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Use de-identified details in all prompts involving clinical information. This includes PI narratives, referral letters, and condition explanation letters. Build the draft with placeholder data, then insert actual patient details into your secure system. No protected health information should be entered into Claude or any external AI platform.
Tailor PI narratives to the audience. If the report is going to a plaintiff's attorney, emphasize causation and functional impact. If it is going to an insurance adjuster, focus on objective data and clinical reasonableness. You can add a line to the prompt specifying the intended reader for better results.
Keep referral letters under one page. Specialists receive dozens of referrals weekly. A concise letter that gets to the point — why you are referring, what you have found, and what you are asking for — will be read. A three-page letter will be skimmed at best.
Update home care instructions for each visit. Do not reuse the same generic handout for every patient. Customized instructions that reference the specific exercises and restrictions discussed during the visit lead to better compliance and fewer between-visit calls.
Test reactivation messages on yourself first. Before sending patient outreach, read the message as if you received it from your own dentist or doctor. If it feels like spam, revise. The best reactivation messages feel like a genuine check-in from someone who remembers you.
5 Claude Prompts for SOAP Notes — Chiropractors
5 Claude Prompts for Medical Necessity Documentation
Claude CoWork for Chiropractors
ClaudeChiropracticBeginnerPrompt Pack
5 Claude Prompts for PI Narratives & Patient Communication — Chiropractors
Ready-to-use Claude prompts for personal injury case narratives, patient education materials, and professional communications.
Why Use AI for PI Narratives and Patient Communication?
Personal injury documentation demands a level of detail and precision that goes far beyond standard SOAP notes. Attorneys, adjusters, and independent medical examiners will scrutinize every word of your narrative report. It needs to clearly establish causation, document the treatment timeline, and connect objective findings to the patient's functional limitations. Writing a thorough PI narrative from scratch typically takes 45 minutes to over an hour per case — and most DCs are managing multiple PI cases simultaneously.
Beyond PI work, patient communication is another area where chiropractors lose hours each week. Explaining a complex diagnosis in plain language, writing a referral letter to an orthopedist, drafting home care instructions, or reaching out to inactive patients all require clear, professional writing. These tasks matter for patient outcomes and practice growth, but they rarely feel urgent enough to prioritize over the next patient on the schedule.
Claude handles both categories well. For PI narratives, you provide the clinical facts and timeline, and Claude produces a structured, attorney-ready report. For patient communications, you describe the situation and audience, and Claude writes in the appropriate tone — whether that is clinical professionalism for a referral letter or warm accessibility for a patient education piece. As always, you review and finalize everything before it goes out.
The Prompts
Prompt 1: Personal Injury Narrative Report
For producing a comprehensive narrative report for an attorney or insurance adjuster in a motor vehicle accident or slip-and-fall case.
You are a chiropractic documentation specialist experienced in personal injury cases. Write a comprehensive PI narrative report based on the following case details. The report will be submitted to the patient's attorney and must be suitable for use in settlement negotiations or litigation.
