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ClinicTracker EMR

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
Thursday 9/7/17
1:30 pm ET

BillingTracker Basics Series: Transitioning Claims

The genius of ClinicTracker is how the system seamlessly combines clinical and billing workflows. At the heart of that integration is the process of transforming a client's appointment into a billable claim. This hourlong webinar will cover the basics of transitioning claims.

Topics we will cover include:

  • Understanding the interchange between clinical and billing data
  • Transitioning a claim
  • Learning a claim's path from submission to payment
  • Establishing default service fees
  • Setting Fee Schedules
  • Configuring pre-transition checks
  • Instituting override rules
Register Now

Previously Recorded Webinars

  • All
  • Admin
  • Basics Series
  • Billing
  • Claims
  • Collaboration
  • Compliance
  • DSM 5
  • Form Builder
  • Hosting Service
  • Management Tools
  • Patient Records
  • Portals
  • Q&A
  • Report Builder
  • Staff Records
  • Tips
  • TriZetto
  • Upgrades
  • Title
  • Date
  • Accessing the ClinicTracker Hosting Service: 7/27/2017

    Accessing the ClinicTracker Hosting Service: 7/27/2017

    WATCH NOW!

    As a Hosting Service customer, you have many options for accessing ClinicTracker. This informative webinar will cover:Using Remote Desktop (Full Desktop Experience); Configuring RemoteApp; Web access; connecting from a Mac or tablet; Logging off vs disconnecting; We also will discuss our upcoming hosting service upgrade, scheduled for the
    • Basics Series
    • Hosting Service
  • ePrescribing: 7/6/2017

    ePrescribing: 7/6/2017

    WATCH NOW!

    ClinicTracker partners with DrFirst to deliver a fully integrated ePrescribing system that offers a sophisticated digital platform for writing and tracking prescriptions. This webinar will cover the basics of implementing and using this powerful feature. Topics include: Registering for the ePrescribing service: Accessing the system: Sending prescriptions; Following
    • Basics Series
  • Integrated Credit Card Processing: 6/15/2017

    Integrated Credit Card Processing: 6/15/2017

    WATCH NOW!

    The integrated credit card processing module allows you to collect patient and insurer payments directly via ClinicTracker/BillingTracker. Simply swipe a credit card and the payment information automatically flows into the system for you to apply. This webinar will cover these topics relevant to frontline staff: Processing a payment;
    • Basics Series
  • Insurance Eligibility Verification: 6/8/2017

    Insurance Eligibility Verification: 6/8/2017

    WATCH NOW!

    Authenticating insurance coverage and checking eligibility are routine, but tedious elements of your billing workflow. Fortunately, ClinicTracker automates the entire process. In this webinar, you’ll learn how to: Configure the system Submit individual requests for validation; Automate verification for upcoming appointments; and Review reports on eligibility requests
    • Basics Series
  • Automated Appointment Reminders: 6/1/2017

    Automated Appointment Reminders: 6/1/2017

    WATCH NOW!

    ClinicTracker offers a service that automatically reminds your patients, by phone and/or text message, about scheduled appointments. We will cover the basics of how to configure the system according to your specifications. You'll also learn how to manage the appointment reminder process, track responses, and generate reports. Topics
    • Basics Series
  • Collect Everything Your Due With TriZetto Provider Solutions: 5/24/2017

    Collect Everything Your Due With TriZetto Provider Solutions: 5/24/2017

    WATCH NOW!

    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
    • Claims
    • TriZetto
  • Intro to Staff Portal: 5/17/2017

    Intro to Staff Portal: 5/17/2017

    WATCH NOW!

    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
    • Basics Series
  • 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: 3/15/2017

    ClinicTracker Version 8: 3/15/2017

    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
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