Release Notes

Stay up to Date on Our Software Releases

September 2019 Release Notes

5.5

Release Recap

The following updates and product improvements have been released in CentralReach:

  • New scheduling features and permissions, as further detailed below:
    • Certifications that have been added to providers’ Profiles can now be linked to fee schedules in the Service Codes screen. This can be used to restrict users from scheduling appointments with providers that do not have the correct credentials for a service.
    • A new permission, (Appointments > Override Required Credentials), allows users to override schedule warnings when scheduling appointments for providers without the correct credentials for a service.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled will receive a warning message and cannot save appointments when trying to schedule appointments with providers whose credentials do not meet the requirements for the service(s) provided.
    • Service codes can now be linked to a Place of Service in the Authorizations screen. The existing permission, (Appointments > Override Authorization Limits), also allows users to bypass Place of Service requirements when scheduling appointments.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled will receive a warning message and cannot save the appointment when trying to schedule an appointment for a client that has reached authorization limits or that has a service code with Place of Service requirements.
    • Organizations can now set blackout dates for individual payors in the Accepted Payors screen to block specific days from being scheduled for clients.
      • Users can bypass blackout date restrictions in an Authorization. When enabled, appointments linked to specific authorizations can be scheduled on blackout dates.
      • Please note, users who are unable to bypass these restrictions will also be unable to schedule single and recurring appointments on blackout dates.
  • The following updates were made to the ESSC billing export to comply with the new industry standard:
    • The CPT Code column title was updated to “CPT_Code.”
    • New columns, ClientName and StaffName, have been added and will display names as “First Last.”
    • The date and time formats in the ServiceFrom and ServiceTo columns will now be displayed as “m/d/yyyy” and “hh:mm:ss AM/PM.” 
    • A new column, ServiceDuration, displays the time of service in minutes. 
    • The TreatmentType column will now display the word for the corresponding modifier in the first position of the group. 
  • The issue on the Billing screen in mobile view, preventing users from signing below the line in the signature capture box, has been resolved. The entire signature capture box can now capture a signature and will not display an error message or erase a signature.

Knowledge base articles & user guides:

July 2019 Release Notes

5.4

Release Recap

The following updates and product improvements have been released in CentralReach:

  • New scheduling features and permissions, as further detailed below:
    • A new permission, (Appointments > Schedule Overlapping Appointments), allows organizations to restrict users’ abilities to schedule multiple clients at the same time.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled, will receive a warning message and cannot save appointments, when trying to schedule appointments for multiple clients.
    • A new permission, (Appointments > Override Authorization Limitations), allows organizations to prevent users from scheduling appointments beyond clients’ authorization limits.
      • Please note, this permission is added to the Custom permission group, and is enabled by default. Users with this permission disabled, will receive a warning message and cannot save appointments, when trying to schedule an appointment for a client that has reached authorization limits.
  • When selecting the Overlapping filter in the View As Grid screen in the Scheduling module, the error causing non-overlapping appointments to display as overlapping, has been resolved.
  • The error preventing users from searching Principals in the Authorizations section of the Billing module, has been resolved.
  • Organizations can now add a guarantor, the financially responsible party for a client’s services, to clients’ profiles. This field has been added for future use.
  • When entering a new credit card in the Payors section of clients’ profiles, credit card entry fields will be validated prior to saving. The credit card must contain the following credentials, or users will receive a validation warning message:
    • The following fields need to have a value added, in order to save the credit card, Card Type, Name on Card, Number, Security, Expiration
    • A value between 15-16 characters, depending on the type of card
    • A valid expiration date, containing a two digit month and four digit year
  • A fix was implemented to Goal Creator, to prevent data points collected from notes, from showing incorrect percentage values.
    • For example, a score of 6/10 will display as 60%, instead of 100%
  • Score branches containing prompting procedures can now be graphed without selecting a prompt.
  • When selecting the print icon in an individual Session Summary, the Learning Opportunities Per Session section will now show the correct information in the print screen, that is in the Session Summary screen.