Case information:
- Patient age/sex: [e.g., 34-year-old female]
- Date of accident: [e.g., October 15, 2025]
- Mechanism of injury: [e.g., rear-end motor vehicle collision at approximately 25 mph, patient was the restrained driver, vehicle sustained $6,200 in damage]
- Pre-accident health status: [e.g., no prior history of neck or back pain, active lifestyle, no prior chiropractic care]
- Initial presentation date: [e.g., October 18, 2025 — 3 days post-accident]
- Initial chief complaints: [e.g., severe neck pain 8/10, mid-back pain 6/10, headaches daily, difficulty sleeping]
- Initial examination findings: [e.g., cervical flexion 25/50, extension 15/60, positive cervical compression right, positive Spurling's right, moderate-severe paraspinal hypertonicity C2-T4, subluxation findings C4 PRI, C5 PLS, T3-T4 posterior]
- Diagnoses: [e.g., S13.4XXA — Cervical sprain; M99.01 — Cervical subluxation; M54.2 — Cervicalgia; G44.89 — Cervicogenic headache]
- Treatment provided: [e.g., 36 visits over 16 weeks, Diversified adjustments, myofascial release, therapeutic exercises, cervical traction]
- Current status: [e.g., neck pain 3/10, headaches 1-2x/week (down from daily), cervical ROM 80% of normal, returned to work with mild residual symptoms]
- Permanent impairment opinion: [e.g., patient will likely require periodic maintenance care 1-2x/month indefinitely due to ligamentous instability]
Instructions:
- Structure as: History of Injury, Initial Examination Findings, Diagnosis, Treatment Summary, Progress and Outcomes, Current Status, Prognosis and Future Care Recommendations
- Clearly establish causation between the accident and the patient's injuries
- Use objective data throughout — do not rely on subjective statements alone
- Address pre-existing conditions if any, and explain why they do not account for the current presentation
- Include a future care cost estimate placeholder if relevant
- Target 500-600 wordsExample Output:
CHIROPRACTIC NARRATIVE REPORT
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Re: Jane Doe | DOA: October 15, 2025
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History of Injury: Ms. Doe, a 34-year-old female, was the restrained driver of a sedan struck from behind at approximately 25 mph on October 15, 2025. Vehicle damage was estimated at $6,200. She reported no prior history of neck or back pain and maintained an active lifestyle before the collision. She presented to this office three days post-accident with severe neck pain rated 8/10, mid-back pain at 6/10, daily headaches, and disrupted sleep.
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Initial Examination Findings: Cervical ROM was significantly restricted — flexion measured 25/50 and extension 15/60. Cervical compression and Spurling's tests were positive on the right. Moderate-to-severe paraspinal hypertonicity was noted from C2 through T4. Subluxation findings included C4 PRI, C5 PLS, and T3-T4 posterior segments.
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Diagnosis: S13.4XXA Cervical sprain, M99.01 Cervical subluxation, M54.2 Cervicalgia, G44.89 Cervicogenic headache.
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Treatment Summary: Ms. Doe received 36 visits over 16 weeks consisting of Diversified adjustments, myofascial release, therapeutic exercises, and cervical traction.
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Current Status and Prognosis: Neck pain has decreased to 3/10. Headaches have reduced from daily to 1-2 per week. Cervical ROM has recovered to approximately 80% of normal. She has returned to work with mild residual symptoms. Based on the mechanism of injury, clinical findings, and ligamentous instability present, it is my professional opinion that Ms. Doe will require periodic maintenance care at a frequency of 1-2 visits per month indefinitely. The injuries sustained are causally related to the October 15, 2025 motor vehicle collision to a reasonable degree of chiropractic certainty.
Prompt 2: Patient Condition Explanation Letter
For providing a patient with a clear, plain-language explanation of their diagnosis and treatment plan.
Write a patient-friendly letter explaining a chiropractic diagnosis and recommended treatment plan. The letter should be clear enough for someone with no medical background to understand, while still being medically accurate.
Patient context:
- Condition diagnosed: [e.g., cervical disc herniation at C5-C6 with mild right-sided radiculopathy]
- Key findings explained simply: [e.g., the disc between the 5th and 6th neck bones is bulging and pressing on a nerve that goes into the right arm]
- Symptoms the patient is experiencing: [e.g., neck pain, numbness and tingling in right hand, weakness in right grip]
- Recommended treatment: [e.g., chiropractic adjustments 2x/week for 6 weeks, cervical traction, specific exercises, ergonomic modifications]
- What to expect: [e.g., gradual improvement over 6-8 weeks, some soreness after first few adjustments is normal]
- When to be concerned: [e.g., worsening numbness, loss of bladder/bowel function, progressive weakness — call immediately or go to ER]
Instructions:
- Address the patient directly using "you/your"
- Avoid jargon — explain any medical terms used
- Include a reassuring but honest tone
- End with an invitation to ask questions at the next visit
- Keep under 250 wordsExample Output:
Dear Maria,
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Thank you for coming in for your evaluation. I want to make sure you understand what we found and what our plan is moving forward.
