Latest Features and Improvements
These updates are available with your current subscription
Version 7.0.10 (Mac and Windows, released July 2019)
Improved functioning in :

Email Sending
  • Working and more dependable
  • Emails with attachments go through

Calendar
  • Practitioner & Room view show top of appointment bubble
  • Printed reports show cancelled appointments in light gray

Invoices and Insurance
  • Tracking of visit series improved
  • A new client's address auto-shows on 1500
  • 1500 box 14 Date current illness, option to show year as 2 or 4 digits
  • Turn an "other-insured" into a client
  • Expanded insurer company report to reflect 1000 clients

Admin Settings
  • Editing the Sales tax updates inventory items
  • External backup working on Macs

Version 7.0.03 (Mac and Windows, released January 2019)

Faster Performance
  • Faster, updated platform compatible with Mac Mojave (10.14) and the latest Windows 10 updates
  • Rapid loading of main list views, with details about the current record while viewing the list
  • Universal email sending system to avoid local program hassles and make setup easier
  • New, faster host for Cloud, with secure document storage

Invoices and Insurance Options
  • Enhanced 1500 Insurance Claim Form may use Times New Roman font if required by insurer
  • Improved, easier-to-use creation of credits for insured and non-insured invoices

SOAP Notes
  • Now open in a separate window, to stay open while you work elsewhere in the program
  • Option to load all of a client's SOAPs when viewing, or just one for faster loading

Reports
  • Improved details and options for liability report


Version 6.3.0 (Mac and Windows, released March 2018)
All the below, plus:

NEW! Package Visit Series tracking. 
  • Three types: Insurance, Payment on Account packages, Client
  • Insurance: track # of visits, benefit amount, and/or expiration date; authorization #s will auto-populate in a 1500
  • Payment on Account Package: create a visit series for a new POA amount; assign the number of visits
  • Client: use this visit series to track other types of visits
  • Assign a series to an appointment or on the invoice

Invoices
  • Enhanced Payment on Account tab for both Clients and Insurance companies easier to use and read,  errors less likely
  • Improved sort order by date.
​Settings
  • Simplified sales tax entry and updating current sales tax

Version 6.2.1 (Mac and Windows, released December 2017)
All the below, plus:
Calendar
  • NEW!  View calendar in separate second window!
  • NEW!  Use keystrokes to generate or go to an invoice and go to SOAPS
  • Easier editing of recurring appointment
  • Improved: Add new client from appt pop up, new quick finder to reduce duplicates
Appointment Confirmations
  • NEW! Turn off confirmations for edited appointments  
  • Auto-fill of the Date Confirmed box is improved  
  • Improved: reduced data entry errors, adding new client email

Invoices
  • NEW!  Print Superbill without products showing
  • NEW!  Add to and Diagnosis codes Procedure codes, Inventory to the master list "on the fly" from an invoice or SOAP   
  • Payment on Account: distribute payment action is improved 
1500
  • NEW!  Option to turn off amount expected alert
  • Improved: Provider information updating
  • Improved: Copy Previous for the 1500, brings forward all boxes from previous Invoice. 

Version 6.2.042 (Mac and Windows, released September 2017)
All the below, plus:
​Appointment Confirmations
  • NEW!  Custom individual practitioner templates! Including customized text reminders!
  • NEW!  Individual merge fields to customize your confirmation, including Room, End Time, Appointment Type
  • NEW! Scheduled confirmations are now sent when ClientTracker is opened for day(s) missed
Calendar
  • NEW!  Symbol on calendar view to quickly see visits needing an invoice
  • NEW!  Edit entire series of Recurring Appointments or Recurring Reminders
  • Improved: Adding a New Client action changed to reduce possible duplicating an existing client
Room Capacity function improved
  • Intermittent freezing no longer happens when capacity has been reached calendar
  • When appointment is cancelled or no shows, the room is emptied, allowing a new appointment to use it
Clients
  • NEW! field on the Client personal tab, preferred method of contact
  • Improved, more accurate age reporting 
Reports -- Improved
  • Accounts Receivable  
  • Payments and Postings
  • Inventory dates
ICD-10 Code Library
  • NEW!  Full set of 2018 ICD-10 codes for your reference
SOAPS
  • Date of service and patient age display on printed SOAPS
  • Improved: format option back on SOAP notes
Invoices
  • Insured Overpayment function restored
Email
  • Improved: attaching files to an email, easier now  
Version 6.2.02 (Mac and Windows, released March 2017)
​All the below, plus:
  • ​Invoices
    • NEW! Ability to print receipt without printing invoice
    • 1500 Form, Box 33 for e-billing improved
Version 6.2.01 (Mac and Windows, released March 2017)
All the below, plus:

ClientTracker Cloud ONLY 
  • NEW!  ClientTracker Mobile  access your calendar from your smart phone ​Click for information   
  • Create an email with an attached PDF of an invoice or SOAP Note improved
Cloud and Desktop
  • SOAP Notes
    • NEW!   Larger fields in SOAP notes. Just click +
    • NEW!  “Today” border for SOAP notes
  • Invoices
    • Box 24j, auto filling on 1500 when copy previous is selected
    • Copy previous Invoice improved
    • Printing Simple invoice improved
    • Place of Service displays on printed Superbills
  • Calendar
    • NEW!  Support for OPEN appointments with no client booked yet
    • NEW!  Appointment Type and search capabilities
    • NEW!  Easily turn a single appointment into a recurring series
    • NEW!  Appointment status icons for no invoice, first visit with a practitioner, etc.
    • Room capacity feature no longer freezes ClientTracker
    • Reminders functions improved
  • Reports
    • Faster Reports: Accounts Receivable, Unpaid Invoices and  Deposit Slip
  • Clients
    • NEW! QuickFinder added to Personal tab
  • Settings
    • Staff password level can access email set up and sales tax
  • Emails & Letters
    • Merge fields fixed

Version 6.1.01  (Mac and Windows, released September 2016)
All the below, plus:
  • ICD-10 2017 Update  Version 6.1 contains all the new and changed codes.  If you upgrade from an earlier version, it will also update the codes in your Diagnosis List (i.e. the ones you use) to the new set.  For more info about the ICD-10 changes for 2017, click here.
Version 6.0.15  (Mac and Windows, released August 2016)
All the below, plus:
  • SOAPs and Lists
    • New!  Larger SOAP entry fields available as an optional pop-up
    • New!  Choice of scrollable or expandable standard text entry fields on SOAP
    • New!  Status icons for Appointments & SOAPs list views, including new "first time with practitioner"
    • New!  Highlighted "today's SOAPs" with no invoices for quick processing
    • Faster opening of Appointments & SOAPs list for Clients with many past visits
  • Invoice & Payments
    • New!  Ability to view product cost information from an invoice line
    • Improved processing of overpayments and returns making crediting patients easier
    • Fixed the display of Client POA allocation calculation for the total
  • Calendar
    • New!  Enhanced Time Selector buttons for setting appointment times
    • New!  Ability to access the Waiting List directly from top menu
    • Restored the Export Appointments function to top menu
    • Improved navigation & returning to last day viewed
  • Email
    • Improved sending of Automatic Confirmation Email when Recurring Appointments are made
    • Fixed merge fields on emails sent to multiple recipients
  • Inventory
    • Improved inventory calculations and functionality
    • Quick reset of Quantity on Hand (QOH) to 0 (zero) for individual item or found set
    • New!  Reset QOH and/or Cost on individual item or found set
    • New!  Rebuild all inventory items for accurate Quantity Sold, QOH, and Cost
    • Sales & Profitability report now has choice of running for all items, active items, or inactive items
Version 6.0.14  (Mac and Windows, released April 2016)
All the below, plus:
  • Recurring Reminders improved 
  • Occasional disappearing appointments fixed
  • Calendar display issues improved
  • First open of calendar to wrong day, fixed
  • Primary Room is now automatic
  • Added SOAP Final indicator on calendar list view
  • Viewing Diagnosis CodeTracker at 150 zoom fixed
  • 1500: Deleting all diagnosis codes, also deleting first procedure code, fixed
  • 1500: Box 24j not populating from insurer improved
  • Invoice Note: upcoming appointments no longer show any Cancelled appointments
  • Deleting a "Credit Issued" fixed
  • Added optional Save button to Client's History tab & SOAP Note

