Online & AI Scheduling
Existing Patients, New Patients, Setting Up Providers, Setting up Appt Purposes, Settings
31 articles
Scheduling calendar
Viewing and managing appointments on the scheduling calendar.
- Scheduling Calendar - ClinicMind - Events Blocks badgeWhat 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.
- How can I troubleshoot common issues in online appointment scheduling in TrackStat?Fix scheduling conflict errors, broken scheduler links in missed call texts, and time slots that show as unavailable for online booking
- Online Scheduling - A patient received an error while trying to schedule online. “We were unable to schedule the requested appointment due to a scheduling conflict”. What does this mean?Why online booking fails with a scheduling conflict error: an EHR sync delay, or a ChiroTouch visit purpose with no default color
- SCH3 Troubleshooting Online Scheduling IssuesFixes for scheduling temporarily unavailable, missing providers or visit purposes, rejected bookings, wrong time slots and double bookings
- How to Troubleshoot Scheduler Pro Login ErrorsPatient unable to login to Scheduler Pro
Jaz AI 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 Incoming Communications (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
- 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
- Online Scheduling - Display a QR code in your office for easy access to online scheduling for existing patientsHow can existing patients use online scheduling?
- Online Scheduling - Tracking Scripts - New PatientsGoogle 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
- Online Scheduling - How do I set up a Provider?Add a provider for online booking with availability hours, visit purposes and day-off exceptions, and why a provider is missing
- We have a provider in our EMR/EHR, but they are not visible in TrackStat. How do I get the provider to show up on the list?Provider missing from Add Provider — assign them as primary provider on a case in ChiroTouch or activate their Practitioner ID in ClinicMind
- The doctor is going to be out of the office. How do we block off the schedule so that patients cannot schedule during that time?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
- Online Scheduling - 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…
- Online Scheduling - multiple provider, masking featureThis 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 purpose is missing from TrackStat
- Online Scheduling - How do I add a new Visit purpose or appointment type to our EMR/EHR software?Add a Purpose of Visit in ChiroTouch Maintenance and set the appointment length so it matches TrackStat's duration
- Scheduling - Can an appointment/visit purpose be associated with more than 1 room on the ChiroTouch scheduler?A ChiroTouch visit purpose can only be tied to one room, so it cannot be assigned to multiple rooms on the scheduler
- Online Scheduling - Eclipse - Optimizing Appointment Scheduling with CalendlyUse Calendly with Google My Business for online booking when Eclipse has no direct sync, and set slots to avoid double booking
- Online Scheduling - 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 > Site and Settings
- Online Scheduling - Add Online Scheduling To Your WebsiteGet your new and existing patient scheduling links and website embed code from Extras > Scheduling > Settings > Sites and Settings
- SCH1 How to Configure Online Scheduling in TrackStatSet up visit purposes, referral sources, provider availability 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 ensure they sync with online scheduling in TrackStat?Edit patient-facing referral display names, add new sources from your EHR, map HighLevel (GHL) text, and fix missing referral data