Previously Recorded Webinars
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
- Appointments
- BillingTracker
- Campaign Builder
- Clinical
- Community Discussion
- FastTrack
- Form Builder
- Front Desk
- Groups
- Insurance Verification
- Integrations
- Interoperability
- Intro
- Patient Portal
- Report Builder
- Scheduling
- Setting Up Your Clinic
- Staff Portal
- Supervisors
- Telehealth
- Training Your Staff
- Updates
- Workflow Builder
- EPrescribing
- What's NEW
6/26/2025 Your Patients' Full Service Online Portal Experience: Explore Features and Functionality
5/22/2025 Discover Our Web-Based Staff Portal
4/17/2025 ClinicTracker Clinical Scribe Webinar
3/27/2025 New ClinicTracker & Staff Portal Features
11/14/2024 What's New: ClinicTracker Enhancements
10/17/2024 What's New: BillingTracker Enhancements
8/15/2024 What's New: BillingTracker Enhancements
Redesigned: billing account, Refresher on setting up patient statements and billing note type setup
7/18/2024 What's New: ClinicTracker Enhancements
Scheduler Preferences/Scheduling Availability, Calendar Views, Scheduling an event/Linking events to appointments
6/13/2024 What's New: BillingTracker Enhancements
Identifier Prefix on Claims, Send Batch Claims by additional patient groups, Consider location and service when combining claims
5/16/2024 What's New: ClinicTracker Enhancements
How To use the license manager, View Demographics on Staff Portal Verification (Beta)
3/21/2024 What's New: ClinicTracker Enhancements
Status Site, Custom Form Graphing, Scheduling, and Portal updates
2/8/2024 What's New: BillingTracker Enhancements
Insurer Plans, Claim Submission, Overrides
11/2/2023 What's New: BillingTracker Enhancements
10/12/2023 What's New: ClinicTracker Enhancements
9/14/2023 BillingTracker Reports
8/31/2023 BillingTracker Reports
Learn how to access prebuilt reports and create a custom claim note report.
7/20/2023 Bundle Billing
7/13/2023 Receiving and Applying Remittance and Client Payments
7/6/2023 Transitioning and Submitting Claims
6/29/2023 BillingTracker Workflows
4/24/2023 New Intake Appointments
5/5/2023 Program Intake
5/12/2023 Treatment Planning/Progress Tracking
5/19/2023 Discharge and Series Q/Ati
6/27/2023 BillingTracker Setup II
4/21/2023 New Intake Appointments
4/14/2023 Creating Efficient Processes: New Referrals
1/26/2023 ASAM CONTINUUM - The ASAM Criteria Decision Engine
Learn about our ASAM CONTINUUM integration. Hear from David R. Gastfriend, MD, DFASAM, Chief Architect, CONTINUUM – The ASAM Criteria Decision Engine.
1/20/2023 Viewing and Completing Your Tasks
Learn how to use your Task Dashboard. This webinar is recommended for clinicians and their supervisors in clinics using automated Workflows.
1/6/2023 Leveraging Workflows in 2023 (and beyond)
Learn the types of routines that you can automate in your clinic. See already-built examples that have simplified work for other clinics!
1/13/23 Building Workflows : The Basics
Learn about Triggers, Filters, Tasks, and Smartflows. This webinar is a great introduction for anyone interested in automating work.
10/14/22 Insurance Verfication
Learn how to check insurance for one patient, and how to set up to automatically run it for all scheduled appointments.
10/7/22 Tracking Insurance History
Tracking Patient Insurance: Learn about this feature, new in the 9/30 release. Ensure that claims are created for the payer responsible for the date of service and create a historical record.
9/23/22 Form Builder
Learn to embed tabs into stock forms, hide tabs from stock forms, create new forms, use forms in PP
9/2/22 BillingTracker for Billers
Understand how your clinical workflows impact the claims process and available data. Learn to create claims, set BillingTracker Options, and enter Override Rules.
8/19/22 FastTrack: ClinicTracker for Clinicians
Learn how to schedule an event, view the client dashboard, enter a treatment plan, record a progress note, view and complete your tasks, search and sign paperwork in bulk.
Groups, Groups, Groups
Learn how to manage your Groups, schedule Group Appointments, complete Group Progress Notes, and keep Group Waiting Lists.
7/22/22 Submitting and Resubmitting Claims
Learn how to simplify resubmissions by with claim resubmission rules for each payor and use these rules in the ERA screen.
