Dashboard

The Dashboard Module is represented by a speedometer icon. Regardless of your role, the dashboard is intended to provide a quick glance view of the items most important to your daily activities.

Profile

The Profile section in the Dashboard contains fields to store and update account specific information, set office locations, enter user credentials, and where the organization accounts can update merchant settings, billing information, and view/print CentralReach invoices.

Contacts / Dashboard Create an Activity Note

Activity notes can be added to any contact in CentralReach, via the Activity & Call Log widget in a contact’s Dashboard.

To add an activity note:

  1. Navigate to the Contacts module and then select Everyone
  2. Click the name of the contact
  3. Hover over the Activity & Call Log widget and click the icon
    • Click here to learn how to add a widget to the Dashboard
    • Or, click Profile on top of the Dashboard, and then click Activity/Call Log under the Profile tab
  4. Click Add New
  5. Complete the form:
    • Type: select the type of activity note you are adding
    • Subject: the subject
    • Date: the date
    • Length: the activity length
    • Add Note: add additional details
    • Visible: define who can view the activity. Share the note with colleagues in your organization, your entire network (outside providers included), or keep it private. Network permissions still apply, meaning the client must be in your co-worker or outside provider’s network in order for them to view the notes
      • Click the checkbox next to the contact name, to share the call/activity log with the contact you are creating it for
    • Click Save Activity and the activity will be shown in the Activity & Call Log widget in the contact’s Dashboard

Dashboard / Scheduling Convert Appointments from the Dashboard Module

Appointments can be converted into timesheets from the Appointments widget in My Dashboard/Home and My Agenda in the  Dashboard module.

To convert appointments from the Appointments widget:

  1. Navigate to the  Dashboard module and select Home or My Agenda
  2. Go to the Appointments widget
    • If you do not have the Appointment widget in your Dashboard, click here to learn how to add it
  3. Click the lightning bolt  icon next to the appointment you want to convert
  4. Verify the accuracy of the information, add Service NotesProvider’s Signature, collect the Client’s Signature, and complete all of the required information
  5. Click Save
  6. You will be directed to the  Billing module, where you will view all of the timesheets for a given date range, and can edit any unlocked timesheets
    • If a signature was attached to the timesheet, the timesheet will be locked, and only an organization account can make changes to the timesheet

Please note, when a converted code is changed to a different code, the appointment is unconverted, but keeps the old timesheet. Delete the other billing entry and convert the new code.

Dashboard Dashboard Module Navigation Menu

When navigating to the  Dashboard module, the main drop-down menu has the following options to help you access and manage your CentralReach account:

  • Home: you will land on My Dashboard, which can be customized with widgets to quickly access other modules in CentralReach, and can provide you a quick overview of upcoming appointments, favorite contacts, recently uploaded files, and more. From My Dashboard, you can access My Profile, to manage and set up additional account details and settings
  • Agenda: set up and manage your current day activities and appointments. My Agenda also allows you to customize widgets for quick access to other modules and information, as in My Dashboard
  • Activity: view account history activity for your defined time frame

When navigating to the  Contacts module and selecting a contact, you will be redirected to the contact’s Dashboard, which looks like your Dashboard (Home/My Dashboard)

  • Other contacts’ Dashboards can be customized with widgets, and their information is tailored to the contact’s account
  • From a contact’s Dashboard, you can access the Profile section to configure additional information and account settings

Dashboard Notifications & Checklists

CentralReach provides contacts with a suggested list of items to be completed on an account, in order to completely set up the account. This list is titled, Notifications & Checklists, and can be viewed on the right-hand side of the  Dashboard module, if the feature is enabled by the organization account.

