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
Wednesday 1/18/17
1:30pm ET
Group Appointments Made Easy

Join us for a live webinar to 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
Register Now
Wednesday 1/25/17
1:30pm ET
Creating a Chart Audit Form

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 Quick View Pane
  • Navigation links
  • Conditional visibility
  • Displaying record completion dates
Register Now

Previously Recorded Webinars

  • All
  • Admin
  • Billing
  • Claims
  • Collaboration
  • Compliance
  • DSM 5
  • Form Builder
  • Management Tools
  • Portals
  • Progress Notes
  • Q&A
  • Report Builder
  • Staff Records
  • Tips
  • Upgrades
  • Title
  • Date
  • Provider Segment Rejections

    Provider Segment Rejections

    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

    Electronic Claim Basics

    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

    Configuring BillingTracker for Success

    Join us to 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

    Confidently Do Processing From Clinical To Claims

    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

    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. Topics covered: Providing record identification information Including screen recordings Attaching a claim/rejection report
    WATCH NOW
    • Tips
  • BillingTracker Administrative Training

    BillingTracker Administrative Training

    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 10/17/16

    New Features and Functionality 10/17/16

    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

    Report Builder Upgrades

    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

    Built-in Reporting

    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

    Payment Handling

    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

    Common Claim Rejections

    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

    Report Builder

    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

    Administrative Functions

    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

    Form Builder

    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

    Helpful Features

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

    Insurance Authorizations

    Topics include: service category; insurance authorization package; insurance authorization master package; default payor authorizations
    WATCH NOW
    • Claims
  • Collaboration

    Collaboration

    Topics include: message board; direct secure messaging
    WATCH NOW
    • Collaboration
  • Progress Notes

    Progress Notes

    Topics covered: record progress notes; lock progress notes; edit locked progress notes; generate reports on missing progress notes; and more
    WATCH NOW
    • Progress Notes
  • 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. Come prepared with your list of questions or email them ahead of time to support@ClinicTracker.com.
    WATCH NOW
    • Q&A
  • Claim Rejection Handling

    Claim Rejection Handling

    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

    BillingTracker Payment Reports

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

    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. Topics include: granting patient access; requesting paperwork completion; patient portal messaging; patient appointment scheduling
    WATCH NOW
    • Portals
  • Report Builder Advanced

    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. Topics include: advanced view; hiding report sections; summary fields; formula editor
    WATCH NOW
    • Report Builder
  • ClinicTracker Shortcuts

    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. Topics include: searching drop-down lists; navigating the system; entering commonly-used phrases; searching for text in a long document
    WATCH NOW
    • Tips
  • Open Forum 2/22/16

    Open Forum 2/22/16

    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.
    WATCH NOW
    • Q&A
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