ClinicTracker Community Training Series

 

Our ClinicTracker support team has always explored every possible way to help our users learn about the system and manage any issues that might arise. Our latest initiative is the Community Training Series – a format we've designed to make it easy for you to have regular and convenient access to our staff.

  • Got a long list of questions you've been meaning to ask about ClinicTracker or BillingTracker?
  • Have the feeling that you're not taking full advantage of all the many features our software offers?
  • Wish you had some scheduled time to ask us about how to customize the program so that it more perfectly aligns with your workflow?

Each webinar will include both a presentation on a specific topic as well as an opportunity for you to ask about whatever you wish. No matter what else is going on in your world, you’ll know that we’re regularly available to talk about what’s on your mind about our system.

Upcoming Webinars

Here's a list of upcoming topics. If you have suggestions of topics you want us to cover, click here to let us know:

Date / TimeTitleDescriptionRegistration
Wednesday 5/17/17
1:30pm ET

ClinicTracker Basics Series - Introduction to the Staff Portal

We'll provide you with an overview of the Staff Portal, our web-based gateway to information that’s important to your providers. Topics include how to:

  • Access the Staff Portal
  • Sync the Staff Portal calendar with other services and devices
  • Make the most of features: My Schedule, Messages, and Forms
Register Now
Wednesday 5/24/17
1:00pm ET

Collect Everything You're Due with TriZetto Provider Solutions

Join us for a 45-minute webinar in which we’ll demonstrate some of the best practices and tools to help you:

  • File electronic claims and receive electronic remittance advice to collect revenue more quickly and accurately
  • Eliminate manual printing and mailing of patient statements
  • Identify denials and automate the appeals process to prevent write-offs
  • Proactively manage credentialing to eliminate denials and lost revenue
  • The partnership between TriZetto Provider Solutions and ClinicTracker offers you integrated features that will boost efficiency and improve compliance while saving you time and money.
Register Now

Previously Recorded Webinars

  • All
  • Admin
  • Basics Series
  • Billing
  • Claims
  • Collaboration
  • Compliance
  • DSM 5
  • Form Builder
  • Management Tools
  • Patient Records
  • Portals
  • Q&A
  • Report Builder
  • Staff Records
  • Tips
  • Upgrades
  • Title
  • Date
  • Intro to Patient Portal: 5/10/2017

    Intro to Patient Portal: 5/10/2017

    WATCH NOW!

    We'll introduce you to the ClinicTracker Patient Portal, which allows patients to interact with your office via the web. Granting Client Access; Requesting Paperwork; Patient Portal Forms and Messaging; Patient Portal Scheduling
    • Basics Series
  • Intro to Scheduler: 5/4/2017

    Intro to Scheduler: 5/4/2017

    WATCH NOW!

    We'll introduce you to ClinicTracker's powerful approach to scheduling staff, patient, and room schedules. We'll cover these topics: For Users - Accessing the Scheduler; Adjusting the Scheduler View; Favorite Views; Setting Clinician Availability; Searching for an Available Time Slot; Creating an Event; Other Functionality -- For Administrative Staff - Color Coding
    • Basics Series
  • Intro to Message Board: 4/19/2017

    Intro to Message Board: 4/19/2017

    WATCH NOW!

    We'll provide you with an introductory lesson on how to use the ClinicTracker message board. Topics covered: Standard Messages Reminders Signature requests; Scheduler and Patient Portal notifications; Secure Direct Exchange messages; Composing messages with file and/or form links.
    • Basics Series
  • Intro to Reports: 4/13/2017

    Intro to Reports: 4/13/2017

    WATCH NOW!

    We'll explain how to make the most of ClinicTracker's many built-in reports. Learn how to use them to track patient care and monitor administrative workflows, including: Patient Reports; Administrative Reports; Maintenance Reports; User Specific Reports
    • Basics Series
  • Paperwork: 4/6/2017

    Paperwork: 4/6/2017

    WATCH NOW!

