# ClinicTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ClinicTracker the right Patient Management solution for you? Explore 49 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130373/ClinicTracker-Connect/reviews

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ClinicTracker

4.3 (49)

[View alternatives](https://www.capterra.com/p/130373/ClinicTracker-Connect/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of ClinicTracker

Ease of use

4.1

Customer Service

4.5

## Pros and Cons in Reviews

VF

Viktoriya F

CEOHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years.

“ClinicTracker EHR is a complex system but it is capable to provide you with a capability of creating your clinical forms, reports, staff forms, patient portal, eprescribe, billing, group and individual appointments.“

July 8, 2025

KB

Katey B

General Practice DirectorHospital & Health Care, 11 - 50 employeesUsed the software for: 6-12 months.

“At times it is difficult to search for "help topics" on the User Portal as it is not always up to date due to frequent updates of the system.“

November 4, 2020

VF

Viktoriya F

CEOHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years.

“I love their webinars and ability to ask live questions. “

July 8, 2025

AK

Anthony K

AssistantMental Health Care, 2 - 10 employeesUsed the software for: 6-12 months.

“Didn't always open, the lag, the price, Telehealth was slow and had a lot of technical issues/didn't always work for clinicians.“

October 14, 2020

AM

Amber M

Administrative CoordinatorMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years.

“Any time we have requested additional training, they've delivered it thoroughly and effectively.“

July 10, 2025

BR

BRIDGET R

LISWHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years.

“They did give me staff a brief training, but then when my staff had problems I had no idea how to help because I was still trying to finish implementation and had not learned how to use it yet.“

May 21, 2020

AE

Amber E

CEOMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years.

“Pro's of Clinic Tracker; Ease of use for providers, customizable, appointment reminders, great support team, and it is very customizable so it meets the various contract needs of each program.“

November 13, 2022

BR

BRIDGET R

LISWHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years.

“Their Tier one tech support is almost useless, and only accessible through the portal.“

May 21, 2020

## Showing most helpful reviews

Showing 1-25 of 49 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AE

Amber E.  
CEO  
Mental Health Care  
Used the software for: 2+ years

### "Very customizable EHR that has a development team that is focused on meeting your needs"

November 13, 2022

5.0

We appreciate our relationship with Clinic Tracker. I have worked with several EHR's in various capacities and ClinicTracker is very responsive to the customer's development requests, they have a responsive support team and look for end user feedback to continuously improve the system.

Pros

Pro's of Clinic Tracker; Ease of use for providers, customizable, appointment reminders, great support team, and it is very customizable so it meets the various contract needs of each program. We appreciate the ability to create our own forms and reports without having to pay a developer to do so. With that, if we get stuck Clinic Trackers amazing development team will assist us in problem-solving our needs. In addition, if it is a complex project Clinic Tracks Development team is able to achieve our project goals in a reasonable timeframe.

Cons

I would love to see the future development of Clinic Tracker integrating into Quickbooks. They are updating their compliance workflow systems as end users make suggestions, which will help automate compliance and decrease our risk exposure with staff not completing documentation in a timely manner. Lastly, the patient portal is a great feature, but clients need some technical skills. I would love to see it more simple like Docusign where they are able to click into the message, sign and submit with minimal navigation needs.

Alternatives considered

[Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[Qualifacts Credible](https://www.capterra.com/p/267146/Credible/)

Switched from

[Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)

Valent was not customizable and it took too long to resolve issues when they arose.

Review Source

BE

Betsy E.  
Care Navigator  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "ClinicTracker is Amazing"

July 7, 2025

5.0

Your technical support is world‑class It's feature-rich, specialized for behavioral health, and highly customizable, with strong support and solid value. The trade-offs are in the initial setup, occasional technical hiccups, and add-on costs for pre-built modules. If you're agile enough to invest time and tech resources, this system can become the backbone of your behavioral health practice.

Pros

Clinic Tracker software is easy to use and user‑friendly... robust initial training ClinicTracker support was there for us, ready to launch on time.I’m impressed with their commitment to quality and customer care The software was very user-friendly, intuitive, and came with the support we needed

Cons

Launching it is not plug‑and‑play Modules like treatment plans, crisis plans, or diagnostic assessments don’t work well out of the box; often, you'll need custom pay-for tweaks.