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Your exam and MRI results show that one of the cushions between the bones in your neck — specifically between the 5th and 6th vertebrae — has shifted out of position and is pressing against a nerve. That nerve travels from your neck down into your right arm, which is why you have been experiencing the numbness, tingling, and grip weakness in your right hand along with neck pain.
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This condition is called a cervical disc herniation with radiculopathy. It sounds serious, and it does need attention, but the good news is that most people with this condition improve significantly with conservative care and do not require surgery.
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Here is our recommended plan: chiropractic adjustments twice a week for six weeks, combined with cervical traction and specific exercises to take pressure off the nerve. We will also review some simple changes to your desk setup that can help.
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You may feel some mild soreness after your first few adjustments — that is completely normal and typically resolves within 24 hours. Most patients begin noticing meaningful improvement within three to four weeks.
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Important: If you experience worsening numbness, loss of bladder or bowel control, or progressive weakness in your arm, contact our office immediately or go to the nearest emergency room.
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Please do not hesitate to ask questions at your next visit. We are here to help.
Prompt 3: Referral Letter to Specialist
For writing a professional referral letter to an orthopedist, neurologist, or other specialist.
Write a chiropractic referral letter to a medical specialist. The letter should be concise, clinically professional, and provide the specialist with enough information to understand the case without reviewing the full chart.
Referral details:
- Referring provider: [e.g., Dr. (Your Name), DC]
- Specialist type: [e.g., orthopedic surgeon specializing in spine]
- Patient age/sex: [e.g., 48-year-old male]
- Primary reason for referral: [e.g., evaluation for possible lumbar disc herniation — considering surgical consultation]
- Relevant history: [e.g., 12-week history of progressive low back pain with left L5 radiculopathy, onset after lifting injury]
- Chiropractic treatment to date: [e.g., 18 visits of Diversified adjustments, flexion-distraction, McKenzie exercises — moderate pain relief but persistent radicular symptoms]
- Current objective findings: [e.g., positive SLR left at 30 degrees, diminished L5 reflex left, EHL weakness 4/5 left, lumbar flexion 30/60]
- Imaging results if available: [e.g., lumbar MRI dated January 20, 2026 shows broad-based disc herniation at L4-L5 with left lateral recess stenosis]
- Specific request: [e.g., surgical evaluation and co-management recommendations]
Instructions:
- Use a standard professional letter format with "Dear Dr. [Name]"
- Be concise — specialists appreciate brevity
- Clearly state what you are asking them to evaluate
- Include all pertinent positives and negatives
- Close with your contact information and willingness to co-manage
- Keep under 200 wordsExample Output:
Dear Dr. Patel,
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I am writing to refer my patient, a 48-year-old male, for orthopedic evaluation of a suspected lumbar disc herniation with persistent left L5 radiculopathy.
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This patient presented 12 weeks ago with progressive low back pain and left leg radicular symptoms following a lifting injury. Over 18 visits, I provided Diversified adjustments, flexion-distraction technique, and McKenzie-based exercises. While he achieved moderate pain relief, his radicular symptoms have persisted.
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Current findings include a positive straight leg raise on the left at 30 degrees, diminished left L5 reflex, left EHL weakness graded 4/5, and lumbar flexion restricted to 30 of 60 degrees. A lumbar MRI dated January 20, 2026 reveals a broad-based disc herniation at L4-L5 with left lateral recess stenosis.
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I am requesting your evaluation regarding surgical candidacy and any co-management recommendations. I am happy to continue conservative care in coordination with your treatment plan.
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Please feel free to contact my office at (555) 000-0000 with any questions. Thank you for your time and attention to this patient.
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Sincerely,
Dr. Mitchell, DC
Prompt 4: Post-Treatment Home Care Instructions
For generating customized take-home instructions after an adjustment or therapy session.
Write patient home care instructions following a chiropractic visit. The instructions should be specific to the patient's condition and easy to follow.
