What is this? | Why should I know this? |
You can manually create records in CareTrax while others are automatically created for you: Leads: Auto-created from the website Contact Form, but also can be manually created. Patients: Auto-created from Patients who self register from the website, but can also be created manually. Encounters: Never manually create these! The system does it for you! Appointments: OK to manually create. Only Initial Consults with Deposits are auto-created. Doctors: OK to manually create Activities: OK to manually create. Invoices/Receipts: OK to manually create. | So that you can manually create these records when needed: Leads from Walk-ins, Patients who can’t use a computer, Referring Doctors and various Activities (or Events, Calls or Tasks). |
Step | Description | Screenshots |
1 | Creating Leads You would manually create a lead to keep a record of people who are not yet patients and who you want to convert into a patient. They could be a walk-in or someone who calls the office, etc. Go to the Leads menu, and select the + sign in the upper right, next to the Import button. Enter the data for this lead. Mandatory fields include name and “company”. Put “none” if the person is an individual. Enter notes as appropriate for future follow-up. If you collect their email, they can be included in mass-mailing campaigns and newsletters. | |
2 | ||
3 | ||
4 | ||
5 | ||
6 | ||
7 |