Behavioral Health EHR Logo

ClinicTracker EMR

ClinicTracker Community Training Series

 

We developed the Community Training Series as another way of helping our users learn about ClinicTracker and gain regular access to our team of support experts. Over the years we’ve covered many topics, from those that address the basics to others that consider more advanced topics.

Here we present all the webinars we’ve recorded. They are organized by topic. To watch one, hover your cursor over the webinar you want to view and click "Watch Now."

If you have suggestions for topics we should cover in future webinars, click here to tell us about them.

  • All
  • Admin
  • Basics Series
  • Billing
  • Billing
  • Claims
  • Claims
  • Cloud Communications
  • Collaboration
  • Compliance
  • Compliance Builder
  • DSM 5
  • EPrescribing
  • Form Builder
  • Group Appointments
  • Hosting Service
  • Implementation
  • Kno2
  • Management Tools
  • New User
  • Out Of Box Series
  • Paperwork
  • Patient Portal
  • Patient Records
  • Progress Notes
  • Q&A
  • RCopia4
  • Report Builder
  • Scheduling
  • Staff Records
  • Telehealth
  • Tips
  • Treatment Plans
  • TriZetto
  • Upgrades
  • Title
  • Date
  • Claim Management (BillingTracker Basics Series): 5/21/2020

    Claim Management (BillingTracker Basics Series): 5/21/2020

    WATCH NOW!

    During this webinar we will show you how to use the Claim Management screen to: Review claims based on specified date ranges, payor, and transmission types; Prepare batches of claims for submission to insurers for adjudication; Follow up on outstanding claims by reviewing those in Pending status
    • Claims
  • Submission Batches (BillingTracker Basics Series): 5/7/2020

    Submission Batches (BillingTracker Basics Series): 5/7/2020

    WATCH NOW!

    We will show you how to review and work with previously-created claim batches, including: Re-queuing an entire claim batch; Tracking the submission status; Adding Billing Notes
    • Billing
  • Claim Payments (BillingTracker Basics Series): 4/23/2020

    Claim Payments (BillingTracker Basics Series): 4/23/2020

    WATCH NOW!

    We will review methods for posting payments to claims in BillingTracker, including: Collecting Copays; Entering Patient Payments Manually; Managing Insurance Payments (paper EOBs); Handling ERA Insurance Remittance (835)
    • Billing
  • Billing Dashboard - (BillingTracker Basics Series): 4/9/2020

    Billing Dashboard - (BillingTracker Basics Series): 4/9/2020

    WATCH NOW!

    We developed a new "Billing Dashboard" within BillingTracker that substantially improves your ability to track and follow up on your receivables. It essentially turns Billing Notes into a system for assigning responsibilities and monitoring efforts to collect on claims. You’ll see a whole range of options for displaying
    • Billing
  • Telemedicine Billing - What We've Learned So Far: 4/1/2020

    Telemedicine Billing - What We've Learned So Far: 4/1/2020

    WATCH NOW!

    Billing for telehealth appointments has become a central focus for our clientele as they grapple with delivering mental health services during the pandemic. What’s emerging is a patchwork of billing requirements that vary by payor, location, age, and diagnosis. In this webinar, we will share our experience working
    • Telehealth
  • Telehealth Essentials: 3/18/2020

    Telehealth Essentials: 3/18/2020

    WATCH NOW!

    For reasons that are sadly obvious, our customers are asking us about the ClinicTracker Telehealth module. Delivering services via the web has suddenly become a viable strategy for coping with the impact of COVID-19. In the pop-up webinar, we’ll demonstrate the key steps in implementing and using this
    • Billing
    • Telehealth
  • Administering Forms via Patient Portal: Part 4 - Life and Times of a Custom Form: 3/12/2020

    Administering Forms via Patient Portal: Part 4 - Life and Times of a Custom Form: 3/12/2020

    WATCH NOW!

    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
    • Form Builder
    • Patient Portal
  • Compliance Rules: Part 3 - Life and Times of a Custom Form - 2/6/2020

    Compliance Rules: Part 3 - Life and Times of a Custom Form - 2/6/2020

    WATCH NOW!

    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.
    • Compliance
    • Form Builder
  • Secondary Claims Billing: 1/30/2020

    Secondary Claims Billing: 1/30/2020

    WATCH NOW!

