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Knowledge Base User Guides Webinars

CentralReach Maintenance Schedule FAQs

Why is CentralReach performing regular platform maintenance? Standard maintenance is a software industry best practice. It helps software companies provide the best experience possible to their users. CentralReach is no different and we are committed to providing our customers with the best possible experience, and as such will always have regularly scheduled maintenance on our …

Private Labels

Private labels are located in the Contacts module on the left-hand side, under Labels. All accounts, except the organization’s administrative account, can create and use private labels without granting permissions, and are unique to each users’ account. Also, private labels do not have any impact on the rest of the organization and are used to …

Messages Module Permissions

The following permissions can be granted to employees in the Messages module, for access to a variety of features: Chat > Access Gives a user access to the chat module, and the ability to send and receive ReachMe chats Messaging > Access Gives a user access to the Messages module Messaging > Send to Clients …

How to Enable Admin Permissions

It is recommended to keep Admin permissions to certain users who need complete access. Inside each permission group, there are lists of permissions categorized by each module. To view all of the permissions enabled in the Admin Permissions group: Navigate to the Permissions module using an Admin account Click the Admin System permission group Click the Permissions …

How to Add and Update a Client’s Health Record

Clients’ health records are located in their Profiles, and is a way to view and record vital health statistics and readings. To add to a client’s health record: Navigate to the Contacts module and select Clients Choose a client to be directed to their Dashboard Click Profile and select Health Record Click on each option …

How to Download the Accrual Details and Accrual Payment Details Reports

To download the Accrual Details and Accrual Payment Details reports: Navigate to the Billing module and select Accrued Reporting Click Accrual Summary and then select the cloud icon on the right-hand side Choose Accrual Details or Accrual Payment Details in the drop-down Select a Time Period in the drop-down Click Run Report 6. Click Go …

Employee Training

Recorded: 5/22/19 Length: 25:52 minutes This video features a tutorial that will engage new employees logging into their organization’s CentralReach account for the first time. During this video, employees will learn the system’s basic navigation, tools, and how to use CentralReach as part of their daily routine.

Clinical Express: Goal Auto-Progression with Criterion

Recorded: 3/20/19 Length: 23:20 minutes This video features how to establish changing criterion templates at the organization level, and a 15 minutes Q&A to follow.

Clinical Express: Advanced Criterion Templates

Recorded: 3/20/19 Length: 43:58 minutes This video features how to establish across session prompt fading templates at the organization level, and a 15 minute Q&A to follow.