Practice Operations, Finally in One Place

One-time purchase. No subscription. Your data stays on your device.

NoteTraqHQ Dashboard is a streamlined practice operations dashboard built for solo providers and small practices that need a better 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 Dashboard 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.