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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
  • Customizing the Patient Statement Process: 5/6/2021

    Customizing the Patient Statement Process: 5/6/2021

    WATCH NOW!

    With BillingTracker, you can send your clients statements that display open balances. The system offers you options for configuring those invoices according to your own specifications. In this webinar, we'll show you how to: Design statements that you can print and mail; Transmit statements to a clearinghouse for
    • Billing
  • Claim Payment History: 3/4/2021

    Claim Payment History: 3/4/2021

    WATCH NOW!

    Chances are you frequently want to review the payment history for a claim or patient. You'll also look to make corrections as well as generate reports that show the history of payment activity. Join us to learn how to make the most of BillingTracker's functionality around reviewing payment
    • Claims
  • Telehealth Connector: 2/18/2021

    Telehealth Connector: 2/18/2021

    WATCH NOW!

    We’re excited to tell you about our new “bring your own platform" approach to offering telehealth services through ClinicTracker. You can now join up your agency (or personal) Zoom account with ClinicTracker's new Telehealth Connector module. In this webinar, we’ll cover how to: Configure your favorite telehealth account
    • Telehealth
  • Staff Info Review: 2/4/2021

    Staff Info Review: 2/4/2021

    WATCH NOW!

    Many of ClinicTracker's core features rely heavily on information stored in the Staff Info section of the program. To make the most of the system, you'll need to know how to enter data about new staff, and also adjust permissions for existing members of your team. In this
    • Admin
  • Admin Concepts Series - Options Form: 1/7/2021

    Admin Concepts Series - Options Form: 1/7/2021

    WATCH NOW!

    ClinicTracker's greatest asset is its customizability. The Options Form offers an incredible array of opportunities for making the software fit your need. In this webinar we'll review how to adjust settings for Demographics, Patient Contacts, Alerts, and Security.
    • Admin
  • Scheduling Groups: 12/7/2020

    Scheduling Groups: 12/7/2020

    WATCH NOW!

    ClinicTracker is designed for managing therapies that involve groups of clients. Those features allow group therapy leaders to: Schedule appointments or write notes for an entire group rather than for one member at a time; Limit group size by setting an upper limit of members; Create a waiting
    • Scheduling
  • 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
  • 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
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