Master Data
Mass Updates to Records
MASS UPDATES TO RECORDS Overview What is this? Why is it Important? Another very important feature in CareTrax is the ability to update multiple records in one transaction. For example, if you need to update any field for 100 patients to the same ...
Merging Duplicate Records
MERGING DUPLICATE RECORDS What is this? Why is it Important? With Leads and Patients, you can merge two or more records that are the same person. Duplicate records can be created for a variety of reasons, including when a patient is scheduled via ...
Managing Attachments
MANAGING ATTACHMENTS Overview What is this? Why is it Important? CareTrax allows you to attach any type of document to a record. Patients, Doctors, Leads and Encounters can all have attached documents. There are two ways to attach documents - Via ...
Adding or Creating Records
Add or CREATE RECORDS Overview 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. ...