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Definitions, details and explanations of key CentralReach terminology

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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 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 …

How to Audit the Forms Clients/Providers Have Signed

You can check the files clients/providers have or have not signed, in the Files module. To check what files clients/providers have or have not signed: Navigate to the Files module and select Files In the search bar, type in the name of the client/provider Scroll and select Not yet signed by [name] or Signed by …

Contact Paragon for Support

If you have any questions, or need help with your Paragon account, contact Paragon’s customer care. Paragon Customer Care CustomerCare@paragonsolutions.com (800) 884-5208 Paragon’s Customer Care team will provide help and technical support to CentralReach merchant customers. Click here to learn how to set up your Paragon account.

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.