ClinicTracker User Notes
August 2013 - JAG Products, LLC

Did You Know...

You can:

What's New?

Thanks to your ongoing feedback, we have refined ClinicTracker as follows:


» Click to View a List of Recent System Upgrades

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Frequently Asked Questions

Here are a few of the questions our support team responded to recently:


» Click to View Our Full List of FAQs Related to Technical Issues

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User Suggestion of the Month

Thanks to Sandy Jones from Tri-City Family Services, you will find more options when you create Reduced Fee Schedules:

  1. It's easier to keep track of the various rules because you can now add a description for each Reduced Fee Schedule
  2. You can select specific services for each schedule
  3. The Number of People in Family field can now be a range, rather than a specific number
  4. You can specify the county or counties of financial responsibility to which the fee schedule will apply.

For her excellent ideas, Sandy won our User Suggestion of the Month prize. Congratulations, Sandy! You've got a gift on the way from your friends at JAG.


» Click to Submit a Feature Suggestion

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Current Promotions

Earn a $75 Discount

Now through September 15, 2013, each agency can receive one $75 discount off the next invoice for custom development when you tell us about your ClinicTracker experience. Click here to take the survey.


Price Cut

Good news!  

We've arranged for reduced pricing for Appointment Reminder Calls:
As low as 10 cents per call in most cases.
Contact us today to learn more.





» Click to Request Additional Information

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Show Me How

The User Portal gives you quick access to a variety of support resources, including Critical Announcements, Release Notes, User Notes, Training Videos, FAQs, and the Support Portal. Click here to learn more.



» Click to View the Online Video Library

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John "The Support Guy" Says...

ClinicTracker is full of shortcuts and automation tools, all of which maximize the efficiency of your workflows. While I can't cover each one in this article, here are some key features you should keep in mind:


Navigation Menu

Use the Navigation menu to move from one section of a patient's record to another. You do not have to re-select the patient each time you want to access a different portion of the record. 


Actions Menu

Many forms throughout the system contain an Actions menu that offers additional functions. The features displayed vary by module.


Transferring Records Between Patients

If you accidentally saved a record to the wrong patient, ask your administrator to transfer the record to the correct patient for you. By doing so, you won't have to manually re-enter the information. 


Load From Existing Patient

This time saving feature is useful when you're creating a record for a family member of an existing patient for whom many of the details are similar. From the Demographics form, go to: File -> Load From Existing Patient and select the current patient. The system will pre-populate many of the common fields, thereby reducing how much data you have to enter by hand.


Add Similar Patient Contact

Sometimes you'll want to create a new Patient Contact Record based on a prior one, especially if most of the information is similar (like from one therapy session to the next). To add a Patient Contact Record based on an existing record, single-click an item in the Treatment History box and select the Add Similar button (the icon looks like two pieces of paper). The system will duplicate all the information in the prior record to a new one tagged with the current date. You can then make any necessary changes prior to saving the record.


Load Latest Data

Many forms display a Load Latest Data button below the list of existing records. Clicking this button causes the system to create a new paperwork item based on the most recent information. 


Active Problem Synchronization 

ClinicTracker has an option that lets you maintain a list of current and past patient problems for the Patient Summary form. It automates adding entries to this list whenever you record a diagnosis within the patient's documentation. Administrative users can select one of three options on the Formats tab of the Options form (Help -> About -> Admin Config):

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Industry News

Meaningful Use (MU), the set of standards that governs the use of electronic health records, mandates that patients have access to portions of their health records through a web-based "patient portal." The regulations also stipulate that the patient portal serve as a platform for offering patient education and other services, including online appointment confirmation, refill requests, soliciting client satisfaction surveys, and the like. The industry is finding many other ways to make the portal a benefit to patients. Chief among them is giving patients the ability to pay their bills online by credit card. Patient satisfaction soars when patients have the ability to pay their balance whenever they choose.


An article in the American Medical Society publication, American Medical News, 2012, indicated that many medical practices are already reaping the benefits of accepting credit and debit cards both in person and online. Some have eliminated cash payments altogether. While not every practice accepts credit card payments, most are following this trend.


ClinicTracker offers both an integrated payment processing solution and Patient Portal that can help meet your Meaningful Use goals, while making your office run more efficiently. 



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