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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
  • Appointment Reminders
  • Basics Series
  • Billing
  • Billing
  • Claims
  • Claims
  • Cloud Communications
  • Collaboration
  • Compliance
  • Compliance Builder
  • DSM 5
  • EPrescribing
  • EPrescribing
  • Form Builder
  • Group Appointments
  • Hosting Service
  • Implementation
  • Intro
  • 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
  • Form Builder Best Practices: 10/22/2020

    Form Builder Best Practices: 10/22/2020

    WATCH NOW!

    You will often create custom forms in order to fulfill requirements for documentation and reporting. In this webinar, we'll discuss best practices for designing your form in Form Builder so it works best within the system and when designing reports. Among other topics, we'll cover: - When to use
    • Form Builder
  • ClinicTracker Introduction: 10/8/2020

    ClinicTracker Introduction: 10/8/2020

    • Intro
  • IOP Claim Billing: 8/20/2020

    IOP Claim Billing: 8/20/2020

    • Billing
    • Claims
  • Smart Rating Scale: 8/13/2020

    Smart Rating Scale: 8/13/2020

    WATCH NOW!

    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
    • Form Builder
    • Report Builder
  • New RCopia4 Platform: 7/23/2020

    New RCopia4 Platform: 7/23/2020

    • EPrescribing
    • RCopia4
  • Patient Portal Authorized User - Sharing an interim progress note via the Patient Portal: 7/30/2020

    Patient Portal Authorized User - Sharing an interim progress note via the Patient Portal: 7/30/2020

    • Patient Portal
  • Patient Portal Authorized User Series: Creating an Interim Progress Report using the Form Builder

    Patient Portal Authorized User Series: Creating an Interim Progress Report using the Form Builder

    WATCH NOW!

    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
    • Patient Portal
  • Appointment Reminders Overview: 7/2/2020

    Appointment Reminders Overview: 7/2/2020

    WATCH NOW!

    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.
    • Appointment Reminders
  • Custom Form Graphing: 6/25/2020

    Custom Form Graphing: 6/25/2020

    WATCH NOW!

    You can now create graphs based on data from rating scales you collect via a custom form. You’ll learn how to: Create a rating scale using Form Builder; Design a graph to display data that you collect with that rating scale; Insert a link to that graph so
    • Form Builder
  • Customizing Your Staff Info Form: 6/18/2020

    Customizing Your Staff Info Form: 6/18/2020

    WATCH NOW!

    You can use the Staff Info form to track employee information, create user accounts, and define system/patient access permissions. During this webinar we'll show you how to further customize this form so you can track the information you need to process claims and maintain HR files.
    • Management Tools
  • New Features and Functionality: 6/11/2020

    New Features and Functionality: 6/11/2020

    WATCH NOW!

    Our recent software releases have included some new features and enhancements that we'd like to review with you. You'll learn about our new check-in kiosk, custom form graphing, new ways to configure various modifier and override rules. . .and more.
    • Upgrades
  • 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
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