Testimonials  
  What people are saying about the new & improved ClientTracker 4.0
 

Interested in Case Studies? Click here to read a few examples.


You have spent a significant portion of your life and energy to become a
practitioner of the healing arts.   Learn how others have used ClientTracker
to have more time to do what they love to do:

MAJOR BENEFITS of using ClientTracker (click to read testimonials)


  • Better practice management for the unique needs of YOUR practice
  • Get paid faster from insurance companies with ClientTracker's easy e-billing interface
  • Manage your schedule effectively with a variety of different options
  • Save time with customizable SOAP Notes and templates for your specialty
  • Market your practice and simplify patient communication and follow-up
  • A sensible approach to electronic medical records that supports your work style
  • Make better decisions by knowing how your practice is doing at any moment
  • Gain peace of mind with a responsive Support Plan and free Online Manual
  • Increase profits by selling and managing your products like a pro
  • Protect your valuable business data by making backups without worry or hassle
  • Make your practice more efficient and have more time to do what you love
   

For more information on ClientTracker 4.0, check out our features or take a tour.

 

Better practice management for the unique needs of YOUR practice.

The main client page has everything you need at a glance. You can attach PDF or other files (like blood work), photos (injuries, tongue), signed forms, and important correspondence.

  • "Patient management rocks - the client page has everything at a glance. You can attach .pdf files (like bloodwork) and photos (injuries, etc) with ease."
    - Jayne Tsuchiyama, Dipl Ac, LAc

  • "Thank you, thank you, thank you!! The biggest improvement to the long-anticipated software update for me was the ability to attach scans of consents and other forms I have pts fill out during their visits. To now have that capability makes me very happy."
    - Thomas Heiman, M.D.

  • "My first impression of Client Tracker was how easily I was able to understand and use it and it just keeps getting better. I am enjoying the latest features that save me time."
    - Carl Wagner, LAc

  • "As a practitioner of Chinese medicine and acupuncture for almost 20 years I find that this is the most thorough and well thought out program I have ever seen to keep track of patients, bill, and make appointments. With this program I can run my office alone without the need to hire an office helper. This created greater efficiency, saved me money, and most importantly cut down on my stress."
    - Martin I., LAc

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Manage your schedule effectively with a variety of different options

New graphic calendar organizes your schedules like an appointment book. Create appointments and reminders right on your schedule! Export your ClientTracker appointment info to an external calendar or device.

  • "We've started using the new Room View graphic interface for our scheduling needs. I love it!"
    - LuAnn B., Office Manager

  • "I like being able to export the schedule to Google calendar so I can check it when I'm out of the office."
    - Donna McAdams, LAc

  • "I would like to also compliment you on some of the better things we have noticed. 2) The speed to find a client is much faster! Thanks! 2) The notes popping up, ready for a typed explanation as to why a patient cancelled, date and time, when they call in, is exactly what we need; and, the capability to have those notes printed on the printed out appointment schedule is fabulous. I was always harping at my receptionist to type in the personal section the date, time, and reason of the patient's cancellation. Now that it pops up, he has been typing all those notes right away. Good job, and good thinking! Further, I always have the printed out schedule at my desk, and I don't have to ask the receptionist about the cancellations, those notes are right there on the appointment schedule."
    - Dr. (Shihan) Mary Bolz, LAc

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Save time with customizable SOAP Notes and templates for your specialty

More room and flexibility to enter info, attach files, and add TCM notes. Or use a general, non-acupuncture format suitable for your practice. Format text in sizes and colors to accommodate the unique needs of your charting style. Customize unlimited SOAP Templates by practitioner preference or visit type, including reminders about forms.

