Q: Can you send email and text reminders from ClientTracker?
A: Yes, you can send email and text reminders from ClientTracker. Click here for more information
A: Yes, you can send email and text reminders from ClientTracker. Click here for more information
Frequently Asked Questions
• Is ClientTracker compatible with the latest Mac OSX, and Windows 11?
• Is it possible to move my data from other software into ClientTracker?
• Does ClientTracker work with the iPad?
• Are there any yearly or other subscription fees for the software?
• Can I install ClientTracker on more than one computer?
• How many practitioners can use one copy of ClientTracker?
• Can you send email and text reminders from ClientTracker?
• Can you bill insurance from ClientTracker?
• Can you start in the desktop and change later to the Cloud?
• Is it possible to move my data from other software into ClientTracker?
• Does ClientTracker work with the iPad?
• Are there any yearly or other subscription fees for the software?
• Can I install ClientTracker on more than one computer?
• How many practitioners can use one copy of ClientTracker?
• Can you send email and text reminders from ClientTracker?
• Can you bill insurance from ClientTracker?
• Can you start in the desktop and change later to the Cloud?
Q: Is ClientTracker compatible with the latest Mac OS, and Windows 11?
A: ClientTracker has a long history of compatibility on many platforms. Our current version is compatible on these Mac OS: 12 (Monterey), 11 (Big Sur), 10.15 (Catalina), 10.14 (Mojave), 10.13 (High Sierra) and 10.12 (Sierra).
It is also compatible with all versions of Windows 11,10, 8.1, and 8.
We do not recommend using ClientTracker on Windows 8 "RT." This is a partial OS released by Microsoft in late 2012 that was included on some tablet PC devices, such as early versions of the "Surface." The newer "Surface Pro" models have the full Windows 8 OS and work well with ClientTracker. A touch screen works very well with ClientTracker's buttons and functions.
In general, we strongly recommend circumspection before running any business-critical software -- including ClientTracker -- on any newly-released operating system (OS). Our policy, like many other software companies, is to wait for a few months after the release of a new OS to insure no “glitches” show up in it, before we officially support our software on it.
A: ClientTracker has a long history of compatibility on many platforms. Our current version is compatible on these Mac OS: 12 (Monterey), 11 (Big Sur), 10.15 (Catalina), 10.14 (Mojave), 10.13 (High Sierra) and 10.12 (Sierra).
It is also compatible with all versions of Windows 11,10, 8.1, and 8.
We do not recommend using ClientTracker on Windows 8 "RT." This is a partial OS released by Microsoft in late 2012 that was included on some tablet PC devices, such as early versions of the "Surface." The newer "Surface Pro" models have the full Windows 8 OS and work well with ClientTracker. A touch screen works very well with ClientTracker's buttons and functions.
In general, we strongly recommend circumspection before running any business-critical software -- including ClientTracker -- on any newly-released operating system (OS). Our policy, like many other software companies, is to wait for a few months after the release of a new OS to insure no “glitches” show up in it, before we officially support our software on it.
Q: Is it possible to move my data from other software into ClientTracker?
A: NEW CUSTOMERS: We can import most client contact information, patient notes, SSN, birth date etc. into ClientTracker. Importing other data is also possible. Please contact us for a quote. It generally takes up to 2 business days. We do not import billing or financial information at this time.
Please send us a .cvs, .xls, .tab file which contains all patient data. You can send this in advance of purchasing ClientTracker so we can verify we can import it. You have to export your data from your current software. Please see your program's documentation or check with their tech support for instructions to export your data.
UPGRADE CUSTOMERS: All your data from a previous version of ClientTracker will be transferred safely to the latest version of ClientTracker. If your version is 3.41 or earlier, photos and some other data may not be transferable. Contact us for details.
A: NEW CUSTOMERS: We can import most client contact information, patient notes, SSN, birth date etc. into ClientTracker. Importing other data is also possible. Please contact us for a quote. It generally takes up to 2 business days. We do not import billing or financial information at this time.
Please send us a .cvs, .xls, .tab file which contains all patient data. You can send this in advance of purchasing ClientTracker so we can verify we can import it. You have to export your data from your current software. Please see your program's documentation or check with their tech support for instructions to export your data.
UPGRADE CUSTOMERS: All your data from a previous version of ClientTracker will be transferred safely to the latest version of ClientTracker. If your version is 3.41 or earlier, photos and some other data may not be transferable. Contact us for details.
Q: Does ClientTracker work with the iPad?
A: CLOUD: ClientTracker Cloud is the preferred platform for working with an iPad, tablet PC, or smart phone. Click here for more info.
A: CLOUD: ClientTracker Cloud is the preferred platform for working with an iPad, tablet PC, or smart phone. Click here for more info.
Q: Are there any yearly or other subscription fees for the software?
A: There is an OPTIONAL subscription for ClientTracker Desktop and a REQUIRED subscription for ClientTracker Cloud. The benefits of having a subscription include detailed support and upgrades. See our current prices on the Purchase page.
A: There is an OPTIONAL subscription for ClientTracker Desktop and a REQUIRED subscription for ClientTracker Cloud. The benefits of having a subscription include detailed support and upgrades. See our current prices on the Purchase page.
Q: Can I install ClientTracker on more than one computer?
A: ClientTracker Cloud is the platform for accessing your data from more than one computer or device. Click here for more info
A: ClientTracker Cloud is the platform for accessing your data from more than one computer or device. Click here for more info
Q: How many practitioners can use one copy of ClientTracker?
A: There is no limit to the number of individuals that can be entered as practitioners, as long as they operate under the same practice name.
We do not charge extra for using multiple practitioners, or for billing with different Tax IDs under the same practice name.
A: There is no limit to the number of individuals that can be entered as practitioners, as long as they operate under the same practice name.
We do not charge extra for using multiple practitioners, or for billing with different Tax IDs under the same practice name.
Q: Can you send email and text reminders from ClientTracker
A: Yes, you can send both email and text reminders from ClientTracker.
A: Yes, you can send both email and text reminders from ClientTracker.
Q: Can you bill insurance from ClientTracker.
A: Yes, you can generate 1500 claims forms that you mail or batch and submit to a clearing house for ebilling.
A: Yes, you can generate 1500 claims forms that you mail or batch and submit to a clearing house for ebilling.
Q: Can start in the desktop and change to the Cloud?
A: Yes, many of our users have done that. You can start in the desktop and change later to the Cloud as your office needs change.
A: Yes, many of our users have done that. You can start in the desktop and change later to the Cloud as your office needs change.