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Knowledge Base User Guides Webinars

Online Training for CR Mobile

The following courses provide additional training for CR Mobile users: Instructions for setting up CR Mobile Using CR Mobile for appointments and data collection

Time Zone Selectors

For EVV compliance, users are required to select a UTC time zone from a list of IANA time zones when: Scheduling appointments: scheduling an appointment in a different time zone, users are required to select a time zone when inputting the appointment date and time. Converting timesheets: inputting the “Time Worked.” Each time zone field …

Downloading CR Mobile

CR Mobile is available on Android and iOS. Click here to download the Android version. Click here to download the iOS version. Contact your account manager for more information.

CR Mobile and Tellus

Click here to learn more about connecting CentralReach to Tellus. To utilize both CR Mobile and Tellus: After signing up for Tellus, a gateway will be set up in CentralReach for each organization. CR Mobile users must have Visit Verification enabled in each service code. Tellus only allows certain billable codes, such as H2012 BA, …

Starting and Ending Appointments in CR Mobile

If users will be utilizing Electronic Visit Verification (EVV), click here to learn how to enable it before starting an appointment. To start an appointment: Log in to CR Mobile In the Appointment screen, select Details to view the appointment details: Click the three (…) dots on the right-hand side to cancel the appointment. “My …

How to Create and Edit Draft Timesheets

When completing appointments in CR Mobile, if any exceptions are identified, a draft timesheet will be created to show the missing requirements that need to be added. To use draft timesheets, the (CR Mobile > Access) permission must be enabled prior to creating and editing draft timesheets. If users will be utilizing Electronic Visit Verification …

How to Audit for Place of Service (POS) Codes

Recorded: 6/23/2020 Length: 6:02 minutes This clip explains how to audit for Place of Service (POS) codes in CentralReach.

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.