Upgrades are released periodically to add major new features to ClientTracker.  Updates are made available to improve performance and add minor features to the existing software.

• Updates are free to everyone as they are intended for performance enhancement.


• Upgrades have major new features and are free to those on a current support contract; for the original operating system on which ClientTracker was installed

4.0.21 Features (January 2012)

• HIPAA 5010 - Expanded Zip+4 display fields
• PRACTITIONER - Improved primary and insurance address designation

4.0.20 Features (November 2011)

• REPORTS - Expanded search criteria for Postings Log
    -- improved Transactions & Product Sold Reports
• INVENTORY - Export data including:
    -- inventory items
    -- items that have been sold (by date range)
• CALENDAR - Make an appointment for inactive clients using the QuickFinder
• E-BILLING - ZIP+4 lookups for HIPAA 5010 compliance
• CALENDAR - Quickly see if an invoice has been created for an appointment
• CLIENTS - New printout of only personal info (e.g. to be shared with client for updating)

4.0.19 Features (October 2011)

• INVOICES - Faster entry of multiple Procedures and Products
    -- tab to the end of the line opens QuickFinder
• INVENTORY - Ability to change Vendor for items that have been sold
• CALENDAR - Make an appointment for inactive clients using the QuickFinder

4.0.18 Features (September 2011)

• CLIENT STATEMENTS
    -- New Date Last Statement sent on client's Invoices screen
    -- use QuickFinder to view or print a list by Last Statment date
    -- Ability to add custom notes to printed statements
• SAVE TIME - Additional calendar-style date pickers to speed data entry

4.0.17 Features (August 2011)

• CONFIRMATION EMAIL - New choice to not show appointment end time
• SOAP NOTES - Client gender added to printed SOAP header

4.0.16 Features (August 2011)

• INVOICES & SOAP NOTES - Faster invoice entry of multiple Procedures and Products using keyboard shortcuts
• EMAIL - Add an attachment to an email sent from ClientTracker
      -- Single or multiple recipients
      -- Templates can have attachments too
• INVOICES - Option to change date of new invoice when you Duplicate Invoice
• SAVE TIME - New fields to store your Ginkgo Software account login info

4.0.15 Features (July 2011)

• SOAP NOTES - Smaller font & improved spacing to save paper, plus custom printouts
      -- Choose what sections & components to print
      -- Customize some section labels
• EXPORT CLIENT INFO - From the List or Personal screen
• CLIENTS - Tool tip shows Balance separate amounts due from Client & Insurer
• MARKETING - New Birthday List options for printing or emails
• INVOICE LIST, 1500
     -- Use QuickFinder to search by Date Claim Sent
     -- Easily print a list of claims sent for any date or date range
• REPORTS - Accounts Receivable option to sort by client
• INVENTORY - Enter "optimum quantity" to have on hand for your items
• PROGRAM WINDOW - Option to maximize to full screen for Windows OS

4.0.14 Features (July 2011)

• FORMAT TEXT - customize how you see & print info
      -- SOAP Notes & SOAP Templates
      -- Letters, Forms, and their templates
      -- Your print headers for invoices & reports

Pre-4.0.14 Features added before 4.0.14 (April-June 2011)

• 1500 - Ability to clear Box 17 & have no referring physician
• SOAP NOTE - Option to set default main tab for each individual one
• INVOICE - Faster action of creating line items with multiple dates
• INVOICE (Product QuickFinder) - Tool tip shows Vendor & Cost
• CALENDAR - Improved options for printing appointment schedules
• PROTECT YOUR DATA - New automatic Additional Backup options to external location
• EMAIL - Send email from ClientTracker using your Gmail account
• CALENDAR - Start time default for new Reminders
• CALENDAR - Option to use Room Capacity feature
• PRINT ENVELOPES - options to accommodate a variety of printers as portrait or landscape
• CLIENT DOB - updates immediately as birthday passes
• ATTACH FILES - Faster action on SOAP Note & Client record