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Knowledge Base User Guides Webinars

What is Payor ‘None’ in the Receivables Page?

If a timesheet is submitted and no payor is selected, the receivables page will display the entry in the By Payor view within a payor name titled ‘None’. To enter a payor for the entry, go to the timesheet and edit the payor name.

Service Codes

Service Codes are billable and non billable codes that employees use when creating timesheets. Service Codes work in conjunction with client authorizations and can be used to track hours worked, hours scheduled and hours remaining in a valid authorization. Employees must be linked to Services Codes in order to bill for services rendered. Billable codes are …

Criteria and Prompting Template Main Features

The Criteria and Prompting Template has the following features: Auto goal mastery Across 2 providers (optional) Automatic phase changes/lines (0ptional) Baseline Intervention Generalization Maintenance: for targets to remove/return to data sheets automatically Automatic coding of phase on data points: to filter on graph Auto progression/regression of phases within goals Across days/sessions Within sessions Auto progression …

How to Edit a Contact Form

To edit a contact form: Navigate to the Contacts Module and select Utilities & Tools. Click the contact form you wish to edit. Click each tab on the top of the form and edit the information as considered necessary. Once you edit the contact form, all new contacts added through the contact form will be …

How to Create a Client Contact Form

To create a Generic Contact Form: Navigate to the Contacts Module and select Utilities & Tools. Click + New Form . Select Client Form: submissions via this form get created as client accounts in CentralReach. Select the form Accessibility: Public: if the form will be accessible to be filled out by anyone via a link. Private: if the …

How to Create a Generic Contact Form

To create a Generic Contact Form: Navigate to the Contacts Module and select Utilities & Tools. Click + New Form . Select Generic Form: submissions via this form get created as generic accounts and do not incur monthly charges from CentralReach. Select the form Accessibility: Public: if the form will be accessible to be filled out by anyone …

Criteria and Prompting Templates

This video course provides details on Criteria and Prompting Templates, and shows examples on how the template works.

Taking the Guesswork out of Employee Onboarding

Get your new hires up and running with internal systems and HIPAA-compliant processes in no time by joining us as we explore the many ways that CentralReach can ease the Employee Onboarding process for your practice! Our subject matter experts will be going over helpful modules that include how to best utilize CentralReach’s Learning Management …

NEW Criterion and Prompting Updates

Webinar detailing all the new Criterion & Prompting updates released on 4/6/218. Jam packed with new features such as mastery across 2 providers, advanced regression criterion, and concurrent baseline, our criterion settings are being advanced. Gregory Paquette, VP of Clinical Product Development, is excited to show off and train on the new solutions.