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Knowledge Base User Guides Webinars

Follow-Up Authorizations

In the “Authorizations” section of the Billing module, expired authorizations can have a “follow-up” authorization. If an authorization has expired with service codes that are exactly the same and the follow-up begins the day after one ends, there will be a “double page” icon on the right-hand side. Clicking the icon will open the follow-up …

The Pay-To Section in Claims

When claims are generated, the “Pay-To” section is blank by default. For an organization to have this auto-populate for all claims, please contact your CSL or open a support ticket.

Editing Recurring Appointments

When recurring appointments are edited, the remaining appointments in the series can be changed, depending on what options are selected when saving. After editing an appointment and clicking Update Appointment, the “Save Changes” pop-up has the following options: Only this event: other events in the same series will remain the same. Save: save this change …

Including Signatures in an Activity Statement

Signatures can be carried over from a timesheet to a Note & Form when generating an activity statement. To do so: Create an activity statement After the activity statement has been generated: Under the “Columns” section on the left-hand side, select the checkbox next to Provider sig, Client sig, and Notes/Forms The signature(s) will be …

Spacing in a Note & Form

When filling out a Note & Form, users can edit the spacing of a text box: If you are using the Rich text area box: Select the Formats drop-down at the top of the form Click Inline and select Div The text will be single-spaced.

Changing the Default Permission Group for Employees

To change the default permission group for employees: In the organization’s account, navigate to the Permissions module Select a permission group In the “Details” tab, select Make Default Employee Group Click Save Group Details This will override the current default permission group and automatically assign this permission to all new employees.

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.

Restrict Scheduling by Authorizations

Recorded: 9/17/19 Length: 3:00 minutes This clip reviews the new scheduling permission, (Appointments > Override Authorization Limits), to prevent users from scheduling appointments beyond clients’ authorization limits. Click here for Scheduling module permissions.