Sales
Charging Patients
CHARGING PATIENTS Overview What is this? Why is it Important? CareTrax comes with a fully functioning Books accounting application. This will allow you to charge patients - for any payment type (Cash, Check, Credit Card) and provide a paid invoice ...
Processing Leads
PROCESSING LEADS Overview What is this? Why is it Important? Leads are those individuals who are "not yet patients", but hopefully soon to be. CareTrax collects Leads for you via the website Contact Page and via the ChatBot on the homepage. You can ...
Sell Products & Services
SELL PRODUCTS & SERVICES Overview What is this? Why should I know this? You can manually sell items (which can be products and/or services) directly from CareTrax Books. This allows you to accept credit cards (non-swipe, by manual entry), cash or ...