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For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

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Knowledge Base

< Financials < Main Page

Articles in the Financials category Can your program track weekly, monthly, yearly income? ClientTracker allows you to track invoices and payments for any time period (by month, year, or any other date range you want) and it will summarize how much you billed during... Last Modified: 2007-05-21 Number of views: 1925 Generating Invoices Generating an invoice is simple with ClientTracker. When you have finished filling out your SOAP note for a given patient, simply click the "Generate Invoice" button in the ... Last Modified: 2007-05-21 Number of views: 2539 I frequently bill people for the remaining and adjusted balance on several invoices at once. Will your next release have the ability to generate statements so I don't have to mail out several sheets of paper for one patient? You can now print a Statement of Account in ClientTracker. You are also now able to bill for several visits on one Superbill, and to attach multiple SOAP notes to a single in... Last Modified: 2007-05-21 Number of views: 1513 I have clients who want to pay in advance. Can ClientTracker track credit balances? Yes you can, using the Payment on Account system. Go to that's client's information screen, then click the Invoice tab, then the 'Payment on Account' sub-tab. Here you can... Last Modified: 2007-05-21 Number of views: 1800 Can I easily switch the information in one type of invoice to another invoice type? Say you have created a superbill, and now you've decided that the information contained in it should actually go in a CMS-1500. It is easy and fast to switch from the superbi... Last Modified: 2004-01-26 Number of views: 1924

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