Practice Operations, Finally in One Place
One-time purchase. No subscription. Your data stays on your device.
NoteTraqHQ Dashboard is a ready-made practice operations dashboard designed for solo providers and small practices that need a simpler way to organize and track the administrative side of the practice. Instead of managing deadlines, follow-ups, authorizations, renewals, and other operational responsibilities across spreadsheets, calendars, sticky notes, and memory, NoteTraqHQ brings them together in one organized place.
Open NoteTraqHQ and the Needs Attention tab shows you what’s overdue, due this week, and coming up in the next 30 days—using the information you’ve entered into the dashboard for tracking, so you can quickly see what needs your attention.
What’s Inside
Needs Attention — your daily starting point
Denials & Payer Issues — track denials, underpayments, disputes, and follow-ups through resolution
Prior Authorization — follow requests from submission through approval, including, procedures, units/visits requested, authorized, and the diagnosis codes
Payer Timeline — keep filing limits, contract renewals, and fee schedule review dates within reach
Admin Tasks — manage operational work and deadlines
Expenses & Recurring Costs — keep upcoming practice expenses and recurring obligations visible
Compliance — track important compliance-related dates and responsibilities
Credentialing & Renewals — stay on top of licenses, DEA registration, malpractice insurance, CAQH, payer enrollment, and more
NoteTraqHQ was built around the realities of running a small practice: less scattered tracking, clearer priorities, and better visibility into the work that keeps your practice moving.
$299 one-time purchase. No monthly subscription.
Demo Video
OpsTraq Dashboards
OpsTraq — CRM + Organization Command Center
OpsTraq is a customizable operations and CRM solution designed to bring your organization’s members, programs, priorities, and day-to-day work into one centralized system.
Manage member and contact relationships, vendors, grants and fundraising, events, education programs, administrative tasks, deadlines, and more—without information being scattered across spreadsheets, disconnected tools, and separate tracking systems.
Your Needs Attention command center automatically brings upcoming deadlines, overdue items, pending follow-ups, membership status and priority tasks together in one view, giving you a clear picture of what requires action across the organization.
And because every organization operates differently, OpsTraq is customized around your actual workflows—not the other way around.
Centralize your operations. Maintain clear records. Track activity.
Custom projects are scoped individually based on the practice’s or organization’s needs and intended use.