--- title: "ClinicTracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is ClinicTracker the right Patient Management solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://bx-capterra-fa08pa6pm-g2dm.vercel.app/p/130373/ClinicTracker-Connect/reviews/" page_type: "reviews" language: "en" --- ClinicTracker 4.3 (51) [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/) * * * Last updated July 21st, 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 JE Joel E Research DirectorMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “Then, some staff require additional ongoing support, particularly if they are infrequent users and have the tendency to forget how to perform certain functions.“ June 30, 2026 JE Joel E Research DirectorMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “The transition from a remote desktop application to a modern secure web-based interface has been nothing but astounding.“ June 30, 2026 JC Jacqueline C Medical BillingAccounting, 51 - 200 employeesUsed the software for: 1-2 years. “These edits or updates are not able to transfer all the billing information automatically to all appropriate areas involving the Billing process. “ July 11, 2025 JE Joel E Research DirectorMental Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “They were very collaborative and worked diligently to figure out how to fit our workflows into their system.“ June 30, 2026 BE Betsy E Care NavigatorHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ July 7, 2025 CF Carolyn F TherapistMental Health Care, 51 - 200 employeesUsed the software for: 6-12 months. “This helps the client remember their appointments each week and gives them access to their portal.“ July 9, 2025 GL Greg L Billing Team LeadMental Health Care, 51 - 200 employeesUsed the software for: More than 2 years. “We sometimes experience lag time especially when posting 835 payments.“ July 3, 2025 ## Showing most helpful reviews Showing 1-25 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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! 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 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 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! 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! 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! 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! 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. 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! RD Rachel D. Clinician Mental Health Care Used the software for: 2+ years ### "Easy to Use Product" August 27, 2021 5.0 Pros I am able to submit my notes and necessary paperwork. Cons I am not responsible for implementing forms or changing set up so I don't think anything. Review Source Response from JAG Products November 8, 2021 Thanks for the review, Rachel! We're happy to hear that you love ClinicTracker and find it easy to use for submitting notes and necessary paperwork. AK Anthony K. Assistant Mental Health Care Used the software for: 6-12 months ### "CLTatum & Associates Review" October 14, 2020 4.0 Pros good organization, easy navigation, clarity, customizable, good customer support services, training videos and readings. Cons Didn't always open, the lag, the price, Telehealth was slow and had a lot of technical issues/didn't always work for clinicians. Review Source Response from JAG Products December 1, 2020 We appreciate the feedback, Anthony. Yes, it's true the telehealth program could be a bit slow during the initial stages, for all kinds of reasons. With recent upgrades to that platform, we've seen things work much more smoothly. However, we still see occasional choppiness in the video feed, just as we do with other teleconferencing software we use (like Zoom, GoToMeeting, and Teams). Not knowing the devices and locations people use to connect to the service, this is to be expected, to an extent. AK Alina K. Communications manager Information Technology and Services Used the software for: 6-12 months ### "Great EHR software for telemedicine!" September 9, 2019 5.0 Our company provided APIs to embed video conferencing into Clinic Tracker meeting scheduling sysytem. The experience was great, the team was very helphul and responsive. Additionally, we were positively surprised with overall functionality of ClinicTracker software, with the amount of useful features any healthcare facility should absolutely love. Pros ClinicTracker is specifically designed for mental health facilities with patients in mind. This software is easy to use and deploy, doesn't require a lot of traning and really boosts doctors' workflow. Cons I don't think we've found any cons in this software. Review Source Response from JAG Products March 10, 2022 Thank you, Alina, for sharing your impression of ClinicTracker. The importance of the telehealth and remote access aspects of EHR software has certainly been magnified in the past few pandemic years, and we are glad we could work together to improve. Easy integration of video conferencing with meeting scheduling is a feature that all healthcare facilities will value. Also, there's no better positive affirmation than hearing from a Communications Manager that our team was responsive and helpful. Thanks again. We appreciate being a partner! HB Heather B. CEO Mental Health Care Used the software for: Less than 6 months ### "Many things that should be simple are not. " April 28, 2017 2.0 face to face training needs to happen more on the front end. Too complicated of a system to just read the help from the help guide Pros What it potentially could do. How I can see what my whole practice is doing. That there are features that look helpful, I jut don't know how to use them yet. Cons Not as user friendly as it was advertised. That it is not cloud based. The amount of training there is. Review Source Response from JAG Products