ClinicTracker User Notes
February 2014 - JAG Products, LLC

Did You Know...

We rely heavily on our users’ suggestions in our never-ending quest to fine-tune and enhance ClinicTracker?


Our users have been instrumental in helping us add efficiency-enhancing features, including:



As we gear up for the second stage of Meaningful Use, we're all the more keen to solicit your input. Click here to join the User Advisory Board.

What's New?


» 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 Diane Kubik of The Family & Children's Society, we've improved the system's ability to pronounce a staff member's name when it places an automated reminder call.


Simply go to: Staff -> Staff Info -> Basic Info tab, where you'll find fields to collect the phonetic spelling of a staff member's name. For example, you could enter "SEA-gull" to help the system properly pronounce "Siegel."


For the excellent idea, Diane won our User Suggestion of the Month prize. Congratulations Diane! 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

We've partnered with TriZetto Provider Solutions (formerly Gateway EDI) to bring you these time saving features:


Exclusive for ClinicTracker customers: Trizetto Provider Solutions is offering three free months when you sign up for any of these services by 3/31/14... a potential of hundreds of dollars in savings.


Also, if you sign up for our 835 ERA Module prior to 3/31/14, we'll waive the Insurance Eligibility Verification setup fee. That's an additional $250 savings!


Interested? Contact Mark Shriro at 800.884.8182 ext 9.


» Click to Request Additional Information

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Show Me How

The ClinicTracker Report Builder gives you complete control over the content and design of a report. Our training video shows you how to:


» Click to View the Online Video Library

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John "The Support Guy" Says...

We've implemented a powerful new support tool that will make it much easier for you to convey to us whatever difficulties you might be having with the software. Called Screencast, it enables you to capture a video of your screen as you reproduce the problem. It even lets you narrate the clip. This feature will save you all kinds of time communicating your concerns. We're especially excited because we'll have far more information to work with as we troubleshoot the issue you've encountered.


Click here to see a Step by Step guide.

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Hot Topics

Some of our users may be struggling to verify insurance eligibility for patients who have recently enrolled in plans under the Affordable Care Act (ACA). Many of these clients may not yet have received insurance identification cards. Therefore, some confusion is bound to arise for providers and patients during these first months of implementation. The situation might also affect an agency's cash flow because of possible delays in insurance reimbursements.


In the very least, verifying insurance eligibility for new enrollees is bound to take more time. Staff must be especially clear during intake calls about outlining patient responsibilities for payment. They will also have to copy all relevant information about the coverage patients have selected. From what we understand, it will be important to make copies of any application forms and to record the payor name and identification numbers from any cards or paperwork the patient brings to you.


Although obtaining the ID number is the patient's responsibility, your staff can provide assistance. Much of the information about plan contract numbers is available online, including at the website. The best approach depends on whether the patient has a state or federally run plan. If nothing else, the client can call customer service for the plan in question.


Once the patient provides the necessary information, you can enter it into the Insurance Eligibility Verification module to generate copay and coverage information. Of course, using the Insurance Eligibility Verification module for all those patients who do have the required subscriber information will save your staff all kinds of time.




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