General
Patient Search, Filters, Tags, PI Cards, Tech Requirements, Synchronization of Data, Best Practices, Tips & Tricks
14 articles
- Why can’t I filter financial data such as payments or Total Collected by patient Tags?
- Why TrackStat is more effective than generic third-party texting softwareHow TrackStat beats generic texting apps with real-time EHR data, prioritized recall lists and actionable work queues
- Session Timeout and Automatic Sign-Out
- Finding Reports and Tools in the TrackStat Sidebar
- How to Use Patient SearchSearch patients by name, email, account number or last 4 phone digits, and fix a patient not found or not synced yet
- How to update a patient's informationUpdating patient information
- How do I add a patient or contact in the Inbox?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 remove or rename a patient in TrackStat?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
- The Patient Search bar is greyed out. How do I fix it?Help - I can't search for patients.
- Configure browser and Windows settings for notifications and updates (web app)Not getting new message alerts? Allow notifications and pop-ups for app.trackstat.org in Chrome and Windows, then hard refresh
- Technical RequirementsPlaceholder for TrackStat technical requirements - the content is marked coming soon, so no specs are published here yet