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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
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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...
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Last
Modified:
2008-01-31 |
Number
of views:
1135 |
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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 ...
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Last
Modified:
2007-05-21 |
Number
of views:
1104 |
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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...
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Last
Modified:
2007-05-21 |
Number
of views:
914 |
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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...
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Last
Modified:
2007-05-21 |
Number
of views:
1068 |
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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,...
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Last
Modified:
2008-01-29 |
Number
of views:
470 |
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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...
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Last
Modified:
2007-12-10 |
Number
of views:
1170 |
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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) ...
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Last
Modified:
2006-07-19 |
Number
of views:
860 |
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Calendar
(10)
Schedule appointments and manage your calendar.
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Clients
(10)
Keep track of your clients.
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Settings
(2)
Change options and set defaults for optimal performance.
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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...
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Last
Modified:
2003-11-14 |
Number
of views:
6541 |
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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...
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Last
Modified:
2003-09-28 |
Number
of views:
6289 |
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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...
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Last
Modified:
2003-11-18 |
Number
of views:
5783 |
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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...
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Last
Modified:
2007-05-21 |
Number
of views:
1870 |
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What is your Upgrade Policy?
- Free incremental updates to the program within the same version # (for example, 3.4 to 3.41)
- Free upgrades should a new version be released within 90 days of your purchas...
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Last
Modified:
2007-05-21 |
Number
of views:
1770 |
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Generating Invoices
Generating an invoice is simple with ClientTracker. When you have finished filling out your SOAP note for a given patient, simply click the "Generate Invoice" button in the ...
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Last
Modified:
2007-05-21 |
Number
of views:
1707 |
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