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. If you have been in business for many years and are changing your software or just starting your practice,  ClientTracker is designed for you.

Other places  to learn more:

• New Features
• FAQ
• Videos
• Online Manual

​As a solo practitioner in acupuncture for 33 years, Client Tracker has completely streamlined my office procedures since 2010. It allows me to operate my business myself, without having additional monthly expenses for salary, billing services, taxes and insurance for paid employees. The 7.0 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, impeccable technical assistance and response to an ever-changing healthcare terrain." 

Shoshana Sadow, M.Ac.,L.Ac.,Dipl.Ac.  
Acupuncture for Pain-Free Health / Sports Medicine & Orthopedics
Alaska + Arizona

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

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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

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

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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

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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​

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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,  staff, practitioner and reception level passwords
• Track who logs in and out 
• Simple Access log, and reports

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