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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. Reserved
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]
7. Appointment Confirmations
7.1 Appointment Confirmations Part 1 - Settings
[4:29]
7.2 Appointment Confirmations Part 2 - Templates
[4:04]
7.3 Custom Practitioner Templates Part 1 - Setup
[3:59]
7.4 Custom Practitioner Templates Part 2 - Use
[3:58]
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