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Tags - Adding patients to reports from the Appointment Report

Quickly assign tags to add patients to other TrackStat Reports

Updated over 2 months ago
  • check the "Start" β˜‘ box to add patients to the Weekly Patient report for tracking patients who are expected to come in for regular visits

  • check the "Follow Up" β˜‘ 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" β˜‘ box to tag monthly patients for easy tracking and statistics

  • check the "Not Qualified" β˜‘ box to tag patients that you wish to exclude from patient communications and marketing campaigns.

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