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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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Articles in the Registration/Purchasing category How do I enter my registration code? To get to the registration screen with the program open, go to Settings>Practice and click on the 'View Registration Information' link at the bottom. When you are at t... Last Modified: 2008-04-18 Number of views: 1793 Why can't I modify the practice name? You cannot modify the practice name because it is tied to your registration code. If you have recently changed the name of your practice you can contact us with your old pra... Last Modified: 2008-04-18 Number of views: 1971 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: 2949 What are the minimum system requirements for running ClientTracker? Windows:- CPU: Pentium 90MHz or higher (circa 1996)- RAM: 32 MB- Hard Disk: 210 MB of free space- Operating System: Windows 98/ME/2000 Pro/NT 4.0 SP6/XP Mac OS X:- RAM: 128 M... Last Modified: 2004-01-12 Number of views: 1548 How many days can I demo the software before purchasing? There is no limit to how long you can demo the software, however, certain features are not available until you register the software.... Last Modified: 2003-10-02 Number of views: 1620 What features of the software are unavailable in the demo? Until you enter a valid registration code (provided after purchase), the following limitations on use apply: - you can not delete the celebrity clients that ship with the ... Last Modified: 2003-10-02 Number of views: 2754

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