Onboarding
30 articles
- Reports - Cancelled / Missed Report - How to use itTrack down cancelled, missed and rescheduled appointments.
- Using the Recall List Report
- Using Tags in TrackStat (Tags 101)
- Weekly Visit Booster - How to use itWeekly visit goal
- Appointment Report
- Comprehensive Guide: Using the Follow Up Report in TrackStat
- Communication - Inbox and MessagingHow to send a text message
Onboarding General
General information about TrackStat
- Scheduling Calendar Setup and Usage
- Reports - All Patients - How to use itWhat is the ALL PATIENTS report, and how do you use it?
- Online Scheduling - SettingsHow can I configure and customize online appointment scheduling options in TrackStat? How to setup online scheduling.
- Integrations - Merchant Processor - Fortis and Cash Practice®Cash practice & Fortis payments integration
- Integrations - Marketing - HighLevel (GHL)How to connect GHL to TrackStat
- Wait List / Bulk Texting Reports- How to tag and bulk text/email from any reportTagging patients as 'wait list' then pulling them up in the All Patients report so you can bulk text them
Forms
FormDr
- Forms - IntakeQ - Why are online intake forms better than traditional paper or pdf forms?
- Step 1-3: What is FormDrDoes TrackStat have an integration with any HIPAA compliant online forms?
- Step 4: Map fields - enter FormDr field values in TrackStatHow do I map field values from FormDr to TrackStat?
- Step 5: How do I connect or integrate FormDr with TrackStat?How do I connect my FormDr form with my TrackStat account?
- Step 6: Edit FormDr messages
- Integrations - Forms - FormDr - The patient's demographic data is not populating in my EHR/EMR from their intake forms. What do I do?Why isn't the patient's address from their form importing or pushing into the EHR/EMR?
- What data from FormDr will populate in our EHR/EMR?
- Integrations - Forms - IntakeQIntake forms
- Integrations - Forms - FormDr - How do I edit the automated messages that are sent from FormDr?I want to edit the FormDr email and text? Where are the settings located?
- Integration - Forms - FormDr - How does the TrackStat and FormDr integration work for new patient forms?What happens when a new patient fills out the paperwork? Unable to access forms due to mismatched names
- Integrations - Forms - FormDr - How to get startedHow to connect to TrackStat & use FormDr form doctor
- Integrations - Forms - FormDr Videos
- Intake Forms - JotformFree intake form option
- Forms - Merge SubmissionsWhat is the Merge Submissions button in the Inbox for?
- What types of data from patient intake forms are automatically imported into ChiroTouch, and how should other data be handled?