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Description
Harris CareTracker stands out as a premier healthcare software solution, providing medical practices and clinics with state-of-the-art tools and technologies. Our comprehensive platform includes essential features such as Electronic Health Records (EHR), Practice Management, Revenue Cycle Management, Electronic Prescriptions, Patient Portal, and Telemedicine. Designed with user-friendliness and continuous improvement in mind, Harris CareTracker streamlines practice operations, enhances patient care, and maximizes overall efficiency.
Description
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
API Access
Has API
API Access
Has API
Integrations
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Medsender
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
Integrations
Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Medsender
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
Pricing Details
$100 per month
Free Trial
Free Version
Pricing Details
$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Harris CareTracker
Founded
1998
Country
United States
Website
harriscaretracker.com
Vendor Details
Company Name
ProTracker Software
Founded
1997
Country
United States
Website
www.protracker.com
Product Features
Electronic Medical Records (EMR)
Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition
Medical Billing
Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice
Medical Practice Management
Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling
Patient Engagement
Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Personal Health Record
Progress Tracking
Self Management
Patient Portal
Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations
Population Health Management (PHM)
Analytics
Cost-of-Care Analysis
Data Storage
EMR/EHR Integration
Patient Engagement
Patient Identification
Patient Risk Stratification
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Test & Treatment Reminders
Utilization Tracking
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management