Feature Listing

Still not convinced ClinicTracker has enough features? Here are some more:

Clinic Management

Analyze caseloads by program, service, or date

Benefit from administrative productivity tools and reports

Track insurance pre-authorizations and HIPAA consent forms

Manage the compliance process

Determine clinician availability

Track missed appointments by staff or client

Communicate and collaborate with other staff

Capture digital signatures using a mouse, Topaz tablet, VisTablet, or touch-screen device

Track revenue by clinician or program

Complete progress notes and other paperwork electronically

Facilitate concurrent documentation

Streamline supervisory documentation approvals

Scan paper forms and link to patients or staff

Reassign staff schedules and patient assignments to accommodate staff turnover

Revenue Management

Adjust balance responsibility over multiple payors at once

Bill fixed units, or adjust unit calculations based on service duration

Built-in reporting to accelerate AP process

Configure fee schedules by payor, program, location, time of day, day of week, and more

Create a claim from a clinical appointment record instantly based on pre-configured rules

Enforce restrictions on data entering the billing system (claim scrubbing)

Examine every detail of the claim record and adjust as needed

Complete reporting of claims, balances, payments, & aging

Generate collection letters at user-specified intervals via multiple letter templates

Integrate claims and billing

Manage payments by patient, clinician, and payor

Maintain credit balances for any of your patients or payors

Manage adjustments and remaining balance assignments

Integrate with Abila MIP Fund Accounting or Blackbaud Accounting for Non-Profits

Offer an integrated credit card processing service

Produce payment reports in multiple formats based on user-defined criteria

Report aging by patient, clinician, or insurer

Set claims to bill using payor-specific method

837 electronic claims processing in both professional and institutional format.

Generate CMS 1500 and UB04 paper claims

Record bulk insurance payments covering multiple clients (manually or using 835 Electronic Remittance Advice)

Bill direct to payors without requiring a clearinghouse

Integrate with partner clearinghouses (Navicure and Trizetto) or another of your choosing

Benefit from hundreds of built-in reports

Payroll

Configure staff payments by: Percentage of Billed Amount, Percentage of Collected Amount, Fixed Amount Per Service, Fixed Amount per Unit, or custom rules

Set up payroll periods to coordinate with your payroll system

Generate payroll reports

Export payroll data to a payroll service/system

EMR/EHR

Analyze the impact of vitals, allergies, and medical problems

Assign clients into groups, subgroups, and programs

Collect intake and demographic information

Automatic checking for duplicate records

Display patient contacts and collateral activities with full treatment history

Capture multiple treatment phases while patients move in and out of your services.

Display physician orders for labs, medications, and other services

Enter information about family members who participate in treatment and capture signatures when required

Establish links among records of family members receiving services

Log dates of sequential intake events

Manage medications and prescriptions with ePrescribing

Record insurance information for multiple insurers

Transmit prescriptions electronically or by fax

Manage regulatory compliance requirements

Track staff certifications, renewal dates, and external documents

Record referral source information electronically

Use pre-stored templates for progress notes, treatment plans, admission notes, discharge summaries, and more

Record group appointments and patient notes on a single screen for better productivity

Meaningful Use Certification

Certified by the Drummond Group for Stage 1 and Stage 2 of the Meaningful Use program

Easy to use Meaningful Use Dashboard for reporting compliance with program requirements

Relationship with consultants to assist in applying for and attesting for stimulus funding

Integrated Scheduler

Schedule individual patients, group appointments, staff, and locations

Add a new appointment to the scheduler and our integrated reminder service will automatically generate appointment reminder calls/TXT

Capture mileage for expense management

Find available appointment timeslots by staff, location, service, credential, day of week, time of day, event type, etc.

Full view of operation (patients, staff, or rooms)

Grant other users access to your scheduled information (read-only or full access)

Generate maps and directions for off-site appointments

Benefit from a scheduling system that is fully integrated into the clinical and billings components of your EHR

Messaging System

Generate alerts for compliance reminders with full reporting

Create Reminders and To-Do's for any Task

Send messages to team members or distribution lists

Send external messages securely to outside providers using Direct messaging

Receive ePrescribing alerts for review and approval

Compliance

Calculate due dates automatically based on pre-configured, customizable rules

View reports of overdue paperwork, missing/unsigned progress notes, and more

Inform staff about late documentation automatically through the built-in alert system

Keep clinicians current on their paperwork status

Manually record completion dates or automate based on when documents are electronically signed

Meet all HIPAA standards for privacy

Monitor all paperwork required by state and federal agencies

Track all required documentation items

View unsigned progress notes, overdue treatment plans, incomplete discharge summaries, and much more

Documentation

Link all of a patient's documentation into a single paperwork management system

Create any form using the Custom Form Builder as either a generic record or one associated with patients or staff

