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 schedule

Inventory
· 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 Reorder


Limitations:

· Certain functions, including printing, are not available in the demo.