  • "I like the different views of SOAP pages that allow me to easily add things like classic TCM '10' questions on a screen that's easier to see and edit."
    - Brian Baker, MAcOM, LAc

  • "The new SOAP Templates are great to set defaults for our different practitioners, as well as different conditions."
    - Timothy Suh, LAc

  • "The new SOAP notes in version 4.0 are my favorite part of the update. They are now highly customizable, and I can create templates that work for me in my combined naturopathic/acupuncture practice, with different templates for adult and pediatric visits, naturopathic and acupuncture. I can easily switch which template I am using, or choose any previous visit with that patient as a template. Also, now I can choose diagnosis codes, procedure codes, and medicinary items prescribed from drop down menus within the chart notes. Those go in the notes for my medical record keeping and then when I create an invoice from my SOAP (CMS-1500, superbill or a simple invoice) the codes and medicinary are already filled in from my SOAP note choices."
    - Melinda Nickels, ND, LAc

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Get paid faster from insurance companies with ClientTracker's easy e-billing interface

More room and flexibility to enter info, attach files, and add TCM notes. Or use a general, non-acupuncture format suitable for your practice.

  • "After using a competitorís software product for many years, Iím happy to be using Client Tracker 4.0.†Billing is a breeze! I also appreciate that after the product is purchased there is no monthly fee."
    - Donna McAdams, LAc

  • "The write off feature from the insurance billing entry page is AWESOME and saving me a lot of time in particular."
    - Rebecca Hurwood, L.Ac.

  • "Applying payments from insurance companies is now very fast... this can be slow for those with large numbers of claims. GREAT!"
    - Kevin Uchida, L.Ac.

  • "I love the electronic insurance billing capabilities. I spend maybe ten minutes entering a new patient's information when they first come in, and from then on, creating a CMS-1500 form or superbill for each visit takes perhaps 10 seconds each time. Creating a batch of electronic bills at the end of the week similarly takes under five minutes to create the batch and upload it to the electronic clearing house. I watch colleagues writing out insurance claim forms, again and again filling in the same patient's information, and I can't imagine how they do it--I'd rather spend that time on patient care. When the EOB comes back in, again Client Tracker is great for recording what the insurance company did and didn't pay, and keeping track of what the patient owes."
    - Melinda Nickels, ND, LAc

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Market your practice and simplify patient communication and follow-up

Compose and keep track of letters, forms, and emails for any client, including referrals and bulk mailing. Format printed communications with colors and font styles. Attach any file to an individual email, or to an email template to be used over and over.

  • "Mass email ROCKS! It works beautifully."
    - Renee D'Antona, Office Manager

  • "No more searching through your emails for what you sent and when! ClientTracker lets you send through the client's file so you have a record of every email, phone call, and letter - all in your practice database."
    - Jayne Tsuchiyama, Dipl Ac, LAc

  • "You guys sure did your homework in creating this new version 4.0. It's so simple and easy to use."
    - Cindy Jones, Office Manager

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A sensible approach to electronic medical records that supports your work style

Attach any electronic file or photo to a client record or SOAP Note for a complete electronic records management system. Email invoices, chart notes, or forms from files you create. ClientTracker is fully HIPAA compliant (including HIPAA 5010) and ready for your practice needs.

  • "I am very pleased by ClientTracker's new capability to link external documents such as digital pictures, lab results, or personal reports, and the client communications features which allow me to keep track of communication history and external documents for each client."
    - Brian Baker, MAcOM, LAc

  • "You guys did a wonderful job with all the upgrades. This program is a Cadillac compared to the 3.41 version. As a creative person, I love having endless templates!"
    - Lisa M. Hicks, LAc, Dipl.Ac.

  • "I just wanted to let you guys know how much I like the ClientTracker software. It has really improved my practice. I feel much more organized and no longer "fear" my paper work. Thanks for the excellent product."
    - Daniel M., LAc

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Make better decisions by knowing how your practice is doing at any moment

New inventory and financial reports, as well as client sources and statistics, give you the power to prepare for taxes, identify trends, and make informed choices. When you use ClientTracker for your daily operations, finding all this information is simple, and always at your fingertips!

  • "I can see how I'm trending by the month, or for a custom period. Since I have to file sales tax quarterly, ClientTracker makes it easy by giving me exactly the data I need in a few clicks."
    - Jayne Tsuchiyama, Dipl Ac, LAc

  • "The upgrade went smoothly. It is straightforward to work with the new functions. Love the faster speed, including the new QuickFinder on lists."
    - Angela Lambert, ND

  • "I have found the operation of 4.0 to be much more stable and user-friendly. Bravo!"
    - Brandon LaGreca, L.Ac., MAcOM

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Gain peace of mind with a responsive Support Plan and free Online Manual

We've got you covered with a 30-Day Support Plan included with your purchase, including up to 30 minutes of free phone support during that period. Our Online Manual is complete, clear, and available 24 hours a day with lots of pictures and keyword searches.

