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. 

New Features Now Available in ClientTracker v6.1   released August 2016

ICD-10 2017 Updates -  Yes!  Version 6.1 contains all the new and changed codes.  If you upgrade from an earlier version, it will also update the codes in your Diagnosis List (i.e. the ones you use) to the new set.  For more info about the ICD-10 changes for 2017, click here.

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

Features Added in ClientTracker 6   released September 2015

...for both our Desktop and Cloud versions
  • For a detailed look at our Version History (including what was added or fixed), click here.
The importance of ICD-10 in 2015 provided focus for our developers to create a package of new features for the the October 1 implementation date.   Click here to read about ICD-10 and what it means to your practice.  Currently, version 6 is available to all our customers with an active subscription. 

Standard Features included in v6
The best acupuncture-specific list of ICD-10 Codes
  • New Customers & Demo  Full descriptions, equivalents, and notes to customize the codes you use most
    • These come with any new purchase
    • If you already have a custom list of ICD-9 codes you use in your practice, it can usually be imported and upgraded to ICD-10 for an extra fee
  • Existing Customers  Upgrades from previous versions of ClientTracker will automatically build a matching list of ICD-10 codes!
    • Your existing ICD-9 code set will be analyzed by our program and matched with the officially equivalent ICD-10s
    • This creates a custom list of only the new codes you actually need and use in your practice
  • 1500-Form & Superbill enhanced to display ICD-10
  • Dynamic Diagnosis List with expanded info - access to the complete library is included as a Premium Feature
Enhanced security and control for your practice
  • Up to 4 password levels now supported
  • Levels have access to different parts of the program
  • You control to whom passwords are assigned
Copy & paste appointments as much as you want
  • Easy way to move appointments on graphic calendar
  • Copy multiple times to make recurring appointments
  • Flexible choices for rescheduling or future visits
More enhancements and improvements
  • Additional ways to search for clients
  • Display of Total Due from each Insurer
Premium Features added with your subscription
The amazing CodeTracker makes ICD-10 a positive change
  • Use your existing ICD-9 codes to look up ICD-10 equivalents
  • Organize and search your code list by category
  • Create "code combos" for rapid deployment
A handy Code Converter for ICD-9 codes copied forward
  • ClientTracker already copies the last visit's codes
  • When these have to be ICD-10, it's easy to convert!

Complete ICD-10 Code Library
Access to the full library of over 118,000 ICD-10 codes is available with your subscription.  Easily search to find the ones you need, as you need them, and add them to your program list with one click!
  • This saves you the tedious work of searching a code book or online database and manually entering the codes one at a time
Send common documents to clients quickly!
  • Save as a PDF and attach to an email
  • Send statements, invoices, receipts, tax reports, SOAP Notes, etc.
  • Send to third parties (e.g attorneys & insurers)
  • A copy of the email is saved in the client record
Year-End Transactions Report for taxes
  • Generate in a few clicks from the client's record
  • Has your Tax ID and other required info

Features added for v5.2 released December 2014

  • Text message appointment reminders
  • Barcode scanning supported
  • Insurance verification worksheet
  • Pain scale on the SOAP Note
  • Appointment time in & out
  • Same-day appt confirmation email option
  • List of "My Resources" for your practice
  • and more!

Features added in earlier versions of ClientTracker 5
 5.1.12 May 2014,  5.1.09 March 2014,   5.0.7 Dec 2013,   5.0 Jan 2013

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!
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

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
   · 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