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TRACKERPLUS SUPPORT

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Resources

Client Resources
Guide

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The Client Resources Guide provides comprehensive support documentation designed to help you get the most out of TrackerPLUS. Available as a convenient PDF, the guide includes a wealth of practical guidance, step-by-step instructions, and helpful tools that walk you through every aspect of the software. You’ll also find embedded videos and detailed articles that explain features, demonstrate workflows, and answer common questions. Whether you’re new to TrackerPLUS or looking to refine how you use it, the Client Resources Guide serves as a go-to reference that keeps valuable insights and guidance at your fingertips

CREATING A NEW ENCOUNTER (LOGGING ACTIVITY)

CREATING AN ISSUE FROM THE QUICK ISSUE LOG

ESCALATED ISSUES TO AN ASSIGNED LEADER

MERGING OFFICES AND PRACTICES

CREATING A NEW PROVIDER

HOW TO ASSIGN, UNASSIGN AND RE-ASSIGN LIAISONS TO PROVIDERS (INBULK)

HOW TO CREATE AN ENCOUNTERS REPORT

HOW TO CREATE LIAISON ACTIVITY   REPORTS

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