Onboarding
15 articles
- Recall - Using the Recall List ReportReach MIA patients with no future appointment using the Recall List's Recall Score, last visit date filters and follow-up notes
- Dashboard - How to use the Weekly Visit Booster for your weekly visit goalWeekly visit goal
- Follow Up - Using the Follow Up Report in TrackStatTrack leads and patients needing outreach with the follow up tag, custom statuses, next follow up dates, and hidden rows
- IN4 How to send a text or email from the InboxHow to send a text message
- How to best use TrackStat daily: front desk and adminDaily Best Use of TrackStat
New Staff Onboarding
General information about TrackStat
- All Patients - What is the All Patients report and how do you use it?What is the ALL PATIENTS report, and how do you use it?
- Online Scheduling - How do I configure and customize online scheduling options?How can I configure and customize online appointment scheduling options in TrackStat? How to setup online scheduling.
- 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
- New Employee Onboarding: Core TrackStat WorkflowsNew staff training checklist covering Inbox, patient search, canned replies, tags, saved filters and bulk messaging from reports
- Tips and TricksScreenshot a message to print it, use Ctrl + F to find data in a long report, and cut how many message credits you use each month
- How to best use TrackStat daily: office manager, ownerDaily checklist for office managers and owners: check the Inbox for replies, review Stats, and use appointment notes
- How to best use TrackStat weekly: office manager, ownerWeekly checks of the Appointment, Follow Up, Weekly Patients and Recall reports to catch missing notes, tags and next visits
- How to best use TrackStat monthly: office manager, ownerMonthly routine for owners and office managers: audit new patients for tags, insurance and referral sources, then check the Milestone drop-off report
- Quarterly tasks for office managers and ownersQuarterly review routine using the Milestones Drop Off Analysis, Monthly # and Monthly $ reports, and Monthly Scoreboard
- Best reports for owners and doctors to review daily, weekly or monthlyReports owners and doctors should watch, and which ones to review daily, weekly or monthly — Daily $, Weekly Stats, Monthly # and Milestones