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We are so sad that you missed our offer!
Even at our regular price, ClientTracker is a spectacular bargain that more than pays for itself, over and over again.
We want to make sure all your questions are answered. Contact us today to learn more about how ClientTracker can assist you! Check out our latest features below. |
ClientTracker Adds the Features You Want
We are constantly improving ClientTracker - keeping old favorite features, and adding new ones based on customer suggestions. Over the years, this has resulted in a program full of useful tools and features designed for the way that our customers work.
ClientTracker provides benefits in addition to the features of the software
Your initial ClientTracker purchase comes with an annual subscription to a package of benefits, including email and phone support, technical assistance, and discounts on useful services to help your practice.
- Our latest versions and their new goodies are described below - click here to see an overview of features.
ClientTracker provides benefits in addition to the features of the software
Your initial ClientTracker purchase comes with an annual subscription to a package of benefits, including email and phone support, technical assistance, and discounts on useful services to help your practice.
New Features Coming in ClientTracker 6 - August 2015
...for both our Desktop and Cloud versions
The importance of ICD-10 in 2015 provided focus for our developers to create a package of new features that will be ready in plenty of time before the October 1 implementation date. Click here to read about ICD-10 and what it means to your practice. Currently, version 5.2 (below) is available to all our customers with an active subscription.
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Standard Features included in v6
The best acupuncture-specific library of ICD-10 Codes
Enhanced security and control for your practice
Copy & paste appointments as much as you want
More enhancements and improvements
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Premium Features added with your subscription
The amazing CodeTracker makes ICD-10 a positive change
A handy Code Converter for ICD-9 codes copied forward
Send common documents to clients quickly!
New Year End Transactions Report (for taxes)
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Version 5.2 Already Available
See the video for a quick introduction to
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Other great features added in 2014
See the FAQ, Frequently Asked Questions for additional information.
NEW 02-12 Version of the 1500 FORM with pop-up instructions · Amazing, EASY interface with box-by-box instructions · Quick links to manual, "Pro Tips" for billing, and your own Notes about each box · Instructional video to inform you and your staff of the changes, and what to do "Multi-Pick" to add multiple Diagnosis, Procedures, or Products to any invoice · Choose as many as you want and add them all with one click! |
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Enhanced Electronic Medical Records Capabilities
· HIPAA compliant, using accepted EMR standards for data encryption and protection.
· Practitioner signatures for SOAP Notes and Invoices
· Access Log to track who logs in to your file and when
ICD-10s-- If you have a current subscription, you will receive the free upgrade in plenty of time for when ICD-10 will be required, currently October 2015.
QuickClips, Improved Email Attachments, & File Storage
· Store your often used phrases, sentences or paragraphs
o Quickly paste into almost anywhere in ClientTracker
· New Cloud storage of "practice files" used for email attachments
· One-step convert invoice to PDF and email to client as attachment
SOAP Notes & SOAP Templates
· "Copy Previous SOAP" button to speed up data entry
· Body Mass Index (BMI) Calculator right on the SOAP Note!
· Free form SOAP Note -- a blank slate for you to create & format as you wish
· Client Instructions -- use for special instructions, information; even promotions!
o Customizable and prints separately from the SOAP Note.
o Add the Next Appointment date
o Add an “ingredient list”
· Private notes -- exclude from SOAP printouts as desired
· New fields -- weight and electric acupuncture procedures
· New time start & end fields for Treatments to support CPT coding
· Mark a SOAP final with a date
· Editable lists, data entry shortcuts, and customizable SOAP Note fields
· Choose between scanned signature, a blank signature line, or nothing at all
· Quickly delete all line items - not just one at a time
Products & “Formulas”
· SOAP Templates now have Products, so you can set up “formulas” of many constituent
ingredient line items, and import them into an existing SOAP Note
· Option to copy Products from previous SOAP Notes and SOAP Templates
· Generate “label” information including a list of ingredients, and print from ClientTracker, or
paste into label printing software of your choice; saving the label info in the SOAP Note
· Copy “instructions for use” quickly from any Inventory item added to a SOAP Note as a
Product sold - paste into Client Instructions or Formula Label as needed
Invoices
· "Copy Previous Invoice" button to speed up data entry
· Easily change the order of line items on any invoice by dragging them up or down
· Quickly delete all line items - not just one at a time
· Choose between scanned signature, a blank signature line, or nothing at all
· Add the Next Appointment date to the invoice note
· Superbill for insurance companies has the Place of Service
· Set a default for a new client’s invoice type
· Add Client Checkout Notes that appear as an alert on invoices
Client Payments & Adjustments
· View and print a list of all a Client’s payments from their record
· Add Next Appointment info to printed receipts
· Easily find unpaid invoices with just Client balance
Appointment Confirmation Email
· Schedule to send automatically 1, 2, or 3 days before the appointment
· Option to send upon appointment creation or not
Appointments
· A client’s “previous” and “next appointment info” shows on the pop-up Appointment window, if
they exist
· Appointment type totals added to Calendar layouts and schedule printouts: Initial, No Show, etc.
