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.

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

Upcoming Webinars

If you have a specific reporting need you'd like us to review during the webinar, please email specifics to support@ClinicTracker.com beforehand. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

Date / TimeTitleDescriptionRegistration
Thursday 12/15/16
1:30pm ET
Electronic Claim Basics

Join us to learn the basics of handling electronic claims. The following topics will be covered:

  • Terminology
  • Specifications
  • Companion Guides
  • Key BillingTracker settings
Register Now

Previously Recorded Webinars

Date / TimeTitleDescriptionRecording
Monday 11/16/15
12pm ET
BillingTracker Features Overview

Join us for a comprehensive overview of BillingTracker features and functionality including:

  • Fee schedules
  • Override rules
  • Grant billing
View Recording
Monday 11/30/15
12pm ET
ClinicTracker Compliance Tracking

Join us for an overview of configuring your compliance requirements including:

  • Setting compliance rules
  • Compliance 
View Recording
Monday 12/07/15
12pm ET
BillingTracker ERA Overview

Join us to review the ERA Module:

  • Importing files
  • Applying payments
  • Adjustments, balance assignments, claim corrections
  • Deleting an individual payment
  • Reverting a file
View Recording
Monday 12/21/15
12pm EST
DSM-5 Diagnosis Assignments

A comprehensive overview of the DSM-5 Diagnosis Assignment Module:

  • Creating a new diagnosis assignment
  • Locking a diagnosis assignment
  • Adjusting start/end date of an existing diagnosis assignment
  • Deleting a locked diagnosis assignment
View Recording
Monday 01/04/16
12pm ET
Setting Staff Permissions

Learn how to limit/grant staff permissions:

  • Program permissions
  • Patient access permissions
View Recording
Monday 01/11/16
12pm ET
Report Builder

Learn how to create reports using the ClinicTracker Report Builder:

  • Creating a new report
    • Adding fields
    • Grouping data
    • Creating filters and parameters
  • Editing an existing report
  • Running a custom report
  • Using the wizard view
  • Using the advanced view
View Recording
Monday 02/01/16
12pm ET
Form Builder Basics

The Form Builder makes the changeover from paper to electronic format easy. If you have forms different from the stock forms included in ClinicTracker's inventory of templates, you can use the Form Builder to create digital versions that capture whatever patient or program information you need. You can even embed a custom form in existing stock forms and include digital signatures from clients or staff. During this discussion, we will cover the following topics:

  • Creating a new form
  • Adding and configuring fields
  • Using the finished form
  • Sending/receiving the form via patient portal
View Recording
Monday 02/08/16
12pm ET
Form Builder Advanced

The Form Builder makes the changeover from paper to electronic format easy. If you have forms different from the stock forms included in ClinicTracker's inventory of templates, you can use the Form Builder to create digital versions that capture whatever patient or program information you need. You can even embed a custom form in existing stock forms and include digital signatures from clients or staff. During this discussion, we will cover the following topics:

  • Conditional visibility
  • Referencing data
  • Creating a formula
View Recording
Monday 02/22/16
12pm ET
Open Forum

Here's a chance to ask our system experts about anything related to your experience with ClinicTracker and BillingTracker. Come prepared with your list of questions or email them ahead of time to support@ClinicTracker.com.

View Recording
Monday 02/29/16
12pm ET
ClinicTracker Shortcuts

Learn how to more efficiently use ClinicTracker by understanding keyboard combinations or conventions that can reduce the time you spend performing routine tasks, such as:

  • Searching dropdown lists
  • Navigating the system
  • Entering commonly-used phrases
  • Searching for text in a long document
View Recording
Monday 03/07/16
12pm ET
Open Forum

Here's a chance to ask our system experts about anything related to your experience with ClinicTracker and BillingTracker. Come prepared with your list of questions or email them ahead of time to support@ClinicTracker.com.

 
Monday 03/28/16
12pm ET
Report Builder Advanced

The ClinicTracker Report Builder gives you complete control over the content and design of a report - without a programmer's assistance. Join us for a comprehensive overview of this feature. Including:

  • Advanced view
  • Hiding report sections
  • Summary fields
  • Formula editor
View Recording
Monday 04/04/16
12pm ET
Patient Portal

ClinicTracker's Patient Portal is designed to make it easy for your clients to interact with you and your agency about upcoming appointments, prescription refills, paperwork completion, or billing. During this webinar, we will discuss:


  • Granting patient access
  • Requesting paperwork completion
  • Patient portal messaging
  • Patient appointment scheduling
 
Wednesday 04/06/16
2pm ET
Billing Service

ClinicTracker's new Billing Service enables you to maximize practice efficiency. Join us to learn how we can help you eliminate the burdens associated with revenue cycle management. During this discussion we'll talk about what makes us different, and open up the forum for you to ask any questions about it.


     
    Monday 04/11/16
    12pm ET
    Billing Tracker Payment Reports

    BillingTracker offers a number of detailed payment reports. During this webinar we will discuss:


    • Payment master reports
    • Payment application reports
    • Credit balance reports
    View Recording
    Monday 04/18/16
    12pm ET
    Claim Rejection Handling

    BillingTracker makes it easy to correct and resubmit claims after receiving a rejection. Join us to learn more about:


    • Correcting individual claims
    • Correcting insurance company settings
    • Re-queuing/resubmitting the claims
    • Requesting rejection assistance
    View Recording
    Thursday 04/28/16
    2:15pm ET
    Open Forum

    Here's a chance to ask our system experts about anything related to your experience with ClinicTracker and BillingTracker. Come prepared with your list of questions or email them ahead of time to support@ClinicTracker.com.