 

Knowledge base articles & user guides:

June 2019 Release Notes

June 28, 2019

Updated Version of CR Go Available Now

CentralReach’s mobile application, CR Go, has been updated to version 5.0.3. This update includes bug fixes, such as Sessions loading offline, and application stability.

Knowledge base articles & user guides:

5.3

Release Recap

New features and product improvements have been released in CentralReach, as further detailed below:

  • Clients can process credit card transactions via the CentralReach platform and Client Portal, through an integration with Paragon Payment Solutions. Paragon is now an available option under Merchant Settings. Please note, Paragon will provide two sets of Username, Password, and Gateway ID fields, which are API and Portal credentials. Input the required API credentials into Merchant Settings when setting up your account.
  • Paragon Payment Solutions provides reporting capabilities with automated features and functionality, such as:
    • A Card Account Updater feature, located in the organizations’ Merchant Settings, which automatically updates card-on-file information. Please note, clients must sign up for the Card Account Updater feature through Paragon, prior to activating this feature
    • If there is an error when processing a credit card, a detailed error message will appear to notify users
  • The “Un-delete” button located in the Payors section of users’ profiles, has been removed for credit card payors, preventing users from editing credit cards on file. For users signed up with Paragon’s Card Account Updater feature, when clients’ credit cards are automatically updated, the previous card is deleted and the new card is added to their account
  • A fix was implemented to the Client Portal, to prevent erroneous information from interfering with billing. Clients can no longer edit the Basics or Address sections of their Profiles.
  • The following updates have been implemented to the Human Resources module:
    • The error miscalculating employees’ paid time off accrual, has been resolved. Employee Accrual Settings will now calculate properly
    • When adding a new Pay Type, users can no longer choose “Select” from the Pay Type drop-down, which prevents payroll from running for the organization
  • The issue preventing users that are not logged into CentralReach from viewing the “Primary Location” field in contact forms, has been resolved. Forms will now have the Primary Location field populated for everyone to view.
  • Users logged out of CentralReach due to system auto-timeout, will be redirected to the last page they were on, instead of their Dashboard, when logging back in.
  • When selecting “Open Link in New Tab,” the issue causing the Claims and Scheduling modules to open to a blank page, has been resolved. The pages will now load when users open a new tab from each module.
  • When importing and editing batches in the Payments section of the Billing module:
    • The Date Range field is now optional when importing payments
    • Batches will not save if the start date occurs after the end date, the end date occurs prior to the start date, or one date is left empty
    • The “Create Batch” button, in the Import Batch screen, will now allow users to import a new batch without uploading a file
  • When selecting the “Last Uploaded” filter in the Document Management Report, the report will now recognize the most recent version of an uploaded file.

 

Knowledge base articles & user guides:

May 2019 Release Notes

May 19, 2019

Release Recap

The following updates and product improvements have been released in CentralReach:

  • Under the Notifications & Checklists section in the Dashboard module, the issue causing the password reset link to display a blank page, has been resolved. The “here” will now redirect users to the login page to change their password.
  • A fix was implemented to the Accepted Payors screen in the Payors section of users’ Profiles, incorrectly displaying a “This insurance is no longer accepted by this organization” message, for employees with read-only permissions.
  • The error causing the logout button in the Client Portal in mobile view to disappear, has been resolved. Clients can now log out of the portal from any device.
  • The following updates have been made to the Billing module:
    • Additional fields have been added to the Accrual Details and Accrual Payment Details exports:
      • ServiceLocationName
      • ServiceLocationAddressLine1
      • ServiceLocationAddressLine2
      • ServiceLocationCity
      • ServiceLocationStateProvince
      • ServiceLocationZipPostalCode
      • ServiceLocationCountry
    • The Payor “Nickname” field, located in clients’ payor profiles, has been added to the last column of the Billing, Receivables, Payments, and Sales export reports. Please note, this addition may affect reporting macros and scripts
  • Meta-data field information will now carry over when Generic contacts are converted to employees. Please note, previously converted Generic to Employee contacts’ meta-data information will also be carried over.

