TrackStat

What is the ALL PATIENTS report, and how do you use it?

What is the All Patients report and how do you use it?

How can I configure and customize online appointment scheduling options in TrackStat? How to setup online scheduling.

How do I configure and customize online scheduling options?

Tagging patients as 'wait list' then pulling them up in the All Patients report so you can bulk text them

Wait List / Bulk Texting Reports- How to tag and bulk text/email from any report

New staff training checklist covering Inbox, patient search, canned replies, tags, saved filters and bulk messaging from reports

New Employee Onboarding: Core TrackStat Workflows

Screenshot a message to print it, use Ctrl + F to find data in a long report, and cut how many message credits you use each month

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New employee onboarding

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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