Product Training & Tutorials
We'll guide you through CentralReach with videos, tutorials, guides, and more.
- How do I turn a generic user into an employee account?
- 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 assign a Document Template to employees so it shows up in their Document Manager widget?
- How do I use the Document Manager widget?
- How do I bulk share files with other contacts?
- How do I use the Document Management Report?
- What is the difference between “Creator:” and “Contact:” in Files module?
- How do I purchase and access a course from the Marketplace?
- Webinar Recording for Monitoring, Managing and Increasing Therapist Performance using Learn
- How do I attend a live Webinar and find my CEU certificate?
- How do I print my CEU certificate from a Webinar?
- How do I find and begin a course that I signed up for?
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?