Knowledge base articles & user guides:

April 2019 Release Notes

April 13, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • The error preventing the “My primary location” and “Hide the street address from public view” fields from saving when creating a new office location, has been resolved. Users can now save a new office location in their Profile, without receiving a “Location Error” message.
  • The following fixes have been made to the Claims module:
    • The Sent To column will now update properly when sending claims to a gateway. Please note, claims were still sent and received successfully, even though the Sent To column was not populating correctly
    • Users with the (Claims > Access) permission enabled can now search the ERA List, using a check number
  • When creating labels, the issue changing the background color to the text color after saving, has been resolved. The desired colors will now save when creating labels.
  • The following updates have been implemented to the Billing module:
    • When converting appointments, the Save button will not allow for selection when a timesheet is processing, to prevent users from creating duplicate billing entries
    • Users can now add more than four filters to the Service Codes grid
  • In Criteria and Prompting templates, users can now choose “Remove from all Sessions” in the Progress To drop-down when goals have been met, alleviating Session branch limit issues and the process of manually removing targets from Sessions.

Knowledge base articles & user guides:

March 2019 Release Notes

March 30, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • The Authorization report in the Authorizations section of the Billing module, has been updated. When expanding for more details, deleted appointments will now be accurately reflected in the Pending column.
  • An issue preventing new credit cards from being added to the Client Portal, has been resolved. Users can now add and save new credit cards to pay invoices.
  • A fix was implemented to resolve UTC time from displaying throughout the platform, instead of users’ local machine time. The platform will now reflect users’ local time.
  • The following updates have been made to Meta-data Settings:
    • When adding values to meta data fields, answers will be validated against the answer types selected. In order for data to save, answers must reflect the selected answer types
      • For example, if “Numeric (Decimal)” is chosen, an answer of “0.00” or other numeric value should be input for the data to save
    • Answer types cannot be changed once a meta data field has data. To change an answer type after inputting data, a new meta data field needs to be created
    • For previous invalid answers, an error message stating, “Invalid Value,” will be displayed. When hovering over the edit icon, a tooltip will be displayed, which will state the invalid values for users to update and save
    • For multi-select answer types, invalid options will still be displayed, but can be unchecked. Once unchecked, invalid options will turn gray and can no longer be selected
    • For single-select answer types, invalid options will still be displayed, but will be highlighted, requiring users to select a new and valid option
  • The issue preventing Learning Tree branch reordering, has been resolved. Branches will now save in their new desired position.

Knowledge base articles & user guides:

March 18, 2019

Updated Version of CR Go Available Now

An updated version of CentralReach’s mobile application, CR Go, has been launched. CR Go is now running version 5.0.2. This update includes fixes to scheduling, offline syncing, and application performances and stability. Additionally, please note that ReachMe, CentralReach’s chat messaging tool, has been excluded from this new version of CR Go.

Knowledge base articles & user guides:

March 14, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • An issue in the View Day Planner screen of the Scheduling module, causing hidden appointments to become visible to clients in the Client Portal when dragged to another provider, has been resolved. Appointments will maintain their hidden status when providers are changed.
  • The following updates have been made to the Gateways section of the Claims module:
    • Additional Generic gateway fields have been added, eliminating the step of changing header settings in the Generic gateway each time claims are submitted
      • The Inactive and Active gateway screens have also been consolidated to “Gateway Settings,” displaying Active gateways on the top of the screen and Inactive gateways below
    • A Journal option has been added to Gateway Settings, allowing a Generic gateway to be used to transfer 837 files to an SFTP location. After files are transmitted to payors through the Active Claims gateway, users are provided with a copy of their files. Please note, this is not intended for transmitting claims for payment

Knowledge base articles & user guides:

February 2019 Release Notes

February 27, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • An update has been made to the Claims module. A Social Security Number (SSN) field has been added to the Insurance Subscriber tab in the Claims Manager, and will automatically populate the SSN value saved in the clients’ Profile. The field only accepts values with a length of nine digits, any additional digits or characters will result in an error. Please note, only new generated claims will have the SSN field automatically populated.

