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Knowledge Base User Guides Webinars

Fee Schedules

Fee Schedules are used to organize your payor’s rates in one single location within CentralReach. Fee Schedules allow you to link your payors insurance plans together and easily apply one defined rate across all plans for a specific service code.

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

Troubleshooting Missing ERA from Payors

There are quite a few reasons why your organization may be encountering missing ERA’s: The payer did not send the ERA due to the organization not being registered The ERA was sent to clearinghouse in an incompatible format In the rare instance, the ERA never made it to the clearinghouse and they simply don’t have …

Creating Tags

Tags provide a way to communicate important information and organize your Chartlytics account for efficient use across and between users. Before you can use Tags, they need to be created for your organization and can only be created by a user with administrative access to the organization. To create tags: Log in to your Chartlytics …

Types of Tags

Creating new tags of all types, while the process is similar, where they apply to the app can vary in location. Here is a rundown of how and where to use your new tags. Chart Tags Once you have added your chart tag, the tag will show up in a few important places like the …

CTP 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.

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.