Table of Contents of "The Process"

A. Pre-Sale Documentation

  • Pre-Demo Questionnaire – A1 (Questionnaire 1 of 4)
  • Tracker Quote/Investment Summary Estimate
  • Understanding The Tracker Quote
  • Tracker System Requirements Document
  • Tracker Training Overview Document

B. Pre-Installation

  • Your "Welcome Aboard" Package
  • Tracker License Agreements
  • Migration Documentation & Getting Started Manual
  • Final Invoices
  • Hardware Quotation Review
  • Data Conversion Checklists (if required)
  • CDAnet (EDI) Setup Checklist!
  • Pre-Installation Questionnaire/Checklist – B1 (Questionnaire 2 of 4)
  • Pre-Training Questionnaire – B2 (Questionnaire 3 of 4)

C. Post-Tracker Installation

  • Post-Training Questionnaire C1 (Questionnaire 4 of 4)
  • Training Checklists
  • Tracker Add-ons & Bridges to Clinical Application
    Bridges to Clinical Applications
    ChairSide Messenger & T-Word
  • Ongoing Responsibilities
    What Tracker Support Covers
    Getting Help/Support
    Program Updates and Highlight Documents
  • Advanced/On-going Training/Consulting
  • Quarterly Newsletters
  • Annual Survey to Clients



A documented guide to ensure a smooth Tracker implementation process and continued success.