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Knowledge Base User Guides Webinars

Redshift Data Schema

Organizations with access to the Redshift data warehouse, will be able to export information and data pertaining to their practice, from the following CentralReach modules: Billing Claims Tasks Contacts Scheduling Payroll To download and view the complete data schema with details on each specific field data format, click here.

Redshift

CentralReach offers organizations access to the Amazon Redshift data warehouse, a fully managed data warehouse service in the cloud, where organizations will be able to download raw CentralReach data pertaining to their specific practice, to customize their own reporting and develop analytics to acquire new insights for their business and customers. This service is provided to …

Client Portal Flyers

Download the two Client Portal Flyers, which have been designed by CentralReach for organizations to hand out to their clients. The Client Portal Flyers include details about all the features available in the Client Portal. One version is tailored for new clients, for you to encourage them to request login credentials and to access the portal. …

Add a Client Contact

To add a client contact: Navigate to the Contacts module and select Everyone Click the + Add New blue button on the top right hand-side of the contacts grid, and select Client Click the client contact form you would like to use to add the client to CentralReach. Alternatively, if you don’t have any contact forms …

Authorization Settings Report

To download the Authorizations Settings report from the Reporting module: Navigate to the Reporting module and select Report Home Click Authorizations Settings Export under the Authorizations section Enter the desired Start Date Enter the desired End Date Click Export Click Download The Authorizations Settings report includes the following information: ResourceId AuthorizationId ClientName DateOfBirth Payor Label MemberID GlobalStartDate GlobalEndDate GlobalAmount …

Find a Client

The Find a Client feature can be accessed via the Scheduling module and allows you to view client’s availability as set up in CentralReach, excluding any time slots for which the client already has an appointment booked, to easily book client appointments. Additionally, Find a Client allows you to enter a provider zip code and shows you the distance between the …

All About Tasks

Pre-recorded webinar about all the tools available in the Tasks module, to help you manage your work and keep track of your to-do lists in CentralReach.

Notes & Forms: Goal Creator

Learn about the Notes & Forms Goal Creator feature, a tool created to enable Speech, OT, and Multi-Specialty practices to easily document client goals and their progress directly in a CentralReach Note.

Create an Authorization from a Template

This is a short video tutorial on how to create a new client authorization using an authorization template.