Online & AI Scheduling
Existing Patients, New Patients, Setting Up Providers, Setting up Appt Purposes, Settings
29 articles
Scheduling calendar
Viewing and managing appointments on the scheduling calendar.
- What the 0 or 1 badge on ClinicMind event blocks meansWhat the 0 or 1 badge on ClinicMind event blocks means, and why a provider's Max # of Bookings limit can override the slots shown
- Scheduling Calendar Setup and UsageSet working hours, visit purposes, providers and hour segment duration, and fix patients missing from the mobile app schedule
Troubleshooting
Errors patients hit when booking online, and Scheduler Pro login issues.
Jaz AI Voice Assistant
TrackStat's AI receptionist — overview, booking, payment collection and troubleshooting.
- Overview of AI Assistant (Jaz)What the Jaz AI receptionist does, prerequisites, setup and FAQ steps, AI credits, greeting rules, and fixes when Jaz is not answering
- Jaz AI Assistant – Payment Collection for AppointmentsJaz cannot take payments, deposits or card details for PCI reasons — send a canned reply with your Fortis or CashPractice pay link instead
- Understanding Jaz: Healthcare-Grade AI Receptionist vs. Generic AI AgentsHow Jaz differs from chatbots and marketing AI agents — live EHR schedule access, existing-patient recognition, and HIPAA/BAA safeguards
- Troubleshooting voicemail routing issues and Jaz AI AssistantFix unanswered call texts not sending and Jaz AI not answering, caused by hunt groups, simultaneous ring or caller ID not passing through
- Jaz AI - Explicit Recording Consent
- SCH4 Inviting and Managing Existing Patients for Online SchedulingInvite existing patients to book online by link, QR code, canned reply or drip campaign, and fix login and password problems
- Display a QR code in your office for easy access to online schedulingHow can existing patients use online scheduling?
- Tracking scripts for new patients: GTM, Google Analytics, Meta PixelsGoogle Adwords, Google Tag Manager (GTM), Google Analytics, Meta Pixels, Tracking Scripts, Whatconverts,
- SCH5 New Patient Online Scheduling Experience and Lead CaptureSet up 24/7 new patient booking, recover abandoned bookings from Inbox leads, and fix appointments not appearing in your EHR
- How do I set up a provider with availability and visit purposes?Add a provider for online booking with availability hours, visit purposes and day-off exceptions, and why a provider is missing
- How do I get a provider from my EMR/EHR to show up in TrackStat?Provider missing from Add Provider — assign them as primary provider on a case in ChiroTouch Classic (Server) or activate their Practitioner ID in ClinicMind
- How do we block off the schedule when the doctor is out of the office?Online Scheduling
- SCH2 Managing Provider Availability, Grouping & Advanced Online Scheduling RulesSet provider hours and time-off exceptions, and use purpose groups or Weight Strategy to prevent overbooking
- Add an event block on ChiroTouch Classic SchedulerCreate an event block in the ChiroTouch Classic Scheduler for vacations, holidays or meetings so those times show no online availability
- Why is my provider not showing up for online scheduling?I added a provider to our EMR/EHR, but they are not available in Provider Settings "Add Provider" drop down list. How do I get the provider to show up on…
- Provider masking: hide providers and fill them in the order you wishThis allows you to hide the providers to the patient, and fill them in the order you wish.
- Setting up Appointment PurposesAdd visit purposes with duration, case type and room, and see why a new ChiroTouch Classic (Server) purpose is missing from TrackStat
- How do I add a new visit purpose or appointment type to our EMR/EHR?Add a Purpose of Visit in ChiroTouch Classic (Server) Maintenance and set the appointment length so it matches TrackStat's duration
- Optimizing appointment scheduling with Calendly for EclipseUse Calendly with Google My Business for online booking when Eclipse has no direct sync, and set slots to avoid double booking
- How far in advance can patients schedule online?Set how far ahead patients can book online, from 1 to 90 days, under Extras > Scheduling > Settings > Preferences
- Add online scheduling links or embed code to your websiteGet your new and existing patient scheduling links and website embed code from Extras > Scheduling > Settings > Preferences
- SCH1 How to Configure Online Scheduling in TrackStatSet up visit purposes, referral sources, providers and the new and existing patient booking links for 24/7 self-scheduling
- SCH6 Advanced Features in Online SchedulingCharge deposits for visits, embed the scheduler on your website, handle multiple locations, and add QR codes and tracking scripts
- How can I manage referral fields and sync them with online scheduling?Edit patient-facing referral display names, add new sources from your EHR, map HighLevel (GHL) text, and fix missing referral data