Customer Support Portal

14 STEPS

1. We are excited to share that client communication capabilities are now available within HealthTracks. When viewing a patient report, notice our new Client Communication icon.

2. To build your report, review all results. The tool will default all normal values to no concern and the abnormal results will require a selection to be made.

3. If you wish to hide specific results, you can uncheck the test or the specific result category to hide these from your outgoing report.

4. Next, select your name from the list of Doctors. If you do not see a Doctor in the list, you can select the add new doctor option and then populate the required information before saving the entry.

5. You can type in a personalized comment in the text field box or you can create new canned messages to reuse and personalize. If integrated, these notes will also save in your practice management software.

6. You can preview the Client Communication report that will be sent to your client by selecting Preview.

7. The preview will allow you to determine if further edits are required. Note that your client can also Ask a Question. Any questions will also show on the report and update in your practice management software.

8. Once you are satisfied with your results and message selections, select send to client. If you are not ready or need to enter your client contact details later, select Send Later.

9. Fill out the required owner contact details and communication options. Press save and send.

10. There will be a pop-up window once you have sent the report. Press okay and you can be assured that your customized report has been sent.

11. You can also see a record of the sent communication by navigating to the accession or clinic log. Please note that if you are a customer utilizing Cornerstone software, your report may orphan if a message was sent to the client.

12. This is an example of what your client will be receiving as an email. Once they click the link to report, it would open the client friendly summary you have created.

13. Once your client has opened the report, they can expand the results to view details as needed. Your client can also ask you a question and based on your preference for text or email, you will have the opportunity to respond back.

14. This is the text version of your client communication. Your client may click on the link to see the details.
That's it! you're done! We hope you enjoy this exciting feature.