Review Source

Response from JAG Products

July 8, 2025

Hi Betsy, Thank you for your thoughtful review and kind words about ClinicTracker's user-friendly design and our world-class support team! We think your organization is pretty amazing, too. We’re grateful for your feedback and insights, which help us improve, and we’re excited to work on making the setup and modules even better. It’s a privilege to support your behavioral health practice, and we look forward to our continued partnership!

CF

Carolyn F.  
Therapist  
Mental Health Care  
Used the software for: 6-12 months

### "Updates Needed"

July 9, 2025

3.0

I did not find it difficult to use but it's not the most user friendly. I would like if it was updated.

Pros

The automatic reminders to clients. This helps the client remember their appointments each week and gives them access to their portal.

Cons

Too many things to click and issues with recurring appts. When a recurring appt is changed it should not affect past appointments already completed.

Switched from

[Credibled](https://www.capterra.com/p/10027988/Credibled/)

Changed agencies. I not longer contract with the other agency using Crediblebh

Review Source

KA

Kaitlyn A.  
Registered Behavior Technician  
Mental Health Care  
Used the software for: Less than 6 months

### "High Potential "

July 7, 2025

4.0

Overall, clinictracker is a huge step up from where we were before. It has a lot of potential and meets most of our needs.

Pros

It allows me and my supervisors to share information about our clients with ease. The dashboards allow for personalized setup for my needs.

Cons

There were some instances where I had to choose from a drop down menu instead of having the option to type in a more accurate situation for clients.

Review Source

Response from JAG Products

July 8, 2025

Hi Kaitlyn, We’re thrilled to hear that the move to ClinicTracker has been a good one, and that we’ve made sharing client information easier for you and your supervisors. Thank you for your feedback on the dashboards. If you’d like to talk to one of our form experts, we should be able to assist with adjusting your form designs to better collect information for your particular needs. That is the benefit of the custom form designer, as it allows flexibility to update form designs based on your team’s feedback. It’s wonderful to have you as part of our community!

HF

Hildee F.  
  
  
Used the software for:

### ""

June 8, 2011

5.0

The Bridge Family Center is located in West Hartford CT and operates an outpatient psychiatric clinic for children. The Bridge received notice that the software company that owned the software for the clinic was going out of business. The Bridge reviewed numerous software packages in an effort to find a replacement for the software. ClinicTracker was selected for a number of reasons. First, all of our interactions with the staff at ClinicTracker were pleasant. ClinicTracker staff was very accommodating, supplying demos for different Bridge staff members. Demos were also set up to show particular portions of ClinicTracker to specific Bridge staff (i.e. BillingTracker to billing and financials staff, clinical portions of ClinicTracker to clinical staff). There was no hard sell attitude when dealing with ClinicTracker. Demos of ClinicTracker highlighted the system's ease of use. This was very attractive because our previous system was complicated and cumbersome to use. From the first demo of ClinicTracker Bridge staff thought it was a system they could quickly become familar with and begin to use. ClinicTracker was an affordable software option for The Bridge. Once ClinicTracker was selected the real work began. The Bridge required a very fast turnaround on implementation because our current software would no longer be available. ClinicTracker staff was awesome during implementation. In a one month time frame they had installed the software and imported Bridge data from our current vendor and mapped it into ClinicTracker. Imported data was reviewed the Bridge staff. ClinicTracker staff worked closely with Bridge staff to make sure everything looked correct and operated successfully. On March 31st ClinicTracker trained Bridge clinical staff. We were live on April 1! ClinicTracker continued to work with Bridge finance staff to set up electronic billing through our clearinghouse. At the end of the first week our test batches had been accepted at the clearinghouse. In the last two and half months ClinicTracker has made some requested tweaks, giving us an even more usable, compatible system for our business. I have never had such positive feedback from staff following the implementation of a new system as I did with ClinicTracker. All staff comments have been positive. ClinicTracker is easy to learn and easy to use. I literally have had staff say to me "I love this system". ClinicTracker staff continues to be supportive and very responsive to questions. I believe The Bridge could not have made a better software selection.

Review Source

Response from JAG Products

March 17, 2022

We were glad for the opportunity to help the Bridge Family Center replace its management software and meet its tight deadline and are gratified to hear how well the system has been received by staff. Our goal is to truly be a partner to clinics, help them clear all hurdles and operate as efficiently and effectively as possible. Streamlined migration from other services is only the beginning, we hope to continue adjusting configurations and optimizing to get the best performance for each client. Thank you, Hildee, for sharing your experience with ClinicTracker. We appreciate being a partner!

BR

BRIDGET R.  
LISW  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "A well intended mess"

May 21, 2020

3.0

I like that I have better supervision over my staff. The note is the superbill so we have better staff compliance with notes. The reasons I chose it were valid. It is an integrated, customizable product that can grow with us. It does not work well with Apple products, at all. I just wish that they were consistent, and they are not. Their 100% satisfaction is a joke. We have had thousands of support tickets over the last year and I have only once been sent a satisfaction survey. I've been on their training calls. Those are mostly sales videos with a little training mixed in. Their customer relations people have reached out. They try to help, and I can not help but wonder why they can not get their product to stabilize.

Pros

The user dashboard is informative. You can highlight and save your most used reports. It is highly, almost too customizable. The staff is incredibly nice. So much so it took me a long time to leave this review. The billing feature works well, scheduling is well integrated into the virtual system which is nice. Love the patient portal. We are able to send out documents for people to sign virtually which is also very helpful.

Cons

This product appears to be combination of licenses from a bunch of other products, & they don't always work well together. Some part of the product is almost always broken. At this moment I can not login because a server is down. Last week I had client's cut off mid-session because of that problem & it isn't fixed yet. Their Tier one tech support is almost useless, and only accessible through the portal. You have to go back & forth with them 4-5 times before they will even look at the issue. I swear they are reading from a script. The Diagnostic Assessment, Crisis Plan and Treatment plan are useless in their current state. You of course, can pay them to customize it. Or you can learn how to do it yourself. But they have terrible documentation. Most of the time the documentation does not explain what something does, or how to use it. It just describes what a particular module is. When I ask tech support for help they don't understand the question. Set up was a nightmare. I lost several staff through the process. They were teaching me how to implement the system, but not how to use it. They did give me staff a brief training, but then when my staff had problems I had no idea how to help because I was still trying to finish implementation and had not learned how to use it yet. This is my 3rd EHR. My practice outgrew the other two. It has so much potential, but bigger practices wouldn't put up with the problems and smaller practices don't have the technical staff to keep up.

Alternatives considered

[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[EHRYourWay](https://www.capterra.com/p/118789/EHR-YOUR-WAY/)

Reason for choosing ClinicTracker

We outgrew Theranest, and ClinicTracker gave a better presentation than EHR your way.

Review Source

Response from JAG Products

December 3, 2020

Thanks for your feedback. We know that you found the implementation overwhelming, despite the efforts of all involved. Just for the record, many of the agencies who have successfully worked with our software use only Apple devices. It is also the case that customers can certainly reach us by phone, via our ticketing system, or by sending an email. We take great pride in ClinicTracker and our long (and verified) history of top-notch support. Best of luck!

KG

Kevin G.  
Chief Strategy Officer  
Hospital & Health Care  
Used the software for: 2+ years

### "Caveat Emptor and customer service is awful"

May 4, 2024

1.0

Pros

Scheduling is about the only thing worth it

Cons

When they do updates or changes to the system as a whole or for individual subscription it throws off our compliance systems. One of the reasons we originally went with this ehr was because they sold us on the compliance component. Turns out that that when they sometimes do system updates it throws off our compliance alerts. We brought this to their attention with documentation and they dismissed it. I would not get this ehr

Reason for choosing ClinicTracker

Compliance checks but turns out they don’t work after system updates

Review Source

Response from JAG Products

May 29, 2024

Kevin: As you know from ongoing discussions, we regret the upset this situation has caused you, and are disappointed to receive this review from a respected partner of 9-years with whom we’ve worked so closely and had such a great relationship. We certainly respect your right to share your opinion, but feel this portrayal may not reflect the overall relationship we have had with your agency for nearly a decade. ClinicTracker is flexible so agencies can build compliance rules specific to their needs. In the case outlined in your review, one of your team members built a rule that did not accomplish what they had intended (it was not related to a software update). We understand how critical compliance is to an organization like yours and our entire team is committed to your continued growth and success. We welcome the opportunity to meet with you soon to provide additional training on the customization tools available in the system.

