Help Articles

View articles, user guides, and videos on key CentralReach workflows

Release Notes

Read about our new features and product improvements

Software Courses

Take short, click-by-click courses on CentralReach best practices

Training

Register for product webinars, one-on-one training & more

Most Recent Articles

Breeze through our most recently added articles to see what's new and fresh

Knowledge Base User Guides Webinars

EVV Billing Error Guides for Colorado

The following PDF documents are guides for Electronic Visit Verification (EVV) billing errors: Group Codes Multiple ID’s and STX Accounts Timing of Records

Visit Verification Filters

The “Visit Verification” grid can be filtered by: Entering search terms, such as contact, billing, and service code labels, and places of service, in Search Visit Verification. Clicking the Date range and selecting: Today Yesterday Last 7 days Last 30 days This month Last month Custom Range The All, Pending, Accepted, Rejected, or Unsent Sandata …

Advanced Business Intelligence Dashboards

Advanced Business Intelligence allows users to create custom dashboards and reports in the Insights module. Users can create dashboards, which hold reports, charts, and other various graph types to analyze, compare, and share data with other users in the organization. This data derives from fields found within CentralReach and the Data Warehouse. Users can choose …

How to Add Credentials to Visit Verification Settings

Sandata provides organizations with sets of credentials that must be used to authenticate connections. These credentials are entered in the “Visit Verification Settings,” where credentials are sorted by state if the organization operates in multiple states. To add new credentials to the “Visit Verification Settings”: Log in to the organization account Navigate to the Dashboard …

Viewing Trends and Forecasts

Users can visualize data trends and predict what future data may look like using the “Analyze It” menu in Widgets. Please note, this feature is currently only available for line charts. To view Trends from a Dashboard: Navigate to the Insights module and select Insights Home In Custom Reports, select a custom dashboard In a …

Purchasing Additional Licenses

Organizations automatically have two designer licenses, but users with the (Manage Designer Seats) permission enabled can purchase additional licenses in the “Settings” section of the Insights module. To purchase additional designer licenses: After adding the maximum number of licenses, a message will appear at the top of the list, stating, “Maximum number of licenses have …

Release 6.8 Email Auditing & Other Updates

Recorded: 2/22/21 Length: 1:35 minutes This clip contains a few highlights from CentralReach’s 6.8 release, including how to audit email addresses for upcoming security enhancements.

CentralReach Release 6.6 Workflow Updates

Recorded: 1/26/2021 Length: 3:11 minutes This clip describes the workflow updates to copy/select note functionality, electronic visit verification, and more that were updated in CentralReach’s 6.6 release.

The CentralReach RCM Report

Recorded: 1/18/2021 Length: 8:33 minutes This video reviews CentralReach’s RCM report, an included practice management dashboard displaying key revenue information to customers.