Setting Up ClinicTracker

Use these resources to complete your Implementation.

Welcome to ClinicTracker!

During your implementation, you will be meeting with your ClinicTracker Guide. You'll also have access to these Guide Pages to reference as you set up ClinicTracker to meet the specific needs of your clinic. We have so many features and time-saving strategies, and now is the time to set up the features that help solve your clinic's biggest challenges.

Entering Your Clinic Data During Implementation

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