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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
  • Claims
  • Cloud Communications
  • Collaboration
  • Compliance
  • Compliance Builder
  • DSM 5
  • Form Builder
  • Group Appointments
  • Hosting Service
  • Implementation
  • Kno2
  • Management Tools
  • New User
  • Out Of Box Series
  • Patient Portal
  • Patient Records
  • Q&A
  • Report Builder
  • Scheduling
  • Staff Records
  • Telehealth
  • Tips
  • Treatment Plans
  • TriZetto
  • Upgrades
  • Title
  • Date
  • Understanding the Implementation Process: Out of the Box Workflow Series - 2/7/19

    Understanding the Implementation Process: Out of the Box Workflow Series - 2/7/19

    WATCH NOW!

    During your kickoff call we discussed the general elements underlying ClinicTracker implementation. In this webinar, we'll review those steps and then answer any questions that might have arisen since the initial overview.
    • Implementation
    • Out Of Box Series
  • Patient Records Overview: 1/24/2019

    Patient Records Overview: 1/24/2019

    WATCH NOW!

    Watch this webinar as we conduct a high level overview of Patient Records including: Demographics, Paperwork, Related Documents, Document Library, Patient Dashboard, Schedule, Patient Contacts, External Contacts, Group Appointments
    • Patient Records
  • Pop up Webinar: Custom Form Output - 1/17/2019

    Pop up Webinar: Custom Form Output - 1/17/2019

    WATCH NOW!

    Watch this informal, user-requested live webinar.
    • Report Builder
  • How To Create Advanced Formulas in Report Builder and Form Builder - 1/10/2019

    How To Create Advanced Formulas in Report Builder and Form Builder - 1/10/2019

    WATCH NOW!

    While ClinicTracker's customization tools offer wizard-type features to create formula calculations, their real power lies in the advanced view of the formula builder. However, we realize building complex formulas is not within everyone's skill set.Although we can't teach everyone to be a programmer, we will show you some
    • Form Builder
    • Report Builder
  • Maximize Benefit of Your Patient Portal Series: Attending Telehealth Appointments via the Portal - 10/4/2018

    Maximize Benefit of Your Patient Portal Series: Attending Telehealth Appointments via the Portal - 10/4/2018

    • Patient Portal
    • Telehealth
  • Pop up Webinar: Treatment Plan Customization - 12-20-2018

    Pop up Webinar: Treatment Plan Customization - 12-20-2018

    WATCH NOW!

    Watch this informal, user-requested live webinar. You will learn how to: Customize Modalities, Objectives, Goals, and Problem Domain drop downs; Change the default system labels to match your terminology; Alter key Treatment Plan settings; Add/hide Treatment Plan tab
    • Treatment Plans
  • ClinicTracker New User Series: Related Documents - 12/13/2018

    ClinicTracker New User Series: Related Documents - 12/13/2018

    WATCH NOW!

    ClinicTracker's primary role is to keep all of a patient's records in one digital location. You enter most of the information directly into the system. But you also might have external documents (such as lab results, referral correspondence, and court papers) that you want to attach to the
    • New User
  • ClinicTracker New User Series: Quick View Pane - 11/29/2018

    ClinicTracker New User Series: Quick View Pane - 11/29/2018

    WATCH NOW!

    The Quick View Pane (QVP) provides an at-a-glance view of critical information pertaining to a patient record. It can include Patient Notes, Custom Form Alerts, Billing Notes, Clinic-Wide Notes, and even be extended using Form Builder.
    • New User
  • ClinicTracker New User Series: Frequently Used Icons - 11/15/2018

    ClinicTracker New User Series: Frequently Used Icons - 11/15/2018

    WATCH NOW!

    ClinicTracker presents icons across the top of each screen. If you are ever confused about what an icon represents, simply place your mouse over the icon for a brief description. During this webinar we'll discuss the icons you will encounter and when to use them.
    • New User
  • Pop up Webinar: Group Appointments - 11/8/2018

    Pop up Webinar: Group Appointments - 11/8/2018

    WATCH NOW!

    Watch to learn more about setting up group appointments, including assigning clients and then recording the event.
    • Group Appointments
  • ClinicTracker New User Series: Frequently Used Conventions - 11/1/2018

    ClinicTracker New User Series: Frequently Used Conventions - 11/1/2018

    WATCH NOW!

    ClinicTracker uses standard conventions to make entering data and navigating through the system as easy as possible. Watch to learn more about how to maximize your experience with the software.
    • New User
  • Compliance Basic Overview, Pop-up Webinar - 10/22/2018

    Compliance Basic Overview, Pop-up Webinar - 10/22/2018

    • Compliance
  • BillingTracker Admin User Basic Overview, Pop-up Webinar - 10/19/2018

    BillingTracker Admin User Basic Overview, Pop-up Webinar - 10/19/2018

    • Billing
  • ClinicTracker New User Series: Frequently Used Controls - 10/18/2018

    ClinicTracker New User Series: Frequently Used Controls - 10/18/2018

    WATCH NOW!

