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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 6/4/20
10 am - 10:30 am ET

CMS Guidelines for MIPS 2020 and the Impact on Your Behavioral Health Practice (2nd Showing)

ClinicTracker's trusted compliance partner, Health eFilings, the national leader in automated MIPS compliance, is hosting a free educational webinar to provide tangible strategies on how to navigate the MIPS program and maximize reimbursements.

Presenter: Sarah Reiter, SVP Strategic Partnerships

By attending the webinar, you will learn the:

  • Complexities and nuances of the 2020 MIPS program and the implications on a behavioral health practice
  • Fundamental, but critical, differences between reporting methodologies
  • Advantages of using a technology-based compliance solution vs. a manual one to earn points and optimize your MIPS score
  • Strategies to maximize reimbursements through the MIPS program


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Thursday 6/11/20
1:30 pm - 2:30 pm ET

New Features and Functionality

Our recent software releases have included some new features and enhancements that we'd like to review with you. You'll learn about our new check-in kiosk, custom form graphing, new ways to configure various modifier and override rules. . .and more.


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Thursday 6/18/20
1:30 pm - 2:00 pm ET

Customizing Your Staff Info Form

You can use the Staff Info form to track employee information, create user accounts, and define system/patient access permissions. During this webinar we'll show you how to further customize this form so you can track the information you need to process claims and maintain HR files.


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Thursday 6/25/20
1:30 pm - 2:00 pm ET

Custom Form Graphing

You can now create graphs based on data from rating scales you collect via a custom form. You’ll learn how to:

  • Create a rating scale using Form Builder
  • Design a graph to display data that you collect with that rating scale
  • Insert a link to that graph so you can display it in other forms/features


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Thursday 7/2/20
1:30 pm - 2:00 pm ET

Appointment Reminders Overview

The webinar reviews how to configure Reminder Calls so they go out to clients exactly as you wish. We'll cover how to customize when the calls go out, the types of reminders you can generate, and the method for turning off automatic reminders when that's required.


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Thursday 7/16/20
1:30 pm - 2:00 pm ET

Patient Portal Authorized User Series: Creating an Interim Progress Report using the Form Builder

Outside providers and/or referrers often require you to provide information about a client's progress toward established treatment goals. During this webinar we'll discuss how to create a form within ClinicTracker that gathers the essential elements of such a progress report, including:

  • Summary of appointments for the last 30 days
  • List of active treatment goals
  • Active medications


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Thursday 7/30/20
1:30 pm - 2:00 pm ET

Patient Portal Authorized User Series: Sharing an Interim Progress Report via the Patient Portal

During our last webinar we used Form Builder to create a form for reporting on treatment progress. This time around we'll show you how to create an Authorized User account so you can share the progress note with users via the Patient Portal.


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Thursday 8/13/20
1:30 pm - 2:00 pm ET

Smart Rating Scale

You can build SmartForms that display items depending on conditions you set (like whether the client is a child or adult). You can also make the form come alive by tying it to a workflow and reporting system. In this webinar we will show you how to use:

  • Form Builder to create a rating scale that morphs depending on the conditions you specify
  • Compliance Builder to embed the rating scale in a workflow, complete with alerts and notifications
  • Report Builder to display the data you collected with the rating scale


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Thursday 8/20/20
1:30 pm - 2:00 pm ET

IOP Claim Billing

Substance abuse agencies and certain mental health centers use an Intensive Outpatient Program (IOP) billing model. Because it involves multiple treatment modalities and service types, it can be quite a challenge to manage. Fortunately, ClinicTracker has it all covered. We will walk through how to configure your programs and use the Batch Claim Creation feature to bundle qualified claims.


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