ClientTracker Adds the Features You Want

We are constantly improving ClientTracker - keeping old favorite features, and adding new ones based on customer suggestions.  Over the years, this has resulted in a program full of useful tools and features designed for the way that our customers work.
ClientTracker provides benefits in addition to the features of the software
Your initial ClientTracker purchase comes with an annual subscription to a package of benefits, including email and phone support,  and technical assistance.​
  • For a detailed look at our Version History (including what was added or fixed), click here.

New Features Now Available in ClientTracker v6.2   released March 2017

  • OPEN appointments without a client booked yet
  • New Appointment Type designation and search capabilities
  • Easily turn an existing appointment into a recurring one
  • Appointment status icons for no invoice, first visit with a practitioner, etc.

Features Added in ClientTracker v6.1   released August 2016

ICD-10 2017 Updates -  Yes!  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.  
ClientTracker Mobile (Cloud only)
Click here to see more about ClientTracker Mobile
  • Access your schedule from your mobile device
  • HIPAA secure
  • Create, edit or reschedule appointments
  • Comes with your Cloud subscription

Features Added in ClientTracker v6   released September 2015

...for both our Desktop and Cloud versions
Standard Features included in v6
The best acupuncture-specific list of ICD-10 Codes
  • New Customers & Demo  Full descriptions, equivalents, and notes to customize the codes you use most
    • These come with any new purchase
    • If you already have a custom list of ICD-9 codes you use in your practice, it can usually be imported and upgraded to ICD-10 for an extra fee
  • Existing Customers  Upgrades from previous versions of ClientTracker will automatically build a matching list of ICD-10 codes!
    • Your existing ICD-9 code set will be analyzed by our program and matched with the officially equivalent ICD-10s
    • This creates a custom list of only the new codes you actually need and use in your practice
  • 1500-Form & Superbill enhanced to display ICD-10
  • Dynamic Diagnosis List with expanded info - access to the complete library is included as a Premium Feature
Enhanced security and control for your practice
  • Up to 4 password levels now supported
  • Levels have access to different parts of the program
  • You control to whom passwords are assigned
Copy & paste appointments as much as you want
  • Easy way to move appointments on graphic calendar
  • Copy multiple times to make recurring appointments
  • Flexible choices for rescheduling or future visits
More enhancements and improvements
  • Additional ways to search for clients
  • Display of Total Due from each Insurer
Additional Features
The amazing CodeTracker makes ICD-10 a positive change
  • Use your existing ICD-9 codes to look up ICD-10 equivalents
  • Organize and search your code list by category
  • Create "code combos" for rapid deployment​
A handy Code Converter for ICD-9 codes copied forward
  • ClientTracker already copies the last visit's codes
  • When these have to be ICD-10, it's easy to convert!

Complete ICD-10 Code Library
Access to the full library of over 118,000 ICD-10 codes is available with your subscription.  Easily search to find the ones you need, as you need them, and add them to your program list with one click!
  • This saves you the tedious work of searching a code book or online database and manually entering the codes one at a time
Send common documents to clients quickly!
  • Save as a PDF and attach to an email
  • Send statements, invoices, receipts, tax reports, SOAP Notes, etc.
  • Send to third parties (e.g attorneys & insurers)
  • A copy of the email is saved in the client record
Year-End Transactions Report for taxes
  • Generate in a few clicks from the client's record
  • Has your Tax ID and other required info