KS

Kellie S.  
Billing Department Manager  
Mental Health Care  
Used the software for: 2+ years

### "Billing Software Functionality "

July 16, 2020

3.0

Pros

We find customer support, to be most helpful when we speak directly to a live customer support representative. This option is always available, and the response time for the request is adequate.

Cons

Our office has been a client of ClinicTracker for over 2 years. We consistently find billing features that we are not able to use, due to ClinicTracker limiting the functionality of these features and wanting us to pay an additional cost to have these features "usable" to us. For instance: On a UB04 Claim form, box 78 reflects rendering or referring providers. When sending in a ticket to ClinicTracker to inquiry on how to populate this box, we were told they would provide us the use of this feature for a substantial additional fee. Their reply was as follows: "The reason that my team has provided a quote for this feature is that we have not been able to obtain any proof or indication that it is a payer requirement. I previously asked if you had received denials where the payer stated that it was due to needing the "other" provider box populated. You said that you have received denials but didn't provide an example confirming that this is required for payment". So basically we have been told by ClinicTracket to "Prove It", apparently our explanation that claims are being denied due to this box not being populated was not a good enough reason for ClinicTracker to provide us the use of this feature. This feature is not customization that our office is asking to be created, but rather asking Clinic Tracker to further develop a feature that should already be available in order for providers to fully oblige by not only insurer guidelines, but also by CMS guidelines.

Review Source

Response from JAG Products

February 4, 2022

Thank you, Kellie, for sharing your feedback. Customer comment is the prime source for the continuing improvement of ClinicTracker. Our development team was able to find a zero-cost workaround that should have solved the problem for you and prevent others from running into a similar situation to yours in the future. Thank you for choosing ClinicTracker.

SC

Steve C.  
Behavioral Health Manager  
Mental Health Care  
Used the software for: 2+ years

### "Clinic Tracker for the Win!"

August 27, 2021

5.0

I would highly recommend Clinic Tracker for any agency in need of an EHR. We have been using CT for over 5 years and are still highly satisfied.

Pros

Clinic Tracker software is easy to use and user friendly. There are training videos and manuals readily available to help as well as robust initial trainings to help programs get started. Our agency has been delighted with Clinic Tracker. We continue to add new licenses and find new ways that Clinic Tracker can help our program grow.

Cons

Any challenges that we have experienced (wanting a new report, feature) has been readily solved by the Clinic Tracker staff.

Reason for choosing ClinicTracker

Cost, Customer Service, Versatility, User Friendly

Review Source

Response from JAG Products

October 27, 2021

Steve, we're glad to hear that ClinicTracker has served you and your agency well. It's great to hear how our training manuals and videos helped you and your team transition smoothly to our EHR. We take pride in developing and implementing new features and reports that help our partners. We are dedicated to the growth of your agency through our products, and your loyalty to our partnership for the past five years is greatly appreciated.

CF

Cara F.  
Associate Director of Mental Health  
Hospital & Health Care  
Used the software for: 2+ years

### "Clinic Tracker - easy to use, comprehensive"

September 9, 2019

4.0

Pros

For users, it is easy to navigate and manage. The stock templates are comprehensive and easy to use. As an administrator, it is pretty easy to adjust the user settings as well as the system settings. This is a system that could easily be utilized in a private practice setting, especially since there is an optional billing component.

Cons

As an administrator, some of the reports do not capture the kind of data that I'm looking for (client demographics for example), and it is not always clear as to what fields are being pulled from to generate the reports. As a user, the treatment plan templates have way too many fields, some of which are redundant.