January 27, 2022 Heather, thank you for taking the time to write your review. Rest assured we are sensitive to your comments. Although our software has many features and possible customizations (for example ClinicTracker can be deployed in the cloud or installed locally within your network) we are constantly working to make adopting the system easier and reduce the learning curve. Our customer service representatives answer questions quickly 8 am 8 pm EST (Monday-Friday)10 am 2 pm EST (Saturday-Sunday) and Community Training Webinars are designed to make the knowledge of our experts even more accessible. Thank you again for your feedback. HH Hallie H. Office Manager Mental Health Care Used the software for: 1-2 years ### "Clinic Tracker - GOOD Program " September 22, 2016 3.5 Pros Clinic Tracker Support is easy to get a hold of and always makes sure the problem is fixed and that we are satisfied with the service. They always work with us. Cons Slow connection, CT sometimes freezes (we are working with CT currently to fix this). Review Source Response from JAG Products March 31, 2022 Hallie, we're glad ClinicTracker has served your mental health care office well. We're gratified that you mentioned our highly accessible and effective IT and customer service, a source of great pride for us. We aim to always be there for you and our other partners to help them overcome technical issues and, beyond that, optimize ClinicTracker to specific individualized needs. Thank you for being a partner, your feedback keeps us constantly improving! BV Barbara V. Mental Health Care Used the software for: Less than 6 months ### "ClinicTracker New Users" February 26, 2015 4.0 Pros The people at ClinicTracker are really the best! Very honest and straightforward. They have helped us with every issue we've had, sometimes within minutes! I really like that they are extremely knowledgeable about the system and can explain anything and everything. Cons There is nothing I don't like about the vendor. Only issue with the product is that navigation is not smooth. It can be hard to find things, or it takes a number of clicks to get where you need to go. However, ClinicTracker is open to new suggestions, and they make changes for you! They really listen to the customer. Review Source Response from JAG Products March 25, 2022 Really appreciate the feedback, Barbara. It's been our pleasure getting you onboarded and working through configuration and optimization. Every time we've worked together on your utilization of ClinicTracker it has also helped us advance the development and perfection of the product. Just like the environment we live in, the software is built to constantly adapt. Keep the suggestions coming, that's our lifeblood. We can't thank you enough for the opportunity to partner with you! KM Kathy M. Psychotherapist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Easy to use" September 29, 2020 5.0 My overall experience was positive Pros I liked that connecting with clients was easy. The link to the conference room was nifty and easy to use. Cons The connectivitiy was sometimes challenging due to poor internet service Review Source Response from JAG Products December 1, 2020 We're, of course, delighted you've had such a positive experience, Kathy. We hope your internet service has improved since you had those connectivity problems. JE Joel E. Research Director Mental Health Care Used the software for: 2+ years ### "ClinicTracker review from a long-time user" June 30, 2026 5.0 Please see the section of "pros" above - to recap, the system does everything we need it to do and the support we receive is stellar. Pros Coming from a university environment, there are numerous obstacles involved in investing in such a significant piece of infrastructure like an electronic health record system. Our sales representative and their support team helped facilitate that process. Then, once we had finalized the purchase, the onboarding team began helping us customize the system. They were very collaborative and worked diligently to figure out how to fit our workflows into their system. They didn't expect us to simply change our practices to fit how their software works. Indeed, ClinicTracker is extremely customizable. We have been able to implement all our existing forms – from intake, diagnostic assessment, treatment planning, progress notes, case management, and discharge summary. What is more remarkable, however, is the way we have been able to incorporate our assessments into the system. Initially, not knowing what an EHR should do, I began to push the limits of the program. Over time, I was able to build ALL of our assessments in the system. When I ran into problems, the Support Team was always available to help out. Rarely, if ever, did they tell me that what I wanted to do was impossible. Instead, they were always willing to help figure out ways we could accomplish our goals. Over the years, I've had the opportunity to interact with individuals throughout multiple departments of the company, from Billing to the Support Team, and I even occasionally spoke with the \[sensitive content hidden\] himself. These interactions were, without exception, cordial and supportive. Again, the mindset always seemed to be figuring out what they could do to facilitate and improve our experience with their program. Our agency adopted a model in which I would be the primary point of contact for all our staff when they needed help with ClinicTracker. Over the years, I've learned a great deal about the system. But frequently, there were times when I've run into issues that I couldn't solve on my own. Consequently, I've probably made thousands of requests to the support team. They have always been friendly and helpful - even if what I was asking was a rehash of something we had previously discussed that I had forgotten about. But even more than