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How to best use TrackStat daily: office manager, owner

Daily checklist for office managers and owners: check the Inbox for replies, review Stats, and use appointment notes

In short: This guide shows office managers and practice owners how to use TrackStat every day so patient management, follow-up, and marketing run automatically instead of manually. This guide covers the daily Inbox check, reviewing office statistics in Stats, and using the Appointment Report to prepare next-day visit notes.

TrackStat is an activities-based software. This was built to automate patient management, by taking information from your EHR and showing your individual team members who they need to reach out to or which patient records you need to update. We make communication easy and automate your marketing, but also give you a dashboard to show you that your team's activities are working. If patient management processes improve, so will your key statistics.

📅 DAILY

    • are the messages being responded to?

    • You may choose to review office statistics by the day if you choose

    • Are appointment notes being used for the next day's visits?

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