Knowledge base articles & user guides:

February 13, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • The error preventing you from updating appointment recurrences has been resolved. Users can now change an appointments recurring days, frequency, and times in one step without receiving an error message.
  • The Payment Export report available in the Payments section of the Billing module, has been updated. The Primary Location column value now reflects the organization’s office location associated to the billing entry when its corresponding timesheet was converted, instead of the Office location assigned to the client in their profile.
  • When adding a new payor to a client in their profile, entering an invalid birth year (i.e. 1900), will prevent you from saving the record. Instead, an error message will prompt you to update the information in order to properly save the new payor information.
  • Updates were made to cancellation filters in the Scheduling module, to ensure selected filters are correctly displayed on top of the calendar view. Please note, applied filters were working properly and showed the corresponding data on the grid view, even though the filter name was not displayed correctly.
    • For example, if the “System Reason: Client” filter was selected, cancelled appointments with client cancelled reasoning appeared on the calendar
  • The time zone displayed on invoices in the Billing module has been updated to reflect users’ local time when an invoice is created. Generated invoices will now display the correct date, instead of one day prior.
  • The issue affecting the value displayed under the Time Format of a payor on the Accepted Insurances screen in the Dashboard module, has been resolved. New and updated payors were showing a value of “0” under the Time Format column, instead of 12 (default) or 24. Please note, this did not affect any claims, as the 12-hour default was properly being exported.
  • The following updates were implemented to the Learn module:
    • Learning Tree labels now carry over when assigning or using branches from a Library Template, when purchasing a template with labels from the Marketplace, and when copying a branch in a client’s Learning Tree
    • When using rate data collection, users can now view a branch’s raw count and timing history in Raw Data History, when hovering over data points, and in Session Summary

Knowledge base articles & user guides:

January 2019 Release Notes

January 30th, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • Updates were made to filters in the Scheduling module. When creating a new filter without a date range, it will now use the current date range in the grid, instead of defaulting to the “Past 30 days.”
    • For example, when setting the filter to the “Past 7 days,” the calendar will no longer override it and change to the “Past 30 days”
  • A fix was implemented in the Billing Overview widget in the Client Portal, causing data to disappear when clicking the refresh icon. Data will now refresh properly, reloading all calculations within the widget.

 

Knowledge base articles & user guides:

January 16th, 2019

Release Recap

New features and product improvements have been released in CentralReach, as further detailed below:

  • CR Insights has launched, featuring 13 business intelligence dashboards and the changing of the Reporting module to the Insights module
  • All users with access to the Insights module will have access to view their scheduling performance and appointment trends in the My Appointments dashboard
  • To learn more about CR Insights, click here to register for our upcoming webinar
  • Claims 837 EDI file updates:
    • Additional fields for secondary identification, including SSN numbers, have been added when generating a claim in the claims editor
    • The Accepted Insurances section in the profile of the organization’s account now includes a new field to define the payors service time format. This allows you to configure the time format in 12-hour (Example: 1100AM-0430PM) or in 24-hour (Example: 1100-1630), so that claims generate the service time in the format required by the payor

Knowledge base articles & user guides:

January 10th, 2019

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • Updates were made in the Scheduling module to ensure that canceled appointments maintain all of the details and information included on the appointment at the time of cancelation, as further detailed below:
    • When applying cancelation filters and downloading canceled appointments reports, all of the data will be properly generated based on the details included on the appointments at the time of cancelation
    • Appointments in “canceled status” will only display the Service Codes that were on the appointment when the appointment was canceled
    • Additional Participants will continue to be displayed on canceled appointments
  • All Contact Forms automations are now correctly assigned to contacts when they are converted from Generics to Employees. The issue preventing Contact Labels, Permission Groups, Learning Trees, Request Files To Be Uploaded, and other preconfigured Automations & Files from being properly assigned when converting contacts, has been resolved. 
  • A fix was implemented in the Billing Summary widget of the Dashboard module to properly display the client’s billing overview, balance, and activity information details.
  • Updates were made to prevent time zone calculation issues causing billing entries to display an inconsistent date in the Receivables table in the Billing module. Please note, that even though incorrect dates were displayed in the Receivables table, dates were accurately maintained in the Billing screen, billing entries, and throughout all reports.
  • Brand new goals added to Notes & Forms using the Goal Creator feature, are now properly saved in CentralReach and displayed to be selected and used for future clinical reporting. This update prevents users from having to recreate the same goals more than once, and speeds up clinical documentation processes.

