Configuring the System

While ClinicTracker comes ready to use, you have many options for customizing the system so it looks and functions exactly the way you want it to. Below we've listed just some of your options:

 

  1. Branding the Login Screen - Add your logo to the ClinicTracker login screen
  2. Maintenance Menu - Add your own options to the many drop-down menus throughout the program
  3. Appointment Save Restrictions - Prevent a user from saving an appointment that doesn't meet certain criteria (e.g., insurance doesn't cover the specific type of service rendered)  
  4. Client Rights & Responsibilities - Tell the Compliance Module how it should track the creation and re-authorization of the Client Rights & Responsibilities form
  5. Options form - Configure ClinicTracker down to the most minute detail, from what fields should be displayed to the number of minutes of inactivity that should elapse before the security screen displays.
  6. Template Headers - Configure your header template the way you want it to appear in printed or exported documents. 
  7. Custom Labels - Rename many labels and paperwork items according to the terminology you prefer.
  8. Signature Tablets - Set up your signature tablets so they work smoothly
  9. Admin Config Menu: Explore a host of options, such as displaying barcodes on paperwork items, configuring insurance notes default text, configuring the Treatment Recommendations form, creating custom output templates, using eForms, setting global form and report visibility, and importing custom reports.

 

Related Webinar:

 

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