INSIDE TRACKT R A C K E R N E W S L E T T E R | F A L L 2 0 2 0 | V O L U M E 2 5

www.gotracker.com

Welcome to our electronic newsletter dedicated to keeping you “in the know” with a variety of TIPS & TRICKS from our experienced Tech Support Reps & Training team.

NEW EMPLOYEE STILL USING

THE TEMP ACCOUNT TO SIGN INTO

TRACKER? WHAT TO DO:

Everyone who uses Tracker should have

their own account. New users can only

be added when logged in using the

Admin account. The Admin account

should not be used to do anything

other than add new users or modify the

rights of existing accounts. Make sure

to inactivate accounts that are no longer

being used and do not let staff share

passwords or profiles. Now is also a great

time to review the rights current users

have and update if necessary.

Hey, I Didn’t Know Tracker Could Do This!

Tips & Tricks

We hope that your re-opening went

smoothly and that your office is now back

in full swing, managing with all the new

procedures and protocols.

During the past seven months, we’ve been

busy at Tracker! We’ve been blogging, training,

running webinars, developing how-to videos,

posting on Facebook, Instagram, Linkedin

& Twitter, and handling many calls from

offices needing to quickly prepare for their

re-opening, plus much more.

This newsletter edition is filled with many

Tips & Tricks. Our goal is to ensure you’re

taking advantage and benefiting from all

of Tracker’s great features.

Now that offices are up and running, we are here to ensure your staff are up-to-date and

comfortable using Tracker. Happy knowledgeable staff equates to happy loyal patients.

Many offices used their down time to get organized, go chartless, upgrade to 11.29,

move from Tracker 10 to version 11, learn how to send mass communications, and the

MOST requested call was to add eServices!

We want to educate our clients about the many great features Tracker has to offer

and ensure they’re being used, so while reading, if you’re thinking “Hey, I didn’t know

Tracker could do this!”, then we’ve accomplished what we set out to do.

Happy reading everyone.

Keep well & stay safe,

The Tracker Team

Inside Track | Tracker Newsletter

Our Training Team is GrowingOne of the most vital aspects of any business is the ongoing development and training

of staff members. Although many may have trouble seeing past the initial investment, the

return on investment from employee learning is really a no-brainer and the importance of

training for both new and experienced staff members really cannot be overemphasized.

There are many different categories of Tracker Training ranging from New Employee training

to Management Training to an entire Practice Analysis (known as Strategic Practice

Analysis or SPA). All of which provide numerous benefits to your team and organization.

To help facilitate our training services to you, our valued client, we have expanded

our training team across Canada. Everyone at Tracker is very excited to introduce and

welcome the newest members to our team:

Each of our trainers bring a unique set of skills to the team, and we cannot wait for you

to see just how much our training team has to offer your practice.

Contact us at info@gotracker.com to discuss getting a trainer in your office.

BC

Angela Dix

Danika Kujala

Martina Larguinho

Meghan Wilson

Monica Watson

ONTARIO

Laura Van Houwelingen

Theresa Hawke

Tima Nunes

Server Due for an Upgrade?Look at Tracker Cloud NowAlthough it may have been shadowed

by other events, in 2020 Microsoft

ended life on some of its older software

including some operating systems.

As a result, many offices are looking to

update their server machines.

If this affects your office, if you’ve just

expanded or if you’re simply looking for

an upgrade, Tracker Cloud can help.

Hosting your Tracker data online over

a secured connection can help reduce

some of the upgrade, maintenance, and

storage costs associated with buying

a new server for your office — all this

without any changes to the way you

currently use and view Tracker in the

office, not to mention giving you the

ability to remotely access via pre-defined

Windows machines!

Even with this in mind, always know that

the choice is completely yours. Tracker

will never force you into keeping things

on-premise or going onto the cloud.

We recognize that each office is unique

and strive to provide solutions that can

meet all your needs.

If you think this option may suit your

office or want additional information,

give us call and we’ll be happy to help.

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FALL 2020 | Volume 25 | www.gotracker.com

FONT TOO SMALL? FONT TOO BIG? LEARN HOW TO CHANGE THE FONT SIZE NOW.

For many of us, the older we get the harder it is to read the schedule. In the Tracker Options, under the Appearance

tab, you can change the font size for All Fonts, the Schedule, and Grid Reports. The default is 8, so try 9 and see if

that is clear enough. If you change all fonts to 10 or larger, other parts of the software may become difficult to read.

Advantages of a One-Company SolutionTracker’s eServices offer a unique way to

keep in contact with your patients and

ensure they show up for their scheduled

appointments, all while maintaining the

highest level of customer service. You

can have the full capability of a modern

patient communication system fully

integrated with Tracker.

Need to send a confirmation message or

a form for a patient to fill out at home?

Just right-click on an appointment

and tell Tracker to send it out for you.

Configure Tracker to send those and

more automatically, all from within your

Tracker options. Just as Tracker can send

reminders to your patients, it will also

automatically update your appointments,

pushing pending dates forward and

marking appointments as confirmed.

Your data remains secure as nothing

accesses your confidential data.

With the ability to directly text back and

forth with your patients, your office

can allow existing patients to book their

pending appointments online, and even

allow new patients to schedule consults,

emergencies, or new patient exams.

Tracker’s integrated eServices include a

wide variety of features to choose from

and provide you the options to set-up

the right ONE-COMPANY SOLUTION

for your office.

See why you need Tracker’s

eServices today:

http://gotracker.com/eservices-video/

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Why Use a Separate Program When Tracker Can Do It All?

Quickly Check If Patients’ Covid Screening Forms are CompletedIf an office wants a quick way to see who has not returned their COVID screening form, they can use Tracker Today (shown below).

When you click on the outstanding required forms, it opens the report showing each patient who still has to submit their form.