that, they have truly been willing to listen to our concerns and seriously entertain our ideas for how the system could better meet the needs of our clinicians. Over the years, I've seen continuous improvement to the system. And these haven't merely been minor cosmetic fixes, but represent significant improvements to that enhance how the system works. The transition from a remote desktop application to a modern secure web-based interface has been nothing but astounding. The engineering team was able to preserve all the original functionality of the program and restructure it into a responsive, intuitive, and easy-to-use program. Cons The program requires a rather steep learning curve. We typically devote 4+ hours training new employees in how to use the program. Then, some staff require additional ongoing support, particularly if they are infrequent users and have the tendency to forget how to perform certain functions. An additional issue we've had is that creating custom reports and forms can be challenging. However, what we've implemented is probably beyond what most clinics will choose to do. Nevertheless, it does take a good bit of time, patience, and skill to set up custom forms and reports. Fortunately, for more casual users, there are tons of forms and reports already built into the system. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) Reason for choosing ClinicTracker Price and feature set; met the requirements for the University bidding procedure Review Source Response from JAG Products July 15, 2026 Thank you so much, Joel, for the trust you've placed in us for nearly a decade. And for taking the time to reflect on the many projects we've worked on together. Everyone here from our support team to our leadership recognizes what an exceptional partner you've been, and what a pleasure it has been to work with you. Thank you for sharing how much time you invest in training new users. We continue to make onboarding easier with improvements to search, navigation, and patient lookup in the Staff Portal. We also appreciate your feedback about building advanced forms and reports. We know meaningful data is essential for demonstrating outcomes, supporting research, and meeting funding and accreditation requirements, and we're committed to making that information easier to access. The past 9.5 years have gone by quickly. Congratulations on your retirement! You've left a lasting mark on both the University and ClinicTracker. We wish you all the very best! SC Sennai C. Co-Owner Mental Health Care Used the software for: 6-12 months ### "ClinicTracker Excellence" June 16, 2026 5.0 Overall, my experience has been great. I've always received timely responses to all of my inquiries and questions. The staff are always patient and helpful. This has been super-helpful with learning a new system. Pros ClincTracker captures all of the relevant information needed to conduct business and is user friendly. The staff is also super-knowledgeable and always helpful and responsive. Cons There is nothing I don't like about ClinicTracker. I'm not sure if this is possible, but maybe consider providing a discounted rate for companies that have a certain amount of users in ClinicTracker. Review Source Response from JAG Products July 15, 2026 Thank you for sharing your experience and for your kind words about our team. We're excited to hear that ClinicTracker has been easy to learn and that our staff has been responsive, knowledgeable, and helpful throughout the process. Providing timely support and ensuring our customers feel confident using the system are priorities for us, so it's wonderful to know you’ve felt supported. Your question about pricing to support agencies as they grow is a good one. We're always evaluating ways to provide value to organizations of all sizes, and your input is helpful. Thank you for choosing ClinicTracker and for being part of our community. We look forward to continuing to support your team's success. 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 Response from JAG Products July 15, 2026 Thank you so much for trusting us as your billing solution, and for taking the time to share your experience. We're delighted to hear our team has provided knowledgeable, professional, and responsive support. Understanding our customers' unique needs and helping them succeed are always top priorities, so your recognition means a great deal. We also appreciate your feedback about insurance and authorization updates within the billing workflow. We've already implemented enhancements to streamline these processes, and our development and billing teams continue to look for ways to reduce manual steps. Your feedback helps shape those ongoing improvements. Thank you again for your partnership, and for recognizing both what we're doing well and where we can continue to improve. We look forward to supporting your team and delivering enhancements that help drive efficiencies. 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! 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 Response from JAG Products July 15, 2026 Kim: Thank you for sharing your experience and for highlighting the responsiveness of our support team. We're pleased to hear that ClinicTracker has helped streamline your documentation management and made audit preparation easier by keeping client records connected and accessible. We’ve enjoyed working with you and your team to mirror your federally-mandated forms, and for the partnership on other projects to support your federal engagements. We also appreciate your suggestion regarding diagnostic criteria checklists and the ability to more directly document how diagnoses are supported. Insights from experienced users are invaluable as we continue to enhance the platform. 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. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.