Knowledge Base

Definitions, details and explanations of key CentralReach terminology

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Comprehensive walk-thrus of CentralReach best practices

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Knowledge Base User Guides Webinars

Unassigned Tasks

Leaving tasks unassigned is a great way to create a tasks queue of work or action items that can be completed by any user in the organization, or a defined group of users. You will be able to easily filter all the tasks unassigned and created by you by selecting Unassigned from me in the Tasks …

Task Templates

Task Templates can be created when you are frequently creating a task for the same list of activities or action items. Once the Task Template is created, you can utilize the Task Template when creating the new task to facilitate and expedite the task creation process. For example, if you are responsible for onboarding new employees in …

Tasks Module Navigation Menu

When navigating to the Tasks module, the main drop-down menu has the following options to help you access and manage your tasks and support tickets. + Add New Task: select to create a new task All Tasks: view all your open, completed and deleted tasks Open Tasks: view only your open tasks Overdue: view tasks that are past …

Tasks Bulk Actions

Tasks bulk options help you manage your tasks allowing you to update multiple tasks at the same time from the tasks grid. To use the tasks bulk actions: Navigate to the Tasks module and select All Tasks Click the checkbox on the left hand-side column of the tasks you want to update The following options will …

Create a Task Using a Task Template

To create a task using a Task Template: Navigate to the Tasks module and select + Add New Task In the New Task screen, complete the form with the following information: Name: name of the task Description: a detailed description of the task Click the Use a template link underneath the Description bar Click the Template drop-down and select the Task Template …

View and Edit a Task Template

To view and edit a Task Template: Navigate to the Tasks module and select Task Templates All your Task Templates will be displayed. Click the template you wish to view or edit. Edit the template details and tasks action items as necessary and click Save

Precision Teaching and Accurate Time-Based Measurement

Prerecorded webinar hosted by Dr. Rick Kubina, Director of Research and Chris Plante, Senior VP of Operations, about the benefits of Precision Teaching and what CentralReach users can expect to gain in the near future when it comes to effectively measuring and analyzing client behavior.

Scheduling Module

Pre-recorded webinar on how to easily manage your organization’s calendar, schedule, and appointments through CentralReach’s Scheduling Module.

CR Go Webinar

Pre-recorded webinar on all the new features available in the CR Go App, launched on May 2018. Learn how to navigate the new app, view your appointments, chat with colleagues via ReachMe, access your Sessions and complete data sheets online or offline, all from your mobile device.