Knowledge base articles & user guides:

December 2018 Release Notes

December 12th, 2018

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • Issues related to credit card information and payments via the Client Portal have been resolved. Clients are now able to successfully process payments directly from their CentralReach account.
  • A new update was released to the Schedule Validation feature in the Scheduling module, to ensure all authorization warnings are properly identified when validation is enabled on an appointment.

Knowledge base articles & user guides:

December 6th, 2018

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • A fix was implemented to ensure meta-data information is displayed on the left hand-side contact details sidebar of a users’ Dashboard
  • We have initiated the migration of numerous reports from the Reporting module, to a more stable infrastructure that will improve reporting stability, performance, and data accuracy. Be on the lookout for a slightly new look & feel across our reports!
  • Further enhancements were made to comments in the Clinical module, so they load faster in Sessions and Learning Trees of the CentralReach web version

Knowledge base articles & user guides:

November 2018 Release Notes

November 30th, 2018

Product Fixes Release Recap

The following updates and product improvements have been released in CentralReach:

  • Back-end system updates were released to support our commitment to improving our platform stability and performance
  • The search results in the Grid View of the Scheduling module has been improved to display the most relevant search results on top of the list
  • The Session timer in the Clinical module has been updated to prevent it from inadvertently pausing when a browser times out, a user logs out or a device falls asleep. Session timers will now only be paused when intentionally done so by a user.
  • Sessions and Learning Trees comments in the Clinical module have been enhanced:
    • Comment authors will now be able to mark their own comments as seen both in Sessions and Learning Trees
    • Sessions: will now always display all unseen comments and the last 10 most recent comments marked as seen
    • Learning Trees: the homepage binder will display all the comments added the last 14 days (seen or unseen) instead of just 7 days.

Knowledge base articles & user guides:

November 14th, 2018

Product Fixes Release Recap

The following update has been released in CentralReach:

  • Users are now able to collect electronic signatures via a Windows device touchscreen using the Chrome browser

November 7th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

  • You can now print a PDF version of your Calendar view from the Scheduling module
  • The Cancellation Reasons filters in the Calendar and Grid views of the Scheduling module, have been updated to allow you to filter appointments by your defined cancellation reasons and by the system reason type (client, provider or other)
  • You now have the ability to search using billing labels or a payment reference number in the Reconcile Payments screen in the $ Billing module

Knowledge base articles & user guides:

October 2018 Release Notes

October 31st, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

  • The 2019 ICD-10 diagnosis codes have been added to CentralReach. All the new codes are now available to configure or update clients’ Claim Settings or Authorizations
  • Updates have been made to make sure you are not logged out of CentralReach unless there is no activity in your account and you reach your organization’s session timeout length

Knowledge base articles & user guides:

October 24th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

  • You now have the ability to hide CentralReach’s default Cancellation Reasons in the Scheduling module settings. This allows you to manage the list of Cancellation Reasons displayed in the Reason for canceling? drop-down when canceling appointments.
  • You can now search for contacts by the contact name or the contact ID via the Dashboard module
  • Contact labels are now always visible and can be assigned or edited in the contact details sidebar in the Dashboard module
  • You can add or edit meta data via the contact details sidebar in the Dashboard module
  • Authorizations service codes data is now populated correctly on all Redshift raw data export reports utilized by organizations subscribed to the Redshift data reporting feature
  • Improvements were made to Instructional Note Templates in the Clinical module, so deleted templates continue to be shown in Learning Trees, Library Templates and Sessions with goals or targets linked to the deleted template

Knowledge base articles & user guides:

October 13th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

  • You are now able to search for an appointment by the appointment name in the Scheduling module grid view
  • Adding a session note from a Note & Form to an invoice will now populate all the information on the invoice in the correct format without cutting off any text
  • Signatures collected on a Note & Form will be displayed when the form is previewed or downloaded from the Files module
  • When targets are set up to do auto progression when mastered, the new targets are now automatically added to the Session’s Data Sheet in the Clinical module

Knowledge base articles & user guides:

October 11th, 2018

Authorizations Updates

A fix has been released to the Authorizations stats in the Billing module. The Worked, Pending, Remaining, and Utilization values are now properly loading for previous months so you can accurately track and manage all your authorizations.

Knowledge base articles & user guides:

October 6th, 2018

Product Fixes Release Recap

The following product fixes have been released in CentralReach:

  • The Document Management Report is now properly displaying all document types included in a folder of a document template, allowing users to properly track and audit documents
  • The Schedule Validation toggle can now be enabled by one click (instead of two) in the Appointment Details page, whenever the feature is disabled by default on users accounts
  • Users of Sessions in the Clinical module will be able to unlock audio when prompted to, and will not receive additional prompts to unlock audio after it has been unlocked on a device
  • The Invoices screen in the Billing module has been updated so that when invoices are combined, the text under the Type column doesn’t overlap to the next column

Knowledge base articles & user guides:

October 1st, 2018

Receivables, Contact Forms & Schedule Validation Improvements

The following product updates have been released to improve CentralReach’s performance, data accuracy, and user experience.

  • The Receivables screen and report in the Billing module are now loading billing entries near real-time, enabling you to more accurately manage and track receivable entries and their aging
  • Contact Forms can now be sorted by creation date or alphabetically, helping you quickly find, review and edit your intake templates
  • A variety of improvements were made to the Schedule Validation feature to ensure authorizations and appointment scheduling discrepancies are properly identified when validation is enabled

Knowledge base articles & user guides:

September 2018 Release Notes

New CR Go App Offline Mode Settings

Offline data collection just got easier on CR Go! A new version of the app has been launched with new settings to automatically enable offline mode on your Sessions. You can set up the app to either auto-enable offline mode on your 10 most recent active Sessions or on Sessions with a client scheduled appointment on the current day and the day after. Additionally, new icons will help you easily identify the download status of offline Sessions, so you always know if a Session is ready for offline data collection.

Knowledge base articles & user guides:

August 2018 Release Notes

Find a Provider Updates

The Find a Provider feature in the Scheduling module has been enhanced to help you match client’s availability to employees’ availability and easily book appointments. To streamline the providers’ lookup process, the default view now automatically shows you only active employees, the Availability filters on the left hand-side panel have been updated with timeslots that will allow you to filter availability more accurately, and the weekdays not selected when applying your filters will be hidden from the view.

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Newly Redesigned Client Portal

The Client Portal has been redesigned with a new user-friendly experience clients will be able to easily navigate. The portal now provides clients access to a refreshed interphase where they will be able to quickly access their files, messages, invoices, schedule, provider timesheets, Sessions, Learning Trees, and more. Additionally, new features allow you to manage and control the appointments and contacts clients can see in their Client Portal account, ensuring unwanted appointments and nonrelevant contacts (billers, schedulers, etc) are hidden from the client’s view.

Knowledge base articles & user guides:

New Schedule Validation Settings

Additional settings have been launched to enhance the Schedule Validation feature, which allows users with access to book client appointments to easily check for any authorization issues or provider overlapping date or time scheduling issues. The organization’s account will be able to configure one of the following settings to enable Schedule Validation:

  1. Always: will automatically enable Schedule Validation for all appointments, and users won’t be able to disable validation
  2. Disabled by default: will automatically disable Schedule Validation on all appointments, but users can enable it as needed
  3. Enabled by default: will automatically enable Schedule Validation on all appointments, but users can disable it as needed

Knowledge base articles & user guides:

Payor Work Week Settings

A new option is available in the organization’s account Accepted Insurances settings, allowing you to establish your payors work week to ensure your authorizations and appointments are aligned to payors work week requirements. The default payor work week is Monday to Sunday, and you have the ability to edit it and apply a new work week to the payor’s existing and active authorizations or only to future authorizations. Additionally, Authorizations reports have been updated with an additional column including each payor work week.