To view Notifications & Checklists in the  Dashboard module:

  1. Log in to CentralReach or navigate to the  Dashboard module and select Home, Agenda, or Activity
    • If you are viewing Notifications & Checklists for another contact in your organization:
      • Navigate to the  Contacts module and select Everyone
      • Click the name of the contact and you will be directed to their Dashboard
  2. Click the percentage number displayed on the top right-hand side of the screen, right next to the search  icon
  3. The Notifications & Checklists menu will be displayed on the right-hand side, including the list of items to be completed by the user in order to complete the contact’s account set up:
  • When clicking each section, you can expand all of the items within each category
  • When clicking the button under each item, you will be redirected to the product section where the item can be set up
  • When clicking the circle  icon on the left-hand side of each item, you will mark the item as completed. Once items are marked as completed, they cannot be uncompleted and the percentage number displayed when the panel is closed will increase. This percentage number reflects how many of the items on the list have been completed
  • When clicking the question  icon next to the button, you will be redirected to a help article with further information about the item

4. To hide the Notifications & Checklists, click over the title of the section on the top right-hand side

Dashboard Enable Contacts’ Notifications & Checklists

CentralReach provides contacts with a suggested list of items to be completed on an account, in order to completely set up the account. This list Notifications & Checklists, and can be viewed on the right-hand side of the  Dashboard module. Notifications & Checklists are disabled by default and can be enabled by the organization account.

For the organization account to enable Notifications & Checklists:

  1. Navigate to the  Dashboard module and select Home/My Dashboard
  2. Click the Profile tab on top of the Dashboard
  3. Click the Settings tab
  4. Click Additional Settings
  5. Scroll down to the Checklists section
  6. Click the following checkboxes  to enable the Notifications & Checklists panel
    • Show client setup checklist: enables Notifications & Checklists on the clients’ Dashboards
    • Show employee setup checklist: enables Notifications & Checklists on the employees’ Dashboards
  7. Click Save Settings

Dashboard Contact Details Sidebar

The contact details sidebar in the  Dashboard module displays a summary of a contact’s basic profile information for you to view and edit their assigned contact labels, basic information, and meta data.

To view and edit a contact via the details sidebar:

  1. While in the Dashboard module, the contacts details sidebar will be displayed on the left-hand side of the Dashboard
    • If you do not see the details sidebar, click the contact name on the top left-hand side of the Dashboard to expand the details sidebar
  2. Click the contact face image to add a picture to the contact’s profile
  3. Click the star / to add or remove the contact to/from your Favorites contact list
  4. The contact labels will be displayed under the contact’s name, click to add more labels
    • Click the x next to a contact label to remove the label
  5. Under the contact’s basic information, click the pencil  icon, or any of the links displayed to be redirected to edit the basic contact information
  6. Click Add/Edit Meta Data to edit the contact’s meta data

 

Dashboard Search for a Contact via the Dashboard Module

To search for a contact and view a contact’s Dashboard via the  Dashboard module:

  1. While in the  Dashboard module, click the search icon on the top right side of the screen and enter a contact’s name or ID
  2. If you are connected to the contact, you will see the search results drop-down with the contacts matching the search name entered
  3. Click the name of the contact in the search drop-down
  4. The contact’s Dashboard will be displayed

Dashboard Customizing Widgets

Widgets can be added, deleted, expanded, shrunk, or moved around My Dashboard and My Agenda, as well as in your view of a client, network provider, employee, or generic contact’s Dashboard, in the  Dashboard module.

To customize widgets in My Dashboard or a contact’s Dashboard:

  1. Log in to CentralReach, or navigate to the  Dashboard module and select Home
    • If you are customizing a contact’s Dashboard, navigate to the  Contacts module and select Everyone, and then click the name of the contact in the contacts grid
  2. Click the grid Add Widgets  icon on the top right-hand side corner to select a widget. If the grid Add Widgets  icon is not appearing, you have already added all of the user’s available widgets
  3. Click the trash can (Remove Widget) icon on the top right-hand side corner of the widget, to delete the widget
  4. Click the Stretch/Shrink  icon on the top right-hand side corner of the widget, between the trash can (Remove Widget icon and the Refresh Widget icon, to expand/shrink the widget
  5. Click and drag the widget around to move it to your desired location

Dashboard / Files / Document Management Upload and Classify Documents via the Document Manager Widget

The Document Manager widget allows contacts linked to a Document Template to manage, upload, and classify files included in such templates from their Dashboard.

This feature allows your employees to upload and maintain up-to-date document versions. Users can view documents in the widget if the user is included in the contact label assigned to a Document Template.

