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The ADP Payroll Data Report

The ADP Payroll Data report is for organizations that use ADP as a third-party payroll company. This report is located in the Insights module and contains employee payroll information. Organizations can export the report, review, and upload it directly into ADP. Please note, users should complete all audits and changes at least 24 hours prior …

Primary and Secondary Contacts

Primary contacts, such as the below providers, automatically populate when generating claims. These fields can be assigned or edited in authorizations, claim default settings, timesheets, or while bulk-merging claims in the Billing module. Any assigned secondary contacts entered in the authorization will also automatically prepopulate into secondary claims. If users do not assign secondary contacts, …

SSO Connection Statuses

The following explains the SSO connection statuses and how users can facilitate access into CentralReach. Pending Migration: User exists in CentralReach, but has not verified their login credentials for access. When this happens: Users will have this status if they had a username before V7.7 and have not logged in since. To access CR: Navigate …

How to Download and Format the ADP Payroll Data Report

After downloading the ADP Payroll Data report, users may need to re-format the export to arrange the columns in their account-specific required order before importing to ADP. To download the ADP Payroll Data report: Navigate to the Insights module and select Staff Management Click the ADP Payroll Data Report Click the ellipses on the right-hand …

How to Filter the ADP Payroll Data Report

To filter the data in the ADP Payroll Data report: Navigate to the Insights module and select Staff Management Click the ADP Payroll Data Report Filter on the Payroll Run Date Select a single “Payroll Run Date,” which is the Creation Date of that payroll run. Use the additional filters “Day the Payroll Run Started” …

How to Set up and Run the ADP Payroll Data Report

The ADP Payroll Data report uses the parent-child schema in the service code label relationship. This requires an organization’s adherence to the following data protocols for the export to run properly. To set up the ADP Payroll Data report: Navigate to the Insights module and select Staff Management Click the ADP Payroll Data Report Users …

Release 7.10 Workflow Updates

Recorded: 1/26/2022 Length: 6:17 minutes This clip includes innovative new features, such as Clinical Data Management, Assign Selected Branch, Address Management, and a new EVV Report, alongside additional enhancements, improvements, and fixes.

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.

Release 7.0 Workflow

Recorded: 3/19/2021 Length: 2:03 minutes This clip provides a brief overview of workflow updates in the 6.9+7.0 release, including EVV, Draft Timesheets, and Email Login updates.