  • "Your company has been wonderful, the support has been great, and I don't want to lose all you have to offer. Your amazing customer service is so VERY much appreciated."
    - Carrie Johnson, L.Ac., MAcOM

  • "I am very impressed by the phenomenal upgrade and work you and your team put in this product. It will take me weeks to discover the subtleties and thoughts put into both functionalities and design of the software. I am also very impressed with the splendid online documentation that accompanies the software."
    - Eric Serejski, LAc, Dipl ACCH

  • "I have used Client tracker since I opened my practice in 2006. From just a few patients a week to a very busy office, Client tracker continues to grow with my practice. One of the things that makes me so happy with the product is the incredible customer service I have received. Answers are clear and you have always been receptive to new ideas on how to make this a better product. I consistently tell my friends, and students about the value of this program. I look forward to continued growth in my office and I am grateful for client tracker's help in making it easier."
    - Brendan McCarthy, LAc, Dipl Ac

  • "I have to take a moment to thank you for your AMAZING support team. I purchased your additional support with your system and I am so glad I did. Your support team is always available, always helpful, and when they can't make it right, they always get back to me with an answer in no time at all. I was very hesitant when purchasing the support contract because of my experience with other companies but your team goes out of their way to do the job and to do it quick and right. Thank you so much, I really appreciate all of you."
    - Lucille Butler, LAc

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Increase profits by selling and managing your products like a pro

Manage your inventory at a time of your choosing so it matches your work flow. See how well your products are selling with expanded reports.

  • "I am really loving the inventory upgrades in all their forms. I can now see who I sold products to and when I last ordered them."
    - LuAnn B., Office Manager

  • "We are working very hard to succeed in this poor economy. It really helps that we have a software program that we like and is so helpful. So, thank you for that, as well."
    - Linda Meyer, LAc


Protect your valuable business data by making backups without worry or hassle

Get automatic security with no decisions to make every day. ClientTracker backs up every time you close, and keeps 5 serial copies for added benefit. You can also set up an automatic backup to a network or external location of your choosing.

  • "THANK YOU for the wonderful upgrade. The backup feature is so fast that at first I didn't think it was being done."
    - Gil Alvarado, ND, L.Ac.

  • "We use Gingko Software on our Mac, have for a couple of years and love it. We REALLY appreciate all of your help and all of the work you have had to do for us in the last few months helping us with our backups. We refer Gingko to everyone we know. Your customer service is outstanding."
    - Pamela Peterson, L.Ac.

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Make your practice more efficient and have more time to do what you love

Let ClientTracker optimize your daily operations, so you can offer more services to your patients.

  • "Have I told you I love your software lately! Really, thank you so much for creating it, such a service to acupuncturists and patients who receive more care because their practitioner is in the room not writing in a chart, or filling out long forms! (I tell all my colleagues and they are jealous they didn't start out with it like me!)"
    - Sarah Piestrup, L.Ac.

  • "I'll second the Clienttracker thumbs up. It makes insurance billing so simple. It is great for a solo practitioner on so many levels. It allows for single access on a single computer, but also works for multi-practitioner as long as you have only 1 person editing at a time. You can send appointment reminders with one click, and support is outstanding. SOAP note integration is great. If you are 1 person and plan to eventually do insurance billing it is the best system out there and most cost effective. (I think I've evaluated most of them.)
    - George Mandler, LDN, L.Ac.

  • "I love the new version. It is a real time saver. Thanks!"
    - Janet Linden, DOM

  • "After "test-driving" several office management programs, I chose ClientTracker because it provided the most bang-for-the-buck in terms of features and flexibility. It incorporates major improvements that make electronic billing and tracking a breeze. I consider ClientTracker a necessity for any acupuncture office that bills insurance."
    - Kevin Uchida, L.Ac.

  • "...can't operate without ClientTracker. Perfect for starting a practice; it helps you understand how to keep a [patient's] file and how insurance works. Invaluable."
    - Annie Campbell, DOM

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