When a patient moves to a new chiropractic location—or when a multi-database practice needs to consolidate a record into a single chart—the ChiroTouch Patient File Transfer tool bundles that patient's core clinical data into a folder on the server machine. The feature is not available out of the box; ChiroTouch technical support must enable the button on the Front Desk's Patient Information screen and configure an accessible local destination for the transfer folder. The default path referenced in the documentation is C:\Program Files (x86)\PSChiro\Database\Patient_File_Transfer, though the exact location will be confirmed during setup. Each export action handles one patient at a time, so if you are migrating several records, plan for a sequential workflow rather than a batch operation.

What the Export Bundle Actually Contains

Understanding the scope of the transfer is the single most important step before you click Export. The bundle includes the patient information exactly as it appears on the Front Desk screen, the patient notes, treatment notes, and any attached patient records such as videos, photos, X-rays, and documents. What it does not include is a list that surprises many office managers on their first pass: chart notes, diagnoses, charges, the ledger, insurance information, and appointment history all remain in the source database. If the receiving facility needs billing continuity or a complete appointment timeline, those items must be handled through a separate data-conversion or manual-entry process. Before you begin, sit down with the receiving practice and confirm exactly which of those excluded categories they expect, so nobody is caught short during the import.

The export workflow itself is straightforward once the button is live. You select the patient, click Patient File Transfer, choose Export, and tick at least one category under Export Options (the system will not proceed with zero selections). After confirming, ChiroTouch gathers the selected data and writes it to the configured folder. The completion dialog shows an operation report that includes your practice's License ID and a temporary password—both of which the receiving office will need at import time. You can save that report as a PDF, Excel spreadsheet, or Rich Text file, or attach it to an email, which is handy for sending the credentials to a colleague at the destination site without a phone call. The folder that appears in the transfer directory is named after your License ID, so the receiving team can identify the correct bundle at a glance.

On the receiving end, the process mirrors the export but carries one critical prerequisite: the destination system must be configured by ChiroTouch support in the same way the source was, with the transfer folder path accessible and the Patient File Transfer button enabled. The receiving office places the patient's directory into their own Patient_File_Transfer folder, opens the Front Desk, clicks Patient File Transfer, selects Import, and enters the username and password from the sender's report. Once the import completes, a confirmation screen displays the results. Because the excluded data—diagnoses, charges, insurance, appointment history—does not travel with the bundle, your office manager should treat the import as the start of a records-reconciliation conversation with the sending practice, not the finish line. Logging which categories were transferred, which were omitted, and who verified the receiving chart creates a clear audit trail that protects both practices and, most importantly, the patient.

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