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Knowledge Base User Guides Webinars

CR GO FAQ

1. Can I create a new session and access learning trees? No. The CR Go app does not currently support the creation of a session nor access to learning trees. Users can only access and collect data for already created sessions. 2. Can I do session handoff? No. CR Go does not currently support session …

Branch Types

There are several branch types in learning trees. The cumulative and data collection branches are used most frequently to build programming and analyze progress. The different branch types are: Cumulative Displays graph of goals mastered over time (Automatic-Indirect Data Collection). Most commonly used for long term and short term goals. Resources (e.g. videos, tests, forms, …

“Add Payor” Requests

A list of insurance companies and plans are contained within CentralReach. If users are trying to add a payor to a client’s profile, but do not see it in the list, check the organization’s accepted insurances list. If users are still unable to locate the insurance company or plan, open a support ticket containing the …

How to Add Branches to an Existing Session

To add branches and branch types to an already created session: Navigate to the Learn module, select Clinical, and click Sessions Click on the session name to open the session Or, click the icon to open a session in a new window Click the gear icon and then select Re-order/Edit Branches Select a learning tree …

Adding a Company’s Logo to an Invoice

To add a company logo to invoices: In the organization’s account, navigate to the Dashboard module Click My Profile and select Profile Photo Under the “About your organization picture…” section, select Choose file If a logo has already been selected, click Remove under the current logo. Select and upload a picture from your computer The …

How to Geocode Existing Locations

Existing locations will be geocoded when scheduling a new appointment through the Scheduling module. To update existing addresses from the calendar, users must have the (Settings > Manage Own Schedule) permission enabled, located under “Scheduling” in the Permissions module. Users with this permission disabled will see a warning message stating, “Additional permissions are required to …

The RCM and Receivables Reports

Recorded: 12/6/19 Length: 9:05 minutes This video explains the new RCM and Receivables reports that are located in the Billing and Insights modules.

Adding Blackout Dates

Recorded: 9/17/19 Length: 6:21 minutes This clip reviews CentralReach’s new scheduling feature, adding blackout dates. Click here to learn how to set up blackout dates.

Restrict Place of Service Based on Authorizations

Recorded: 9/17/19 Length: 4:48 minutes This clip reviews CentralReach’s new scheduling feature, restricting Place of Service in authorizations. Click here to learn how to enforce a Place of Service in a service code. Click here for Scheduling module permissions.