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Knowledge Base User Guides Webinars

Credit Card Credentials

When entering a credit card into the Payors section of clients’ profiles, certain credentials are required, in order for the new card to be validated and saved in CentralReach. The following are the required credit card credentials: These entry fields need to have a value added, in order to save the credit card: Card Type …

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 …

How to Purchase Individual Courses

To purchase individual courses in the CR Institute learning management system: Navigate to institute.centralreach.com and log in with either your email address associated with your organization or your personal email address Please note, courses will only be available in the account in which the courses were purchased Select Catalog at the top of the screen …

How to Navigate to CR Institute

To log in to CR Institute: Navigate to institute.centralreach.com and log in If your organization purchased a portal providing you with content, log in with the email address associated with that portal You will be directed to your dashboard, which will display the following: Courses currently in progress, available, started, or completed Any collaborations you …

How to Access CR Institute as an Organization Employee

To access your organization’s learning management system (LMS) portal: You should have received a CR Institute email invitation to your organization’s portal and clicked to set up a password Navigate to institute.centralreach.com and log in with your email address associated with your organization You will be directed to your dashboard within your organization’s portal If …

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.