Current Group Training Sessions:

• Working Smart with Tracker
• Tracker 10 with Dalida Scarpelli
• Using Tracker for Orthodontists and the Ortho Module with Dalida Scarpelli
• Utilizing Tracker 10 to Provide Quality Customer Service

Working Smart with Tracker

Are you interested in learning more about Tracker? The “Working Smart with Tracker” presentation gives you the chance to explore advanced topics and features offered in both Tracker and associated programs like the Clinical Applications. This training session will focus on enhancing communication in your office and, ultimately, your staff’s productivity level. Learn about the different scheduling tools available and how to use the Appointment Manager to manage not just recalls, but pending and incomplete treatments, too. Discover new ways to educate patients, manage recommended treatments, to control your Accounts Receivables and many more under-utilized tools.

This training session is recommended for experienced Tracker users who have a strong understanding of the program. The cost for this training session is $100 plus tax per person.

Scheduling Options	Appointment	Contact/Appointment Management	Treatment Planning
Customizing your schedule Schedule Templating Forecasting	Reasons Alarms and Reminders Notes versus Messages	Contact Types Managing the Appointment Manager Cancellation lists Tracking Short Notice Patients Emailing Patients	Organizing Recommended Treatment Optio Dentistry’s Patient Education Module Continuing Patient Education Efficient follow-up on pending and incomplete treatment
Receivables	Tracking	Protecting your Information	Regular Tracker Maintenance
Staying on top of your receivables	Referral Reports Monthly Trends	Security Backups through Back Track	Installing Tracker Updates Running Monthly Maintenance Utilities

Group Tracker 10 Training with Dalida Scarpelli

Seminar Overview:

It goes without saying that the better your office uses Tracker, the more effective your office will be.
During this training session, we will talk about a practical approach to handling appointments and maximizing the use of Tracker’s scheduling and billing abilities.

Topics:

• Schedule Manipulation
• Booking By Location
• Schedule Customization
• Schedule Forecasting
• Schedule Templating
• Appointment Manager
• Filling Schedule Gaps
• Contacts vs. Patients
• Patient/Appointment Flagging
• Appointment Reminders
• Short Notice Patients
• Treatment Plans
• Estimate Follow-Ups
• Reports
• Tracker Tips And Tricks

We will also be covering a number of under-utilized areas of the program and will leave time at the end of the session for a Question & Answer period.

Using Tracker for Orthodontists and the Ortho Module with Dalida Scarpelli

Seminar Overview:

It goes without saying that the better your office uses Tracker, the more effective your office will be.

During this training session, we will talk about a practical approach to handling Ortho specific features of Tracker 10 and how maximizing the use of Tracker’s scheduling.

Topics:

• Schedule Manipulation
• Schedule Customization
• Schedule Templating
• Appointment Manager
• Contacts vs. Patients
• Patient/Appointment Flagging
• Short Notice Patients
• Ortho Contracts
• Multiple Payments
• Dealing With Credits
• Using T-Word & T-Forms
• Tracker Tips And Tricks

We will also be covering a number of under-utilized areas of the program and will leave time at the end of the session for a Question & Answer period.

Utilizing Tracker 10 to Provide Quality Customer Service

Patients that come to your office want more than just dental treatment; they come because they are also treated well. This training session will provide you with tools available in the most recent version of Tracker to enhance communication within the office. This will in turn enable all staff members to provide patients with exceptional quality customer service.

Topics:

• Utilizing the schedule effectively
• Tracking of notes and why
• Effectively utilizing the Appointment Manager
• Keeping track of all of our Patients - Dormant Report
• Communication with patients regarding their statements
• Insurance Payments - are we applying them correctly?
• Customizing the statements
• Receivables Manager
• Treatment Planning & T-Word