ClientTracker Acupuncture Software
A Modern Tool for an Ancient Practice
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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

Insurance Information on CMS-1500 invoices doesn't change when I update the client's account information. < Insurance Forms & Claims < Main Page
Insurance Information on CMS-1500 invoices doesn't change when I update the client's account information.
Author: Ginkgo Software Support

Version 3.4 and up: Click the 'Refresh Information' button at the top of the form to update the information shown.

Up to Version 3.33: You can make the insurance information on an invoice refresh (update) by clicking on the name of the insurance company at the top of the form, then clicking it on the list that pops up. It may be the only company on the list, but clicking it will refresh the insurance info on that form.

For more information on filling out this form, click here.


Last Modified: 2007-05-21         Number of views: 1648

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