Patient Tracks automatically create upon the submission of a Chief Complaint Survey. Review how tracks can be created automatically or manually in the drop-downs below.
How Tracks are automatically created
Upon the release of Super Appointments, the system will automatically create a consolidated track for existing patients with active complaints.
For new patients with no complaints, completing the Chief Complaint Survey before their appointment will automatically generate a track for the associated complaint. In multi-segment appointments with multiple providers, a dedicated track will be created for each provider.
For existing patients with existing complaints, you can create a new track while scheduling the patient's appointment. Click the Create track on CCS submission check box. This will send a new CCS to the patient and create a new track for that appointment segment.
How to manually create a Track
You can manually create a Track directly from the patient's record.
1) Navigate to the patient's record for whom you'd like to create a Track.
2) Click the Manage Tracks icon.
3) Click Add Track
4) Enter track details: Name, associated Complaints, Associated treatments, and Associated providers.
- The Track Name will appear in the Track drop-down when scheduling an appointment.
- Complaints are the patient complaints on file that are associated with that track. Complaints can be associated with multiple different tracks.
- Associated treatments are the treatment types associated with this track. Indicating associated treatments will allow the track to auto-populate when the associated treatment type is being scheduled.
- Associated providers are the providers associated with this track. Indicating associated providers will allow the track to auto-populate when the associated provider is selected during scheduling.
5) Select Track settings.
By default, all tracks are created with No complaints un-checked and Include care plan & Send surveys checked. You can adjust this as needed for each track.
- Checking No complaints means that no complaint is associated with the Track at this time.
- Checking Include care plan will ensure a care plan is included in Schedule & Goals.
- Checking Send surveys will ensure subjective surveys are sent for complaints in this track.
For tracks that you want no associated complaints, and no surveys sents (i.e. using a blank SOAP), you should check No complaints and uncheck send surveys.
If No Complaints and Send Surveys are selected, the track for the current visit will not have an associated complaint. However, a CCS will be sent for this track on the patient’s next visit.
6) Click Save!
💡Pro tip:
What are tracks? You can think of tracks as a file folder for a patient's complaint that you would pass around to the providers who would manage that complaint. You can create separate tracks for different file folders - a track for back pain may be passed between chiropractors who may alternate providing care for the patient, whereas a track for massage may be reserved for a massage therapist performing general full-body massage.
Learn more about tracks here.