    Non primary billing can be complicated and time consuming. BillingTracker helps simplify the process by automating much of the COB information. During this webinar, we'll walk you through the entire process, including: Adding payors to the Demographics form; Billing the primary payor; Receiving/posting primary remittance; Assigning balance to
    • Billing
    • Claims
  • Building the Form: Part 2 - Life and Times of a Custom Form - 1/23/2020

    Building the Form: Part 2 - Life and Times of a Custom Form - 1/23/2020

    WATCH NOW!

    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
    • Form Builder
  • New Features and Functionality: 1/16/2020

    New Features and Functionality: 1/16/2020

    • Upgrades
  • Overview: Part 1 - Life and Times of a Custom Form - 1/9/20

    Overview: Part 1 - Life and Times of a Custom Form - 1/9/20

    WATCH NOW!

    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
    • Form Builder
  • Patient Portal Processes: 12/19/19

    Patient Portal Processes: 12/19/19

    WATCH NOW!

    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
    • Patient Portal
  • The Latest in e-Prescribing with RCopia4: 12/4/19

    The Latest in e-Prescribing with RCopia4: 12/4/19

    WATCH NOW!

    In this webinar, Dr. First describes Rcopia4's new features and point you to resources for the transition. You can also watch a live demo and listen to the Q&A.
    • EPrescribing
    • RCopia4
  • Customizing the Paperwork Menu: 10/31/2019

    Customizing the Paperwork Menu: 10/31/2019

    WATCH NOW!

    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
    • Form Builder
    • Paperwork
  • Form Builder Advanced 2.0: 10/30/2019

    Form Builder Advanced 2.0: 10/30/2019

    WATCH NOW!

    The new Form Builder makes building your smart forms even easier. Join us to learn about designing a form, referencing information from other areas of the system, using navigation links, and more advanced features of the new interface.
    • Form Builder
  • Form Builder Basics 2.0: 10/24/2019

    Form Builder Basics 2.0: 10/24/2019

    • Form Builder
  • Creating Custom Progress Note Forms: 10/17/2019

    Creating Custom Progress Note Forms: 10/17/2019

    WATCH NOW!

    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.
    • Progress Notes
  • Out of the Box Workflow Series - Claim Follow up: 10/3/2019

    Out of the Box Workflow Series - Claim Follow up: 10/3/2019

    WATCH NOW!

    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.
    • Out Of Box Series
  • Out of the Box Workflow Series - Financial Reporting: 9/18/2019

    Out of the Box Workflow Series - Financial Reporting: 9/18/2019

    WATCH NOW!

    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.
    • Out Of Box Series
  • Out of the Box Workflow Series - Applying Payments: 5/6/2019

    Out of the Box Workflow Series - Applying Payments: 5/6/2019

    WATCH NOW!

    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
    • Out Of Box Series
  • 835 ERA (Electronic Remittance Advice): 12/17/2016

    835 ERA (Electronic Remittance Advice): 12/17/2016

    WATCH NOW!

    Join us to review the ERA Module including details on: Importing files, Applying payments, Adjustments, balance, assignments, claim corrections, Deleting an individual payment, and Reverting a file.
    • Claims
  • Manual Payment Handling: 9/28/2016

    Manual Payment Handling: 9/28/2016

    WATCH NOW!

    During this webinar we review payment handling concepts. Topics include: auto applying patient co-payments;manually applying a patient payment; manually applying an insurer payment; credit balances; deleting payments; and more...
    • Claims
  • Out of the Box Workflow Series - Billing for Appointments: 4/18/2019

    Out of the Box Workflow Series - Billing for Appointments: 4/18/2019

    WATCH NOW!

    In this webinar, we'll show you how to create and process claims from appointments recorded in the patient record. Topics will include:Transitioning the appointment; Reviewing appointment details within the patient's billing account; Creating a claim individually or in a batch; Submitting claims to a clearinghouse or directly to
    • Out Of Box Series
  • Out of the Box Workflow Series - Recording the Patient Appointment: 4/4/2019

    Out of the Box Workflow Series - Recording the Patient Appointment: 4/4/2019

    WATCH NOW!

    In this webinar, we show you the typical workflow a clinician might follow to document a patient visit, including: Recording appointment details; Adjusting billable time; Selecting appropriate services; Recording a progress note; Sending progress notes for supervisory review; Completing other required paperwork
    • Out Of Box Series
load more hold SHIFT key to load all load all