Showcasing the latest ClinicTracker Staff Portal enhancements to streamline your practice and enhance patient care.
Previously Recorded Webinars:
About The 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.
Browse previously recorded webinars below.
To see our upcoming webinars, click here.
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Latest Content
January 16, 2020
New Features and Functionality
Learn about new features and functionality for both ClinicTracker and BillingTracker.
January 23, 2020
Building the Form - Part 2
Learn how one clinic designed and implemented a custom form into their clinic workflow.
January 30, 2020
Secondary Claims Billing
Learn how to do the entire secondary claims billing process.
January 9, 2020
Paperwork Compliance Rules - Part 3
Learn how to create automated paperwork due dates and then review them within ClinicTracker.
February 21, 2020
Administering Forms via Patient Portal
Status Site, Custom Form Graphing, Scheduling, and Portal updates
April 1, 2020
Telemedicine Billing
Learn how to identify payors and meet requirements to be reimbursed for the telehealth services you’ve provided.
April 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.
April 23, 2020
Claim Payments
Learn how to collect Copays, enter Patient Payments manually, manage Insurance Payments (paper EOBs); and handle ERA Insurance Remittance (835).
May 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.
May 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.
June 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.
June 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.
June 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.
July 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.
July 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.
July 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.
August 13, 2020
Smart Rating Scale
Learn how to use a Smart Rating Scale with Form Builder, Compliance Builder, and Report Builder.
August 20, 2020
IOP Claim Billing
Learn how to configure your programs and use the Batch Claim Creation feature to bundle qualified claims.
October 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.
December 7, 2020
Scheduling Groups
Learn how to schedule appointments or write notes for an entire group rather than for one member at a time.
January 7, 2021
Admin Concepts Series - Options Form
Learn how to adjust settings for Demographics, Patient Contacts, Alerts, and Security.
February 4, 2021
Staff Info Review
Learn how to enter data about new staff, and also adjust permissions for existing members of your team.
February 18, 2021
Telehealth Connector
Learn about our “bring your own platform” approach to offering telehealth services through ClinicTracker.
March 4, 2021
Claim Payment History
Learn how to make the most of BillingTracker’s functionality around reviewing payment information.
May 6, 2021
Customizing the Patient Statement Process
Learn how to design, transmit statements, and automatically re-queue statements.
June 3, 2021
Patient Portal Basics:
Learn Patient Portal basics such as configuring and customizing the portal.
July 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.
July 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)
July 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.
August 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.
August 6, 2021
Provider Training
Learn how to view your schedule, update an appointment, record a progress note and complete a treatment plan.
August 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.
August 20, 2021
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.
August 28, 2021
Advanced Form Builder
Learn how to display, hide, calculate, and format formulas using Form Builder.
September 2, 2021
Fee for Service Billing
Learn how to transition clinical data to the financial system, create claims, and complete follow-up.
September 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 signat.....
September 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.
October 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.
November 4, 2021
Insurance Eligibility Verification
The Insurance Eligibility Verification tool allows you to authenticate insurance coverage and check eligibility directly through ClinicTracker.
December 2, 2021
Custom Labels
Learn how to overwrite system labels using terminology that is familiar to your users.
January 12, 2022
Carequality Connector Webinar
Carequality Connector helps clinics access patient health histories without faxes or phone calls.
January 28, 2022
ClinicTracker Basic Admin
Configure Your Clinic: ClincTracker Basic Admin – Topics include Maintenance Menu, Options, Admin Config, Form Builder, and Workflow Builder.
February 7, 2022
BillingTracker Basic Admin
Confugure Your Clinic: BillingTracker Admin – Topics Include BillingTracker Setup, Insurer Plans, Overrides, Fee Schedules, Modifier Rules.
February 25, 2022
Form Builder
Topics include adding and hiding tabs, creating forms, sharing forms through the Patient Portal.
April 13, 2022
Using Workflow Builder
Learn how to build simple, automated workflows to improve compliance and staff efficiency.
April 15, 2022
Build Better Forms, Get Better Reports
Learn how good form-building practices can set you up for great reports.
April 22, 2022
Tips for Building Better Forms
Tips for building forms, keeping your end-users in mind.
May 13, 2022
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.
May 20, 2022
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.
May 23, 2022
Online Portal Registration for Clients and Authorized Users
Learn how inviting patients and authorized users to self register for the Patient Portal can save time and help automate other processes
June 3, 2022
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.
June 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 Staf.....
June 17, 2022
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.
June 24, 2022
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.
July 8, 2022
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.
July 15, 2022
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.
July 22, 2022
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.
August 4, 2022
Groups, Groups, Groups
Learn how to manage your Groups, schedule Group Appointments, complete Group Progress Notes, and keep Group Waiting Lists.
August 19, 2022
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.
September 2, 2022
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.
September 23, 2022
Form Builder
Learn to embed tabs into stock forms, hide tabs from stock forms, create new forms, use forms in PP
October 7, 2022
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.
