Setting Up Your Features

Explore the Features you have access to with ClinicTracker

This section of the guide will introduce you to each of our features, discuss the benefits and explain how to get started.

Go to Help > My Feature Dashboard to see what features you currently have.

Customization Tools

Automatically Grant New Staff Access to Specific Patient Groups or Places of Service

Getting Started with Form Builder

Getting Started with Report Builder

Getting Started with Workflow Builder

Getting Started with Campaign Builder

Getting Started With Patient Portal

Billing Service Self Service Portal

Getting Started With Staff Portal

Getting Started With Co-Triage Integration

Getting Started With HIE Connector

Getting Started With Wiley Treatment Planner Integration

Getting Started With ePrescribing

Getting Started With Appointment Reminders

Getting Started With Direct Secure Messaging and eFax (Cloud Communications Package)

Getting Started With Lab Integration

Getting Started With Credit Card Integration

Getting Started With Billing Service

Getting Started With Insurance Verification

Getting Started With Carequality Connector

Getting Started With ClinicTracker Mobile

Getting Started With Telehealth Connector

Getting Started With ASAM CONTINUUM Integration

Workflow Options

Getting Started With Self Check-In

Getting Started With Signature PIN

Getting Started With Two-Factor Authentication

Restrict Access by Place of Service

Start Granting Access to Intake Status

Getting Started With Text Templates

Start Auto-Linking Appointments

Start Auto-Filling the Program Field

Start Auto-Filling Authorization Code

Start Sharing Open Notes with Patients

Start Auto-Filling Previous Supervisor

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