    View Recording
    Wednesday 05/11/16
    1:15pm ET
    Progress Notes

    Join us to learn how to:

    • Record progress notes
    • Lock progress notes
    • Edit locked progress notes
    • Generate reports on missing progress notes
    • And more
    View Recording
    Monday 05/23/16
    12:15pm ET
    Collaboration

    Join us to learn more about these features:

    • Message board
    • Direct secure messaging
    View Recording
    Thursday 05/26/16
    12:15pm ET
    Insurance Authorizations

    Join us to learn more about these features:

    • Service category
    • Insurance authorization package
    • Insurance authorization master package
    • Default payor authorizations
    View Recording
    Wednesday 06/08/16
    2:15pm ET
    Helpful Features

    Join us to learn more about these helpful features:

    • Appointment save restrictions
    • F2 common phrases
    • F3 search
    • Custom output templates
    View Recording
    Thursday 06/23/16
    3:15pm ET
    Form Builder

    We'll show you how to make rating scales in Form Builder that include the following features:

    • Labels
    • Text fields with validation rules
    • Calculating totals and subtotals
    • Navigation links with conditional visibility
    View Recording
    Wednesday 06/29/16
    3:15pm ET
    Administrative Functions

    Customize your ClinicTracker. During this webinar, we'll show you how to:

    • Customize your system labels
    • Configure required fields
    • Edit drop-down fields based on your agency's needs
    View Recording
    Wednesday 07/06/16
    1:15pm ET
    Report Builder

    Generate reports based on data you collect via your customized rating scales. Learn about:

    • Selecting the custom form report source
    • Adding fields to the report
    • Grouping the data
    • Adding summary and forumla fields
    View Recording
    Tuesday 09/13/16
    2:15pm ET
    Common Claim Rejections

    Join us to discuss how to overcome claim rejections:

    • Incorrect billing NPI
    • Incorrect provider NPI
    • Missing taxonomy codes
    • And more...

    If you'd like to address specific claim rejections during this webinar, please email your rejections to support@ClinicTracker.com. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

    View Recording
    Wednesday 09/28/16
    1:15pm ET
    Payment Handling

    During this webinar we will review payment handling concepts, such as:

    • Auto applying patient co-payments
    • Manually applying a patient payment
    • Manually applying an insurer payment
    • Credit balances
    • Deleting payments
    • And more...

    If you have specific payment questions you'd like to address during this webinar, please send them to support@ClinicTracker.com. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

    View Recording
    Tuesday 10/04/16
    3:15pm ET
    Built-in Reporting

    We'll show you a number of helpful ClinicTracker reporting tools, including:

    • Missing progress note report
    • Compliance report
    • Patient statistics
    • "Favorite" reports
    • Executive Dashboard
    • And more...

    If you have a specific reporting need you'd like us to review during this webinar, please email specifics to support@ClinicTracker.com beforehand. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

    View Recording
    Tuesday 10/11/16
    3:15pm ET
    Report Builder Upgrades

    Join us to learn more about the upgraded Report Builder features that many ClinicTracker users have requested such as:

    • 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 the video is [CustomFormName:UID] IS NULL
    • When building a report based on the Patient Demographics With/Max Phase report sources, being able to view related data sources for all other patient-related data

    If you have specific Report Builder questions you'd like us to review during this webinar, please email specifics to support@ClinicTracker.com beforehand. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

    View Recording
    Monday 10/17/16
    2:15pm ET
    New Features and Functionality

    We frequently make system updates based on user requests. Join us to review some of the recent improvements, including:

    • Creating multiple diagnosis assignements on the same day
    • Adjusting fields displayed on the Demographic form
    • Automatic travel reimbursements
    • Batch printing of Custom Forms
    • And more...

    Remember that users can always submit requests for enhancements by emailing supportdesk@ClinicTracker.com.To review instructions on how to perform travel reimbursements, go to Travel Reimbursement Instructions. You can also view the latest User Notes.

    View Recording
    Monday 10/31/16
    1:15pm ET
    BillingTracker Administrative Training

    Learn how to take advantage of the various automation rules in BillingTracker. We'll demonstrate the rules being applied, and explain how to review the results and make adjustments as necessary.

    • Configure automation rules in BillingTracker
    • View automatic application of rules during the transition process
    • Review results and adjust settings
    • And more...

    If you have specific BillingTracker Administrative questions you'd like to address during this webinar, please send them to support@ClinicTracker.com. After the main presentation, you'll have the opportunity to ask any ClinicTracker and BillingTracker related questions.

    View Recording
    Wednesday 11/9/16
    3pm ET
    Optimizing Your Support Experience

    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. Some of the topics we will cover are:

    • Providing record identification information
    • Including screen recordings
    • Attaching a claim/rejection report to a support ticket
    • And more...
    View Recording
    Wednesday 11/16/16
    3pm ET
    How to Confidently Go Straight Though Processing From Clinical To Claims

    Join us to learn how to conduct a complete workflow from recording an appointment to managing the payment process. The following steps will be covered:

    • Recording the patient appointment
    • Transitioning the appointment to BillingTracker
    • Creating/sending the claim
    • Generating a patient statement
    • Creating collection letters
    View Recording
    Tuesday 11/29/16
    3pm ET
    Configuring BillingTracker for Success

    Join us to learn how to make billing immensely easier for all involved by configuring BillingTracker correctly at the outset. The following topics will be covered:

    • Electronic claim transmission setup
    • Insurance company setup
    • Modifier rules
    • CPT override rules
    • Claim combination rules and other options
    View Recording


    Our partner clearinghouse, Navicure, hosted a webinar on 11/10/15 entitled ICD-10: The Good, Bad and Ugly. Click here to view the recorded session.

    Software Advice Reviews of ClinicTracker Connect
    Copyright © 2016 JAG Products, LLC

    Real-time ratings of the last 100 tickets from our support portal: