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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.

Insurance Eligibility Verification: 11/04/2021
Insurance Eligibility Verification: 11/04/2021

The Insurance Eligibility Verification tool allows you to authenticate insurance coverage and check eligibility directly through ClinicTracker.

An In depth Look at Scheduler: 10/7/2021
An In depth Look at Scheduler: 10/7/2021

ClinicTracker has a powerful integrated scheduler which supports patient, staff, and room scheduling, color coding, custom event types, conflict checking, and much more.

User Roundtable: The Online Patient Registration Process: 9/9/2021
User Roundtable: The Online Patient Registration Process: 9/9/2021

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.

Building a Custom Treatment Plan Form: 9/3/2021
Building a Custom Treatment Plan Form: 9/3/2021

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.

Fee for Service Billing: 9/2/2021
Fee for Service Billing: 9/2/2021

Learn how to transition clinical data to the financial system, create claims, and complete follow-up.

Advanced Form Builder: 8/28/21
Advanced Form Builder: 8/28/21

Learn how to display, hide, calculate, and format formulas using Form Builder.

Getting Started with Report Builder: 8/20/21
Getting Started with Report Builder: 8/20/21

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.

Form Builder Administration: 8/13/2021
Form Builder Administration: 8/13/2021

Learn how to access Form Builder, grant Staff Permission, understand the different form types, and build a rating scale with real-time scoring.

Provider Training: 8/6/2021
Provider Training: 8/6/2021

Learn how to view your schedule, update an appointment, record a progress note and complete a treatment plan.

The New Workflow Builder: 8/5/2021
The New Workflow Builder: 8/5/2021

Learn how to configure a paperwork due date, send calls and texts, and generate automatic Patient Portal form requests.

Front Office Staff Training: 7/30/2021
Front Office Staff Training: 7/30/2021

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.

Configuring ClinicTracker for Success: 7/15/2021
Configuring ClinicTracker for Success: 7/15/2021

Learn how to configure the Options Form, Maintenance Menu, Admin Config (e.g. automatic staff assignments, custom labels, and template headers)

Staff Portal Basics: 7/1/2021
Staff Portal Basics: 7/1/2021

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.

Patient Portal Basics: 6/3/2021
Patient Portal Basics: 6/3/2021

Learn Patient Portal basics such as configuring and customizing the portal.

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

Learn how to design, transmit statements, and automatically re-queue statements.

Claim Payment History: 3/4/2021
Claim Payment History: 3/4/2021

Learn how to make the most of BillingTracker’s functionality around reviewing payment information.

Telehealth Connector: 2/18/2021
Telehealth Connector: 2/18/2021

Learn about our “bring your own platform” approach to offering telehealth services through ClinicTracker.

Staff Info Review: 2/4/2021
Staff Info Review: 2/4/2021

Learn how to enter data about new staff, and also adjust permissions for existing members of your team.

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

Learn how to adjust settings for Demographics, Patient Contacts, Alerts, and Security.

Scheduling Groups: 12/7/2020
Scheduling Groups: 12/7/2020

Learn how to schedule appointments or write notes for an entire group rather than for one member at a time.

Form Builder Best Practices: 10/22/2020
Form Builder Best Practices: 10/22/2020

Learn best practices for designing your form in Form Builder so it works best within the system and when designing reports.

ClinicTracker Introduction: 10/8/2020
ClinicTracker Introduction: 10/8/2020

Learn about ClinicTracker in this brief introduction.

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

Learn how to configure your programs and use the Batch Claim Creation feature to bundle qualified claims.

Smart Rating Scale: 8/13/2020
Smart Rating Scale: 8/13/2020

Learn how to use a Smart Rating Scale with Form Builder, Compliance Builder, and Report Builder.

New RCopia4 Platform: 7/23/2020
New RCopia4 Platform: 7/23/2020

April Rainwater of DrFirst presents the new RCopia4 Platform.

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

Learn how to create an Authorized User account to share the progress note with users via the Patient Portal.

Creating an Interim Progress Report using the Form Builder: 7/20/2020
Creating an Interim Progress Report using the Form Builder: 7/20/2020

Learn how to create a form within ClinicTracker that gathers the essential elements of a treatment goal progress report.

Appointment Reminders Overview: 7/2/2020
Appointment Reminders Overview: 7/2/2020

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.

Custom Form Graphing: 6/25/2020
Custom Form Graphing: 6/25/2020

Learn how to create a rating scale with Form Builder and make the data available in other forms and features.

Customizing Your Staff Info Form: 6/18/2020
Customizing Your Staff Info Form: 6/18/2020

Learn how to further customize the staff info form to track the information you need to process claims and maintain HR files.

New Features and Functionality: 6/11/2020
New Features and Functionality: 6/11/2020

Learn about the check-in kiosk, custom form graphing, and new ways to configure various modifier and override rules.

Claim Management: 5/21/2020
Claim Management: 5/21/2020

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.

Submission Batches: 5/7/2020
Submission Batches: 5/7/2020

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.

Claim Payments: 4/23/2020
Claim Payments: 4/23/2020

Learn how to collect Copays, enter Patient Payments manually, manage Insurance Payments (paper EOBs); and handle ERA Insurance Remittance (835).

Billing Dashboard: 4/9/2020
Billing Dashboard: 4/9/2020

Learn about “Billing Dashboard” within BillingTracker that turns Billing Notes into a system for assigning responsibilities and monitoring efforts to collect on claims. 

Telemedicine Billing - What We've Learned So Far: 4/1/2020
Telemedicine Billing - What We've Learned So Far: 4/1/2020

Learn how to identify payors and meet requirements to be reimbursed for the telehealth services you’ve provided.

Administering Forms via Patient Portal: 2/21/2020
Administering Forms via Patient Portal: 2/21/2020

Learn how to administer forms through the Patient Portal and then review the data within ClinicTracker.

Paperwork Compliance Rules - Part 3: 2/6/2020
Paperwork Compliance Rules - Part 3: 2/6/2020

Learn how to create automated paperwork due dates and then review them within ClinicTracker.

Secondary Claims Billing: 1/30/2020
Secondary Claims Billing: 1/30/2020

Learn how to do the entire secondary claims billing process.

Building the Form - Part 2: 1/23/2020
Building the Form - Part 2: 1/23/2020

Learn how one clinic designed and implemented a custom form into their clinic workflow.

New Features and Functionality: 1/16/2020
New Features and Functionality: 1/16/2020

Learn about new features and functionality for both ClinicTracker and BillingTracker.

Custom Form Overview - Part 1: 1/9/20
Custom Form Overview - Part 1: 1/9/20

Learn about one clinic’s experience creating a form.

Patient Portal Processes: 12/19/19
Patient Portal Processes: 12/19/19

Learn some of the basic Patient Portal processes including creating accounts, accessing the Portal, sending messages, and requesting forms to be completed.

The Latest in e-Prescribing with RCopia4: 12/4/19
The Latest in e-Prescribing with RCopia4: 12/4/19

Dr. First describes Rcopia4’s new features with a live demo and point you to resources for the transition. 

Customizing the Paperwork Menu: 10/31/2019
Customizing the Paperwork Menu: 10/31/2019

Learn how to adjust the default view for your organization and on an individual user basis. 

Form Builder 2.0 Advanced: 10/30/2019
Form Builder 2.0 Advanced: 10/30/2019

Learn how to use Form Builder to build a form, reference information from other areas of the system, use navigation links, and more advanced features of the new interface.

Form Builder 2.0 Basics: 10/24/2019
Form Builder 2.0 Basics: 10/24/2019

Learn how to make your own paperwork templates in real time. You’ll also learn to create your own Smart Forms that pull info from another area of the system, perform numeric calculations, and display next steps based on certain conditions.

Creating Custom Progress Note Forms: 10/17/2019
Creating Custom Progress Note Forms: 10/17/2019

Learn how to create templates that integrate into the system just like any other Progress Note.

Claim Follow up: 10/3/2019
Claim Follow up: 10/3/2019

Learn an efficient way to identify unpaid claims, record billing notes, and send collection letters.

Financial Reporting: 9/18/2019
Financial Reporting: 9/18/2019

Learn about pre-stored financial reports, including those related to claims, payments, and aging. Plus, get pointers on building your own reports.

Applying Payments: 5/6/2019
Applying Payments: 5/6/2019

Learn how to apply ERAs, paper EOBs, and patient payments as efficiently as possible using a right-click menu that could save hours each week.

835 ERA (Electronic Remittance Advice): 12/17/2016
835 ERA (Electronic Remittance Advice): 12/17/2016

Learn how to import files, apply payments, adjustments, balances, assignments, claim corrections, deleting an individual payment, and revert a file.

Manual Payment Handling: 9/28/2016
Manual Payment Handling: 9/28/2016

Learn how to auto apply patient co-payments, delete payments, and manually apply a patient payment, insurer payment, and a credit balance.

Billing for Appointments: 4/18/2019
Billing for Appointments: 4/18/2019

Learn how to create and process claims from appointments recorded in the patient record. 

Recording the Patient Appointment: 4/4/2019
Recording the Patient Appointment: 4/4/2019

Learn about the typical workflow a clinician might follow to document a patient visit.

Checking in the Client: 3/21/2019
Checking in the Client: 3/21/2019

Learn how to review patient alerts, collect the co-payment, mark clients as having attended appointment, and associate an authorization code with appointment.

Admitting the Client: 3/6/2019
Admitting the Client: 3/6/2019

Learn standard processes for admitting a new patient including assigning and notifying staff members, assigning a patient to one or more programs, assigning scheduling groups and adding authorizations.

Entering a New Referral: 2/20/2019
Entering a New Referral: 2/20/2019

Learn one way to handle a new referral by entering the intake, sending an intake packet via the Patient Portal, and reviewing it upon its submission.

Understanding the Implementation Process: 2/7/2019
Understanding the Implementation Process: 2/7/2019

Learn about the goals and processes of a ClinicTracker implementation. 

Patient Records Overview: 1/24/2019
Patient Records Overview: 1/24/2019

Watch a high level overview of Patient Records including Demographics, Paperwork, Related Documents, Document Library, Patient Dashboard, Schedule, Patient Contacts, External Contacts, and Group Appointments.

Custom Form Output: 1/17/2019
Custom Form Output: 1/17/2019

Learn how to output custom forms using Form Builder.

Advanced Formulas: 1/10/2019
Advanced Formulas: 1/10/2019

Learn how to create advanced formulas using Form Builder.

Attending Appointments via the Portal - 10/4/2018
Attending Appointments via the Portal - 10/4/2018

Learn how your patients can attend telehealth appointments via the Patient Portal.

Treatment Plan Customization: 12/20/2018
Treatment Plan Customization: 12/20/2018

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; and add/hide the Treatment Plan tab.

Related Documents: 12/13/2018
Related Documents: 12/13/2018

Learn how the Related Documents module gives you an easy way to store data.

Quick View Pane: 11/29/2018
Quick View Pane: 11/29/2018

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.

Frequently Used Icons: 11/15/2018
Frequently Used Icons: 11/15/2018

Learn about the icons you will encounter and when to use them.

Group Appointments: 11/8/2018
Group Appointments: 11/8/2018

Learn how about setting up group appointments including assigning clients and then recording the event.

Compliance Basic Overview: 10/22/2018
Compliance Basic Overview: 10/22/2018

Learn the basics on how to do paperwork compliance tracking.

BillingTracker Admin User Basic Overview: 10/19/2018
BillingTracker Admin User Basic Overview: 10/19/2018

Learn how to set up basic administrative settings in BillingTracker.

Frequently Used Conventions: 11/1/2018
Frequently Used Conventions: 11/1/2018

Learn more about conventions that will enhance your experience with the software.

Form Builder 1.0 Advanced: 10/17/2018
Form Builder 1.0 Advanced: 10/17/2018

Learn about some of the advanced Form Builder features such as adding formulas and pulling information from other areas of the system.

Form Builder 1.0 Basics: 10/15/2018
Form Builder 1.0 Basics: 10/15/2018

Learn the basics concepts of how to use Form Builder.

Booking Appointments on the Patient Portal: 9/20/2018
Booking Appointments on the Patient Portal: 9/20/2018

Learn how patients can find an available appointment, schedule an appointment and confirm/cancel appointments using the Patient Portal.

Collaborating on Documentation via the Portal: 8/24/2018
Collaborating on Documentation via the Portal: 8/24/2018

Learn how to send and receive paperwork items to/from the patient or authorized representative; exchange information with the patient’s referral source (proxy); review the transmitted information within ClinicTracker; and track the status of paperwork items

Faxing Doesn't Have To Be Taxing - Presented by Kno2: 8/17/2018
Faxing Doesn't Have To Be Taxing - Presented by Kno2: 8/17/2018

Learn how to collaborate more simply and securely with internal departments and external agencies using the Kno2 integration. Topics include: cloud faxing; Direct secure messaging; and common misconceptions about cloud faxing.

Admission Packages Through the Portal: 8/9/2018
Admission Packages Through the Portal: 8/9/2018

Learn how to create, send, and review an admission package right through your Patient Portal.

Patient Portal Registration: 7/27/2018
Patient Portal Registration: 7/27/2018

Learn how to direct patients to your Patient Portal; how a client can register for an account; how a referring party or authorized representative can register a new client; and how to be notified when a client registers for an account, and follow-up actions to take

Fee Schedules: 7/12/2018
Fee Schedules: 7/12/2018

Learn how to configure those fee schedules so you can track what payments to expect from each payor, when reimbursements deviate from those fee schedules, and much more.

Billing Clinician Override: 6/28/2018
Billing Clinician Override: 6/28/2018

Learn how to send a claim to an insurance company that one clinician rendered under another provider’s information. 

CPT and Revenue Code Override Rules: 6/14/2018
CPT and Revenue Code Override Rules: 6/14/2018

Learn how to add a new CPT Override rule, create a Revenue Code Override rule, and generate a test claim to make sure the system applied the override rules as expected.

Modifiers and Modifier Rules: 5/31/2018
Modifiers and Modifier Rules: 5/31/2018

Learn how to automate the application of Modifiers based on specific payor rules. 

Segmentation of Services for Reporting and Billing Rules: 5/17/2018
Segmentation of Services for Reporting and Billing Rules: 5/17/2018

Learn how to track the services you provide based on Program categories.

Appointment Save Restrictions: 5/3/2018
Appointment Save Restrictions: 5/3/2018

Learn how to access the Appointment Save Restrictions form, create an Appointment Save Restriction rule, and understand the result of attempting to save a restricted event.

Insurance Plan Setup: 4/19/2018
Insurance Plan Setup: 4/19/2018

Learn how to access the Insurance Input form to create a new payor, enter information the system requires to bill a particular insurance company, and enforce provider-level credentialing requirements to avoid denials and non-reimbursable services.

Setting up Services: 4/5/2018
Setting up Services: 4/5/2018

Learn how to set up services in order to maximize billing reimbursements. 

Managing Client Balances - 3/22/2018
Managing Client Balances - 3/22/2018

Learn how to manage every aspect of your client’s financial accounts.

Completing and Managing Compliance Items: 3/8/2018
Completing and Managing Compliance Items: 3/8/2018

Learn how clinicians interact with the compliance module such as listing compliance due dates, accessing forms to complete, and  completing a compliance item.

Creating Documentation Compliance Rules For Specific Programs: 2/22/2018
Creating Documentation Compliance Rules For Specific Programs: 2/22/2018

Learn how to define events that trigger compliance workflows, configure what actions must take place after a triggering event, and set individual and recurring compliance requirements.

Creating Your Own Forms: 2/15/2018
Creating Your Own Forms: 2/15/2018

Learn how to create a new form, require a Diagnosis Assignment, reference data from other areas of the system, automatically require specific fields under certain conditions, and create formulas for scoring.

Modifying Built in Forms - 2/8/2018
Modifying Built in Forms - 2/8/2018

Learn how to customize forms based on your specific needs such as changing system labels, hiding stock tabs, and adding custom tabs and fields.

Kno2 - Discover Your Path to Interoperability: 1/25/2018
Kno2 - Discover Your Path to Interoperability: 1/25/2018

By turning on Kno2: Interoperability as a Service™ (IaaS), behavioral health organizations will not only get a better fax experience, but one that guides them toward interoperability. Learn how simple it is to turn on Interoperability as a Service.

IOP Billing: 1/11/2018
IOP Billing: 1/11/2018

Learn how to configure services, groups, and locations to support IOP billing. We’ll then demonstrate how to process a billing batch.

Payroll: 11/16/2017
Payroll: 11/16/2017

Learn how to configure reimbursement rules, process payroll, and generate reports.

Billing Reports: 11/2/2017
Billing Reports: 11/2/2017

Learn about Claims, Payments, and Aging reports.

New Features and Functionality: 10/19/2017
New Features and Functionality: 10/19/2017

Learn about expanding/zooming text fields, BillingTracker time savers, ERA archiving, report exporting, lab integration, and online portal registration.

Billing Account: 10/5/2017
Billing Account: 10/5/2017

Learn how to review an individual client’s billing account to understand all the activity around claim submissions and payments including analyzing claims, payment information, balance assignments, transactions, and billing notes.

Scheduling Recurrences: 10/12/2017
Scheduling Recurrences: 10/12/2017

Learn how to schedule daily, weekly, and monthly recurrences, end a recurring appointment after a specified number of sessions,and end a recurrence before the scheduled end date.

Individual Claim Review: 9/21/2017
Individual Claim Review: 9/21/2017

Learn how to access an individual claim in BillingTracker, understand the source of the information, modify claim data, and interpret ancillary information about the claim.

Transitioning Claims: 9/6/2017
Transitioning Claims: 9/6/2017

Learn how to transition a clients appointment into a billable claim.

Accessing the ClinicTracker Hosting Service - 7/27/2017
Accessing the ClinicTracker Hosting Service - 7/27/2017

Learn how to use Remote Desktop (Full Desktop Experience), configure RemoteApp, web access, connect from a Mac or tablet, and the difference between logging off vs disconnecting. 

e-Prescribing: 7/6/2017
e-Prescribing: 7/6/2017

Learn how to register for the ePrescribing service, access the system, send prescriptions, and follow best practices

Integrated Credit Card Processing: 6/15/2017
Integrated Credit Card Processing: 6/15/2017

Learn how to process a payment, manage a void/credit view transaction reports, and linking merchant accounts to Places of Service.

Insurance Eligibility Verification: 6/8/2017
Insurance Eligibility Verification: 6/8/2017

Learn how to configure the system, submit individual requests for validation, automate verification for upcoming appointments, and review reports on eligibility requests.

Automated Appointment Reminders: 6/1/2017
Automated Appointment Reminders: 6/1/2017

Learn the basics of the appointment reminder process including configuring the system, tracking appointment reminders, and generating reports.

Collect Everything You're Due with TriZetto Provider Solutions - 5/24/2017
Collect Everything You're Due with TriZetto Provider Solutions - 5/24/2017

Learn about best practices and tools for filing electronic claims and receiving electronic remittance advice to collect revenue more quickly and accurately.

Intro to Patient Portal: 5/10/2017
Intro to Patient Portal: 5/10/2017

Learn how to grant client access, request paperwork, schedule appointments, and use Patient Portal forms and messaging.

Intro to Scheduler: 5/4/2017
Intro to Scheduler: 5/4/2017

Learn key skills to using the scheduler as a provider and an admin user.

Intro to Message Board: 4/19/2017
Intro to Message Board: 4/19/2017

Learn about standard messages reminders, signature requests, Scheduler and Patient Portal notifications, Secure Direct Exchange messages, and composing messages with file and/or form links.

Paperwork: 4/6/2017
Paperwork: 4/6/2017

Learn about key concepts in paperwork usage, clinician signature workflows, and paperwork customization.

Intro to Medical Features: 3/28/2017
Intro to Medical Features: 3/28/2017

Learn about Vitals, Immunizations, Lab/Radiology, Order Entry/Search, Patient Education Resources, Patient Summary, Family Health History, Amendments, and what details you have to capture for Meaningful Use Attestation. 

Diagnosis Assignment Module: 3/21/2017
Diagnosis Assignment Module: 3/21/2017

The Diagnosis Assignment module allows you to track DSM-5 diagnoses assigned to a patient throughout the course of treatment. Learn how to set staff permissions and to create, edit, and update diagnosis assignments.

ClinicTracker Version 8: 3/15/2017
ClinicTracker Version 8: 3/15/2017

Learn about Version 8 which represents a major redesign of ClinicTracker to the most modern tools and technologies.

Patient Contact Record: 3/8/2017
Patient Contact Record: 3/8/2017

Learn how to create entries (such as appointments and collateral notes) in the patient’s treatment history record. Plus, administrators can learn how to customize drop-down lists and required fields.

Patient Dashboard: 2/28/2017
Patient Dashboard: 2/28/2017

Learn how to find the Patient Dashboard, keep tabs on the tabs, use links on the Patient Dashboard to access other areas of ClinicTracker, and make the most of the navigation buttons.

Demographics Form Based on User Role - 2/22/2017
Demographics Form Based on User Role - 2/22/2017

Learn Demographic Form terminology, how to enter a new intake, use My Scheduled Events, customize labels; and adjust required fields and configure drop-down menus.

Navigating the Main Screen: 2/16/2017
Navigating the Main Screen: 2/16/2017

Learn about the essential components of ClinicTracker’s Main Screen including the My Patients and My Messages widget, My Scheduled Events, My Appointments, and frequently used controls, icons, and conventions.

Creating a Chart Audit Form: 1/25/2017
Creating a Chart Audit Form: 1/25/2017

Learn how to build a checklist into your Quick View Pane to display a set of navigation links with associated completion dates.

Group Appointments Made Easy: 1/18/2017
Group Appointments Made Easy: 1/18/2017

Learn how to make scheduling groups, schedule a group appointment, write a group progress note, create associated individual patient contact records and personalize the individual progress note.

Electronic Claim Basics: 12/25/2016
Electronic Claim Basics: 12/25/2016

Learn the basics of handling electronic claims including terminology, specifications, companion guides, and key BillingTracker settings.

Configuring BillingTracker for Success: 11/29/2016
Configuring BillingTracker for Success: 11/29/2016

Learn about electronic claim transmission and insurance company setup, modifier rules, CPT override rules, claim combination rules, and other options.

Confidently Do Processing From Clinical To Claims: 11/16/2016
Confidently Do Processing From Clinical To Claims: 11/16/2016

Learn how to conduct a complete workflow from recording an appointment to managing the payment process.

Optimizing Your Support Experience: 11/9/2016
Optimizing Your Support Experience: 11/9/2016

Learn how to provide screen recordings, attach a claim/rejection report to a support ticket, and more..

BillingTracker Administrative Training: 10/31/2016
BillingTracker Administrative Training: 10/31/2016

Learn how to take advantage of the various automation rules in BillingTracker.

New Features and Functionality: 10/17/2016
New Features and Functionality: 10/17/2016

Learn about creating multiple diagnosis assignments on the same day, adjusting fields displayed on the Demographic form, automatic travel reimbursements, batch printing of Custom Forms, and more…

Report Builder Upgrades: 10/11/2016
Report Builder Upgrades: 10/11/2016

Learn more about the upgraded Report Builder features that many ClinicTracker users have requested.

