Patient Records

The majority of your clinician's work will be done in the patient records section of ClinicTracker which is comprehensive, intuitive and easy to navigate. This section encompasses every aspect of your client's record, from demographic and financial information to paperwork and compliance. 

Review the following topics to learn about each aspect of the patient record. 

1. Demographic form - Each patient record starts in the Demographic form. Use this form to record admission status, program and staff assignments, insurance and financial, and more. A patient must first be entered in to the Demographics form before you can use any other area of the patient record for this client. 
2. Patient Contacts - Use this section to collection information to appear the client's treatment history, including appointment and collateral notes. 
3. Patient Dashboard - Review and update information from various areas of the patient record all from one place. 
4. Document Library - Store external documents including Word docs, Excel sheets, and more for re-use as an attachment to the client record.
5. Related Documents - Here you can attach digitized external documents (such as lab results, correspondence, and court papers) to a patient's record.
6. Scheduling/Treatment Groups - ClinicTracker lets you set up groups of patients with shared appointments for easier and quicker note taking. 
7. Scheduled Events - Use ClinicTracker's version of a Microsoft Outlook-type scheduling system for an integrated and intuitive system that connects all aspects of your patient information from appointments to progress notes to billing. 
8. Paperwork - Here you will be able to access the numerous stock paperwork templates that ClinicTracker offers. 
9. Insurance Authorizations - Track your patient's insurance authorizations here.