---
title: Change of Recs File Flow
description: "**Change of recommendations** are any update to a patient care plan that will effect either the end date, the long term schedule, or the payments of their care plan. Any other changes should be recommended as PPV and no reporting…"
url: "https://hillfamilychiropractic.com/wiki/change-of-recs-file-flow/"
updated: "2026-09-03"
category: Patient Care Policies
---

# Change of Recs File Flow

**Change of recommendations** are any update to a patient care plan that will effect either the end date, the long term schedule, or the payments of their care plan. Any other changes should be recommended as PPV and no reporting or MUD follow-up is necessary. (D.C. can walk patient up to make non-care plan recs with front desk. Front desk should notate these recommendations in the Patient Notes.)

**When the change warrants a Change of Recommendations sheet:**

**D.C.** walks patient up to FD after discussing change of recs with patient. They should communicate changes with COCA so that next appointments can be modified if necessary.

D.C. Fills out **Change of Recommendations form** in the Wiki

Automations push form to Slack

**BOCA** prints Recs and prepares financial.

**D.C.** goes over New Recs with patient at next visit

- Patient signs updated financial at this visit.Typical [Procedure](https://www.notion.so/Schedule-Out-Procedure-8fbcc16d45e94a9999fdc3546afd6c04?pvs=21) is followed from this point.