Features  
  ClientTracker 5.0
Feature Highlights
 
 

 
"As a solo practitioner in acupuncture for 23 years, Client Tracker has completely streamlined my office procedures since 2010. It allows me to operate my business myself, without having the additional monthly expenses of salary, taxes and insurance for a paid employee. The new 5.0 annual desktop subscription is my "perfect personal assistant" and provides me with a seamless interface between office management and client services. Client Tracker's extra bonus is their professional support, technical assistance and response to an ever-changing healthcare terrain." 

Shoshana Sadow, M.Ac.,L.Ac.,Dipl.Ac.
Acupuncture Sports Medicine
Anchorage, Alaska

ClientTracker has SO MANY features that we are presenting just the highlights on this page! Here are some other resources to find out more about our features.
Highlights of features you will find in BOTH the Cloud and Desktop versions of ClientTracker:

EASY & Attractive Interface
  • Easy to learn, easy on the eyes, and easy to find your way around
  • Online Manual and Videos available whenever you need them
  • Standard product support included with your subscription
  • Complete Front Office, Back Office, and Practice Management features
Clients & Marketing
  • Complete client management records
  • Find clients quickly
  • Compile and manage electronic health records
  • View a complete clinical history
  • Attach files or photos to a client record
  • Manage practice forms
  • Send email or printed communications
  • Easily export client info or send email to groups
Calendar & Scheduling
  • Have just one, or unlimited practitioners and locations on your schedule
  • Coordinate easily with existing scheduling software
  • Create appointments and send automatic reminder emails
  • Create unlimited recurring appointments
  • View as a list or "appointment book" style
  • Print schedules and analyze reports
Billing & Invoices
  • Send client statements, invoices, or other attachments by email
  • EASY electronic billing for insurance claim forms
  • Set up client insurance policies quickly and easily
  • New claim form and ICD-10 codes to be added when required
  • Flexible invoice formats for "cash only" or insurance practices
  • Invoices can copy from previous to save time
  • Full invoice tracking and financial reports
  • Discounts, package deals, and formulas supported
  • Fast payment entry for quick checkout
SOAP Notes & Charting
  • Flexible SOAP Note formats to accommodate almost any type of practice
  • Unlimited creation of SOAP Templates, procedures, and diagnosis codes
  • Products and formulas integrated with SOAP Notes and templates
  • Store frequently entered text and paste it in whenever needed
  • Able to copy from any previous SOAP, or apply a template
  • Many time-saving data entry shortcuts and reference to clinical history
  • Format text to make professional printed SOAPs
Inventory & Formulas
  • Efficiently track your herbs, supplements, and other products
  • Create unlimited Formula Templates, labels, and client instructions
  • Easily add all constituent ingredients of a formula to a SOAP Note
  • Track quantity on hand or just sell what you need
  • Dynamic inventory reports for sales tax, Cost of Goods Sold, etc.
  • View a Product Sold report to see who got a particular item
  • Track lot numbers and expiration by Inventory Transaction
Security & Backups
  • HIPAA compliant data formats, access log, and reports
  • Admin and Staff level passwords available
  • Automatic local and external backups possible
  • Easy to restore from backup whenever needed
     
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