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Knowledge Base User Guides Webinars

Learning Tree Labels

Organizations use Learning Tree labels to label branches with keywords or phrases, making it easier to search and filter through the Goals List. Also, labels help organizations effectively conduct quality control reports on programming. Examples of Learning Tree labels are: High Intensity Aggression Core Skills Toileting Learning Tree labels carry over when: Copying a branch …

The Difference Between a Segment and an Event

When scheduling an appointment in the Scheduling module, you are creating a new event. An Event is the actual appointment within a possible course of events, such as recurring appointments. A Segment is the billing entry within the event. For example, a 0364T and 0365T in an appointment would have two segments (two codes that …

Insights Dashboards Permissions

The following permissions are available to provide users access to the Insights module. These permissions can be enabled/disabled via the Permissions module. Access Basic access to the Insights module Settings > Manage Use Insights settings, allowing individual report assigning Once an organization subscribes to the Insights module business intelligence dashboards, a user with permission to view the Insights module …

Adding Labels to a Learning Tree

To add labels to a Learning Tree: Navigate to the Learn module and select Clinical Select Learning Trees and click on a Learning Tree Type in the labels you want to add by clicking on Click here to add labels under the title Click here to learn more about Learning Tree labels.

How to Export the Payment Export Report

To export the Payment Export report: Navigate to the Billing module and select Payments Click the calendar drop-down and select the dates you want the report to pull from: Today, Yesterday, Last 7 Days, This Month, Last Month, or a Custom Range Select or unselect payment types in the Payment Types drop-down and then click Apply Filters …

Waystar (ZirMed) – The In’s and Out’s

In 2017, Navicure and ZirMed united to become Waystar. Waystar charges a monthly fee to bill and post payments in CentralReach. Benefits of setting up a clearinghouse There are two main benefits you gain when connecting your CentralReach account to a clearinghouse. The first, you can send out your claims electronically within CentralReach. No need …

Basic Criterion Templates

Learn how to set up criteria for advancing or regressing prompts, phases, and targets.

CPT Implementation Webinar

Prerecorded webinar on CentralReach’s best practices to help you smoothly transition your account to the 2019 CPT codes. We provide a detailed overview of how to create the codes, set up rates based on your payors’ timelines, easily update authorizations, and much more.

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.