Visit and condition details:
- Condition being treated: [e.g., acute lumbar disc herniation with right-sided sciatica]
- Treatment performed today: [e.g., flexion-distraction manipulation, lumbar decompression traction, ice therapy]
- Activity modifications needed: [e.g., avoid sitting longer than 20 minutes at a time, no bending or lifting over 10 lbs for 72 hours, avoid running or jumping]
- Exercises to perform at home: [e.g., prone press-ups (McKenzie extension) — 3 sets of 10, every 2 hours; supine piriformis stretch — hold 30 seconds each side, 3x/day]
- Ice or heat recommendations: [e.g., ice pack to lower back 15 minutes on / 15 minutes off, repeat 3 times, no heat for first 48 hours]
- Warning signs to watch for: [e.g., loss of bowel or bladder control, rapidly worsening leg weakness, numbness in groin area — go to ER immediately]
- Next appointment: [e.g., Wednesday at 2:00 PM]
Instructions:
- Use numbered steps and simple language
- Bold any critical warnings
- Include both what TO do and what to AVOID
- Keep under 250 wordsExample Output:
Home Care Instructions — Following Your Visit Today
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1. Ice your lower back for 15 minutes on, 15 minutes off, and repeat three times. Do not use heat for the first 48 hours.
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2. Perform your prone press-ups (McKenzie extensions): Lie face down, place your hands under your shoulders, and gently press your upper body up while keeping your hips on the floor. Do 3 sets of 10 repetitions every 2 hours while awake.
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3. Perform the supine piriformis stretch: Lie on your back, cross one ankle over the opposite knee, and pull the bottom leg toward your chest. Hold 30 seconds each side, 3 times per day.
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4. Avoid sitting for longer than 20 minutes at a time. Set a timer and stand or walk briefly before sitting again.
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5. Do not bend at the waist or lift anything over 10 pounds for the next 72 hours. When picking items up, bend at the knees and keep your back straight.
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6. Avoid running, jumping, or high-impact activity until cleared at your next visit.
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GO TO THE EMERGENCY ROOM IMMEDIATELY if you experience loss of bowel or bladder control, rapidly worsening leg weakness, or numbness in the groin area. These are signs of a serious condition requiring urgent medical attention.
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Your next appointment is Wednesday at 2:00 PM. Call us at (555) 000-0000 with any questions before then.
Prompt 5: Patient Reactivation Outreach Message
For reaching out to patients who have not been seen in 3-6+ months to encourage them to schedule a visit.
Write a friendly, non-pushy reactivation message for a chiropractic patient who has not visited the office in several months. The message should feel personal, not like a mass marketing email.
Patient context:
- Patient first name: [e.g., Sarah]
- Last visit approximate date: [e.g., about 4 months ago]
- Condition they were being treated for: [e.g., chronic neck pain and tension headaches]
- Status at last visit: [e.g., significantly improved, was transitioning to monthly maintenance visits]
- Practice name: [e.g., Summit Chiropractic & Wellness]
- Doctor name: [e.g., Dr. Mitchell]
- Any current office promotion or seasonal hook: [e.g., we recently added spinal decompression therapy / it's the start of a new year / allergy season is coming]
Instructions:
- Open with a warm, personal check-in — not a sales pitch
- Briefly reference their prior progress to show you remember them
- Offer a specific reason to come back in (maintenance, seasonal concern, new service)
- Make scheduling easy — include a call to action with phone number or booking link placeholder
- Keep under 120 words
- Tone: warm, professional, zero pressureExample Output:
Hi Sarah,
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It has been a few months since your last visit, and I wanted to check in and see how you are doing. When we last saw you, your neck pain and headaches had improved significantly, and you were transitioning into a monthly maintenance schedule. I hope that progress has held up.
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I am reaching out because we recently added spinal decompression therapy to our office, and given your history, it could be a great complement to your maintenance adjustments. Even if things are going well, a check-in visit can help us stay ahead of any recurring tension before it becomes a problem again.
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If you would like to schedule a visit, you can call us at (555) 000-0000 or book online at [booking link]. We would love to see you back at Summit Chiropractic & Wellness.
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Take care,
Dr. Mitchell