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Notes Permissions

Employees with the following permissions have various levels of access to Notes. These permissions can be enabled via the Permissions module. Access Create and complete a note/form for a client or provider. Notes Templates > Manage Create, add, delete, and overall manage note and form templates for the organization Permission groups, and edit the permissions granted …

Files Module Permissions

Employees with the following permissions have various levels of access to the Files module. These permissions can be enabled via the Permissions module. Access Basic access to the Files module Authorizations > Access (Basic) Access authorizations tab in billing, with rights to see any authorizations they are a part of Authorizations > Access (Full) Access authorizations …

Human Resources Module Permissions

Employees with the following permissions have various levels of access to the Human Resources module. These permissions can be enabled via the Permissions module. Access Basic access to the Human Resources module Assets > Access Access to view assets Assets > Manage Access to manage organization assets Assets > Manage Organization Labels Add, edit, and remove …

Bulk Printing Invoices

To bulk print invoices: Navigate to the Billing module and select Invoices In the invoices grid, select the checkbox next to the invoices that need to be printed. Please note, users can print up to 200 invoices at a time and cannot print an invoice with more than 500 entries and 150 notes. Click Print …

How to Set Up Parent Goals in the Client Portal

In the Clinical menu of the Client Portal, parents can collect data through sessions in learning trees. To set up parent data collection in clients’ learning trees: Add a parent goals Cumulative branch to the client’s learning tree Create a session and add the parent goals branch to the session In the session, click the …

How to Delete a Modifier Linked to a Default Rate

To delete a modifier linked to a default rate: Navigate to the Billing module and select Service Codes Return to the service code and select the number in the “Default” column Select the trash can icon on the right-hand side to delete the modifier

Best Practice Workflow to Add New Service Lines to Appointments

Recorded: 5/26/2020 Length: 5:45 minutes This video features the recommended workflow to add more service lines to appointments and how to manage codes for supervision appointments or appointments where the client’s funding source does not pay for the overlap time.

CentralReach’s Timesheets Improvements

Recorded: 5/13/2020 Length: 4:15 minutes This clip provides an overview of CentralReach’s new timesheets, designed to improve the navigation experience, reduce scroll time, and improve audit accuracy across appointments, billing entries, and claims.

Telehealth Billing Set Up in CentralReach

Recorded: 4/9/2020 Length: 40:02 minutes This video provides step-by-step instructions explaining how to set up the CentralReach platform for Telehealth billing services, such as adding modifiers and setting up service codes.