October 14, 2022
Insurance Verification
Learn how to check insurance for one patient, and how to set up to automatically run it for all scheduled appointments.
January 13, 2023
Building Workflows : The Basics
Learn about Triggers, Filters, Tasks, and Smartflows. This webinar is a great introduction for anyone interested in automating work.
January 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!
January 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.
January 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.
April 14, 2023
Creating Efficient Processes: New Referrals
Create efficiency by accepting referrals through the Patient Portal; creating Patient Portal accounts and sending intake forms automatically; Identifying missing information.
April 21, 2023
New Intake Appointments
Schedule events that automatically check insurance eligibility for the clients’ payor, and add the right services and diagnoses to ensure proper billing.
April 24, 2023
New Intake Appointments
Schedule events that automatically check insurance eligibility
May 5, 2023
Program Intake
Automatically granting access to clients' records to staff who will be assigned to the patient
May 12, 2023
Treatment Planning/Progress Tracking
Customizing and relabeling goals objectives and modalities
May 19, 2023
Discharge and Series Q/Ati
Create efficiencies with an administrative discharge for clients
June 27, 2023
BillingTracker Setup II
Configure billing defaults like Services, Programs, and Payers
June 29, 2023
BillingTracker Workflows
Learn how to set up BillingTracker to support your unique processes.
July 6, 2023
Transitioning and Submitting Claims
Learn how to transition from an appointment to a claim and to submit claims.
July 13, 2023
Receiving and Applying Remittance and Client Payments
Learn how to apply payments from Electronic Remittance Advice (ERA) files and how to process payments from your clients.
July 20, 2023
Bundle Billing
Learn how to create a single, comprehensive claim that covers all of the services involved in a patient's episode of care.
August 31, 2023
BillingTracker Reports
Learn how to access prebuilt reports and create a custom claim note report.
September 14, 2023
BillingTracker Reports
Viewing TriZetto Rejections and Overcoming standard rejections.
October 12, 2023
What's New: ClinicTracker Enhancements
Appointments, My Profile, Maintenance Menu, and Form Builder
November 2, 2023
What's New: BillingTracker Enhancements
Appointment Transitions, Overrides, Billing Note Automation, and ERAs
March 21, 2024
What's New: ClinicTracker Enhancements
Status Site, Custom Form Graphing, Scheduling, and Portal updates
May 16, 2024
What's New: ClinicTracker Enhancements
How To use the license manager, View Demographics on Staff Portal Verification (Beta)
June 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
July 18, 2024
What's New: ClinicTracker Enhancements
Scheduler Preferences/Scheduling Availability, Calendar Views, Scheduling an event/Linking events to appointments
August 16, 2024
What's New: BillingTracker Enhancements
Redesigned: billing account, Refresher on setting up patient statements and billing note type setup
October 17, 2024
What's New: BillingTracker Enhancements
Preview claims without submitting, Fee estimation utility (beta), Last note on claim management
November 14, 2024
What's New: ClinicTracker Enhancements
Status Site, Custom Form Graphing, Scheduling, and Portal Updates
February 27, 2025
What's New: BillingTracker Enhancements
Stay up to date in BillingTracker! Join us as we highlight recent updates on how to use them in your clinic.
April 17, 2025
ClinicTracker Clinical Scribe Webinar
Faster Documentation, Enhanced Compliance, Improved Reimbursement, Better Care.
May 22, 2025
Discover Our Web-Based Staff Portal
New to ClinicTracker or currently accessing the desktop application? Discover our web-based Staff Portal! Join us for an interactive session where our implementation specialists will guide you through key feature.....
June 26, 2025
Your Patients' Full Service Online Portal Experience: Explore Features and Functionality
This webinar is perfect for clinics and staff looking to enhance patient engagement while reducing administrative burdens. Learn how ClinicTracker’s Patient Portal integrates seamlessly with our EHR, offering a b.....
July 24, 2025
Discover What’s New in BillingTracker
This webinar is designed to help you stay up-to-date and take full advantage of new tools that improve your billing workflows, boost productivity, and enhance client management.
August 28, 2025
What’s New in Staff Portal
Showcasing the latest ClinicTracker Staff Portal enhancements to streamline your practice and enhance patient care.
October 23, 2025
Form Builder Session 1: Form Building Essentials
Staff Portal Form Builder Series – Whether you’re new to ClinicTracker or looking to enhance your form-building skills, this session will guide you through the essential skills you'll need to create and configure.....
October 30, 2025
Form Builder Session 2: Save Time with Smarter Tools
Staff Portal Form Builder Series – Building on the basics you learned from Session 1, this session will show you how to use ClinicTracker’s Form Builder to create intelligent, time-saving forms that make your sta.....
November 6, 2025
Form Builder Session 3: Best Practices in Form Design
Staff Portal Form Builder Series – Building on Sessions 1 and 2, our experts will share their top tips and strategies for designing efficient, future-proof forms in ClinicTracker’s Form Builder. Learn how to crea.....
