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.
Out of the Box Workflow Series - Applying Payments: 5/6/2019
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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…
835 ERA (Electronic Remittance Advice): 12/17/2016
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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.
Manual Payment Handling: 9/28/2016
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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...
Out of the Box Workflow Series - Billing for Appointments: 4/18/2019
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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 the Box Workflow Series - Recording the Patient Appointment: 4/4/2019
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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 the Box Workflow Series - Checking in the Client: 3/21/2019
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ClinicTracker supports an easy and efficient check-in process. During this webinar, we'll show you how you can use the system to::Review patient alerts; Collect the co-payment; Mark clients as having attended appointment; Associate an authorization code with appointment
Out of the Box Workflow Series - Admitting the Client: 3/6/2019
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During this webinar we'll cover some of the standard processes you'll need to complete when you admit a new patient, including: Assigning and notifying staff members; Assigning a patient to one or more programs; Assigning scheduling groups; Adding authorizations
New Telehealth Module Changes - 2/28/2019
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The growing popularity of telemedicine for behavioral health and substance abuse treatment means that agencies need an effective way to manage the process. ClinicTracker is fully outfitted to make that happen easily for providers and clients alike. As a matter of fact, you can schedule and conduct sessions…
Out of the Box - Workflow Series Entering a New Referral: 2/20/2019
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ClinicTracker comes preconfigured to accommodate common workflows. Although you can customize them as you wish, we'll cover the out-of-the-box version as a starting point. We'll discuss one way of handling a new referral by entering the intake, sending an intake packet via the Patient Portal, and reviewing it…
Understanding the Implementation Process: Out of the Box Workflow Series - 2/7/19
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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.
Patient Records Overview: 1/24/2019
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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
Pop up Webinar: Custom Form Output - 1/17/2019
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Watch this informal, user-requested live webinar.
How To Create Advanced Formulas in Report Builder and Form Builder - 1/10/2019
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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…
Maximize Benefit of Your Patient Portal Series: Attending Telehealth Appointments via the Portal - 10/4/2018
Pop up Webinar: Treatment Plan Customization - 12-20-2018
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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
ClinicTracker New User Series: Related Documents - 12/13/2018
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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…
ClinicTracker New User Series: Quick View Pane - 11/29/2018
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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.
ClinicTracker New User Series: Frequently Used Icons - 11/15/2018
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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.
Pop up Webinar: Group Appointments - 11/8/2018
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Watch to learn more about setting up group appointments, including assigning clients and then recording the event.
ClinicTracker New User Series: Frequently Used Conventions - 11/1/2018
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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.
ClinicTracker New User Series: Frequently Used Controls - 10/18/2018
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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.