Q: How do I set up a visit purpose in TrackStat?
A: To set up a visit purpose:
Go to Extras (3 dots) > Scheduling > Settings > Visit Purpose
Click "Add Visit Purpose" in the upper right corner
Enter the following details:
Display Name: The name the patient sees when scheduling
Description (optional): Additional info to display with the name
Duration: Select the appointment length from the dropdown
Available For: Choose "Existing Patients", "New Patients" or "All"
Case Type(s): Select case types allowed to schedule this visit purpose
Room (optional): Assign a room or leave as "Not assigned"
Price (optional): Include a price to display upon scheduling
Check "Available for online scheduling"
Check "Show Price" & "Show Duration" to display to patients
Click "Save"
Important: Appointment purposes in TrackStat must match the exact duration set in your EHR (ChiroTouch, Genesis, etc.). Check your EHR's default appointment length settings to ensure they align.
Q: Can we set up multiple visit purposes?
A: Yes, you can create multiple visit purposes. Any appointment purposes already configured in your EHR will be available to use in TrackStat's Online Scheduling.
Q: How do I add a new appointment purpose in ChiroTouch?
A: In ChiroTouch:
Open ChiroTouch Maintenance
Go to List Maintenance > Purpose of Visit
Scroll down and add new entries as needed
Go to Options > Appointment Defaults
Edit the Back Color, Fore Color, and Appt Length for the new purpose
Q: I added a new appointment purpose in ChiroTouch. Why don't I see it in TrackStat?
A: TrackStat only imports appointment purposes after they have been used at least once when scheduling an appointment in ChiroTouch. If the new purpose has not been used yet, it will not appear in TrackStat.
Q: Does TrackStat pull appointment types only from my master appointment list in ChiroTouch?
A: No. TrackStat imports appointment purposes based on actual appointments that have been scheduled in ChiroTouch, not just the master appointment list. Every unique appointment purpose name, spelling variation, or combination used when scheduling creates a separate appointment type in TrackStat. If an appointment purpose is renamed after it has already been used, both the old and new names may appear as separate appointment types.
Q: Can an appointment purpose be associated with more than one room in ChiroTouch?
A: No, each appointment purpose can only be linked to a single room on the ChiroTouch scheduler.
To determine the default settings for Appointment purposes in ChiroTouch follow these steps:
Open ChiroTouch Maintenance
Select Options
Select appointment in Appointment Defaults section
View Appt Length (duration)
