Session Tracker

PracticeQ offers Session Trackers, which note on a client's profile and/or assign a task to staff once a client has completed a set number of appointments.

The Session Tracker feature is enabled in all PracticeQ accounts. You may add  up to eight trackers per client.

Create a New Tracker

1. Click Lists → Clients and open the client's profile.
2. Scroll down to the Session Tracker heading and click the + add tracker button.
3. Enter the settings for the session tracker for the client:
   
   1. Session #: The number of sessions to track.
   2. Begin Date: Enter the beginning date to include completed appointments since that date in the count.
   3. End Date: The end date will display on the tracker and the count can be reset on this date.
   4. Tracker Note: Enter an optional note that will be visible when you hover over the i icon in the tracker.
   5. Identifying Color: Choose a color for the tracker banner.
4. Assign a task once session # is reached: When checked, this will automatically create a task assigned to a specific user when the session # has been reached. You have options for when the task is triggered:
   
   1. Session total count reached: The task is triggered when the Session # is reached
   2. End Date Occurs: The task is triggered once the End Date is reached
   3. Whichever comes first: For scenarios where direct access laws require X visits or X day notifications (whichever comes first)
5. Automatically reset to the previous setting on the end date: This resets the counter once the end date has been reached, regardless of sessions used.

   

View the Tracker

• Once you add a tracker, it displays in the client profile. 
• Click Edit to adjust or delete it.

  

• The tracker will also display in the appointment dialog.

  

• If more than one tracker exists, a link will display to show them all:

 A few notes about how the Session Tracker works:

• The counter will only count completed appointments, not cancellations or appointments marked as missed.
• The counter only counts appointments on the day they happen. You will not see the tracker on future appointments.
• Once the session count in the banner reaches zero, a task is created at the end of the day on the end date. If the tracker is not set to automatically reset, then it will stop tracking and you must manually remove the banner.