Using Client Tracker

Using Client Tracker is as easy as 1-2-3!

1. Client Demographics
This client activity tracking software allows you to enter any relevant information about your clients, from insurance to address details to emergency contacts!

Client Tracker, Client Demographics

2. Client Activity Tracking
With the automation built in to Client Tracker, it takes less than one minute to add a new client session.  Client Tracker’s simple and effective activity screen allows you to track all sessions, activities, payments, no shows, etc.  You only need to enter a date and CPT code and the system will automatically calculate the expected insurance and client liability.

Organize Client Activity

3. Payment Reconciliation
Client Tracker has a unique feature that allows you to track each insurance and client payment to ensure you get paid.  Once you receive your EOBs or check, just check the box next to each paid activity and the system does the rest.

Track insurance and client payments

Be Prepared. Be Prompt. Be Paid.