What is on the TrackStat Appointment Report that is different from CT Scheduler or the schedule in your EHR?
Quickly identify:
patients who owe you money (have a balance ($) on their account)
insurance companies that owe you money (insurance balance)
patients who do not have a future appointment
patients who are missing contact info (cell phone number, email address, mailing address)
patients who are missing a referral source
patients who are missing a diagnosis
patients who are are missing charges for the day
patients last visit date (maybe it's time for a re-exam or a new insurance verification)
incorrect or inconsistent insurance information and fee schedules
incorrect or inconsistent case types (ChiroTouch and Eclipse only)
how many future appointments a patient has scheduled
patients with a current payment plan (requires Fortis or Cash Practice integration)
patients with an active or expired credit card or other payment method on file (requires Fortis or Cash Practice integration)
patient's Total Visits
Appointment Notes - quickly view or add/edit notes
Patient Notes - quickly view or add/edit notes
patient tags (np start, follow up, monthly care and not qualified)
and enter information on the PI Card for personal injury or auto accident patients
Q: Can I update any patient information in the TrackStat Appointment Report?
A: Yes! Quickly Update Patient information as follows:
update patient demographic information such as cell phone, home phone, email address and physical address
update referral sources It will update ChiroTouch too!
tag patients with your own custom tags
text or email patients from the report by clicking on their names
Q: Can I add patients to reports from the Appointment Report?
A: Quickly add patients to TrackStat's powerful patient management system:
check the "Start" box to add weekly patients to the Weekly Patient report
check the "Follow Up" box to add patients to the Follow Up report (new patients who did not start on care, outside referrals, records requests, etc...)
check the "Monthly" box to tag monthly patients for easy tracking and statistics
check the "Not Qualified" box to tag patients that you wish to exclude from patient communications and marketing campaigns