In short: This guide explains which TrackStat practice reports owners, doctors, and team members should review, and how often, so nothing important gets missed. This guide covers daily reports, weekly reports, monthly reports, and which reports owners and doctors should watch.
Essentially all of the different reports are created for different team members in the practice and for different time periods.
Owners/doctors will look at:
Dashboard Weekly Visits goal
Stats reports (big picture items)
Weekly Patients (quick glance, make sure others are doing their job)
Recall List (quick glance, make sure others are doing their job)
Some reports only need to be reviewed on a Daily, Weekly or Monthly basis.
☀️ Daily
Appointment Report
Dashboard Weekly Visits goal
Daily Stats
Daily $
🗓️ Weekly
Weekly Stats
Weekly Patients
Patient Follow Up
Patient Management
Custom Reports
📊 Monthly
Monthly #
Monthly $
Practice Summary or Scoreboard
Milestones
Custom Reports