by Michael | Jan 28, 2019 | Uncategorized
1/28/2019 – Starting with updates posted after this date you will no longer need to install the EDI Runtime software to do Eligibility Checking. Once you update has been posted you can safely remove the EDI Runtime software from the workstation.
by Lauren Malone | Apr 15, 2019 | Appointments
support@pattrac.info This lesson describes how to add a new appointment for a client. Open the Client Record 1. Open the Client record 2. On the Appointments tab, click the ‘New icon’ to add a new appointment. Create the Appointment 1. Select the...
by Lauren Malone | Mar 12, 2019 | Appointments
support@pattrac.info This lesson describes how to create reoccuring appointments for clients. Create a new Reoccuring Appointment record 1. In the left Navigation panel, click Reoccuring Appointments to open the Reoccuring Appointments tab. 2. Click the New icon to...
by Lauren Malone | Mar 12, 2019 | Appointments
support@pattrac.info This lesson describes how to complete “pre” or “post” appointment verifications. Verifications can be completed on multiple appointments or on an individual appointment. Verify the Appointments This option describes how to...
by Lauren Malone | Mar 12, 2019 | Appointments, Physicians
support@pattrac.info This lesson describes how to add and maintain the Provider list in TranTrac. Add a New Provider 1. In the left Navigation panel, click on Providers to open the Provider tab. 2. Click the New icon to add a new provider. Edit a Provider record 1....
by Lauren Malone | Mar 11, 2019 | Appointments
support@pattrac.info This lesson describes how to update the Trip Status in an appointment. Update Multiple Trips This option allows for updating multiple trips, for multiple clients in the Trips List View 1. Open Trips in the left Navigation panel. 2. Use the Filter...
by Lauren Malone | Mar 11, 2019 | Eligibility
support@pattrac.info This lesson describes how to check eligibility in batch format for clients with appointments in a date range. Create the Batch Eligibility record 1. In the left Navigation panel, click Batch Eligibility Verification 2. Click the New icon to create...
by Lauren Malone | Mar 11, 2019 | Clients, Eligibility
support@pattrac.info This lesson describes how to check insurance eligibility for an individual client. Create the Eligibility Verification record 1. Open the Client record 2. Click the Eligibility Verification tab 3. Click the New icon to create a new eligibility...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to create a new Questionaire record for a client. Add a new Questionaire 1. Open the Client record 2. Click the Questionaires tab 3. Click the New icon to create a new Questionaire Complete the Questionaire Complete all...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to add a new Client record in TranTrac. How to add a new Client record 1. Click on Clients in the left Navigation panel to open the Clients view. 2. Click the New icon to add a new Client...
by Lauren Malone | Mar 11, 2019 | Clients
support@pattrac.info This lesson describes how to search for an existing Client record. How to Seach for a Client Record 1. Use the Auto-filter row (highlighted) to search any column or combination of columns. Simply type text into the empty space. ** If the...
