TrackStat

Why can’t I filter financial data such as payments or Total Collected by patient Tags?

How TrackStat beats generic texting apps with real-time EHR data, prioritized recall lists and actionable work queues

Why TrackStat is more effective than generic third-party texting software

Patient Search, Filters, Tags, PI Cards, Tech Requirements, Synchronization of Data, Best Practices, Tips & Tricks

General

Search patients by name, email, account number or last 4 phone digits, and fix a patient not found or not synced yet

How to Use Patient Search

How to update a patient's information

Text a non-patient with + Add Message, add leads to the Follow Up report, and match details exactly so message history merges

How do I add a patient or contact in the Inbox?

Patient names and deletions can't be changed in TrackStat — edit or remove the patient in ClinicMind (aka Genesis, Billing Dynamix, Vericle), ChiroTouch Classic (Server) or Eclipse instead

How do I remove or rename a patient in TrackStat?

The Patient Search bar is greyed out. How do I fix it?

Patient Search

The Not Qualified tag flags patients who opted out of texts and emails, but campaigns only skip them if you add the exclude (-) symbol

What is the "not qualified" tag used for?

Auto-assign the np start tag to patients who begin care so they appear on the Weekly Patients report, set in Extras > Automation

NP (new patient) start tag for the Weekly Patients report

Add, bulk-tag and categorize patient tags to filter reports and include or exclude campaign audiences, and why to never remove np start

Using Tags in TrackStat (Tags 101)

Configure browser and Windows settings for notifications and updates (web app)

Placeholder for TrackStat technical requirements - the content is marked coming soon, so no specs are published here yet

Technical Requirements

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