Version 6.0.12  (Mac and Windows, released April 2016)
All the below, plus:
  • Windows sizing issue for Windows' computers resolved
  • 1500 claim form: 
  • Data handling improved for Box 32 (a + b) and Box 33 (a + b) 
  • Adding non client insured error fixed
  • Calendar Time in and Time out addressed
  • Calendar List View not Holding Refined.
  • 1500 Form 11a gender no longer shaded out


Version 6.0.09  (Mac and Windows, released December 2015)
All the below, plus:
  • Windows OS: "Shrinking window" issue resolved - program window now remains fixed in place
  • Back button behavior improved
  • Inventory functions all checked and refined
  • Calendar functions checked and New! refresh button added 
  • Points Needled show on SOAP notes right after adding them
  • Intermittent SOAP freezing addressed
  • Generate Credit button on invoices behaves properly
  • Printed Superbill shows patient DOB
  • 1500 claim form: 
    • Data handling improved for Box 32 (a + b) and Box 33 (a + b) 
    • New!  Box 14 now has a user choice for default (at the bottom of the screen)
  • New!  Credit card option for Insurer payments
  • New!  Enhanced QuickFind action on 3 lists: Client, Invoice and Inventory, located in the top right of the lists

Version 6.0.07 (for Mac only, released November 2015)
  • Compatibility issues with OSX 10.11 "El Capitan" resolved
  • Duplicate invoice feature restored
  • Recurring Appointments function restored
  • Email merge fields restored
  • Client Insurance: creation & management of non-client Insured information improved

Version 6.0.06 (released September 2015) - PREMIUM FEATURES
  • ICD-10 updates ready for national deadline in October
    • Enhanced Diagnosis List to work with the new codes
  • New!  Amazing CodeTracker utility to help with the transition from ICD-9 to ICD-10
    • Includes a tool to quickly convert your ICD-9 codes to their ICD-10 equivalents... right on the superbill!
    • Built-in access to a complete library of ICD-10 codes and their descriptions
  • New!  Enhanced security - up to 4 password levels supported, with new interface
    • Manage access to different parts of the program by user group
  • New!  Send invoices and other documents via PDF from the program itself
  • New!  Copy & paste appointments on the schedule
  • New!  Easy year-end tax report for your clients
  • Additional ways to search for clients
  • Display of Total Due from each insurer
  • Improved platform to be compatible with technology changes
    • Faster overall program speed

Features added for v5.2 released December 2014​​
  • Text message appointment reminders
  • Barcode scanning supported
  • Insurance verification worksheet
  • Pain scale on the SOAP Note
  • Appointment time in & out
  • Same-day appt confirmation email option
  • List of "My Resources" for your practice
​
​​​​​Features added in earlier versions of ClientTracker 5
 5.1.12 May 2014,  5.1.09 March 2014,   5.0.7 Dec 2013,   5.0 Jan 2013
See the FAQ, Frequently Asked Questions for additional information.

NEW 02-12 Version of the 1500 FORM  with pop-up instructions
  •    Amazing, EASY interface with box-by-box instructions
  •    Quick links to manual, "Pro Tips" for billing, and your own Notes about each box
  •    Instructional video to inform you and your staff of the changes, and what to do
"Multi-Pick" to add multiple Diagnosis, Procedures, or Products to any invoice
  •    Choose as many as you want and add them all with one click!
See the FAQ, Frequently Asked Questions for additional information.

