TrackStat

Daily checklist for office managers and owners: check the Inbox for replies, review Stats, and use appointment notes

How to best use TrackStat daily: office manager, owner

Weekly checks of the Appointment, Follow Up, Weekly Patients and Recall reports to catch missing notes, tags and next visits

How to best use TrackStat weekly: office manager, owner

Monthly routine for owners and office managers: audit new patients for tags, insurance and referral sources, then check the Milestone drop-off report

How to best use TrackStat monthly: office manager, owner

Quarterly review routine using the Milestones Drop Off Analysis, Monthly # and Monthly $ reports, and Monthly Scoreboard

Quarterly tasks for office managers and owners

Reports owners and doctors should watch, and which ones to review daily, weekly or monthly — Daily $, Weekly Stats, Monthly # and Milestones

Best reports for owners and doctors to review daily, weekly or monthly

Best Practices

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