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ClinicTracker EMR

Electronic Prescribing of Controlled Substances (EPCS)

You can extend ClinicTracker's ePrescribing module with a feature called EPCS (Electronic Prescribing of Controlled Substances) Gold. With EPCS Gold (powered by DrFirst), you can seamlessly send controlled substance prescriptions to retail or mail order pharmacies within the same workflow you use to prescribe legend drugs. It makes prescribing more efficient, advances patient medication adherence, and increases convenience for your patients. After an initial credentialing and identity-proofing process (mandated by the DEA), prescribers can begin ePrescribing Schedule II-V drugs. To avoid any confusion and eliminate guesswork by providers, EPCS Gold automatically detects which substances can be sent electronically.

High Caliber Security

  • EPCS Gold is the first and foremost Drug Enforcement Agency (DEA)- and Surescripts-certified solution for e-prescribing
  • Legal since 2010 at the Federal level, controlled substance e-prescribing is also approved in 49 U.S. States and the District of Columbia, and more than 40% of pharmacies nationwide accept controlled substance e-prescriptions (Read More).
  • DEA mandated Two-Factor Authentication Protocol for all provider registrations (key-chain or soft-token)
  • Provider authentication through third-party identity proofing process

Added Benefits

  • Prevent prescription drug abuse
  • Avoid patients who are doctor shopping
  • Reduce fraud and abuse - no paper prescription pads to be stolen, altered, or forged
  • Be audit-ready with management reports

Electronic Processing

  • EPCS Signing Module lets you sign and submit Controlled Substance prescriptions electronically
  • Displays DEA-mandated content
  • Generates a digital signature for the prescription at the application level
  • Transmits prescriptions in SCRIPT 8.1E format
  • Receives and forwards prescription transmission responses, including status and error
  • Logs all application activity for audit purposes


ClinicTracker Connect partners with DrFirst to deliver a fully integrated ePrescribing system for behavioral healthcare providers. This SureScripts certified solution offers a sophisticated digital platform for writing and tracking prescriptions for legend and schedule II-V drugs. With 49 states and the District of Columbia accepting ePrescriptions for controlled substances, our prescribers can take advantage of this faster and more secure approach to managing prescriptions electronically. 

Increase Patient Safety

  • Reduced potential for adverse drug events caused by drug-drug/drug-allergy interactions
  • Eliminate errors due to poor or misread handwriting
  • Faster, more efficient patient notification in the event of an FDA safety alert

Enhance Productivity

  • Online availability anytime, anywhere
  • Real-time patient medication lists pulled from three Pharmacy Benefit Management Systems
  • Faster, one-click, multi-script prescription renewal process (case studies suggest a savings of 1-2 hours/day for office staff)
  • Fewer pharmacy call backs
  • Less time spent with pharmacy questions and renewal requests
  • Fully-integrated solution means that medications entered in ClinicTracker are available for interaction checking
  • Prescriptions written in DrFirst are available for import into ClinicTracker Progress Notes
  • With EPCS Gold (powered by DrFirst), you can seamlessly send controlled substance prescriptions to retail or mail order pharmacies within the same workflow you use to prescribe legend drugs
  • Eliminates calls from patients requesting alternative covered medication, mail order submission, or prior authorizations

Improve Patient Experience

  • Lower out-of-pocket costs because providers can identify medications with lower co-payments (an average savings of $20-25 per prescription)
  • Less time spent waiting at the pharmacy since prescriptions are sent ahead
  • Reduced potential for adverse drug events caused by drug-drug/drug-allergy interactions, mistaken handwriting, or incorrect quantity
  • Increased treatment compliance because of more cost-effective and convenient care

White Coat of Quality Award from SureScripts

JAG Products has been awarded the White Coat of Quality award for 2012 and 2013 for our implementation of the DrFirst system within ClinicTracker Connect. The White Coat of Quality Award is SureScript’s highest recognition for software providers that uphold strict standards for clinical quality and best practices in ePrescribing.

Meaningful Use

ePrescribing is one of the key elements of the Meaningful Use program and will help you to meet six of the criteria. For more information about Meaningful Use and ClinicTracker's Stage 2 certification, click here.

New York Prescribers

New York State has initiated a program called Internet System for Tracking Over-Prescribing (I-STOP). DrFirst offers educational webinars on this program, the enrollment process, and how to ePrescribe controlled substances. 

Insurance Eligibility Verification

Authenticating insurance coverage and checking eligibility are routine but tedious elements of your billing workflow. Insurance eligibility verification is easy with ClinicTracker because it automates the entire process. The process is fully integrated with the ClinicTracker Intake form, that way your staff can instantly confirm the validity of a patient's insurance.