    We'll guide you through the ClinicTracker paperwork library. ClinicTracker comes with a number of stock paperwork forms designed specifically for Mental Health and Substance Abuse agencies. The topics we'll cover include: Paperwork Usage -Accessing the paperwork menus; Completing paperwork items; Data entry shortcuts; Clinician/Supervisor signature workflows; Paperwork Customization
    • Basics Series
  • Intro to Medical Features: 3/28/2017

    Intro to Medical Features: 3/28/2017

    WATCH NOW!

    We'll talk about the ClinicTracker features that let you to track medical information such as vitals, labs, and health histories). We'll also discuss the details you have to capture for Meaningful Use Attestation. The topics being cover include: Vitals; Immunizations; Lab/Radiology; Order Entry/Search; Patient Education Resources; Patient Summary;
    • Basics Series
  • Diagnosis Assignment Module: 3/21/2017

    Diagnosis Assignment Module: 3/21/2017

    WATCH NOW!

    We'll guide you through the Diagnosis Assignment feature, which allows you to track DSM-5 diagnoses assigned to a patient throughout the course of treatment. Topics include: Accessing the Diagnosis Assignment module; Creating, editing, and updating diagnosis assignments; Setting Staff Permissions
    • Basics Series
  • ClinicTracker Version 8: 3/13/2016

    ClinicTracker Version 8: 3/13/2016

    WATCH NOW!

    We'll discuss the new ClinicTracker Version 8 that we recently released in beta testing mode. Version 8 represents a major redesign of ClinicTracker to the most modern tools and technologies. This version has enabled us to both update existing features and extend new functionality. In this session we
    • Upgrades
  • Patient Contact Record: 3/8/2017

    Patient Contact Record: 3/8/2017

    WATCH NOW!

    We'll review how to create entries (such as appointments and collateral notes) in the patient's treatment history record. Then she’ll show you how system administrators can customize drop-down lists and required fields. Topics include: For Users: Accessing the Patient Contact Form; Using Collateral and Appointment Tabs; Reviewing/printing the
    • Basics Series
  • Patient Dashboard: 2/28/2017

    Patient Dashboard: 2/28/2017

    WATCH NOW!

    We'll guide you through the key components of the Patient Dashboard. Topics include: Getting to the Patient Dashboard; Keeping tabs on the tabs; Using links on the Patient Dashboard to access other areas of ClinicTracker; and Making the most of navigation buttons.
    • Basics Series
  • Demographics Form Based on User Role: 2/22/2017

    Demographics Form Based on User Role: 2/22/2017

    WATCH NOW!

    Join us to learn how you can properly use the Demographic Forms based on your role. The first part of the webinar will cover User Role responsibilities (30 min. duration) and will then flow into Admin Role responsibilities (15 min. duration). Topics include: [User Role] - Demographic Form terminology;
    WATCH NOW
    • Basics Series
  • Navigating the Main Screen: 2/16/2017

    Navigating the Main Screen: 2/16/2017

    WATCH NOW!

    Join us to learn more about all the essential components of ClinicTracker's Main Screen to navigate it with confidence. Topics include: My Patients widget My Messages widget; My Scheduled Events; My Appointments; Frequently used controls, icons, and conventions
    • Basics Series
  • Creating a Chart Audit Form: 1/25/2017

    Creating a Chart Audit Form: 1/25/2017

    WATCH NOW!

    Often you have certain sets of information to be collected at various times in the patient record. During this live webinar, you will learn how to build a checklist into your Quick View Pane to display a set of navigation links with associated completion dates. Topics include: Introduction
    • Form Builder
  • Group Appointments Made Easy: 1/18/2017

    Group Appointments Made Easy: 1/18/2017

    WATCH NOW!

