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
Tuesday 2/28/17
2:30pm ET
ClinicTracker Basics Series: Patient Dashboard

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
  • Making the most of navigation buttons
Register Now
Wednesday 3/08/17
1:30pm ET
ClinicTracker Basics Series: Patient Contact Record

We'll review how to create entries in the Patient's treatment history record including appointments and collateral notes. Then we'll take a look at how your system administrators can customize the drop-down and required fields available on the form. Topics include:

    Patient Contact User
  • Accessing the Patient Contact Record
  • Patient Contact Record field review
  • Manually Creating Patient Contact Record
  • Creating a Patient Contact Record from a scheduled event
  • Creating a Progress Note from the Patient Contact Record
    Patient Contact Admin
  • Patient Contact Record Labels
  • Patient Contact Record required fields
  • Drop downs and appointment save restrictions in Patient Contact Record
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
  • Demographics Form Based on User Role: 2/22/2017

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

    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; Entering a
    WATCH NOW
    • Basics Series
  • Navigating the Main Screen: 2/16/2017

    Navigating the Main Screen: 2/16/2017

    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
    WATCH NOW
    • Basics Series
  • Creating a Chart Audit Form: 1/25/2017

    Creating a Chart Audit Form: 1/25/2017

    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 to the
    WATCH NOW
    • Form Builder
  • Group Appointments Made Easy: 1/18/2017

    Group Appointments Made Easy: 1/18/2017

    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
    WATCH NOW
    • Patient Records
  • Provider Segment Rejections: 12/21/2016

    Provider Segment Rejections: 12/21/2016

    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 covered: billing,
    WATCH NOW
    • Claims
  • Electronic Claim Basics: 12/25/2016

    Electronic Claim Basics: 12/25/2016

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

    Configuring BillingTracker for Success: 11/29/2016

    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
    WATCH NOW
    • Billing
  • Confidently Do Processing From Clinical To Claims: 11/16/2016

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

    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
    WATCH NOW
    • Claims
  • Optimizing Your Support Experience: 11/9/2016

    Optimizing Your Support Experience: 11/9/2016

    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 claim/rejection report
    WATCH NOW
    • Tips
  • BillingTracker Administrative Training: 10/31/2016

    BillingTracker Administrative Training: 10/31/2016

    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...
    WATCH NOW
    • Admin
  • New Features and Functionality: 10/17/2016

    New Features and Functionality: 10/17/2016

    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...
    WATCH NOW
    • Upgrades
  • Report Builder Upgrades: 10/11/2016

    Report Builder Upgrades: 10/11/2016

    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 the video
    WATCH NOW
    • Upgrades
  • Built-in Reporting: 10/4/2016

    Built-in Reporting: 10/4/2016

    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...
    WATCH NOW
    • Management Tools
  • Payment Handling: 9/28/2016

    Payment Handling: 9/28/2016

    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...
    WATCH NOW
    • Billing
  • Common Claim Rejections: 9/13/2016

    Common Claim Rejections: 9/13/2016

    Join us to discuss how to overcome claim rejections. Topics include: incorrect billing NPI; incorrect provider NPI; missing taxonomy codes; and more...
    WATCH NOW
    • Claims
  • Report Builder Custom Rating Scale: 7/16/2016

    Report Builder Custom Rating Scale: 7/16/2016

    Generate reports based on data you collect via your customized rating scales. Topics include: selecting the custom form report source; adding fields to the report; grouping the data; adding summary and forumla fields
    WATCH NOW
    • Report Builder
  • Administrative Functions: 6/29/2016

    Administrative Functions: 6/29/2016

    Customize your ClinicTracker. Topics include: customize your system labels; configure required fields; edit drop-down fields based on your agency's needs
    WATCH NOW
    • Admin
  • Form Builder: Creating a Rating Scale w/ Calculations - 9/23/2016

    Form Builder: Creating a Rating Scale w/ Calculations - 9/23/2016

    We'll show you how to make rating scales in Form Builder. Topics include: labels; text fields with validation rules; calculating totals and subtotals; navigation links with conditional visibility
    WATCH NOW
    • Form Builder
  • Helpful Features: 6/8/2016

    Helpful Features: 6/8/2016

    Topics include: appointment save restrictions; F2 common phrases; F3 search; custom output templates
    WATCH NOW
    • Tips
  • Insurance Authorizations: 5/26/2016

    Insurance Authorizations: 5/26/2016

    Topics include: service category; insurance authorization package; insurance authorization master package; default payor authorizations
    WATCH NOW
    • Billing
    • Patient Records
  • Collaboration: 5/23/2016

    Collaboration: 5/23/2016

    Topics include: message board; direct secure messaging
    WATCH NOW
    • Collaboration
  • Progress Notes: 5/11/2016

    Progress Notes: 5/11/2016

    Topics covered: record progress notes; lock progress notes; edit locked progress notes; generate reports on missing progress notes; and more
    WATCH NOW
    • Patient Records
  • Open Forum: 4/28/16

    Open Forum: 4/28/16

    Here's a chance to ask our system experts about anything related to your experience with ClinicTracker and BillingTracker.
    WATCH NOW
    • Q&A
  • Claim Rejection Handling: 4/18/2016

    Claim Rejection Handling: 4/18/2016

    BillingTracker makes it easy to correct and resubmit claims after receiving a rejection. Topics include: correcting individual claims; correcting insurance company settings; re-queuing/resubmitting the claims; requesting rejection assistance.
    WATCH NOW
    • Claims
  • BillingTracker Payment Reports: 4/12/2016

    BillingTracker Payment Reports: 4/12/2016

    BillingTracker offers a number of detailed payment reports. Topics include: payment master reports; payment application reports; credit balance reports
    WATCH NOW
    • Billing
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