Using ClinicTracker Features

Detailed instructions for making the most of our many features.

Welcome to Using ClinicTracker Features.

ClinicTracker offers a wide range of features to support Behavioral Health Clinics. Use these Guide pages to learn all of the ins and outs of features like Patient Portal, Quick Info Pane, Telehealth Connector and More!

Using BillingTracker

Total Service Fee Calculation

Fee Hierarchy

Non-Billable Appointments

Handling Claim Rejections

Transitioning Claims From ClinicTracker to Billing Tracker

Using Reports

Staff Assignments Report

Using Form Builder

Using Form Builder - Form Controls

Using Form Builder - Creating Custom Form Colors

Using Templates in Form Builder

Add New Related Documents To Locked Forms

Using Patient Portal: For Patients

Using Patient Portal 2.0

Staff Portal Dashboard Builder

Unified Messaging

Using Workflow Builder Versioning

Using Bulk Search and Sign for Custom Forms

Using Carequality Connector

Using Common Phrases

Using Insurance Verification

Using Lab Integration

Using Telehealth Connector

Using the Quick Info Pane

Using Insurance Authorizations

Search Eligible Appointments for Authorizations

Insurance Authorizations

Using Scheduler

Viewing and Printing a List of Scheduled Events

Using Staff-Specific Event Defaults

Scheduling Your Calendar Events

Checking Patients In and Out for Appoinrments

Inspecting Staff Schedules at Your Clinic

Setting Up Your Calendar Views

Managing Staff Scheduler Settings

Using Scheduling Availability

Using My Schedule Widget

Using Scheduler Icons and Colors