7/15/22 FastTrack Tour for Buisiness Leaders
Learn how to review and improve Key Performance Indicators such as time to payment, claim denial rate, new patients per month, staff productivity, and more.
7/8/22 Using Control Reference in Form Builder
Learn to use a new feature in Form Builder that will mirror Demographic form fields (or any field on any custom form) and will edit the Demographic data when it is updated on your form.
6/24/22 Feature Spotlight: Campaign Builder
Learn how to send bulk messages to specific groups of clients and staff. Discuss ways to improve patient engagement with Campaign Builder.
6/17/22 FastTrack Tour for Patient Portal
This is a great webinar for new clinics and new employees to learn the basics of the Patient Portal. Learn how to set up a Patient Portal account, send forms for completion, and more.
6/6/2022 Community Discussion: Staff Portal
Explore the Web-Based Staff Portal and learn to schedule appointments, complete staff tasks, send messages, record Progress Notes, and more. Discuss the benefits and simplicity of onboarding new staff in the Staff Portal.
6/3/22 FastTrack Tour for Supervisors
Learn how to find and sign paperwork, review your team’s client lists, run reports, search and sign paperwork in bulk, and review and manage your team’s tasks.
5/23/22 Online Portal Registration for Clients and Authorized Users
Learn how inviting patients and authorized user to self register for the Patient Portal can save time and help automate other processes
5/20/22 FastTrack Tour for Clinical Staff
Learn to schedule an event, view the client dashboard, enter a treatment plan, record a progress note, view and complete your tasks, and search/sign paperwork in bulk.
5/13/22 FastTrack Tour for Front Office Staff
Learn to set up a new client, schedule an event, verify insurance, check completed paperwork, collect copay, and view/complete your tasks.
5/6/22 Streamlining Your New Patient Process
Learn how to automate your new patient process.
4/22/2022 Tips for Building Better Forms
Tips for building forms, keeping your end-users in mind.
4/15/2022 Build Better Forms, Get Better Reports
Learn how good form-building practices can set you up for great reports.
4/13/2022 Using Workflow Builder
Learn how to build simple, automated workflows to improve compliance and staff efficiency.
2/25/22 Form Builder
Topics include adding and hiding tabs, creating forms, sharing forms through the Patient Portal.
2/11/22 ClinicTracker Process Selection
2/7/22 BillingTracker Basic Admin
Confugure Your Clinic: BillingTracker Admin – Topics Include BillingTracker Setup, Insurer Plans, Overrides, Fee Schedules, Modifier Rules.
1/28/22 ClinicTracker Basic Admin
Configure Your Clinic: ClincTracker Basic Admin – Topics include Maintenance Menu, Options, Admin Config, Form Builder, and Workflow Builder.
1/12/22 Carequality Connector Webinar
Carequality Connector helps clinics access patient health histories without faxes or phone calls.
12/2/21 Custom Labels
Learn how to overwrite system labels using terminology that is familiar to your users.
11/04/2021 Insurance Eligibility Verification
The Insurance Eligibility Verification tool allows you to authenticate insurance coverage and check eligibility directly through ClinicTracker.
10/7/2021 Scheduler Deep-Dive
ClinicTracker has a powerful integrated scheduler which supports patient, staff, and room scheduling, color coding, custom event types, conflict checking, and much more.
9/9/2021 User Roundtable: The Online Patient Registration
Online Patient Registration can be a huge time saver for your front desk staff. We will be using the feedback from this session to make the registration process even simpler for you and your patients.
9/3/2021 Building a Custom Treatment Plan Form
Learn how to set up a Diagnosis tab, configure values for the Goals/Objectives tab, collect patient’s name and Initial Assessment data from other forms, and share the plan to the Patient Portal for patient signatures.
9/2/2021 Fee for Service Billing
Learn how to transition clinical data to the financial system, create claims, and complete follow-up.
8/28/21 Advanced Form Builder
Learn how to display, hide, calculate, and format formulas using Form Builder.
8/20/21 Getting Started with Report Builder
Learn how to access and navigate Report Builder, grant staff permission to create and view reports, identify a suitable data source for your report, and build a simple report.
8/13/2021 Form Builder Administration
Learn how to access Form Builder, grant Staff Permission, understand the different form types, and build a rating scale with real-time scoring.
8/6/2021 Provider Training
Learn how to view your schedule, update an appointment, record a progress note and complete a treatment plan.
