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We are so sad that you missed our offer!
Even at our regular subscription price, ClientTracker annual subscription is a bargain that more than pays for itself.
Your annual subscription for $395, includes a year of support, Premium Features, and of course any new upgrades released during your subscription period. BONUS: If you renew your subscription before it expires, it costs just $295 per year, or less than a dollar per day to maintain your practice management tools. |
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