The integration between TrackStat and Fortis or CashPractice offers powerful tools to enhance your practice’s efficiency and improve patient management. Here’s how it can benefit you:
Prevent No-Shows with a Pay Wall: Reduce no-show appointments by requiring payment upfront for certain services, like massages or new patient visits. These payments are automatically posted to the patient’s account, ensuring smooth transactions.
Streamline Treatment and Payment Plans: Easily track which patients are behind on their treatment plan payments and see when their next visit is scheduled. You can quickly send a payment link to update their card or collect outstanding payments.
Manage Memberships Effectively: Keep tabs on patients who are not scheduled for their next visit and identify those who are scheduled for more visits than what their membership offers. This helps you ensure all visits are accounted for and within plan limits.
Daily Appointment Report: Prepare for your day with a comprehensive report that shows which patients have expiring cards, missing payments, and details about their insurance and balances—all in one place.
Quick Invoice Feature (Coming Soon): Generate invoices based on the services a patient has received, make quick edits, and send a compliant payment link directly to the patient to settle their balance.
Effortless Credit Card Updates: If you’ve recently switched to Fortis, you can send a text or email blast to update patient credit card information. Plus, you can easily see which patients scheduled for the day don’t have a card on file yet.
Step 1: Connect via API key from your merchant processor
This integration simplifies your financial processes, improves patient accountability, and enhances practice management, making your day-to-day operations smoother and more efficient.
CashPractice
Go to My Account > System Settings > Integrated TPS Keys > TrackStat API Key
Go to TrackStat > Extras > Integrations > CashPractice > Paste in API key
Fortis
Login to Fortis
Create a user, name TrackStat and provide an email for that user (email address does not have to be valid)
Set as:
User Type = Location Admin
role = all privileges
TrackStat > Extras > Integrations > Fortis > Add user ID, Fortis user API & location ID
Step 2: Utilize this with data in your reports
Both the appointment report and all patients' reports have columns to help you manage your patients on a treatment plan