Review Source

Response from JAG Products

October 7, 2019

Hi Cara: Thanks for posting the review. As you know, we truly value your feedback but, even more, the partnership we've had with UHS for the past 10 years. We'll have your Success Representative, Max, contact you so he can explain how you can customize reports exactly as you want them by using our Report Builder. ClinicTracker's Form Builder also has a feature that lets you add, hide, and re-order tabs on forms like the Treatment Plan. It's all straightforward and easy to accomplish. Whenever you have questions like these, never hesitate to simply reach out to Max, or contact us through the ClinicTracker Support Portal. We're always looking to help users make the most of our system.

DS

Dereck S.  
VP of Business Planning  
Hospital & Health Care  
Used the software for: 1-2 years

### "Software"

March 1, 2022

5.0

Pros

Easy of use, customer service response and clinicians adoption

Cons

Product is very customizable so not much downside

Review Source

Response from JAG Products

March 3, 2022

Thank you Dereck for your endorsement of ClinicTracker. We're especially glad to hear how readily your clinicians have taken to the system. With so many employees and stakeholders in the process, organization is obviously critical, and we are glad to be able to contribute to streamlining and perfecting processes and workflows. We appreciate your business!

KB

Kelly B.  
LCSW  
Mental Health Care  
Used the software for: 6-12 months

### "Electronic Health Record"

October 13, 2020

3.0

My role with ClinicTracker is only as a user, not an administrator. It serves the purpose of clinical documentation and patient chart management but I have not found the ease of use to be comparable to other EHRs I have used.

Pros

This EHR is comprehensive and includes all features necessary for clinic operations. The patient charts are extremely detailed and thorough.

Cons

This EHR feels unnecessarily clunky and complicated. It is somewhat difficult to navigate and is not particularly intuitive.

Review Source

Response from JAG Products

December 1, 2020

Hi Kelley: When patient charts are as detailed and comprehensive as ours, the software can sometimes come across as a bit complicated. There's just a whole lot more options for data input than most other programs can offer. That being said, it's often the case that the program becomes far easier to manage over time. It's often a big help if you just give a call to our support team to ask for suggestions. And don't forget, if you do find a process that seems unnecessarily unwieldy, just reach out and we'll see what we can do to improve it. As you know, we tend to be extremely quick in addressing feedback from our user community.

DH

Debbie H.  
CEO  
  
Used the software for:

### "Gets Our Behavioral Health Agencies Paid FAST"

April 8, 2015

5.0

I own a mental health billing and revenue cycle management company. We dove in with a N.C. based behavioral health EHR that made big promises and left us and all of our clients in a mess. We needed other products to turn to and fast or we would have lost our family business. ClinicTracker is one of those products that came to the rescue. Their billing product gives us every possible option: Direct connection and full integration to Trizetto (Gateway EDI), connection to ANY other clearinghouse, direct connection to all of our payers if needed, AND they let us print HCFA claims. Our providers love the EHR and HR tools for practice management. IT is one of the EHRs we recommend when our clients are looking for the best. No complaints!

Review Source

Response from JAG Products

April 14, 2022

Debbie, we're so glad ClinicTracker and BillingTracker were able to live up to their promise. We understand from experience, it's never been easy to launch a family business and keep it afloat! One thing that has helped us do so is finding quality people and organizations like you to partner with, learn from and grow with. With your feedback, and that of all of our clients, we are able to continually improve our features and capabilities. We are dedicated to building on past successes to support your future growth. Thank you so much for the opportunity to partner with you and the support you have shown us!

KW

Kristin W.  
CEO  
  
Used the software for:

### "Our Behavioral Health Providers Love This Software"

April 8, 2015

5.0

After recommending a product to my beloved industry, behavioral health, that didn't work but promises big features, it was imperative we find a Windows-based Behavioral Health EHR that could deliver. ClinicTracker is hands down the best Windows-based EHR for Behavioral Health on the market. The list of features in endless and their turn around time for updates and product development is astounding (3 days to one week). Best of all - it actually works. Our providers love it, our billing clients love it, and our revenue cycle management clients love it. We know we are doing right by our mental health providers and agencies when they take the time to call us and say thank you for recommending ClinicTracker as one of the options we present to them.

Review Source

Response from JAG Products

April 7, 2022

Kristin, we can't thank you enough for your full-throated support of ClinicTracker! It is our goal to create a product that exceeds expectations for all stakeholders in the process including clients, providers and management. Receiving input from all roles in the process has helped us keep improving our features steadily over time. We've also continued to make progress in our onboarding, education, and customization processes. We appreciate the opportunity to partner with your organization!

