Behavioral Health EHR Logo

ClinicTracker EMR

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.

From time to time we also schedule “Pop-up Webinars.” We present them whenever a group of our users expresses interest in hearing about a particular topic.

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
Thursday 5/2/19
1:30 pm - 2:00 pm ET

Out of the Box Workflow Series: Applying Payments

Based on years of feedback, we have refined the payment collection process to fit typical workflows. During this webinar, we'll show you how to apply ERAs, paper EOBs, and patient payments as efficiently as possible. Even if you've recorded payments in the system before, you may find that a right-click menu could save hours each week.

Register Now
Thursday 5/16/19
1:30 pm - 2:00 pm ET

Out of the Box Workflow Series: Claim Follow-up

Following up on aging claims can be a tedious process. In this webinar, we'll show you an efficient way to identify unpaid claims, record billing notes, and send collection letters.



Register Now
Thursday 5/30/19
1:30 pm - 2:00 pm ET

Out of the Box Workflow Series: Financial Reporting

During this webinar, we'll walk through some of the pre-stored financial reports, including those related to claims, payments, and aging. We'll also provide pointers on building your own reports.

Register Now
Thursday 6/13/19
1:30 pm - 2:00 pm ET

Creating Custom Progress Note Forms

Although ClinicTracker comes with a number of built-in Progress Note templates, you may want to create your own. In this webinar, we'll show you how to create templates and explain how they integrate into the system just like any other Progress Note.

Register Now
Thursday 6/27/19
1:30 pm - 2:00 pm ET

Customizing the Paperwork Menu

When you first start using ClinicTracker, it will organize your paperwork menu using the default display and include all the templates your system administrators have enabled. In this webinar, we'll show you how to adjust the default view for your organization. We'll also explain how to adjust your individual configuration to best suit your needs by showing/hiding certain items and organizing forms the way that works best for you.

Register Now
Thursday 7/11/19
1:30 pm - 2:00 pm ET

ERA Module Upgrades

Based on user feedback, we've made many changes to the ERA module to enhance functionality and improve efficiency. Join us to learn new ways to split payments, update file dates, add claim notes, perform bulk actions, and more.

Register Now
Thursday 7/25/19
1:30 pm - 2:00 pm ET

Patient Portal Processes

During this webinar we'll show you some of the basic Patient Portal processes, including:

  • Creating a Patient Portal account (by office staff and by a new patient)
  • Creating Authorized Representative Accounts and General User Management
  • Accessing the Portal (via a clinic code or a direct URL)
  • Sending messages (individual messages or in bulk) and including secure attachments
  • Requesting form completion
Register Now
Thursday 8/8/19
1:30 pm - 2:00 pm ET

New Features and Functionality

  Register Now