Save Time with Automatic Recall

eServices

If you spend a lot of time calling

patients who are due for their next

hygiene appointment, Tracker has a

solution for that!

Tracker can automatically email or text

patients when they are due for their

recall appointment.

Included in our Mobile Confirmation

Agent is the Pending Reminders feature.

You choose the criteria, then Tracker

does the work for you. This feature allows

you to advance the follow-up date

automatically and continue to contact

the patient up to six times, or until they

book their appointment.

Click the following link & watch a short

video to learn how it works.

http://bridge-network.com/t11vid-

eos/MCA/Pending_Reminder/Pend-

ing_Reminder.html

Inside Track | Tracker Newsletter FALL 2020 | Volume 25 | www.gotracker.com

4

Reopening GoalsThe COVID-19 crisis is an unprecedented event. In March, many dental offices had to close,

which resulted in a negative snowball effect due to loss of revenue.

Practices must think about reaching the following three goals: increasing production,

scheduling current patients, and gaining new patients.

GOAL #1 – INCREASE PRODUCTION:

To maximize production, you must focus on bringing in as many patients as quickly as

possible for productive treatment. The more patients you can bring into your practice,

the more production you will have, and this will allow you to bounce back faster.

GOAL #2 – SCHEDULING

CURRENT PATIENTS:

One of the best ways to do this is by adding

extended hours, including evenings and

Saturdays. If you have patients who accepted

productive treatment plans, prioritize their

appointments to help replace lost revenue.

GOAL #3 – GAIN NEW PATIENTS:

It’s advised to leave time in the schedule for

new patients. There will be great demand in

the last quarter of 2020 and new patients will

call. The sooner you bring in the maximum

number of new patients, the higher the

production will be.

Our monthly webinars are free and

informative. Discussion topics are based

on our clients’ requests.

Sessions fill up quickly, so look out for your

evite, and sign up to reserve your spot.

Check out our upcoming webinars:

http://gotracker.com/webinars/

Reading our blogs, written by our Trainers

& Tech Support staff, is just a click away

and will provide you with so much

information at your fingertips.

• Easily acquire knowledge

• Develop & learn new skills

• Gain insight into something new

• Plus much more…

Our Monthly Webinars are Complimentary and Fill up Fast

Reasons to Read Tracker’s BLOGs

MAKE BILLING SIMPLER WITH A SUPER CODE!

You can make billing hygiene codes simple by creating a Super Code, which is a group of codes that has all the codes that would typically

be billed out at a hygiene appointment. Codes that were not completed can then be marked as Declined Patient, or Declined Not Required.

You can have as many Super Codes as you would like, but obviously having too many defeats the purpose. To add a Super Code, click on

Configuration and Reasons. Click on the + next to the Reason you wish to make it into a Super code and add all the codes.

WONDERING WHAT REPORTS TO RUN?

We often get asked if there are a defined set of day/month/year-end reports to run. There are no real mandatory reports to be run in Tracker.

You can run many different reports and, by simply modifying the date range, turn them into monthly reports. A good starting point would

be the “Practice Summary” and “Fees & Payments Summary by Day” reports to get a good overview. Ironically, the “End of Day Summary”

is also an excellent report to run monthly, or even annually. You can preview them on-screen to save paper.

Inside Track | Tracker Newsletter FALL 2020 | Volume 25 | www.gotracker.com

View Blog

We Want to Get Back to You as Quickly as Possible!But we need to know who you are… Believe it or not, we often receive messages that say:

“Hi, it’s the dental office, can you call me back?”

In order for us to get back to you quickly, when leaving us a message, be sure

to include:

Name of your Office – knowing your office name will help us locate your file.

Your name – leaving us your name will enable us to speak to you directly.

City – many offices have similar names, so knowing your city will help us to find your file quickly.

Phone number – leaving us your phone number will also speed up a return call.

Just spoke to a rep and/or trainer and want to speak to them again?

Not a problem, call our 1-800-922-7434 HOTLINE and ask to speak to that same rep.

If he/she is busy assisting someone else, another one of our highly trained reps will be

happy to help you.

Hey, did you know we’re available after hours? Our “After Hours Tech Support Team” are available outside regular office hours

and will gladly help you in case of an emergency! Simply leave us a message

and someone will get back to you asap.

Stay in the Know via Email and Social MediaTo keep you in the know & updated about upcoming

events and important information, we often communicate

through email, and we will continue to do so.

However, be sure to follow us on Facebook, Instagram,

Linkedin and Twitter, as we will be sharing information

on these various platforms as well.

Check out Jerome’s informative #TipoftheDay tweets.

Click the icons below to access…

INSIDE TRACK

TRACKER

1110 Finch Ave West, Suite 600,

Toronto, ON M3J 2T2

Call us at 1-800-922-7434

Email us at info@gotracker.com

Want to learn more about eServices?

Schedule your free demo today:

http://gotracker.com/eservices-demo/

NEED TO PAY AN INVOICE?

You have payment options! You may call

us to pay your invoice by either Visa or

Mastercard. You can also make things

even easier by setting up pre-authorized

payments for your practice. Contact us

and we’ll be glad to set this up for you.

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Get Ready for Paperless Billing –Your Invoices & Statements will Now be Sent via EmailInstead of receiving your paper bill

through Canada Post mail, we have

started sending out all invoices &

statements electronically to the email

address we currently have on file for you.

If you would like your billing to be sent

to another email address, or directly to

your bookkeeper and/or accountant, then

please either call us at 1-800-922-7434

or email us at info@gotracker.com to

let us know.

Interesting fact

Bookkeeper is the only word in the

English language that has 3 double letters

in a row.

Inside Track | Tracker Newsletter FALL 2020 | Volume 25 | www.gotracker.com