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 9/19/19
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 10/3/19
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 10/17/19
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 10/31/19
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 11/14/19
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 12/5/19
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 12/12/19
1:30 pm - 2:00 pm ET

New Features and Functionality

  Register Now
Thursday 1/9/20
1:30 pm - 2:00 pm ET

Life and Times of a Custom Form: Part 1 - Overview

What makes ClinicTracker unique is the extent to which you can customize it down to the smallest detail. But we have learned that users are unaware of all the options available to them in shaping the program to their exact needs. In this series, we will illustrate those options by sharing one clinic’s experience creating a form, embedding it in a compliance workflow, and generating customized reports. Register Now
Thursday 1/23/20
1:30 pm - 2:00 pm ET

Life and Times of a Custom Form: Part 2 - Building the Form

The first step in creating a custom form is to decide exactly what information you want to collect and how you want that data entered into the system. You want complete control to accommodate the information you need to gather, as well as flexibility to allow people to enter that information in ways that support their daily workflows. We will share an example of how one clinic designed and implemented a custom form into their clinic workflow. Register Now
Thursday 2/6/20
1:30 pm - 2:00 pm ET

Life and Times of a Custom Form: Part 3 - Compliance Rules

A powerful feature of our system allows you to embed forms you create into a matrix of compliance notifications and alerts. In this webinar, we will show you how to create automated paperwork due dates and then review them within ClinicTracker. Register Now
Thursday 2/20/20
1:30 pm - 2:00 pm ET

Life and Times of a Custom Form: Part 4 - Administering Forms via Patient Portal

To be efficient and accurate, most clinics are moving toward collecting data from patients via the Patient Portal. That might include forms gathering intake information, rating scales, or other questionnaires. In this webinar, we will walk you through how to administer forms through the Patient Portal and then review the data within ClinicTracker. Register Now
Thursday 3/5/20
1:30 pm - 2:00 pm ET

Life and Times of a Custom Form: Part 5 - Creating and Running Reports Based on Custom Data

Now that you have learned to create custom forms and embed them into a compliance workflow, it's time to talk about how best to generate reports. This webinar will show you how to build and run reports based on the information you collect in your custom forms. Register Now