The All Patients Report provides a powerful tool for managing membership programs, allowing you to track payments, appointments, and overall program compliance. Here’s how you can set up and effectively manage your membership program.
Setting Up and Managing a Membership Program Using the All Patients Report
Setting Up a Membership Program
Organize Your Membership Patients:
Use tags, case types, or fee schedules to categorize patients in your membership program.
You can assign custom statuses to sort them by type of membership
Assign these identifiers during patient setup to easily filter them in the report.
Integrate Payment Systems:
If you use CashPractice or Fortis, connect to TrackStat. Learn how
Track cards on file.
Balances or credits.
Next scheduled payment dates.
Ensure Membership Utilization:
Regularly check for patients without future visits scheduled.
Follow up with these patients to ensure they’re using their membership benefits.
You can filter by patients with a future visit YES/NO, so you can focus only on those patients without a future visit
Custom status video