TrackStat

Onboarding

Track down cancelled, missed and rescheduled appointments. See who doesn't have a future visit

Reports - Cancelled / Missed Report - How to use it

This report is one of the most powerful reports in our software

Reports - Recall List - How do I use it?

Tags -  how to add, create, edit, and use them to manage your patients

What is the Follow Up report used for?

Appointment report. What information can I see? What is it used for?

Reports - Appointment Report - how to use it

Communication - Inbox and Messaging

Saved Filters

Weekly Visit Booster - How to use it

Front Desk

Stats - Custom Reports - How to create a Custom Report

Patient drop off analysis also known as the milestone report

Stats - Milestones - aka Patient Drop off Analysis

Statistics

How to setup and use the scheduler on Trackstat for your web-based app and your mobile app

Scheduler Set Up - Mobile App

help you manage and track patients who are on a treatment plan or expected to visit regularly

Weekly Patients

What is the ALL PATIENTS report, and how do you use it?

Reports - All Patients - How to use it

Reports - Patient Management Overview

Missed calls, text back and voicemail feature for your own auto-attendant

Missed Call Text - Voicemail - How to use it

Online Scheduling - Settings

cash practice, cashpractice & fortis payments integration

Integrations - Merchant Processor - Fortis and Cash Practice®

Integrations - Marketing - HighLevel (GHL)

How to Set Up and Use Drip Campaigns in TrackStat

Campaigns - Drip - How To Create An Automated Campaign

Campaigns - Blast - How do I create a new blast campaign?

Tagging patients as 'wait list' then pulling them up in the all patients report so you can bulk text them

Wait List / Bulk Texting Reports- How to tag and bulk text/email from any report

Onboarding General

Does TrackStat have an integration with any HIPAA compliant online forms?

Step 1-3: What is FormDr

How do I map field values from FormDr to TrackStat?

Step 4: Map fields - enter FormDr field values in TrackStat

How do I connect my FormDr form with my TrackStat account?

Step 5: How do I connect or integrate FormDr with TrackStat?

Step 6: Edit FormDr messages

Why isn't the patient's address from their form importing or pushing into the EHR/EMR?

Integrations - Forms - FormDr - The patient's demographic data is not populating in my EHR/EMR from their intake forms.  What do I do?

What data from FormDr will populate in our EHR/EMR?

I want to edit the FormDr email and text? Where are the settings located?

Integrations - Forms - FormDr - How do I edit the automated messages that are sent from FormDr?

What happens when a new patient fills out the paperwork?
Unable to access forms due to mismatched names

Integration - Forms - FormDr - How does the TrackStat and FormDr integration work for new patient forms?

How to connect to TrackStat & use FormDr form doctor

Integrations - Forms - FormDr - How to get started

Integrations - Forms - FormDr Videos

Integrations - Forms - IntakeQ

Forms - IntakeQ - Why are online intake forms better than traditional paper or pdf forms?

Forms

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.