· Waiting List feature finds Clients who want an appointment ASAP or need a return visit in the future
New Reports
· Items Sold - option to choose as list or sorted and subtotaled by practitioner
· Payments & Posting Log Combined - shows both in one report
· Appointment - Invoice Status - prints from Calendar, a list of appointments and if an invoice
has been created or if it is paid or has a balance due
· Vendor Reorder Worksheet - prints from vendor record; list of all items, with all quantity on
hand & suggested reorder quantities
· Select Unpaid Invoices with balance due from client OR insurance... Easy way to send statements!
Enhanced Reports
· Diagnosis Codes & Procedure Codes - option to choose subtotaled by practitioner
· Client Statements
o now show Adjustments & separate out insurer balance due from the client’s balance due
o new options choose to print selected, all or just unpaid invoices on statement
· Transactions - now separates Payments & Adjustments and shows Adjustments by type
· Visits with No Invoice - Easy options to mark visits for which you won't need an invoice so
they won’t show on this report in the future
· HIPAA compliant, using accepted EMR standards for data encryption and protection.
· Practitioner signatures for SOAP Notes and Invoices
· Access Log to track who logs in to your file and when
ICD-10s-- If you have a current subscription, you will receive the free upgrade in plenty of time for when ICD-10 will be required, currently October 2015.
QuickClips, Improved Email Attachments, & File Storage
· Store your often used phrases, sentences or paragraphs
o Quickly paste into almost anywhere in ClientTracker
· New Cloud storage of "practice files" used for email attachments
· One-step convert invoice to PDF and email to client as attachment
SOAP Notes & SOAP Templates
· "Copy Previous SOAP" button to speed up data entry
· Body Mass Index (BMI) Calculator right on the SOAP Note!
· Free form SOAP Note -- a blank slate for you to create & format as you wish
· Client Instructions -- use for special instructions, information; even promotions!
o Customizable and prints separately from the SOAP Note.
o Add the Next Appointment date
o Add an “ingredient list”
· Private notes -- exclude from SOAP printouts as desired
· New fields -- weight and electric acupuncture procedures
· New time start & end fields for Treatments to support CPT coding
· Mark a SOAP final with a date
· Editable lists, data entry shortcuts, and customizable SOAP Note fields
· Choose between scanned signature, a blank signature line, or nothing at all
· Quickly delete all line items - not just one at a time
Products & “Formulas”
· SOAP Templates now have Products, so you can set up “formulas” of many constituent
ingredient line items, and import them into an existing SOAP Note
· Option to copy Products from previous SOAP Notes and SOAP Templates
· Generate “label” information including a list of ingredients, and print from ClientTracker, or
paste into label printing software of your choice; saving the label info in the SOAP Note
· Copy “instructions for use” quickly from any Inventory item added to a SOAP Note as a
Product sold - paste into Client Instructions or Formula Label as needed
Invoices
· "Copy Previous Invoice" button to speed up data entry
· Easily change the order of line items on any invoice by dragging them up or down
· Quickly delete all line items - not just one at a time
· Choose between scanned signature, a blank signature line, or nothing at all
· Add the Next Appointment date to the invoice note
· Superbill for insurance companies has the Place of Service
· Set a default for a new client’s invoice type
· Add Client Checkout Notes that appear as an alert on invoices
Client Payments & Adjustments
· View and print a list of all a Client’s payments from their record
· Add Next Appointment info to printed receipts
· Easily find unpaid invoices with just Client balance
Appointment Confirmation Email
· Schedule to send automatically 1, 2, or 3 days before the appointment
· Option to send upon appointment creation or not
Appointments
· A client’s “previous” and “next appointment info” shows on the pop-up Appointment window, if
they exist
· Appointment type totals added to Calendar layouts and schedule printouts: Initial, No Show, etc.
· Waiting List feature finds Clients who want an appointment ASAP or need a return visit in the future
New Reports
· Items Sold - option to choose as list or sorted and subtotaled by practitioner
· Payments & Posting Log Combined - shows both in one report
· Appointment - Invoice Status - prints from Calendar, a list of appointments and if an invoice
has been created or if it is paid or has a balance due
· Vendor Reorder Worksheet - prints from vendor record; list of all items, with all quantity on
hand & suggested reorder quantities
· Select Unpaid Invoices with balance due from client OR insurance... Easy way to send statements!
Enhanced Reports
· Diagnosis Codes & Procedure Codes - option to choose subtotaled by practitioner
· Client Statements
o now show Adjustments & separate out insurer balance due from the client’s balance due
o new options choose to print selected, all or just unpaid invoices on statement
· Transactions - now separates Payments & Adjustments and shows Adjustments by type
· Visits with No Invoice - Easy options to mark visits for which you won't need an invoice so
they won’t show on this report in the future