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Knowledge Base User Guides Webinars

Fee Schedules

Fee Schedules are used to organize your payor’s rates in one single location within CentralReach. Fee Schedules allow you to link your payors insurance plans together and easily apply one defined rate across all plans for a specific service code.

Video Resource ID

When adding a video resource branch type to a Learning Tree, and selecting YouTube as the video type, you will be prompted to enter a YouTube ID. The YouTube ID is included within the URL of the YouTube video you are adding to the branch, and is the value of the last section of the …

Scheduling Module Guide to Schedule Client Appointments

Download this comprehensive guideline with recommended workflows on how to book your clients’ appointments and streamline your scheduling processes so you can effectively manage schedules, billing, claims and payroll in CentralReach. Download Scheduling Playbook

Contact Details Sidebar

The contact details sidebar in the Dashboard module displays a summary of a contact basic profile information and allows you to view and edit their assigned contact labels, their basic information, and meta data. To view and edit a contact via the details sidebar: While in the Dashboard module, the contacts details sidebar will be displayed on …

Search for a Contact via the Dashboard Module

To search for a contact and view a contact’s Dashboard via the Dashboard module: While in the Dashboard module, click the search icon on the top right side of the screen and enter a contact’s name or ID If you are connected to the contact, you will see the search results drop-down with the contacts matching the …

View and Edit Contact Labels Via the Contacts Module

Contact labels can be applied to contacts to help you organize, filter and search contacts. There are a few ways you can apply, delete and view the labels assigned to contacts, as further detailed below. To view and edit assigned contact labels via the Contacts module: Navigate to the Contacts module and select Everyone Click the …

Notes & Forms Webinar

Pre-recorded webinar with CR’s best practices and recommendations to quickly create plans of care, session notes, progress reports and any type of clinical note using CentralReach’s Notes & Forms.

Reconcile Payments

Short video tutorial on how to reconcile payments posted to billing entries and deposits made to your bank account via the Reconcile Payments feature available in the $ Billing module.

Client Portal

CentralReach’s Client Portal prerecorded webinar: a detailed overview of the portal look & feel and functionality, and the features available to help you manage the information clients are able to see in their account.