Enhanced Electronic Medical Records Capabilities
  •   HIPAA compliant, using accepted EMR standards for data encryption and protection.
  •   Practitioner signatures for SOAP Notes and Invoices
  •   Access Log to track who logs in to your file and when
QuickClips, Improved Email Attachments, & File Storage
  •   Store your often used phrases, sentences or paragraphs                                                                                                                    o Quickly paste into almost anywhere in ClientTracker
  • New Cloud storage of "practice files" used for email attachments
  • One-step convert invoice to PDF and email to client as attachment
SOAP Notes & SOAP Templates
  •   "Copy Previous SOAP" button to speed up data entry
  •    Body Mass Index (BMI) Calculator right on the SOAP Note!
  •    Free form SOAP Note -- a blank slate for you to create & format as you wish
  •   Client Instructions -- use for special instructions, information; even promotions!                                                                           o Customizable and prints separately from the SOAP Note                                                                                                                   o Add the Next Appointment date                                                                                                                                                              o Add an “ingredient list”
  •   Private notes -- exclude from SOAP printouts as desired
  •   New fields -- weight and electric acupuncture procedures
  •   New time start & end fields for Treatments to support CPT coding
  •   Mark a SOAP final with a date
  •   Editable lists, data entry shortcuts, and customizable SOAP Note fields
  •   Choose between scanned signature, a blank signature line, or nothing at all
  •   Quickly delete all line items - not just one at a time
Products & “Formulas”
  •   SOAP Templates now have Products, so you can set up “formulas” of many constituent                                                    ingredient line items, and import them into an existing SOAP Note
  •   Option to copy Products from previous SOAP Notes and SOAP Templates
  •   Generate “label” information including a list of ingredients, and print from ClientTracker, or paste into label printing software of your choice; saving the label info in the SOAP Note
  •   Copy “instructions for use” quickly from any Inventory item added to a SOAP Note as a
  •   Product sold - paste into Client Instructions or Formula Label as needed
Invoices
  •   "Copy Previous Invoice" button to speed up data entry
  •   Easily change the order of line items on any invoice by dragging them up or down
  •   Quickly delete all line items - not just one at a time
  •   Choose between scanned signature, a blank signature line, or nothing at all
  •   Add the Next Appointment date to the invoice note
  •   Superbill for insurance companies has the Place of Service
  •   Set a default for a new client’s invoice type
  •   Add Client Checkout Notes that appear as an alert on invoices
Client Payments & Adjustments
  •   View and print a list of all a Client’s payments from their record
  •   Add Next Appointment info to printed receipts
  •   Easily find unpaid invoices with just Client balance
Appointment Confirmation Email
  •   Schedule to send automatically 1, 2, or 3 days before the appointment
  •   Option to send upon appointment creation or not
Appointments
  •   A client’s “previous” and “next appointment info” shows on the pop-up Appointment window, if                                              they exist
  •   Appointment type totals added to Calendar layouts and schedule printouts: Initial, No Show, etc.
  •   Waiting List feature finds Clients who want an appointment ASAP or need a return visit in the future
New Reports
  •  Items Sold - option to choose as list or sorted and subtotaled by practitioner
  •  Appointment - Invoice Status - prints from Calendar, a list of appointments and if an invoice                                                  has been created or if it is paid or has a balance due
  •  Vendor Reorder Worksheet - prints from vendor record; list of all items, with all quantity  on                                                 hand & suggested reorder quantities
  • Select Unpaid Invoices with balance due from client OR insurance... Easy way to send statements!
Enhanced Reports
  •   Diagnosis Codes & Procedure Codes - option to choose subtotaled by practitioner
  •   Client Statements
               o now show Adjustments & separate out insurer balance due from the client’s balance due
               o new options choose to print selected, all or just unpaid invoices on statement
  •   Transactions - now separates Payments & Adjustments and shows Adjustments by type
  •   Visits with No Invoice - Easy options to mark visits for which you won't need an invoice so
     they won’t show on this report in the future