ClientTracker Features

Complete front office, back office, and practice management features.   Other places  to learn more:

• Cloud vs Desktop
• New in Features v 5
• FAQ
• Videos
  
• Online Manual

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

• Easy to learn, easy on the eyes, and easy to find your way around
  

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

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
• 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