ClientTracker Overview of Features

ClientTracker has so many features available.  Use the program minimally to track a few things that are meaningful to your practice, or use all the features for a complete, integrative practice management solution!  If there is something you want, please ask, as it may not be in the list below.  This is the perfect "starter" software; as your practice grows, you are in a prime position to expand into the additional functions, without the hassle of transferring your initial data to a full software.
Other places  to learn more:
As a solo practitioner in acupuncture for 23 years, Client Tracker has completely streamlined my office procedures since 2010. It allows me to operate my business myself, without having the additional monthly expenses of salary, taxes and insurance for a paid employee. The new 5.0 annual desktop subscription is my "perfect personal assistant" and provides me with a seamless interface between office management and client services. Client Tracker's extra bonus is their professional support, technical assistance and response to an ever-changing healthcare terrain." 

Shoshana Sadow, M.Ac.,L.Ac.,Dipl.Ac.  
Acupuncture Sports Medicine Anchorage, Alaska
Easy & Attractive Interface
  • ClientTracker is famously easy to learn, easy on the eyes, and easy to find your way around... since 2003!
Clients & Marketing
  • Complete client management records
  • Find clients quickly
  • Compile and manage electronic health records
  • View a complete clinical history
  • Track client referrals and sources
  • Attach files or photos to a client record
  • Send email or printed communications
  • Easily export client info or send email to groups
Calendar & Scheduling
  • Unlimited practitioners on your schedule
  • Create appointments and send automatic reminder emails
  • Create recurring appointments
  • View as a list or "appointment book" style
  • Print schedules and analyze reports
  • Export appointment information
  • Handy appointment pop-up window

DayTracker Calendar (Cloud only)
Click here to see more about DayTracker.
  • Drag & drop convenience
  • Your choice of colors
  • HIPAA secure
  • Opens in a second window
  • Comes with your Cloud subscription

ClientTracker Mobile (Cloud only)
Click here to see more about ClientTracker Mobile
  • Access your schedule from your mobile device
  • HIPAA secure
  • Create, edit or reschedule appointments
  • Comes with your Cloud subscription
Billing & Invoices
  • Flexible invoice formats for "cash only" or insurance clients
  • Fast payment entry for quick checkout
  • Full invoice tracking and financial reports
  • Set up client insurance policies quickly and easily
  • Easy electronic billing for insurance claim forms
  • Invoices can copy from previous to save time
  • Discounts, package deals, and formulas supported
  • Send client statements, invoices, or other attachments by email
SOAP Notes & Charting
  • Flexible SOAP Note formats to accommodate almost any type of practice
  • Unlimited creation of SOAP Templates, procedures, and diagnosis codes
  • Products and formulas integrated with SOAP Notes and templates
  • Store frequently entered text and paste it in whenever needed
  • Able to copy from any previous SOAP, or apply a template
  • Format text to make professional printed SOAPs
Inventory & Formulas
  • Efficiently track your herbs, supplements, and other products
  • Bar code scanning to add products to invoices quickly
  • Create unlimited Formula Templates, labels, and client instructions
  • Easily add all constituent ingredients of a formula to a SOAP Note
  • Dynamic inventory reports for sales tax, Cost of Goods Sold, etc.
  • View a Product Sold report to see who got a particular item

Passwords & Access
  • Admin and staff level passwords
  • Track who logs in and out 
  • Access log, and reports
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