Knowledge Base

Definitions, details and explanations of key CentralReach terminology

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Knowledge Base User Guides Webinars

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

Courses & Trainings

Courses & Training in the Learn module include employee courses, policy and procedure manuals that may be created and shared with employees and internal staff training materials and courses downloaded from the Marketplace. Organizations are able to assign courses to employees and track progress, completion and assessment scores.

View Client Established Connections

To view or update the connections and the level of access other employees have to the client’s information through an established connection: Navigate to the Contacts module and select Clients Click the name of the client Click the Profile tab on top of the Dashboard Click Provider Network under the Profile tab All the contacts connected …

Posting Payments: Bank Deposit & Payment Reconciliation

CentralReach allows you to reconcile your bank deposits to the payments posted to billing entries. To reconcile your bank deposits to payments posted: Navigate to the Billing module and select Reconcile Payments A bank account must be added to CentralReach to be able to reconcile payments. To add a new bank account to CentralReach, proceed …

History & Auditing

The History & Auditing feature available in the Scheduling module allows you to easily track updates or changes made to your schedule and other modules, by the defined time range. To access History & Auditing: Navigate to the Scheduling module and select History & Auditing Click the calendar date range to define the dates you wish to …

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.

Calendar Views

Quick overview of the Scheduling module three main calendar types, designed to help you manage your organization’s appointments & schedule.