Patient Follow-up Tracker

Password

Who's working?

Tap your name, then enter your PIN.

Enter your 4-digit PIN

Two-step verification

Enter the 6-digit code from your authenticator app

Set up two-step verification

Owners and admins confirm each sign-in with a code from an authenticator app.

Open an authenticator app on your phone (for example Google Authenticator, Microsoft Authenticator or 1Password).
Scan this QR code with it.

QR code to add this account to your authenticator app

Can't scan it? Enter this key instead:

Enter the 6-digit code the app shows

Save your recovery codes

If you lose your phone, each of these codes lets you sign in once. Keep them somewhere safe — they won't be shown again.

Choose a new PIN

Your PIN is too easy to guess. Choose a new 4-digit PIN to continue.

New PIN (4 digits) Confirm new PIN

Choose a new password

Your password was set by someone else. Choose your own to continue.

Current password (the one you were given) New password (at least 12 characters) Confirm new password

Note

Delete note

Delete this note? This can't be undone.

Add a new patient

Name

Location DrChrono chart ID (optional)

Treatments (one or more)

Schedule an appointment

Time

Cancel appointment?

Settings —

Desktop notifications

Sound for waitlist alerts (this computer)

Change my password

Current password

New password (at least 12 characters)

Confirm new password

Set up two-step verification

Each sign-in with your email and password will also ask for a code from an authenticator app on your phone.

Your password

Open an authenticator app on your phone (for example Google Authenticator, Microsoft Authenticator or 1Password).
Scan this QR code with it.

Can't scan it? Enter this key instead:

Enter the 6-digit code the app shows

If you lose your phone, each of these codes lets you sign in once. Keep them somewhere safe — they won't be shown again.

My activity today

Log vacation

From

To (expected return)

Note (optional)

Pause treatment

Why is treatment paused? (e.g. insurance visits exhausted)

Expected resume date (required — the patient comes back on the list then)

Add note

No opening available — add to waitlist

Time

End vacation?

This will mark the patient as no longer on vacation.

Remove from waitlist

Short reason (e.g. found another time, no longer interested)

Archive patient?

Your password

6-digit code from your authenticator app (or a recovery code)

Admin

Staff switch in with their PIN. Admins and anyone who can unlock devices also have an email and password.

Add a staff member

Full name

Location

Role

Email (optional)

Can unlock devices (signs in with email + password)

Password (at least 12 characters)

Confirm password

PIN — 4 digits (optional, can be set later)

Confirm PIN

Only you so far — add your first staff member.

New location

No locations yet — add your first location above.

Archived patients

No archived patients.

Practice name

Shown on the sign-in screen and at the top of the app.

Insurance benefit flags

On the follow-up list: “PT 3 left” and “PT 8 unused · expires Dec 31”.

Flag when visits left are at most

Flag unused visits this many days before the end

Average visit value

Only for the estimated revenue in Insights. Whole dollars; leave a type empty for no estimate.

ACU visit ($)

PT visit ($)

Massage visit ($)

Location

Staff activity

Confirm your password

For security, re-enter your password to . You won't be asked again for a few minutes.

Your password

6-digit code from your authenticator app (or a recovery code)

Patient Follow-up Tracker

AI paused for today

0 selected Move to

Patient ↕	Status ↕	Note	Last Appointment ↕	Next Appointment	Treatment ↕	Actions