8/5/2021 The New Workflow Builder
Learn how to configure a paperwork due date, send calls and texts, and generate automatic Patient Portal form requests.
7/30/2021 Front Office Staff Training
Learn how to use ClinicTracker for everyday tasks such as entering a new intake, verifying insurance eligibility, scheduling an appointment, checking-in a client, and collecting a copay.
7/15/2021 Configuring ClinicTracker for Success
Learn how to configure the Options Form, Maintenance Menu, Admin Config (e.g. automatic staff assignments, custom labels, and template headers)
7/1/2021 Staff Portal Basics
Learn how to grant staff permission to login and access the Staff Portal, and use Staff Portal features such as scheduling, messaging, ePrescribing, and recording documentation.
6/3/2021 Patient Portal Basics:
Learn Patient Portal basics such as configuring and customizing the portal.
5/6/2021 Customizing the Patient Statement Process
Learn how to design, transmit statements, and automatically re-queue statements.
3/4/2021 Claim Payment History
Learn how to make the most of BillingTracker’s functionality around reviewing payment information.
2/18/2021 Telehealth Connector
Learn about our “bring your own platform” approach to offering telehealth services through ClinicTracker.
2/4/2021 Staff Info Review
Learn how to enter data about new staff, and also adjust permissions for existing members of your team.
1/7/2021 Admin Concepts Series - Options Form
Learn how to adjust settings for Demographics, Patient Contacts, Alerts, and Security.
12/7/2020 Scheduling Groups
Learn how to schedule appointments or write notes for an entire group rather than for one member at a time.
10/22/2020 Form Builder Best Practices
Learn best practices for designing your form in Form Builder so it works best within the system and when designing reports.
10/8/2020 ClinicTracker Introduction
Learn about ClinicTracker in this brief introduction.
8/20/2020 IOP Claim Billing
Learn how to configure your programs and use the Batch Claim Creation feature to bundle qualified claims.
8/13/2020 Smart Rating Scale
Learn how to use a Smart Rating Scale with Form Builder, Compliance Builder, and Report Builder.
7/23/2020 New RCopia4 Platform
April Rainwater of DrFirst presents the new RCopia4 Platform.
7/30/2020 Sharing an interim progress note via the Patient Portal
Learn how to create an Authorized User account to share the progress note with users via the Patient Portal.
7/20/2020 Creating an Interim Progress Report using the Form Builder
Learn how to create a form within ClinicTracker that gathers the essential elements of a treatment goal progress report.
7/2/2020 Appointment Reminders Overview
Learn how to configure when the calls go out, the types of reminders you can generate, and the method for turning off automatic reminders when that’s required.
6/25/2020 Custom Form Graphing
Learn how to create a rating scale with Form Builder and make the data available in other forms and features.
6/18/2020 Customizing Your Staff Info Form
Learn how to further customize the staff info form to track the information you need to process claims and maintain HR files.
6/11/2020 New Features and Functionality
Learn about the check-in kiosk, custom form graphing, and new ways to configure various modifier and override rules.
5/21/2020 Claim Management
Learn how to review claims based on specified date ranges, payor, and transmission types, prepare batches of claims for submission to insurers for adjudication and follow up on outstanding claims.
5/7/2020 Submission Batches
Learn how to review and work with previously-created claim batches including re-queuing an entire claim batch, tracking the submission status, and adding Billing Notes.
4/23/2020 Claim Payments
Learn how to collect Copays, enter Patient Payments manually, manage Insurance Payments (paper EOBs); and handle ERA Insurance Remittance (835).
4/9/2020 Billing Dashboard
Learn about “Billing Dashboard” within BillingTracker that turns Billing Notes into a system for assigning responsibilities and monitoring efforts to collect on claims.
4/1/2020 Telemedicine Billing
Learn how to identify payors and meet requirements to be reimbursed for the telehealth services you’ve provided.
2/21/2020 Administering Forms via Patient Portal
Status Site, Custom Form Graphing, Scheduling, and Portal updates
1/9/20 Paperwork Compliance Rules - Part 3
Learn how to create automated paperwork due dates and then review them within ClinicTracker.
1/30/2020 Secondary Claims Billing
Learn how to do the entire secondary claims billing process.
1/23/2020 Building the Form - Part 2
Learn how one clinic designed and implemented a custom form into their clinic workflow.
1/16/2020 New Features and Functionality
Learn about new features and functionality for both ClinicTracker and BillingTracker.