TrackStat

Where do I find collections per visit average (CVA) stats?

Stats - How do I calculate collections per visit ($/visit)?

Communication - Inbox - How do I add a patient or contact in TrackStat?

How to troubleshoot why your opportunity or contact moved

Integrations - High level CRM (GHL) - How to run an audit log

FAQs

Why didn’t a patient receive a text message? The text message shows it was “delivered”.

Communication - I cannot see the Text or Email option in the dropdown

Communication - Inbox - Misc Q&A

How to Block a Number

Texting overages, texting credits, adding more message credits

Campaigns - Managing Monthly Messaging Credits in TrackStat

Patient Communication

Google Adwords, Google Tag Manager (GTM), Google Analytics, Meta Pixels, Tracking Scripts, Whatconverts,

Online Scheduling - Tracking Scripts - New Patients

This allows you to hide the providers to the patient, and fill them in the order you wish.

Online Scheduling - multiple provider, masking feature

How can I manage referral fields and ensure they sync with online scheduling in TrackStat?

Online Scheduling

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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.

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

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

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