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

< Frequently Asked Questions < Main Page

Articles in the Frequently Asked Questions category How do I backup my data? ClientTracker features automatic backup to keep your data safe, and we recommend that all users leave this enabled. Click the Settings button on the toolbar and go to the "... Last Modified: 2007-12-10 Number of views: 1603 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: 2977 How do I remove the demo clients, Homer and Halle and all? Once you have registered the program, you will be shown a screen with 'Start-up tips'. On this screen is a button for deleting demo data from the program. You should delete ... Last Modified: 2007-05-23 Number of views: 1333 Can I add fields to my ClientTracker? It is possible for you to tailor the information collected within the "History" page and certain fields within the SOAP Note. Juct click "Customize this form" at the botto... Last Modified: 2007-05-21 Number of views: 1768 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: 3130 How do I change how my practice name breaks to the second line in printed material Please contact us by email using the contact form on our website and request that this change be made to your practice name. We will send you back a registration code to match... Last Modified: 2007-05-21 Number of views: 1956 How do I uninstall/remove ClientTracker from my computer? Windows Users You can remove ClientTracker from your computer by going to your Control Panel.  This is usually accessible by clicking Start->Settings->Control Panel or just S... Last Modified: 2007-05-21 Number of views: 1710 Is there a way to import a client list from word or excel? The data import process is somewhat involved, so we handle this process for our customers. We charge a very reasonable rate for this service. Imports typically take less tha... Last Modified: 2007-05-21 Number of views: 1982 Can I have a hard copy of the software, or do I have to download it? You are absolutely entitled to a hard copy of the software. While we do offer a $25 discount to purchasers choosing the download only, we are happy to provide you with a CD by... Last Modified: 2006-07-19 Number of views: 1911 Printing materials based on client birthday Is it possible to get a list of clients birthdays or do you have to print each letter at a time? For example we want to do a mailing for May b-days, can we just produce a list... Last Modified: 2006-04-25 Number of views: 1680 Should you shut down ClientTracker everyday? Version 3.2 and up It is good practice to shut down ClientTracker everyday in any case, as that will permit you to backup your data, a quick and easy process. This also give... Last Modified: 2006-01-04 Number of views: 1851 In the next release, do you plan on including an area within ClientTracker where a user can store vendor/supplier info, a supplier contact database, for easy access to ordering info when it is time to order supplies? These features are now implemented in ClientTracker.... Last Modified: 2005-12-07 Number of views: 1675 Can I set up an alert/reminder of client birthdays? It is possible to be alerted to a clientís birthday by ClientTracker. In the ìPersonalî layout, you will notice a field to input your clientís date of birth. Once that field i... Last Modified: 2004-01-09 Number of views: 1832

Search Articles Advanced Search	View Category Main Category Calendar Clients Email QuickDial Settings Registration/Purchasing Support Frequently Asked Questions Financials Insurance Forms & Claims

View: Most Viewed  |  Most E-mailed  |  Most Printed  |  Most Saved