ClientTracker ClientTracker is the complete Practice Management Solution designed for acupuncturists and other health practitioners
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ClientTracker Description

ClientTracker is the complete Practice Management Solution designed for acupuncturists and other health practitioners ClientTracker is the complete Practice Management Solution designed for acupuncturists and other health practitioners. Its easy-to-use, friendly interface and user-friendly processes make it a good addition to your practice.Here are some key features of "ClientTracker":Billing· Creates professional invoices, superbills and CMS-1500s (HCFA-1500s) using the new CMS Form and National Provider Indentifier (NPI) numbers· Complete electronic billing solution: create and track batches of insurance claims and upload them to a clearing house· Consolidates insurance information for easy reference and billing· Auto-fills invoices with patient information, common procedures and codes, insurance information; tallies balances· Tracks invoices until they are paid, displays aging reports, and sorts clients by outstanding balance· Improved payment on account process handles lump sum payments, insurance co-pays, multiple payments and adjustments. Intuitive entry, a printed receipt and report of invoices paid by a payment on account.· Easy-to-enter payments from insurance companies for a number of invoices· Group clients into families for distributing payments· Recently updated Procedure and Diagnosis codes with easier sorting and searching· Print CMS-1500's on blank paper or pre-printed forms.· Option to tax Procedures where required Simple Check Register:· Record all payments: checks and bank fees· Record all deposits: checks, cash, credit cards, electronic bank interest· Print deposits slips· Reconcile monthly bank & credit card statements and print reports Client Records· Stores client personal information: addresses, phone numbers, email, age, occupation, etc.· Sorts clients efficiently, using more than 20 different criteria, including Client ID/ Folder #· Collects thorough medical histories, past conditions, allergies, hospitalizations· Stores S.O.A.P. notes: chief complaint, pulses (s,m,d), points needled, herbs prescribed, photos, etc. for easy review· Easy-to-copy SOAP notes from a previous visit· Add multiple SOAP notes to an invoice· Prints S.O.A.P. note reports for dates or clients that you select· Tracks "No Shows", "Cancellations", client birthdays, and more· Stores a photo of each client· Consent to Treatment form· HIPAA-compliant Privacy Practices, Receipt of Privacy Practices, and Authorization to Release Health Information forms· Set a default invoice type and practitioner for speedy data entry Scheduling· Intuitive calendar interface lets you view your schedule by day, week or month· Multiple practitioners & multiple rooms for all appointments· Sends automatic appointment confirmations via email with a link to a map and directions· Allows you to schedule recurring appointments in one easy operation· Smart interface--type a partial client name, the program will fill in the rest· Allows you to incorporate reminders for personal appointments in your workday scheduleInventory· Efficiently tracks your herbs, supplements and other supplies· Vendors: contact information for all vendors of herbs, practice and office supplies; view all products by vendor· Automatically adjusts inventory totals as you sell or replenish product· Re-order alerts let you know when it's time to replenish your stock· Log tracks all inventory adjustments· Allows you to distinguish between taxable and nontaxable items Marketing· Generates customizable welcome letters, referral thank you letters, and birthday greetings· Prints mailing labels and envelopes for Clients, Vendors or insurers using up to 20 adjustable criteria· Sends individual or mass emails right from within the program· Automatically dials client phone numbers with a click of the mouse Secure and Easy-to-Use· Improved speed throughout· Simple browser-like navigation, using "Back, "Forward" and hyperlinks· Logical toolbar with intuitive icons· Windows or Mac· Includes password protection and automatic data backup for security· Printer friendly formats for all data screens· Confidentiality Notice on all emails· Easy-to Restore Backup Reports· Expanded financial reports: sales tax, cost of goods sold, financial summary, payment log· Detailed configuarable transaction report - Get summary of income, sales tax, discounts by date range, practitioner, and/or client· Unpaid Invoices, Unfiled Claims, Office Visits with No Invoice, etc.· Deposit Slips, Credit Card Deposits· Print statement of account for clients showing charges and payments· Print Multiple SOAP notes, upcoming appointments· Cost of Goods Sold, Inventory List, Inventory by Vendor, Items to ReorderLimitations:· Certain functions, including printing, are not available in the demo.

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