Reports
Appointment, Weekly Patients, All Patients, Patient Management, Recall List, Cancelled/ Missed
22 articles
- PI Card (Personal Injury): managing motor vehicle accident patientsHow do I use TrackStat to manage patients that were injured in a motor vehicle accident?
- Birthday List: find patients with a birthday this monthFind patients with a birthday this month under Extras > Legacy Reports, filtered by age, city or total spent — not available for Eclipse users
- Why doesn't a patient show up on the schedule?Missing patient or appointment on the calendar, appointment report or search — check for 01/01/1900 dates of birth and a stalled server sync
- Appointment ReportSee who is scheduled, spot balances and missing diagnosis, email or cell phone, tag patients and bulk text from the Appointment Report
- How can we help our billing department collect claims faster?Collecting claims faster with TrackStat Patient Management Report
- Which report can I use to track total active patients?Count total active patients using the Patient Management report filtered by visit date and np start tag, minus employee and family tags
- Where can I find unique patients who had a visit in a time period?Use the Visit Date filter on the Patient Management report to get a unique patient headcount instead of a total visit count
- Where can we see our Accounts Receivables (A/R)?How can we estimate how much we expect to collect from patients, insurance companies and attorneys?
- Using the Patient Management Report for PI / MVA case managementTrack personal injury and auto accident (MVA) cases using the PI Card tabs, automatic tags, follow-up dates, attorney columns and balances
- Report filters: missing providers and All Patients vs Blast for past datesWhy a new provider is missing from the Provider filter and why All Patients and Blast selections differ for past dates
- How do I clear the filters on a report?I can't see the data I am looking for. How do I reset the filter selections?
- Show or hide columns to customize your reportHow to show or hide columns to customize your report
- Which Provider Does the "Providers" Filter Use on Each Report?Why visit counts and dollars don't match when filtering by provider, and which reports use Appointment vs Primary Provider
- Patient notes: syncing with ChiroTouch and fixing "undefined" notesHow patient notes sync with ChiroTouch Classic (Server), where to add them, and how to fix "undefined" notes that won't save for leads
- How do I quickly find an item or a patient in a report with a lot of data?Use Ctrl + F to search a long report for a patient or item, and increase page size so the search covers every row
- Recommended Reports & Best PracticesStandard Operating Procedures for Practices Using TrackStat Patient and Statistics Reports
- Saved FiltersSave, share and favorite filter sets on reports and stats, plus why a filter option like an insurance is missing