February 2025
Online Scheduling Widget Update
New & Existing Patient Scheduling: Patients can now toggle between new and existing patient scheduling options without a separate button.
No Login? No Problem! If an existing patient can’t remember their email, password, or hasn’t set up a portal, they can still book an appointment.
How It Works: Patients enter their first and last name along with their email or phone number. If it matches your EHR, they can schedule.
Security Note: Patients must use the portal to manage existing appointments, but this makes scheduling quick and seamless.
Multiple Intake Forms Now Supported
Use multiple intake forms for patient progress tracking, demographic updates, and new patient check-ins.
Easier Form Merging: A new tool is coming soon to help merge unmatched intake forms for smoother data management.
Editable master messages
The Master Message Editing feature allows users to edit canned or master messages within TrackStat campaigns without affecting the original message across multiple accounts. Changes appear as direct edits, but the system automatically creates a copy and applies the update only to the specific campaign or account.
This was complicated, but allows you to easily edit 'master messages' without copying, editing and replacing the original message
November 2024
Voicemail filter - this allows you to sort your voicemails from most recent to oldest. You must click on the message type filter > audio messages > Sort by filter
Custom reports allow N/A referral source selection for referral sources does not produce a null value. It shows a value for new patients with no referral source
Custom report - fix total collected by provider
Custom report - fix total collections filtered by billing and primary provider for Genesis
Custom report - fixed total column for % calculation. % are not summed.
Allow copy and paste from inbox
Bug fix All Patients report for total visits
Fix embedded scheduler to make provider selection more obvious
Generate payment links on backend Fortis and Cashpractice
Shift + Click and Control/CMD + Click on reports and inbox for bulk selecting contacts.
Allowing starring of of shared filters. Previously if you shared your filter, another user could not use it as their favorite.
Bug fix - unread messages getting marked as read when a new message is sent to that patient
High Level CRM integration
Create custom scheduling link in the opportunities field
Add user: added date when added, enabled, disabled and last access date.
Improved new patient sync time when patient is added in the EHR. This allows you to send a text to that patient much faster.
October 2024
Multiple provider scheduling and provider masking
If multiple providers share the same appointment type, patients can choose the first available provider
Practices can hide the providers and fill them in a preferable order with provider masking. Read more about that here
Starring a 'saved shared filter'
When you save a filter, previously you could only star a private filter and could not star someone else's shared filter. This allows another team member to create filters for the team to save as their favorites.
A starred filter will be the default setting when you re-open the report
Inbox 2.0 was released
Fixed the copy and paste from the inbox function
Fix the review link from the 'add message' button
Custom reports
Fixed billing/rendering provider bug for Genesis, where it is calculating accurately now
Fixed the n/a referral source filter. Previously, you could only filter by patients with a referral source. Now you can filter by patients with no referral source
September 2024
Cashpractice integration added
More visibility with appointment reminders
Organize and sort your various appointments reminders, which is helpful when there are many appointment reminders
Character limiter and multi-media message conversion for blast messages
Message segments determine how SMS messages are split when they exceed the character limit. Using standard characters (GSM-7), each segment can hold 157 characters, while messages with special characters or emojis (UCS-2) are limited to 67 characters per segment. Limiting the number of segments in bulk messages is crucial to ensure proper delivery, as carriers are more likely to delay, split, or flag longer messages.
Trackstat will convert a longer text message into an MMS, which gives you 900 characters in a single segment, to ensure proper delivery. It will do this by attaching your logo to the message.
Email builder - new update
High Level CRM integration