To upload a file via the Document Manager widget:

  1. Navigate to the  Dashboard module and select Home/My Dashboard
  2. Go to the Document Manager widget
  3. Expired or missing documents will be in red text
  4. Documents expiring in the next 28 days will be in black text
  5. Click the Upload link next to the document you are uploading
  6. Complete the form
    • Name: the document name
    • Description: the document description
    • File Number: the file number
    • Effective Date: select the document effective date
    • Expiration Date: select the file expiration date or click the checkbox next to No expiration date, if the file does not have an expiration date
  7. Drag and drop the file from your computer or device into the Drop your file here to upload box, or click Click to Select, to select the file
  8. Click Begin Upload
  9. Click Close

Click here to learn how to add the Document Manager widget to My Dashboard.

Note: The Document Manager widget can be seen if your organization has purchased the Document Management premium feature through CentralReach. This widget allows you to upload and classify required documents. Please contact your Customer Success Lead or open a support ticket if you want to add this feature to your account.

Dashboard / Tasks Create a New Task from the Dashboard Module

To help streamline the process of creating a task for yourself or for a client, tasks can be created directly from the Tasks widget in the  Dashboard module.

To create a task from the Tasks widget in the  Dashboard module:

  1. Log in to CentralReach or navigate to the  Dashboard module and select Home/My Dashboard
    • If you are creating a task for a client, navigate to the  Contacts module and select Clients
    • Click the name of the client you want to create a task for
  2. Hover over the Tasks widget and click the new task  red button
  3. In the Compose Task pop-up, complete the form with the following information:
    • Name: name of the task
    • Description: a detailed description of the task
      • Click here if you are creating a task using a Task Template
    • When is it due?: the task due date
      • Assigning a due date will enable you to filter tasks in the tasks screen and in the  Tasks module main menu by Due Today and Overdue
    • Who is responsible?: click the drop-down to select one of the following:
      • Me: if the task is an assignment for yourself
      • Let me choose someone…: to assign the task to somebody else
        • Find Person/Group: the name of the person, group, or label the task should be assigned to
      • Leave unassigned: if the task should not be assigned to anybody. Use this option to create a queue of tasks that can be worked on and completed by other users in the organization
    • Is this task on behalf of a person?: if you are creating the task directly from the client’s Dashboard, the task will automatically be created on behalf of the client. Otherwise, select one of the following:
      • Yes: if the task is being created on behalf of another person
        • On behalf of: the name of the person the task is created for
      • No: if the task is not created on behalf of another person
    • Add Labels: enter labels, to filter and organize tasks
    • Attachments: click Upload, Select Files, or drag the file to the Drop files here to upload, to attach relevant documents to the task
  4. Click Create Task

Click here to learn how to add the Task widget to your Dashboard, or a client’s Dashboard.

Click here to learn more about the Tasks widget.

Dashboard / Contacts / Insurance Verification Client Insurance Verification Status

Users with the Premium Feature: Insurance Verification through Office Ally, can view clients’ insurance verification status.

Client’s insurance verification status can be viewed in the:

  • Payors widget in the client’s Dashboard
  • Insurance section in the client’s Profile
  • Contacts module
  1. The Payors widget in the client’s Dashboard shows all of the payors assigned to the client, along with the payor verification status:
    • The green checkmark icon indicates the payor is an insurance plan that has been verified
    • The question mark icon indicates the insurance plan has not been verified
    • The admiration icon indicates the verification has failed

2. To view more details on the client insurance verification status:

  • Navigate to the  Contacts module and select Clients
  • Click the client name in the client’s grid
  • Click an insurance plan in the Payors widget
    • Click View Details
    • Or, click the Profile tab at the top of the client’s Dashboard, and then click Payors
  • You will land in the Insurance section of the client’s Profile, which contains the plan verification history, status, source, who verified the insurance, etc.
  • Click the link under the Status column to see coverage detail information

3. To filter clients’ insurance based on their insurance verification status in the  Contacts module:

  • Navigate to the  Contacts module and select Clients
  • Click the funnel  icon on the top left-hand side, to expand the Filters and Labels section, and then click the Filters tab
  • Click Insurance Verification
  • Click Choose  next to the insurance type to select the insurance status you want to filter clients by in the client’s grid, and filter by the last date when the coverage verified was valid