JS

Jeffrey S.  
  
  
Used the software for:

### ""

June 2, 2011

4.0

We use Clinic Tracker for a complex community based program with 500 active patients. We use it for medical records, scheduling, and billing. Prior to CT we were using paper charts and we are now miles ahead with an electronic record system. Customer support is fantastic with an incredible response time for questions. Clinic Tracker has accommodated many custom development requests to meet the needs of our program. If you don't have a cookie cutter operation and need some software flexibility, Clinic Tracker is a very good option.

Review Source

Response from JAG Products

February 4, 2022

Jeffrey, thank you for sharing your experiences with ClinicTracker. We're glad you have found it to be a reliable and versatile solution for your electronic record system. Our customer support team is surely a point of pride. Not only do they help individual clients solve their unique challenges, but they use those interactions to help us constantly refine and improve our product! Thank you so much for offering your insight and for choosing ClinicTracker.

AW

Alan W.  
  
  
Used the software for:

### ""

June 6, 2011

5.0

We have been using ClinicTracker for a number of years in our outpatient clinic. We have also contracted to implement ClinicTracker in our crisis service and our inpatient programs as well. Their support has been wonderful and each member of their team is positive and solution-focused. We are really pleased with the product and the service.

Review Source

Response from JAG Products

February 24, 2022

Alan, thank you for sharing how you've been using ClinicTracker for your outpatient clinic, inpatient program and crisis service. Our customizable solution was designed specifically to adapt to just such challenges. Our electronic health record management system makes it easier to unify and make sense of data from disparate sources. All members of our team are invested in your success with our product, and we appreciate the opportunity to help you optimize it for your specific use cases. Thanks for the work that you do and thanks for being partners!

KW

Kim W.  
Clinical Director  
Mental Health Care  
Used the software for: 2+ years

### "Diagnostic Feedback "

July 14, 2025

4.0

The overall experience has been positive. The help section within the ClinicTracker team is quick on most questions.

Pros

ClinicTracker allows for all documentation to be linked via the client file. This allows for audit reviews to be provided with ease.

Cons

Unfortuantely, newly developed forms cannot be uploaded and modified in the system. When diagnosing, the system does not have a "met criteria" section. Some electronic systems allow for the diagnostic criteria to have a checklist associated with each diagnosis. This checklist associates with the diagnostic criteria identified in the DSM 5. This allows for the support to be provided and justified in selecting the proper diagnosis.

Alternatives considered

[Kipu](https://www.capterra.com/p/156391/Kipu-EMR/)

Reason for choosing ClinicTracker

I was informed that I would be able to upload the already existing forms via PDF and develop them; however, that was not the case. Our forms come directly from the federal government and must be identical to the formatting.

Review Source

GL

Greg L.  
Billing Team Lead  
Mental Health Care  
Used the software for: 2+ years

### "My ClinicTracker Experience as a Seasoned Biller"

July 3, 2025

4.0

Overall, I love that it is comprehensive whose features are really pertinent to larger organization. I have been using CT for more than two years now and yet it still continue to surprise me because I sometime come across things that it can do and I didn't know about.

Pros

It's comprehensive and has features that is really useful on the billing perspective. The dashboard is a unique too to delegate task which I don't see often in other EMR system. Being able to create a duplicate claim is also underrated but pretty effective and useful especially when I intend to bill two codes separately for the same DOS, this feature is usually something you can only do in the clearing house system.

Cons

We sometimes experience lag time especially when posting 835 payments. I have come across some posting errors that we need to correct manually. The 835 posting screen is not friendly but it needs getting used to.

Review Source

Response from JAG Products

July 8, 2025

Hi Greg, Thank you for your feedback, and for highlighting our comprehensive billing features and unique billing dashboard! We always love to hear insights directly from seasoned billers like yourself, to help make processes like the 835 posting as streamlined as possible. If you ever want to know a bit more about BillingTracker’s functionality or nuances, please just say the word. Our Billing Experts love sharing tips and tricks during our Community Training Series webinars, or in one-on-one meetings. We are grateful for our partnership with you and your entire team!

