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]