The Billing Module is represented by a dollar icon, and is where users are able to manage employee time tracking, set up billing permissions and rates, submit claims, produce invoices and post payments.
The Claims Module is presented by a plus sign icon, and is where claims for various insurance companies with exact preferences for each payer are set up. Through this module, the user can review timesheets and bulk merge claims for submission.
The Tasks Module is represented by the bars icon and is where users manage, enter, define, assign and share projects with others. The main tasks grid provides a quick overview of the status of all projects.
The Insights module (formerly, the Reporting module) is represented by the graph icon and includes all the reports within the system, along with advanced dashboards and graphs to measure and track key performance metrics.
The Client Portal is CentralReach’s web portal for organizations’ end clients. The portal is designed with an easy to navigate user experience, menus, and features tailored specifically for end clients to access their account information.