Customize digital forms that capture any patient or program information

Link scanned documents and files directly to patient records

Manage pre-stored and custom forms as well as external documents

Custom Form Builder for Patient & Staff Forms

Create simple or complex documents depending on your requirements

Create your own drop-down lists, check boxes, list boxes, text fields, and more

Display data from one form in another

Collect multiple signatures anywhere on the document

Create default responses for known items (e.g., client name, DOB, date)

Identify sections of the document that require patient response

Digitally complete mandated paperwork

Format documents as rich text

Create documents that are legally binding

Lock documents after they have been signed to prevent tampering

Allow patients to complete individual or group forms you define

Create human resources forms for storing Staff information and related documentation

Recreate your paper forms quickly and easily

Simplify form development by modifying existing system templates

Custom Reporting and Decision Support

Choose who has permission to view the reports you create

Create complex formulas based on any data element in the system using a wizard or advanced formula builder

Customize reports as you are processing them using run-time parameters

Distribute clinic-wide or staff-specific versions of reports

Export reports as PDF, Word, Excel, and CSV files

Format the elements of the report by using a palette of fonts, colors, and more

Identify and label the data fields you want displayed

Produce a clean and consistent report layout

Order reports based on sorting requirements

Use report auto-formatting

Store the report in one of several categories, such as Patient, Administrative, Staff, or Maintenance

Capture complex relationships between related entities

Use a selection expert to filter only the data you want displayed

Appointment Reminders

Make automated reminder calls or send TXT messages at pre-determined intervals prior to a scheduled appointment

Get status reporting on any reminders sent, confirmed, or canceled

Track canceled appointments in real-time and fill open timeslots from a waiting list

Fully integrated with Scheduling system means reminders are sent automatically with no user-intervention

Patients can confirm or cancel their appointments prior to receiving a reminder through the Patient Portal

ePrescribing

Check drug-drug/drug-allergy interactions and use other clinical decision tools

Check for side effects

Display patient-specific formulary status at point of prescription

Document medical history

Fulfill six Meaningful Use certification requirements

Print, email, or SMS a coupon, co-pay card, or prescription savings voucher to patients

Pull real-time patient medication lists from three Pharmacy Benefit Management Systems

Record patient consents

Renew prescriptions with one click

Schedule follow-ups

Show FDA warning lists

Take advantage of mail-order connectivity to Caremark, ESI, and Medco

Use Surescripts GoldRx certified technology

Use the Electronic Prescribing of Controlled Substances (EPCS) system for Schedule II-V drugs

Benefit from streamlined prescription writing and full system integration

Insurance Eligibility Verification

Automate the process of authenticating insurance coverage

Store patient history reports in the patient record for review

Check eligibility on-demand or a set number of days ahead of the scheduled appointment to process automatically

Outcome Measures/Testing Wizard

Create, administer, and analyze rating scales

Fill-in outcome measures via Patient Portal

Create you own computer-administered testing and rating scales

Mobile Module for Specialized Access

Access patient records from your smart phone

Record data when no internet connection is available and store on your local smartphone, tablet, or laptop for scheduled synchronization at a later time

Record service delivery in the field and capture patient signature

Use built-in templates or let us create custom templates for you

Patient Portal

Enable patients to fill-in custom forms online

Enable patients to schedule appointments online

Enable patients to confirm/cancel appointments online

Enable patients to pay bills online with a credit card

Enable patients to view account statements online

Enable patients to communicate securely with their providers

Allow patients to securely transmit their digital medical file (C-CDA format) to an external provider.

Give clients online access to select information, including: demographics, clinical information, account balances, scheduled events, educational resources, and medical file

Staff Portal

View and edit personal schedule from any browser or smart phone

Download calendar data in ics format for integration with Outlook, gmail, etc.

View and edit custom forms online

View and send messages online

Support

Rely on a support team with a 100% customer satisfaction rating

US-based support team dedicated to ClinicTracker users

Online trouble ticket system for all system users monitored exhaustively and responded to very quickly

Phone support available for project management team

Integrations

Canvas for mobile devices

Abila MIP Accounting System and Blackbaud Accounting for non-profit agencies

Microsoft MapPoint integrated directions and travel times

Appointment reminder service with calls/TXT integrated to scheduler

Topaz tablets for patient signature capture

Trizetto and Navicure Clearinghouse/Insurance Eligibility Verification

TransFirst for credit card processing

DrFirst for ePrescribing

Implementation

Discovery call to review customizations, forms, state reporting, and any special requirements.

Ease staff resistance with quick start guides, step by step guides, training videos, and live interactive web-based training

Host ClinicTracker either on premise or through our Hosting Service

Work with a dedicated implementation specialist to develop a unique project plan to support your implementation

Feature Listing

Still not convinced ClinicTracker has enough features? Here are some more:

LITERATURE

FEATURES

COMPANY

SUPPORT