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Videos
1. Basic ClientTracker Navigation
1.1 Getting Around ClientTracker
[3:21]
1.2 Using the List View
[4:18]
1.3 Finding Records Quickly
[4:03]
1.4 Using the Detail Screen
[3:16]
3. ClientTracker and Insurance
3.1 Set Up Your Practice
for Success
[5:03]
3.2 Client Insurance Information
[4:57]
3.3 The 1500 Claim Form
[6:39]
3.4 Charting and Invoicing
[4:24]
3.5 Easy E-Billing
[4:50]
3.6 Apply Insurance Payments
[5:29]
3.7 How to Use the New 1500
[9:29]
2. Backup & Security
2.1 Local Backup
of ClientTracker
[3:31]
2.2 Additional Backup
of ClientTracker
[3:23]
2.3 Password Security Overview
[3:35]
4. SOAP Notes & Templates
4.1 SOAP Note Overview
[3:59]
5. DayTracker Calendar
(Cloud Only)
5.1 Introduction to DayTracker
[3:43]
5.2 Views & Navigation
[4:49]
5.3 Scheduling Appointments
[4:31]
5.4 More Appointment Options
[5:12]
5.5 Using Colors for Appointments
[2:55]
5.6 Recurring Appointments
[4:25]
5.7 Single & Recurring Reminders
[4:40]
5.8 Calendar List View & Settings
[4:11]
5.9.1 Window Management
[2:24]
6. ClientTracker Mobile
(Cloud Only)
To access your schedule with a mobile device
Contact us by email
for installation instructions
6.1 ClientTracker Mobile Features
[4:56]
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