Built-in Reporting: 10/4/2016
Built-in Reporting: 10/4/2016

 Learn about helpful ClinicTracker reporting tools such as missing progress note reports, compliance reports, patient statistics, “favorite” reports, the Executive Dashboard, and more…

Payment Handling: 9/28/2016
Payment Handling: 9/28/2016

Learn how to auto apply patient co-payments, manually apply a patient and insurer payment, use credit balances, delete payments, and more…

Common Claim Rejections: 9/13/2016
Common Claim Rejections: 9/13/2016

Learn how to overcome claim rejections with topics on incorrect billing NPI, incorrect provider NPI, missing taxonomy codes, and more…

Report Builder Custom Rating Scale: 7/16/2016
Report Builder Custom Rating Scale: 7/16/2016

Learn how to select the custom form report source, adding fields to the report, grouping the data, adding summary, and formula fields.

Administrative Functions: 6/29/2016
Administrative Functions: 6/29/2016

Learn how to customize system labels, configure required fields, and edit drop-down fields based on your agency’s needs.

Form Builder: Creating a Rating Scale w/ Calculations - 9/23/2016
Form Builder: Creating a Rating Scale w/ Calculations - 9/23/2016

Learn how to make rating scales in Form Builder with topics that cover labels, text fields, validation rules, calculating totals and subtotals, and navigation links with conditional visibility.

Helpful Features: 6/8/2016
Helpful Features: 6/8/2016

Learn how to use appointment save restrictions, F2 common phrases, F3 search, and custom output templates.

Insurance Authorizations: 5/26/2016
Insurance Authorizations: 5/26/2016

Learn about topics such as service category, insurance authorization package, insurance authorization master package, and default payor authorizations.

Collaboration: 5/23/2016
Collaboration: 5/23/2016

Learn about the message board and direct secure messaging.

Progress Notes: 5/11/2016
Progress Notes: 5/11/2016

Learn how to record and lock progress notes, edit locked progress notes, generate reports on missing progress notes, and more…

Claim Rejection Handling: 4/18/2016
Claim Rejection Handling: 4/18/2016

Learn how to correct and resubmit claims after receiving a rejection. 

BillingTracker Payment Reports: 4/12/2016
BillingTracker Payment Reports: 4/12/2016

Learn about detailed payment reports such as payment master reports, payment application reports, credit balance reports.

Patient Portal: 4/4/2016
Patient Portal: 4/4/2016

Learn about granting patient access, requesting paperwork completion, patient portal messaging, and patient appointment scheduling.

Report Builder Advanced: 3/28/2016
Report Builder Advanced: 3/28/2016

Learn how to use advanced view, hide report sections, summary fields, and the formula editor.

ClinicTracker Shortcuts: 2/29/2016
ClinicTracker Shortcuts: 2/29/2016

Learn keyboard combinations or conventions that can reduce the time you spend performing routine tasks. This includes searching drop-down lists, navigating the system, entering commonly-used phrases, and searching for text in a long document.

Form Builder Advanced: 2/8/2016
Form Builder Advanced: 2/8/2016

Learn about conditional visibility, referencing data, and creating a formula.

Form Builder Basics: 2/1/2016
Form Builder Basics: 2/1/2016

Learn how to create a new form, add and configure fields, use the finished form, and send/receive the form via Patient Portal.

Creating Report Builder Reports: 1/11/2016
Creating Report Builder Reports: 1/11/2016

Learn about creating a new report (adding fields/grouping data/ creating filters and parameters), editing an existing report; running a custom report, using the wizard view, and using the advanced view.

Setting Staff Permissions: 1/4/2016
Setting Staff Permissions: 1/4/2016

Learn more about program permissions and patient access permissions.

DSM-5 Diagnosis Assignments: 12/21/2016
DSM-5 Diagnosis Assignments: 12/21/2016

Learn how to create a new diagnosis assignment, lock a diagnosis assignment, adjust start/end date of an existing diagnosis assignment; deleting a locked diagnosis assignment

BillingTracker ERA Overview: 12/7/2016
BillingTracker ERA Overview: 12/7/2016

Learn about importing files, applying payments, adjustments, balances, assignments, claim corrections, deleting an individual payment, and reverting a file.

Compliance Tracking: 11/30/2016
Compliance Tracking: 11/30/2016

Learn how to configure your compliance requirements.

BillingTracker Features Overview:
BillingTracker Features Overview:

Learn about the overall features and functionality including Fee schedules, Override rules, and Grant billing.