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The Productivity Report

The Productivity Report in the Insights module compares providers’ billable hours, non-billable hours, drive time, and charges to determine the efficiency of each provider. The Productivity report can be filtered by: Clicking the Date Range drop-down and selecting the timeframe of the report Please note, the default date range is the last 30 days Entering …

CR Mobile Premium Resources

Admin setup resources: CR Mobile Premium Setup CR Mobile Premium Workflow CR Mobile Setup Playlist App user resources: Technician Training video

CR Mobile Clinical-Only Resources

Admin resources: CR Mobile Clinical-Only Tipsheet App user resources: CR Mobile Course: Clinical Only

How to Submit a Feature Request

Support Admins can submit Product Feature Request cases to CentralReach, via the CR Community or by the CentralReach team. Once a case is received, users will receive a confirmation and can track the status of the case thereafter. Support Teams can also open a case on a user’s behalf, and the user will then receive …

How to Create Filters for Active Authorizations

To create filters for active authorizations: Select a date range filter for the field “Auth Group Start Date” 2. Click Advanced on the bottom left-hand side and set values, such as: 3. The same process must be completed for the end date field. Set values and switch the custom part. 4. Click OK

How to Update CR Mobile

Users should ensure their CR Mobile application is running the latest version for performance enhancements and new features. To check CR Mobile’s version: Open CR Mobile The version number will display on the login screen and in the About section. If you are not running the latest version, manually update the application. Users can also …

Release 7.6 Workflow

Recorded: 7/21/2021 Length: 1 minute This clip includes updates to CR ScheduleAI, Learn, and Timesheets. In addition, Release 7.6 includes an enhancement to CR Mobile Session Notes, allowing users to add additional signatures to accommodate supervisor signature workflows.

CR Mobile Session Notes for Technicians

Recorded: 5/14/21 Length: 1:38 minutes This clip explains how to use the new Session Notes on CR Mobile. (Note: the new session notes are also optionally available to be created on the browser/web version.)

CR Mobile Session Notes for Admins

Recorded: 5/14/21 Length: 3:29 minutes This clip explains how to set up permissions, create session note templates, and attach session note templates to service codes. This setup enables technicians to complete the new session notes both on CR Mobile, and optionally on the browser/web version.