TrackStat

Onboarding

Track down cancelled, missed and rescheduled appointments.

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 TrackStat Scheduling Calendar for the TrackStat mobile app for clinics

Scheduling Calendar - Set Up

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?

Intake Forms - Jotform

What is the Merge Submissions button in the Inbox for?

Forms - Merge Submissions

Forms

Find answers and get help from Intercom Support and Community Experts

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