DO

David O.  
CEO  
Mental Health Care  
Used the software for: 6-12 months

### "8 Month Assessment"

July 7, 2025

4.0

Overall after 8 months we enjoy the product. The support staff are very responsive and helpful. The support is what sets you apart from other EMR's.

Pros

Versatile for our practice. The ability to customize fields and the billing tracker portion is very easy to navigate.

Cons

Report customization is not always easy. Notes development and the printed version could be better. The portal is a work in progress, still not where I would like to see it

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing ClinicTracker

Pricing, Support and the ability to customize

Switched from

[Tebra](https://www.capterra.com/p/129169/Tebra/)

Pricing, support. Nothing more to say about that. If price is high and support is low then you change.

Review Source

Response from JAG Products

July 8, 2025

Hi David, Thank you for sharing your experience and praising ClinicTracker’s versatility and our responsive support team! We truly value your insights, and are committed to enhancing the Staff Portal quickly so it has the full suite of features available to you and your team. Stay tuned, as we are making continual updates to that portion of the system. It has been our pleasure to support your practice for eight months, and we are excited for what’s ahead in our partnership!

JS

Jason S.  
Therapist and Co-Owner  
Mental Health Care  
Used the software for: 2+ years

### "Excellent Support!"

July 3, 2025

5.0

Our group mental health practice has been using the Clinic Tracker suite of tools, (billing tracker, telehealth integration, and Clinical Scribe) for a few years. The software does what it is designed to do and if it doesn't do what we have needed we have asked and the CT team has made it happen for us!

Pros

I love working with the support team! The responsiveness and the attention given to help develop the best possible workflows, forms, and compliance tracking have been part of the success of our group mental health practice.

Cons

I am enjoying using the staff portal, but I do dislike that it does not (yet) have all the same functionality as being on the remote server.

Alternatives considered

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reason for choosing ClinicTracker

Better for the size of our practice; Clinic Tracker had a more robust suite of tools that fit the entire organization - from payroll and billing to therapy progress notes and treatment plans.

Switched from

[INSYNC Commerce](https://www.capterra.com/p/231770/INSYNC-Commerce/)

Started with a new practice and Clinic Tracker was in place.

Review Source

Response from JAG Products

July 8, 2025

Hi Jason, We are humbled when you say that our team has played a part in your practice’s success! We truly enjoy working with you and your team as well. I’m sure you’ve seen that we are continually working to add more functionality to the Staff Portal for your use. So stay tuned, as we expect more major changes over the next several months. Thank you so much for your feedback. It’s an honor to support you and your organization.

VF

Viktoriya F.  
CEO  
Hospital & Health Care  
Used the software for: 2+ years

### "Complete EHR solution with Billing software"

July 8, 2025

4.0

I have been using ClinicTracker EHR since 2018. ClinicTracker EHR is a complex system but it is capable to provide you with a capability of creating your clinical forms, reports, staff forms, patient portal, eprescribe, billing, group and individual appointments. Basically everything that a provider needs.

Pros

I do love their support, they are fast and very helpful. I love their webinars and ability to ask live questions. They are always working on improving Clinic/Billing Tracker and are open to provider's feedback on any new suggestions!

Cons

It takes some time getting used to, but not impossible. This is a complex system with many different features capturing all of the components of the behavioral health agency.

Switched from

[Breakthrough](https://www.capterra.com/p/10030685/Breakthrough/)

Previous EHR didn't have the same capabilities.

Review Source

Response from JAG Products

July 10, 2025

Hi Viktoriya, We were touched by your generous and detailed review, and honored by your support as a longtime ClinicTracker user and the leader of a mental health organization. We are pleased that you feel our support teams, webinar hosts, and developers are attuned to the needs of the mental health professionals we serve. We appreciate your insight about the time and planning required to implement our comprehensive clinical, scheduling, and revenue management features in a busy organization. Thank you for the trust you’ve placed in us year after year. We look forward to continuing this partnership, and we're committed to supporting your organization’s mission.