    Learn how to take advantage of the useful Group Appointment features ClinicTracker offers. The following topics will be covered: making scheduling groups; scheduling a group appointment; writing the group progress note; creating associated individual patient contact records; personalizing the individual progress note
    • Patient Records
  • Provider Segment Rejections: 12/21/2016

    Provider Segment Rejections: 12/21/2016

    WATCH NOW!

    Join us for a live webinar to learn how to overcome electronic claim file rejections related to provider information. Due to the many ways your agency may be required to bill a payor, this session will help familiarize you with the flexibility BillingTracker offers in this regard. Topics
    • Claims
  • Electronic Claim Basics: 12/25/2016

    Electronic Claim Basics: 12/25/2016

    WATCH NOW!

    Join us to learn the basics of handling electronic claims. Topics covered: terminology; specifications; companion guides; key BillingTracker settings
    • Claims
  • Configuring BillingTracker for Success: 11/29/2016

    Configuring BillingTracker for Success: 11/29/2016

    WATCH NOW!

    Learn how to make billing immensely easier for all involved by configuring BillingTracker correctly at the outset. Topics covered: electronic claim transmission setup; insurance company setup; modifier rules CPT override rules; claim combination rules and other options
    • Billing
  • Confidently Do Processing From Clinical To Claims: 11/16/2016

    Confidently Do Processing From Clinical To Claims: 11/16/2016

    WATCH NOW!

    Join us to learn how to conduct a complete workflow from recording an appointment to managing the payment process. Topics covered: recording the patient appointment; transitioning the appointment to BillingTracker; creating/sending the claim; generating a patient statement; creating collection letters
    • Claims
  • Optimizing Your Support Experience: 11/9/2016

    Optimizing Your Support Experience: 11/9/2016

    WATCH NOW!

    Join us to learn how to ensure you receive the most efficient and targeted answers to your questions. We'll demonstrate how to best provide the information our support team needs to respond to your support ticket requests. Topics covered: Providing record identification information Including screen recordings Attaching a
    • Tips
  • BillingTracker Administrative Training: 10/31/2016

    BillingTracker Administrative Training: 10/31/2016

    WATCH NOW!

    Learn how to take advantage of the various automation rules in BillingTracker. Topics include: configuring automation rules; viewing automatic application of rules during the transition process; reviewing results and adjust settings; and more...
    • Admin
  • New Features and Functionality: 10/17/2016

    New Features and Functionality: 10/17/2016

    WATCH NOW!

    We frequently make system updates based on user requests. Join us to review some of the recent improvements, topics include: creating multiple diagnosis assignments on the same day; adjusting fields displayed on the Demographic form; automatic travel reimbursements; batch printing of Custom Forms; and more...
    • Upgrades
  • Report Builder Upgrades: 10/11/2016

    Report Builder Upgrades: 10/11/2016

    WATCH NOW!

    Join us to learn more about the upgraded Report Builder features that many ClinicTracker users have requested Upgrades include: reports including instances when information is missing. i.e. a patient has not completed a particular custom form; an even easier formula example to use than what is shown in
    • Upgrades
  • Built-in Reporting: 10/4/2016

    Built-in Reporting: 10/4/2016

    WATCH NOW!

    We'll show you a number of helpful ClinicTracker reporting tools. Topics include: missing progress note report; compliance report; patient statistics; "favorite" reports; Executive Dashboard; and more...
    • Management Tools
  • Payment Handling: 9/28/2016

    Payment Handling: 9/28/2016

    WATCH NOW!

    During this webinar we will review payment handling concepts. Topics include: auto applying patient co-payments;manually applying a patient payment; manually applying an insurer payment; credit balances; deleting payments; and more...
    • Billing
  • Common Claim Rejections: 9/13/2016

    Common Claim Rejections: 9/13/2016

    WATCH NOW!

    Join us to discuss how to overcome claim rejections. Topics include: incorrect billing NPI; incorrect provider NPI; missing taxonomy codes; and more...
    • Claims
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