ClinicTracker Quick Reference
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Text Templates
Installation
System Requirements
Set Database Path Information
Terminal Server Scanning Installation
Terminal Server Printer Configuration
Client Install
ClinicTracker Connect AutoUpdate Service
Portal Package Registration
Registration
Adding an Authorized Representative
Logging In
Troubleshooting
Resolving a login problem for Windows 10 users
Configuring the System
Options Form
Configuring Template Headers
Configuring Custom Labels
Configuring Client Rights and Responsibilities
Branding The Login Screen
Signature Tablets
Set Global Stock Form Visibility
Appointment Save Restrictions
Set Global Stock Report Visibility
Maintenance Menu
Set Report Access Permissions
Staff Info
Creating a Staff Info Record
Copy From Other User
Viewing Modifying Staff Info Records
Basic Info Tab
System Permissions Tab
Personal Tab
Additional Options Tab
Staff Based Activity
Configuring The Form
ClinicTracker Basics
About Form
The Main Screen
Find Form
Quick View Pane
Navigation
Actions Menu
Creating Vs Modifying Records
Frequently Used Controls
Frequently Used Icons
Frequently Used Conventions
Request Record Modification and Error Message Reporting
Quick Links
Treatment Phases
Scanning
Common Phrases
Patient Records - Demographics Form
Description Of Fields
Creating A Patient Record
Modifying A Patient Record
Setting an Individual Patient to Have no Compliance
Service Specific Fee
Reduced Fee Schedule
Info Release Tab
Actions Menu
Discharging A Patient
Readmitting A Patient
Deleting A Patient Record
Scanning Insurance Card into Insurance tab
Linking an external contact
Linking an external contact to a Patient Contact record
Name Change Audit Log
Alias
Terminating Coverage
Merging a Patient into Another Patient
Gender Identity on Demographics Form
Related Documents
Adding a New Record
Viewing Existing Records
Scanning into Related Documents
Sending a File From Related Documents
Document Library Usage
Insurance Eligibility Verification Review
Initial Configuration
Individual Insurance Eligibility Requests
Insurance Authorizations
Insurance Authorization Master Packages
Initial Authorization
Expiring Authorization
Entering an Insurance Authorization
Associate an Insurance Authorization with an Appointment
Changing the Authorization or Revision Number
Patient Contacts
Appointments
Collaterals
Program Modules
Add Similar
Importing Rating Scale Data
Medication
Locking Records
Progress Notes
Editing Locked Records
Actions Menu
Treatment History
Calculate Service Units
Paperwork
Accessing the Paperwork Module
Formatting Tools
Paperwork Notification
Spell Check
Treatment Phases
Loading Prior Information
Sensitive Information Checkbox
Acuity Questions
Impairment Questions
Mental Health Paperwork
Chemical Dependence Paperwork
Paperwork Utilities
Custom Form Formula Execution
Unified Messaging System
Using the Message Board
Form Layout
Creating a Message
Formatting a Message
Adding a Website Link
Adding a File Link
Adding a ClinicTracker Form Link
Deleting a Message
Reminders
System Notification
Cloud Communication
Creating a Collateral record from a Patient Portal Message
Sending a Message to the Patient Portal
Scheduler
Scheduler Basics
Scheduler Icons
Scheduler Coloring
Other Features
Scheduler Views
Navigating The Calendar
Resource Views
Scheduler Event Types
Event Details Form
Event Preview Window
Creating An Event
Editing An Event
Deleting An Event
View Event List
Linking To Patients Staff And Groups
Setting A Recurrence
Working With Recurring Events
Conflict Checking
Event Review
Check In Sheet
Mapping with Google Maps
Setting Availability
Find Available Appointment
Export Event to ICS
Linking Patient Contact to Scheduler
Removing the link between the Patient Contact and Scheduled Event
Linking a Scheduled Event that has the patient Contact already created
Set Default Program in Event Preview Window
Creating a Linked Collateral
Checking a patent in from Scheduler
Appointment Reminders
Appointment Reminder Initial Configuration
Scheduler Display
Setting Reminder Status
Reminder Log
Recurring Event
Preventing Automatic Reminders
Processing a Reminder Test Call or SMS
Setting Appointment Reminder Preference
Patient Portal Appointment Reminder Preference
Patient Dashboard
Information Displayed
Patient Photographs
Checking Patients in and out from Dashboard
Configuring the Patient Portal Account
Reports
Reports Tool Bar
Drilling Down
Filtering Report Data
Reporting Disclaimer
Patient Reports
Admin Reports
Staff Reports
Maintenance Reports
Personal Reports
Select Expert
Performance Measurement Report
Favorites
Medical
Amendments
Immunizations
Lab/Radiology Order Entry
Lab/Radiology Order Search
Patient Education Resources
Patient Summary
Family Health History
Vitals
Lab Integration
Compliance Builder
Compliance Worklfow Builder
User Features
Customizing Built in Forms
Creating Custom Forms
Completing and Managing Compliance Items
Creating Documentation Compliance Rules for Specific Programs
Compliance Tracking
Create a Recurrence
Apply Compliance Rules to Existing Patients
ClinicTracker Telehealth (Legacy Module)
Configuring ClinicTracker Telehealth (Legacy Module)
Preparing for a ClinicTracker Telehealth Session (Legacy Module)
Conducting a Telehealth Session
Public Conference (Legacy Module)
Downloading Telehealth Recordings (Legacy Module)
ClinicTracker Telehealth HIPAA-Compliance Statement
Connecting to a Telehealth Session Via An Application You Download to Your Computer (Legacy Module)
Connecting to a Telehealth Session using a Smart Phone (Legacy Module)
How a Patient Can Join a Conference Through the Patient Portal
Using the Moderator Role (Legacy Module)
Eforms Module
Creating Form Groups
Other Eforms Features
Creating Eforms
Recording Group Appointments
Adding a Patient to a Group Appointment Without Having to Add Them to the Scheduling Group
Patient Records
Scheduling/Treatment Groups
Telehealth Connector - Overview
Telehealth Connector - Activating the Feature
Telehealth Connector - Distributing Telehealth Links to Attendees
Telehealth Connector - Launching a Zoom Session
Telehealth Connector - Using the Zoom Waiting Room
Telehealth Connector - Joining a Zoom Session as a Patient
Telehealth Connector - Requiring Telehealth on Select Events
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