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Entering Your Clinic Data During Implementation

Provide basic details about your clinic.

Welcome to Entering Your Data

ClinicTracker can automate many of your clinic's workflows. In order to do that successfully, it is important to have some basic reference data about your physical spaces, your staff members, and your services. During this part of your implementation, you will be asked to enter this data into the system. Go to Utilities > Maintenance.

Some people find it helpful to organize the data first in a workbook.

These pages will help you through this process. Pay special attention to Entering Your Staff Records, Entering Your Services and Entering Your Insurance. These three items should be completed by all clinics. The other Maintenance items might be used, depending on the setup of your clinic.

Staff Assignments (Caseload Management)

Entering Staff Scheduling Event Defaults

Using Staff Info: Automatic Staff Assignments

Entering Your Staff Assignment Types

Entering Your Staff Info Records (Required)

Exploring the Staff Info Form

Entering Your Services (Required)

Entering Your Insurances (Required)

Entering Your Buildings (Required)

Entering Your Rooms

Entering Your Patient Groups

Entering Your Programs

Entering Your Schedule Event Types

Entering Your Credentials List

Entering Referral Sources and Outside Providers