    Like all software programs, ClinicTracker offers different methods (or "controls") for interacting with the system. Examples are drop-down lists, text boxes, and checklists. During this webinar, we'll review these controls so you understand how to use them to their fullest potential.
    • New User
  • Form Builder Advanced Overview, Pop-up Webinar - 10/17/2018

    Form Builder Advanced Overview, Pop-up Webinar - 10/17/2018

    • Form Builder
  • Form Builder Basics Overview, Pop-up Webinar - 10/15/2018

    Form Builder Basics Overview, Pop-up Webinar - 10/15/2018

    • Form Builder
  • Mazimize the benefit of Patient Portal - Booking an Appointment Corrected: 9/20/2018

    Mazimize the benefit of Patient Portal - Booking an Appointment Corrected: 9/20/2018

    WATCH NOW!

    Patients can now manage their own schedules through the Patient Portal. Learn how they can find, schedule, confirm, and cancel appointments without having to involve you or your front office staff. Our webinar will cover: Finding an available appointment; Scheduling an appointment; Confirming/cancelling appointments
    • Patient Portal
  • Maximize the Benefit of Your Patient Portal Series - Collaborating on Documentation via the Portal

    Maximize the Benefit of Your Patient Portal Series - Collaborating on Documentation via the Portal

    WATCH NOW!

    Clinics often ask clients to complete forms, rating scales, and other materials during the course of diagnosis and treatment. Managing that paperwork flow securely and efficiently has become of paramount concern for administrators and providers alike. That’s why ClinicTracker's Patient Portal has become so central to agency workflows
    • Patient Portal
  • Faxing Doesn't Have To Be Taxing - Presented by Kno2 & ClinicTracker

    Faxing Doesn't Have To Be Taxing - Presented by Kno2 & ClinicTracker

    WATCH NOW!

    ClinicTracker recently completed integration with Kno2’s cloud faxing and Direct secure messaging services. Now you have even more ways of collaborating simply and securely with internal departments and external agencies. The basics of cloud faxing; An explanation of Direct secure messaging; The simple process of using Kno2 services
    • Cloud Communications
  • Maximize the Benefit of Your Patient Portal Series - Admission Packages Through the Portal: 8/9/2018

    Maximize the Benefit of Your Patient Portal Series - Admission Packages Through the Portal: 8/9/2018

    WATCH NOW!

    The ClinicTracker Patient Portal has many powerful features, including one that allows new clients to complete a set of forms online. Information from those forms flows directly into the ClinicTracker EHR. Your staff will have access to intake information without ever having to deal with paper forms. During
    • Patient Portal
  • Maximize the Benefit of Your Patient Portal Series - Patient Portal Registration: 7/26/2018

    Maximize the Benefit of Your Patient Portal Series - Patient Portal Registration: 7/26/2018

    WATCH NOW!

    In this first session of a multi-part series on using ClinicTracker's Patient Portal, we'll start at the beginning. The session will show how a patient can arrive at your website and create an account. We will cover the following topics: How to direct patients to your Patient Portal;
    • Patient Portal
  • Claim Preparation Series - Fee Schedules: 7/12/2018

    Claim Preparation Series - Fee Schedules: 7/12/2018

    WATCH NOW!

    Some payor-specific contracts stipulate service fees that might differ from what you normally charge. In this webinar, we'll show you how to configure those fee schedules so you can track what payments to expect from each payor, when reimbursements deviate from those fee schedules, and much more. In
    • Claims
  • Claim Preparation Series - Billing Clinician Override: 6/28/2018

    Claim Preparation Series - Billing Clinician Override: 6/28/2018

    WATCH NOW!

    Sometimes you have to send a claim to an insurance company that one clinician rendered under another provider's information. Insurance companies establish rules for managing that scenario. We'll show you how to automate the process by reviewing how to: Establish a new billing clinician override rule; Understand when
    • Claims
  • Claim Preparation Series - CPT and Revenue Code Override Rules: 6/14/2018

    Claim Preparation Series - CPT and Revenue Code Override Rules: 6/14/2018

    WATCH NOW!

    Certain insurance companies require that you use an alternative CPT or Revenue code, different than what you would typically include on a claim. It can be a hassle for billers to choose the correct CPT code based on the patient's payor for each of the services you provide.
    • Claims
  • Claim Preparation Series - Modifiers and Modifier Rules: 5/31/2018

    Claim Preparation Series - Modifiers and Modifier Rules: 5/31/2018

    WATCH NOW!

    Billers often have to attach Modifiers to CPT codes when they submit claims to insurance companies. These Modifiers explain to the payor how the the service code deviates from the normal description (for example, if the place of service was non-standard or a provider with a higher credential
    • Claims
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