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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 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 7/23/20
1:30 pm - 2:00 pm ET

New RCopia4 Platform

Join us for a webinar with April Rainwater from DrFirst to learn about the new RCopia4 platform.


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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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