Onboarding
31 articles
Reports - Cancelled / Missed Report - How to use itTrack down cancelled, missed and rescheduled appointments. See who doesn't have a future visit
Reports - Recall List - How do I use it?This report is one of the most powerful reports in our software
Tag or Tags how to add them, edit, and use them to manage your patients
What is the Follow Up report used for?Uses for the Follow Up report
Reports - Appointment Report - how to use itAppointment report. What information can I see? What is it used for?
Communication - Inbox and MessagingHow to send a text message
Saved Filters
Weekly Visit Booster - How to use itWeekly visit goal
Onboarding General
General information about TrackStat
Scheduler Set UpHow to setup and use the scheduler on Trackstat for your web-based app and your mobile app
Weekly Patientshelp you manage and track patients who are on a treatment plan or expected to visit regularly
Reports - All Patients - How to use itWhat is the ALL PATIENTS report, and how do you use it?
Reports - Patient Management Overview
Missed Call Text - Voicemail - How to use itMissed calls, text back and voicemail feature for your own auto-attendant
Online Scheduling - SettingsHow to Set Up Online Scheduling
Integrations - Merchant Processor - Fortis and Cash Practice®cash practice, cashpractice & fortis payments integration
Integrations - Marketing - HighLevel (GHL)How to connect GHL to TrackStat
Campaigns - Drip - How To Create An Automated CampaignHow to Set Up and Use Drip Campaigns in TrackStat
Campaigns - Blast - How do I create a new blast campaign?Creating a new blast campaign
Forms
FormDr
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 - 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
Integrations - Forms - IntakeQIntake forms