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.
Claim Management (BillingTracker Basics Series): 5/21/2020
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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…
Submission Batches (BillingTracker Basics Series): 5/7/2020
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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
Claim Payments (BillingTracker Basics Series): 4/23/2020
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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 Dashboard - (BillingTracker Basics Series): 4/9/2020
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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…
Telemedicine Billing - What We've Learned So Far: 4/1/2020
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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 Essentials: 3/18/2020
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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…
Administering Forms via Patient Portal: Part 4 - Life and Times of a Custom Form: 3/12/2020
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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…
Compliance Rules: Part 3 - Life and Times of a Custom Form - 2/6/2020
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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.
Secondary Claims Billing: 1/30/2020
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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…
Building the Form: Part 2 - Life and Times of a Custom Form - 1/23/2020
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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…
Overview: Part 1 - Life and Times of a Custom Form - 1/9/20
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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…
Patient Portal Processes: 12/19/19
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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…
The Latest in e-Prescribing with RCopia4: 12/4/19
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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.
Customizing the Paperwork Menu: 10/31/2019
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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 Advanced 2.0: 10/30/2019
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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.
Creating Custom Progress Note Forms: 10/17/2019
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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.
Out of the Box Workflow Series - Claim Follow up: 10/3/2019
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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 the Box Workflow Series - Financial Reporting: 9/18/2019
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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 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