Product Training & Tutorials
We'll guide you through CentralReach with videos, tutorials, guides, and more.
- How do I apply a Split on Providers?
- How do I use the ERA list and reconcile button?
- Why are there “Generate this claim” and “Start Claims Generation” buttons?
- How do I find out what the “Include times for all claims” box is for?
- How do I see the 837P loops and segments from the HCFA-1500 in the Claims module?
- Understanding your CentralReach dashboard and contact widgets
- Why can’t I see every timesheet even though I have the permission to manage employee timesheets?
- How do I bulk-share files and learning trees of an employee with other employees?
- How do I hide the social security number of the contacts?
- How do I bulk-remove multiple employees’ access from a client’s files and/or learning trees?
- How do I bulk share files with other contacts?
- How do I export the Resource Templates Report?
- What is the difference between “Creator:” and “Contact:” in Files module?
- Why can’t I see the option to save the resource classification under the file?
- Why can’t I see the option to upload a new version of a file?
Notes & Forms(29)
- How do I learn about all the Learn Permissions in the permission module?
- How do I ensure that my note/form reflects information from an appointment with multiple service codes?
- How do I create and use custom title for the Notes and Forms templates?
- How do I use LEARN fields to insert charts, goals, and progress data into a note/form template?
- How do I copy/duplicate a client’s progress note?