The art of electronic medical records
3.41 Support  
  Support for Version 3.41
 

Versions earlier than 3.41 are no longer supported, but you are welcome to peruse our Knowledge Base.

Registration code expired? Click here to obtain a new one in minutes.

For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

If you need support with ClientTracker, please see if your question is in the Knowledge Base below.
If not, send us an email and describe your problem. Click here for infomation on our support contract.

Knowledge Base

Main Articles
How can I move ClientTracker to another computer?
The process for moving your data to another computer is deceptively simple, providing the new computer is the same platform (Windows/Macintosh). Please contact us for more i...
Last Modified: 2008-01-31 Number of views: 6487
How do I get to the checkbook register?
To activate the Checkbook Register, so to Settings/General. Under the Financial tab, check the 'Use The Register' checkbox. Now, whenever you click the Financials icon you ...
Last Modified: 2007-05-21 Number of views: 4364
How do I make a payment on account?
To make a client POA, go to Clients>Invoices and click the Payments on Account tab. To make an isurance payment for a number of invoices, go to Settings>Insurance and click on...
Last Modified: 2007-05-21 Number of views: 4134
How do I manage multiple practitioners?
To activate Multi-Practitioner mode, go to Settings/Practice and check the Multi-Practitioner box. You can now enter as many practitioners as you like. If you check ‘Primary...
Last Modified: 2007-05-21 Number of views: 4273
How do I set a default quantity for procedures on invoices?
Go to Settings>Procedure Codes and fill in a number in the quantity column for each procedure. This will be the default quantity whenever that item is entered on an invoice in...
Last Modified: 2007-05-23 Number of views: 3638
I want to export my client information to MS Word for a mail merge. How can I do this?
Begin by going to the Clients area and click the 'Show All Clients' button. Now go to the File menu and choose Export Records. Choose a name, file type and location to save ...
Last Modified: 2006-07-19 Number of views: 4097
Is your program Networkable with multiple users for a large clinic with multiple Physicians and 4 to 5 invoicing simultaneously.
ClientTracker is not networkable in that sense. ClientTracker can be opened via the network. This method does not work for multiple concurrent users, only for a user on one co...
Last Modified: 2007-05-23 Number of views: 4934
I'm having problems doing backup in Vista
Problem: Backing up and restoring data on a Windows Vista system. The program may not retain registration and practice information after restarting. When trying to restore,...
Last Modified: 2008-01-29 Number of views: 4421
Should I back up the software?
If you have any data on your computer that is valuable or mission-critical, you should be doing daily backups. It doesn't matter how new your computer is, computers can and d...
Last Modified: 2007-12-10 Number of views: 7193
Why do I need a support contract?
1. There a number of things that can go wrong on a personal computer, resulting in loss of data or worse. There are three measures (see our article on Backing Up for details) ...
Last Modified: 2006-07-19 Number of views: 4250

Categories
Calendar (10)
Schedule appointments and manage your calendar.
Clients (10)
Keep track of your clients.
Insurance Forms & Claims (4)
Filling out the form and submitting to insurers.
Registration/Purchasing (6)
The registration process.
Settings (2)
Change options and set defaults for optimal performance.
Support (1)
What we do for you!


Most Viewed Articles
How do I move an appointment?
Moving an existing appointment couldn't be simpler. Go to the "Day" tab, click on either the start time, end time or date of the appointment you wish to move. A dialog...
Last Modified: 2003-11-14 Number of views: 23777
How do I sort clients?
When you first go to the Client List, clients are sorted by last name in ascending order. To sort them in descending order simply click the name label at the top of list. To s...
Last Modified: 2003-09-28 Number of views: 23299
How do I schedule a new appointment in the calendar?
Simply click the New Appointment icon on the left side of your toolbar. Enter the name of the client, the date and the time. The date of the currently selected date comes aut...
Last Modified: 2003-11-18 Number of views: 22880
What happens when I purchase ClientTracker?
After you purchase ClientTracker you will be given a registration code within 24 hours which will "unlock" the program and allow you to access all of its features. The demo ...
Last Modified: 2007-05-23 Number of views: 8324
What format should I use to enter the time of a new appointment?
ClientTracker will accept almost any format for the time. If you do not specify AM or PM it will assume AM for hours 8 through 11 and PM for all others. For example, to schedu...
Last Modified: 2003-11-02 Number of views: 7671
Should I back up the software?
If you have any data on your computer that is valuable or mission-critical, you should be doing daily backups. It doesn't matter how new your computer is, computers can and d...
Last Modified: 2007-12-10 Number of views: 7193
How can I move ClientTracker to another computer?
The process for moving your data to another computer is deceptively simple, providing the new computer is the same platform (Windows/Macintosh). Please contact us for more i...
Last Modified: 2008-01-31 Number of views: 6487
Can I use my ClientTracker software on more than one computer?
Your ClientTracker license entitles you to use the software on a maximum of two computers, though not at the same time. This is intended to allow you to use it at the office a...
Last Modified: 2007-05-21 Number of views: 5554
Is ClientTacker compatible with Palm devices or Pocket PCs?
We have had to revise our plans for mobile access to information in ClientTracker because of changes in the technology and platform support. While we are still investigating w...
Last Modified: 2007-12-10 Number of views: 5274
What is your support policy?
FREE and unlimited lifetime access to our support website FREE: 30 minutes of phone support and up to 5 support emals during your first 30 days of ownership One additiona...
Last Modified: 2007-05-21 Number of views: 5167
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