ads
- Reduce dropped injury leads
- Standardize first-visit documentation
What is inside
- Pre-visit checklist
- Visit-day docs
- Follow-up owners
Why clinic owners use this
Most clinics do not lose patients because of clinical skill. They lose them in the handoff — slow follow-up, inconsistent phone language, weak consult closes, and no weekly scoreboard. This resource gives your team a simple standard you can train, measure, and improve.
Unlock the full workers comp / pi intake with the form above. Then put it into your next team huddle.
Inside this resource
What you will train from the Workers Comp / PI Intake
Use the sample sections below with your team. Unlock the form on this page to get the full specialty checklist with every checklist line, script, and scoreboard.
Pre-visit
- Injury details captured on phone
- Attorney / adjuster info if available
- Same-day / next-day slot reserved
Visit-day
- Injury intake forms complete
- Mechanism of injury documented
- Care plan + work status notes process ready
Follow-up ownership
- Who calls no-shows
- Who sends records
- Who owns rebook if care pauses
Keep building
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Unlock the next playbook your team needs after this one.
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Next step
Injury marketing without intake readiness creates chaos
We help clinics align injury demand with ops that can handle it.