Yes, open the Inbox.
Click on the yellow "+ Add Message" button on the top right header.
Select "Non - patient"
Enter name and cell phone number and/or email address.
Compose message and send.
Note: The First Name and Last Name fields are required to send a text or email. If you do not have the non-patient’s last name, enter at least one character as a placeholder and update it later; otherwise, the “Send” button will remain disabled.
Please also note how the system handles this data:
No EHR Syncing: Texting or emailing an unknown contact does not automatically create a new patient profile in your EHR (e.g., ChiroTouch Classic (Server), ClinicMind (aka Genesis, Billing Dynamix, Vericle)).
Not Searchable: The non-patient will not appear in the standard TrackStat Patient Search.
Inbox Only: The conversation thread will only be visible within your main Inbox, where you can search for and continue managing the messages.
This feature can be used to text or email leads or attorneys.
How to find a past conversation with a non-patient
Find and reopen a text or email thread with someone who isn’t a patient (a vendor, referral source, or prospective patient) so you can message them again.
Non-patient contacts don’t appear in Patient Search. Their conversations live only in the Inbox. There are two ways to find them.
If you know their phone number
Open the Inbox.
In the Inbox search box, type the last 4 digits of their phone number.
Open the conversation and reply.
If you don’t remember their number
Open the Inbox.
In the left panel, click Contact Type.
Check Non Patients and leave Patients unchecked. The list now shows only non-patient conversations.
Scroll to find the conversation, open it, and reply.
