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Knowledge Base User Guides Webinars

Sales Tax FAQ

Why are you now applying sales tax on my invoice? Due to the 2018 Supreme Court decision in South Dakota v Wayfair, companies purchasing software in applicable states must apply sales tax. (Five states do not have state-level sales tax: Alaska, Delaware, Montana, New Hampshire, and Oregon). Sales tax is required by law. Organizations who …

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 …

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.

How to View Client Payment History

Users with the following permissions can view the history of client payments to reference and provide clients with a copy of their payment history: (Billing > Access): basic access to the Billing module for creating timesheets (Payments > Access): access to the payments screen (Billing > Manage Timesheets): manage timesheets on behalf of other employees …

How to Remove Employee/Client Rates from a Service Code

To remove employee/client rates from a service code: Navigate to the Billing module and select Service Codes Choose a code you want to remove the custom rate from and select the number under the Rates column to open all of the custom rates linked to that code After opening the rates, find the contact you …

How to Edit Clients’ Payor Information

To edit clients’ payor information: Navigate to the Contacts module and select Clients Click on a user to be directed to their Dashboard Click Profile and select Payors Click Details and select the Subscriber tab Edit any information and click Save Payor

CR Go Mobile Application – Technician Workflow

Recorded: 6/19/19 Length: 9:07 minutes This clip features a technician’s workflow in CentralReach’s mobile application, CR Go. This training covers checking in for appointments, completing data collection, timesheets, session notes, and more.

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.