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Knowledge Base User Guides Webinars

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 …

Auto Refresh in CR Mobile

CR Mobile will auto refresh once a day to ensure updated data is available. However, users can refresh each section of the application to sync updates to CentralReach by tapping the refresh icon on the upper right-hand side of the screen. Each module will contain the date and time of the last sync. A banner …

How to Generate a TEST Claim

To generate a TEST claim: Navigate to the Claims module and select Claims Manager Check the box next to the claim Click Actions and select Export/Download from the drop-down menu Select a gateway Click Test claim Select Export

The Employee Import User Guide

Download the Employee Import user guide to learn more about the requirements for importing employees. The Employe Import Template CSV file is for users to utilize when importing employees. CentralReach’s Employee Import User Guide CR Employee Import Template

Split Claims by Place of Service

To split claims by Place of Service: Navigate to the Billing module and select Billing Select the billing entries to be split Click the Actions drop-down and select Bulk Merge Claims Click the Split on Place of Service checkbox. The claim will split into one claim per client and per Place of Service Click Start …

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.