The navigation icons in CentralReach provide a visual representation of all the modules that can be accessed within the system. The modules are located at the top of each page in CentralReach.
- Dashboard module: navigate to My Dashboard (your homepage), My Agenda, and My Profile.
- Contacts module: view and access all of the contacts in your network. Here, you can access profile pages and create new contacts. There are four types of contacts that can be added to CentralReach from this module: Employees, Clients, Generics, and Providers.
- Files module: access all of the files that have been uploaded and shared with you. A red number will appear at the top of the icon when files have been uploaded to the system. This module contains all types of files and is only accessible to employees’ based relative connections.
- Billing module: manage billing rates and service codes, produce invoices, and post payments
- Claims module: set up claims for insurance companies with exact preferences for each payor. This allows users to review timesheets and bulk merge for submission.
- Human Resources module: manage employee PTO and benefits accrual, and track assets assigned to employees. Assets may consist of laptops, furniture, tablet devices, software, or office keys.
- Scheduling module: view and manage calendars, and create appointments for yourself, providers, and for clients you oversee.
- Learn module: allows therapists to create different learning trees, sessions, and assessments to collect data on their clients.
- Insights module: has a number of reports and 14 standard business intelligence dashboards that can generate a collection of data and information for auditing, record keeping, and improving business performance. These records can vary from generating a list of contacts within the organization, to the list of billing entries created within the organization’s Billing module.
- Permissions module: grants and restricts each employee’s access to the CentralReach system and modules.
- Tasks module: manage your projects. The main task screen contains an overview of the status of projects that you can filter through to view current and upcoming tasks using the menu selections. You can also enter, define, assign, and share projects with others, and view support tickets.
- Messages module: compose and send messages to employees, groups of employees, and clients in CentralReach. Users can add subjects to messages BCC contacts, and attach files. This is an internal module, which is HIPAA compliant. Since this module is internal, every message composed here is and remains HIPAA compliant.