To access SSO Settings in the Client Portal:
To view a client’s notes & forms from 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:
Parents can then access goals in learning trees and collect data in sessions by logging into the Client Portal.
New CentralReach users, including clients and generic contacts, need to have a primary email in the Basics section of their Profile before being converted to a user. After they are converted to a user, they need to verify their email before setting up their CentralReach account.
When logging into the CentralReach Client Portal with SSO for the first time:
To log into the Client Portal:
The Clinical menu is designed to provide clients access to their clinical data, by accessing their Sessions/Data Sheets via the Portal. Having access to sessions allows clients to:
By default, clients have access to sessions. Clients’ access to Sessions can be disabled in the “Sharing & Access” tab in sessions’ settings.
To access the Clinical menu in the Client Portal:
When scheduling new client appointments, you can control the appointments clients can view in the Schedule menu of the Client Portal. Client appointment visibility must be defined when creating a brand new appointment through the “Visible to Client” toggle. When Visible to Client is enabled, the client will always see the appointment in their schedule, and all future appointments in the recurring series.
If enabled, client visibility cannot be hidden after the appointment is created, and the appointment and all recurring series will be shown in the Client Portal. If the toggle is disabled when the appointment is created, the appointment will be hidden from the client schedule in the Client Portal, and users can enable view for each individual appointment one by one, or in bulk, at a later time.
To disable the Visible to Client toggle:
Click here to learn how to create an appointment.
Click here to learn how to unhide an appointment from the Client Portal.
To access the Client Portal, clients must receive login credentials from their organization. Login credentials can be established for a client via the Client Profile, or can be automatically enabled via client contact forms.
Once the client receives their login credentials via email, they can visit login.centralreach.com, follow the “First Time User” workflow to set up a password, and then enter their email address and password to access the Client Portal.
The Client Portal allows clients to manage their profile and schedule availability, update their contact information, and opt-in to receive notifications: For clients to set up their profile:
Clients can opt-in to receive email or text message notifications when new messages are received, new invoices are posted in their account, changes are made to their schedule, and when there are updates pertaining to tasks.
To set up notifications:
Clients can set up their availability in the Client Portal to streamline the appointment scheduling process, so the organization only schedules appointments during times when the client is available.
For a client to set up their availability in the Client Portal:
Clients can securely receive and send messages to contacts they are connected to via the Client Portal. All messages can be viewed in the Messages menu. The Messages widget in the Dashboard menu provides access to quickly preview messages and to compose a new message.
To view and send messages:
Clients can securely preview, download, share, and upload files via the Client Portal. All files are saved and can be viewed in the Files menu. The Files widget in the Dashboard menu also allows quick access to new and recently added files and a link to upload new files.
Please note:
To access Files in the Client Portal:
To preview or download a file:
To upload a new file:
To share the file:
The Activity & Call Log widget in the Client Portal Dashboard includes information organizations or clients add and share with each other, pertaining to calls, notes, and conversations they make a note of.
For example:
For a client to view their Activity & Call Log:
The Client Portal Billing menu provides clients access to view, download, and pay invoices, as well as view and sign timesheets after services are rendered.
To access the Billing menu in the Client Portal:
Clients can pay invoices from their Client Portal account if the organization marked the invoice as “Client: Payable” and “Client: Visible,” and the organization accepts credit card payments. Credit cards can be saved to the Client Portal to make invoice payments in full.
To pay an invoice via the Client Portal:
Please note, credit cards saved in the Client Portal are not accessible in clients’ profiles from the organization account unless they have already been added to the client’s profile.
Clients are able to sign provider timesheets after services are rendered from their Client Portal account.
To sign a provider timesheet:
The Client Portal Schedule menu provides clients with access to view all of their scheduled appointments. The Appointments widget in the Dashboard menu also provides quick access for clients to view their upcoming appointments.
To access the Schedule menu in the Client Portal:
The Client Portal Tasks menu provides clients with access to view all of their assigned tasks and to create new tasks to be assigned to the contacts they are connected to.
To access the Tasks menu in the Client Portal:
