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 and select an appointment
- In the “Appointment Details” screen, select the Tasks and Details tabs to view the appointment details:
- The “Tasks” tab includes Sessions and Signatures.

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- The “Details” tab includes the Location Type, Service Codes associated with the appointment, and the option to +Add a Note.
- Notes will appear on the appointment details page in CentralReach. Please note, this is not a session note.
- Select to complete each section after starting an appointment.

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- Clicking the three dots (…) on the upper right-hand side provides the option to cancel the appointment.
3. Five minutes prior to the start time of appointments, a pop-up will appear notifying users of the scheduled start and end times.
4. Click Start Appointment at the bottom of the screen
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- If an appointment without an attached service code is started, an error message stating, “Warning: This appointment does not have a service code” will display. It is recommended to add a service code to the appointment in CentralReach prior to starting the appointment.
- A “Location Alert” pop-up will appear if:
- Users are outside of the 150 meter radius of the service location when starting and ending an appointment.
- There is no GPS signal or it is turned off.

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- Selecting Yes will start the appointment.
- The provider’s location will not be captured and exceptions will appear on the draft timesheet after completing the appointment.
- Selecting No will prevent users from continuing.
5. If there are no errors when starting the appointment, an “Appointment” pop-up will appear, asking users if they want to start the appointment.
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- If EVV is enabled, the location will be captured.

6. The service code will determine if a signature must be captured prior to ending the appointment. After collecting data, if signatures are required, select Signatures to capture both the client and provider’s names and signatures. Click Done.

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- The “Signatures” section in the “Tasks” tab will then have a green checkmark to indicate signatures have been captured.
- Provider and client signatures will be saved on the appointment’s timesheet for conversion.
7. Select +Add A Note to add appointment notes and click Done. The “Notes” section will contain the note underneath with a pencil icon to edit the note.
To end an appointment:
- At the appointments scheduled end time, a pop-up will appear notifying users to end the appointment.
- After completing the appointment, click End Appointment and the “Appointment” pop-up will appear again.
- Selecting Yes will redirect users to the “Appointment Summary” screen. The start time, end time, and length of the appointment will display.
- Please note, the start and end times can be edited unless EVV is enabled.

4. Review the time details and click Confirm
Please note, if an appointment is not completed at the scheduled end time, a pop-up will display five minutes past the end time.
Any errors collected when starting and ending an appointment will appear in a draft timesheet in the “Draft Timesheet” section of the Billing module. Appointments without errors will be in a timesheet.