With this user-friendly service, you have various options for checking eligibility requests:

  • A totally automated system process will verify eligibility for all appointments scheduled within a designated time span. It will process the entire batch overnight so you can review the results when you come in the next morning
  • Enter a date range and the service types you want to verify. You'll get instant responses for all patients who match those criteria
  • Select an individual patient to verify eligibility
  • The system saves all prior results; that means you can look up information about a patient's plan, coverage, deductibles, and more.

Instant Benefits

Insurance Eligibility Verification increases office staff productivity by:

  • Minimizing lengthy calls to insurance providers
  • Addressing insurance questions prior to appointments
  • Exploring alternative payment methods for uninsured patients before they incur charges
  • Simplifying insurance verification for walk-in patients or last minute appointments

The ClinicTracker Connect Insurance Eligibility Service eliminates the hassle of calling insurance companies for verification. This solution ensures faster payments, reduces wasted staff time, and guarantees that your patients will have a better experience with your office. For a small per transaction fee, this innovative service is affordable for any-sized agency.


Executive Dashboard

You rarely have time to sift through pages of reports to understand how your organization is performing. With ClinicTracker's Executive Dashboard, you have at-a-glance views of your entire operation. Tell the system which performance metrics you want to follow and the system will provide continuously updated graphs for each one. Want instant views of your accounts receivable over the course of the past eight weeks not including weekends? No problem. Need to export those graphs so you can present them to a board meeting? Just click a button. 

ClinicTracker Executive Dashboard

Standard Metrics

The system comes with these pre-defined metrics. Plus, we can even add custom metrics for you upon request:

  • Intakes
  • Admissions
  • Discharges
  • Billing Generated
  • Payments Received (All)
  • Payments Received (Insurance)
  • Payments Received (Patient)
  • Kept Appointments
  • Kept Appointment Rate
  • Program Usage

Financial Reporting

We've designed dozens of detailed reports to help agency managers and directors track their financial operation. These built-in reports give you a whole new level of information and control of how your agency manages claims and payments. 

Reduce your Accounts Receivable Faster 

Customizable reporting provides all the information you need to stay on top of patient payments. These reports also help you project cash flow more accurately. At any time you can view:

  • Claim Status
  • Claim Activity
  • Claims and Balances
  • Aging by Patient, Clinician, or Insurer
  • Collection Letters
  • And more…

If ClinicTracker doesn't already store a report that has the information you need, create it with the Custom Report Builder or ask our support team to help.

Enhanced Business Intelligence

Other built-in reports break down claim activity and payments by patient, staff, location, payor, program, service, and more:

  • Claim Detail by Insurer
  • Payment Report
  • Payment Application by Client or Clinician
  • Payments by Transaction
  • Payments by Claim
  • Credit Balance Report
  • And more...

Clinical Integration

An integrated system means that you can easily transition clinical appointments into billable claims. It also allows for information to flow between the clinical and financial aspects of your agency. For example, financial reports can include demographic or clinical information, while clinical staff can view a patient's open balance information. Relevant financial information is, therefore, accessible wherever it is needed.

Clinical Reporting

ClinicTracker is world-class when it comes to collecting data during the course of a clinic's day. Our software is equally impressive in how it organizes, analyzes, and reports on that information. Its powerful and flexible reporting module can give you immediate answers to nearly any question you might have in mind.

Hundreds of Pre-stored Reports

Over the years we've designed a remarkable number of detailed reports for clinic directors and managers who want to track operations, respond to regulatory requirements, improve accountability, and boost clinic efficiency. Some of the pre-stored reports address routine questions:

  • How many visits did each of our programs generate over the past six months?
  • How many of our clients are prescribed Zoloft?
  • Can I get a listing of the caseload for each clinician?
  • What's our missed appointment rate due to the clinician canceling the appointment?
  • How many Progress Notes do we have on file for the past quarter that are missing a signature?
  • Do we have clients on our caseload we haven't seen for over 60 days?
  • What percentage of patients in the ADHD clinic have, according to our ratings, improved, stayed the same, or fared worse this year?
  • Which of our interns rotating off our service still owe Treatment Plans?

We've also been asked to create reports that drill down to the smallest details of a program's operations:

  • Can you help me respond to a question from the County about how many of the foster children we treat are on two or more medications?
  • How can I get a report that displays the number of urine screens we've completed for patients in our Chemical Dependence program who we've seen over the past six months and have certain service codes?
  • Can we see Patient Contacts grouped first by family, then by client where Appointments display the session duration (rounded to the nearest 15 minute increment), Collaterals display the event duration (in a separate duration column), and non-kept appointments are calculated as a predetermined amount of time that is included with the Collateral hours? I then need to be able to filter by appointment status, program, date, and staff member.

The end result is that we have built hundreds of valuable reports, all of which are at your fingertips.

Create Your Own Reports  (Or Ask Us)

On occasion you'll want a highly-specific report that's not in our library. No problem. You can create it with ClinicTracker's Report Builder. We designed it to give you complete control over the content and design of a report without having to rely on a programmer. Of course, if you need assistance, our support team is always available to help.