AM

Amber M.  
Administrative Coordinator  
Mental Health Care  
Used the software for: 1-2 years

### "Always happy To Help"

July 10, 2025

5.0

My overall experience has been excellent. As someone new to this field, I truly appreciated how patient and supportive the billing team has been throughout the learning process. They never made me feel rushed and always took the time to explain things thoroughly. Combined with the responsive support and helpful training, it's been a very positive and smooth experience.

Pros

What I like most about ClinicTracker is the team is consistently prompt and responsive. Any time we have requested additional training, they've delivered it thoroughly and effectively. Everyone I have interacted with has been very personable and knowledgeable, always making the process smooth and efficient. Our billing team has the patience of a saint!

Cons

There isn't anything I would say i like the least. Sometimes being able to navigate to the same action and having three different ways to complete can get a bit frustrating. However, at the same time I like the fact that there are multiple ways to complete a task.

Review Source

Response from JAG Products

July 11, 2025

Hi Amber, We loved reading (and sharing with our team) your review of ClinicTracker, especially the shout-outs to our Billing Service team members. It is our pleasure to serve as your billing team, and we are thrilled to know that while team members are working hard managing your insurance claims and tracking your payments, they are also super patient, great trainers, and all-around awesome to work with! Your feedback and balanced perspective on software navigation are helpful, too. We want to make ClinicTracker and BillingTracker as straightforward as possible, while keeping all of the functionality and flexibility you value. Keep sharing your ideas with us!

AL

Amanda L.  
Therapist  
Mental Health Care  
Used the software for: 2+ years

### "Wonderful system"

July 4, 2025

5.0

I have loved them and they are the only system I will use in my private practice. They have been responsive when I have had problems with either the system or billing. The team as a whole has been amazing to work with!

Pros

I have loved the billing team since starting with them. They have made the process simple and where I can focus on my clients rather than chasing down money from insurance companies.

Cons

It takes time to set everything up. I started with them when they were using different servers and since they changed the system has been a bit difficult (buggy).

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing ClinicTracker

I chose ClinicTracker because of the billing and I was able to customize the system to what I needed rather than what they thought I needed.

Review Source

Response from JAG Products

July 8, 2025

Hi Amanda, Our first goal is to support those who support others, so we were touched to read that our Billing Service helps you to focus on your clients! Thank you for saying we have a wonderful system and for encouraging us to further streamline the billing setup process and improve stability. It’s great to have wonderful customers like you!

JC

Jacqueline C.  
Medical Billing  
Accounting  
Used the software for: 1-2 years

### "The Perfect Pair. Finding the ideal Clinical and Billing System"

July 11, 2025

4.0

Satisfied with my overall experience and looking forward to potential upgrades as we move forward in our new system.

Pros

The Staff is very knowledgeable with their product and always Professional with their customers. They take the time to look into our concerns and resolve them as best as possible to suit our needs which includes updates to their system. Friendly, Professional and Prompt Assistance. Working in ClinicTracker is user Friendly although; I look forward to more enhancements and updates to run a more smoother billing program.

Cons

Clinictracker edits that include adding, updating, or deleting insurance information and Authorizations. These edits or updates are not able to transfer all the billing information automatically to all appropriate areas involving the Billing process. Manual updates or extra steps are required depending if the appointment was already created, transitioned and / or billed however; some enhancements have already been put in place for a smoother transition and easier fix as well as the Development Team being focused on continued improvement and future capabilities throughout the entire clinical and billing system..

Review Source

AS

Ashley S.  
Supervisor  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Clinic Tracker Review"

July 4, 2025

3.0

I use ClinicTracker everyday. While easy to maneuver, it is very glitchy, which causes extra work and corrections.

Pros

What I like most about Clininc Tracker is the fact that it is easy to navigate. Clinic Tracker is straight forward, customizable, and easy to maneuver.

Cons

What I like least about Clininc Tracker is the fact that it is very glitchy. There has been several instances where there have been issues and bugs, such as removing staff assignments.

Review Source

Response from JAG Products

July 8, 2025

We’re delighted to hear you find ClinicTracker easy to navigate and customizable! Thank you for your feedback, especially on the staff assignment process. We recognize how essential accurate staff assignments are for tracking caseloads in our EHR, and we’d love to review your system’s configuration to ensure it’s tailored to your needs. It’s a pleasure to partner with you!

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