Numerous Export Options

Our reports are generated using the comprehensive features of Crystal Reports, an industry standard reporting tool. As such, not only can you easily display the information you need on screen, you can also export it to other formats, including PDF, Excel, CSV, RTF, and more. Keeping your reports in digital format eliminates the hassle and cost associated with printing and storing paper reports.

Improve Operational Efficiency and Planning

Instant access to information about your agency lets you make decisions and institute policies based on hard data. With such a bounty of reporting options, you can: 

  • Institute a high level of accountability across the breadth of your clinical operation
  • Monitor compliance status in real time
  • Improve operational efficiency by close tracking of key metrics
  • Boost your profitability with accurate information
  • Enhance decision making with easy access to the data you need
  • Increase staff productivity by monitoring caseloads


Google Maps Integration

The ClinicTracker Scheduler is integrated with Google Maps for those agencies who have staff out in the field. Sophisticated real-time routing will calculate the best directions from home, multiple office locations, or the last appointment. Tracking of case miles and travel time leads to precise expense reports and oversight. We know from talking with clinic managers that this feature alone can save thousands of dollars in reimbursement costs.

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Automated Appointment Reminders

ClinicTracker Connect offers a service that automatically reminds your patients about scheduled appointments by phone and/or text message. Fully integrated with the Scheduler, the system generates reminder messages without requiring any effort on the part of your staff. Patients can confirm, cancel, or reschedule their appointments by the single press of a phone button or through the ClinicTracker Patient Portal. This service makes viewing and responding to each reminder simple and efficient.

Increase Revenue and Efficiency

With Automated Appointment Reminders, your staff can increase office productivity by:

  • Reducing the no-show rate
  • Tracking canceled appointments in real-time
  • Filling canceled or missed appointments more quickly
  • Spending more time on important communications that can't be automated
  • Ensuring patients do not forget to attend or reschedule their appointments
  • Adding a personal touch by reaching out to your patients

Generating Reminder Messages

This messaging service reminds patients either by phone, SMS, or both based on parameters you pre-configure. For example, you can set how many days prior to an appointment you want the patient notified. You can also tell the system the time of day you want it to begin and end sending messages. Once one of your staff adds a new appointment to the Scheduler, the automated service generates a list of patients to contact. At the appropriate time, it communicates with the patient about the upcoming appointment. For the phone option, the system will leave a message if no one answers. You also have the option of placing calls or sending an SMS manually. Patients can opt to be placed on a Do-Not-Contact list, or you can create specific groups or event types that never generate a reminder.

Integration with the Patient Portal

One of the many benefits of ClinicTracker Connect is that all patient information is integrated throughout the system. We've taken the next step by incorporating Automated Appointment Reminders into our Patient Portal. Now patients can go online to confirm, cancel, or request a new appointment time. It's another way that we’re helping you improve patients' experience with your office.

Pricing and Setup

Implementing this feature only requires that your staff view a brief training video. And the service is inexpensive - just a small monthly charge based on the number of reminder messages that you place. In most instances, it can pay for itself by eliminating even one no-show. Your practice will become more efficient because it frees your office staff to spend more time on patient retention and acquisition.

Signature Routing

ClinicTracker Connect eases the process of reviewing and countersigning documentation. If you need a supervisor's signature on a form you've completed, simply click a button that sends a link and optional message. The supervisor will see the notification in the messaging system, click the link to review the paperwork, sign off, and press another button to send you an acknowledgment notification.

No more passing around a paper file, leaving notes in a supervisor’s mailbox, or wondering what happened to a report you've written. All that hassle goes away with ClinicTracker's signature routing system. And so does worrying about whether all the forms that require signatures will pass regulatory scrutiny.

Unified Messaging System

ClinicTracker hosts its own internal messaging system that allows users to send information, links, and signature requests securely to individuals, pre-defined user groups, or the entire agency.

Secure Internal Communication

Gone are the roadblocks that so often interfere with staff communicating, exchanging patient data, and working together. Regardless of their work location, staff can share information and communicate freely. These interactions are highly secure because they are completely contained within your network. The message board also integrates reminders, ePrescribing notifications, and compliance alerts into a unified messaging center.

Improved Teamwork

Use these features to improve collaboration and accountability:

  • Staff Assignment Notifications
  • Scheduling Notifications
  • Paperwork Signature Requests
  • Hyperlinks, internal file links, and paperwork links
  • Ease the process of reviewing and countersigning documentation with Signature Routing

Effortless Collaboration

With its centralized file of patient records, sophisticated alert system, and numerous messaging tools, ClinicTracker fosters collaboration throughout your organization. In addition to the email-like features offered through the message board, staff also have access to real-time communication via ClinicChat, the ability to communicate directly with clients through the Patient Portal Messaging features, and the capacity to send and receive secure Direct messages through an encrypted external messaging system. 

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