Knowledge base articles & user guides:

New Feature to Count Prompts as Negative 

Additional functionality has been added to Percent Independent and Task Analysis branches. A user will be able to set up these data types to “count prompts as negative” by default at the device level (computer or mobile device). Once this option is selected on a user’s device, all new branches created will have the “count prompts as negative” box automatically checked. Please be aware that if this feature is utilized, the box must be unchecked for systematic prompt fading within Task Analysis.

Knowledge base articles & user guides:

Updates to Learning Trees & Sessions Comments

Learning Trees and Sessions Comments have been updated with more functionality to help you manage comments. Learning Trees, Sessions and the comment red notification previously only showed you comments added in the last 48 hours. Now, we are displaying 7 days worth of comments giving you access to more comments for a longer period of time. Additionally, you will also be able to mark comments as seen, which will automatically add a username and timestamp to the comment in the Learning Tree. Finally, the red comment notification will count the total number of new unseen comments allowing you to easily identify new comments in your Learning Trees and Sessions.

Knowledge base articles & user guides:

New Time Off Notifications

New time off notifications have been launched for the Human Resouces module. You can now opt-in to receive email notifications pertaining time off requests in your Dashboard profile so that managers can be notified when time off requests are submitted for their approval, and employees can be notified when their requests have been approved or denied.

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June 2018 Release Notes

Tasks Module Redesign

New features and tools are available in the Tasks module to help you manage your projects and support tickets, prioritize assignments, track progress and plan your work multiple days in advance. You can now track task details within one single task ID with all activity, comments, and attachments made by all users from the moment the task is created to the moment it is completed, no matter if the task is reassigned to different users. Apart from a new and refreshed look & feel, other new features include the ability to opt-in to receive notifications on tasks not opened nor assigned to you, mark tasks as favorites to easily filter them in the tasks grid and reopen completed or deleted tasks whenever needed. 

Knowledge base articles & user guides:

Notes & Forms Goal Features

Speech, Occupational Therapy, and Multi-Specialty practices are now able to develop customized templates to document clinical records quickly and efficiently with CentralReach’s new interactive goal creation tools. New features allow users to choose from pre-configured goals and objectives or add entirely new ones based on the client’s needs, as well as document current performance and function related to each objective with expected outcomes to establish baselines for future reporting.

Knowledge base articles & user guides:

Colorado Overtime Settings

The Human Resources module now support Colorado overtime rules which allow you to generate the correct overtime rates in the Standard Payroll Extract Report as per the State overtime laws. To update the overtime calculations, the organization account will need to configure Colorado overtime in Payroll Settings. Once done, when running payroll for any given period, overtime will be calculated as one-and-a-half times the employee’s regular hourly rate, and will automatically select the calculation that generates the greatest payment of wages when working in excess of (1) forty hours per workweek, (2) twelve hours per workday or (3) twelve consecutive hours, regardless of whether the work period overlaps into the second day.

Knowledge base articles & user guides:

“Copay” Fields are Now Updated to “Patient Responsibility”

The term “Copay” was used across the CentralReach Billing module to refer to the client total out of pocket payment due for the services rendered and included insurance copayment, coinsurance, and deductibles. However, since the term “Copay” only refers to the insurance copayment amount as defined in an insurance policy, we have updated all invoice and billing screens “Copay” fields to “PR AMT” or “Patient Responsibility” to better describe that this amount represents the client’s financial responsibility and total payment due.

Knowledge base articles & user guides:

Learning Tree Activity Updates

A new update has been launched for you to be able to track who has made changes to your Learning Tree. The Learning Tree Activity will show you the name of the user along with the date, time and description of the change made, whenever any of the following updates occur: manual phase changes, criteria changes, criteria deletion and updates to criteria progression.

Knowledge base articles & user guides:

Notes & Forms Placeholder Updates

Notes & Forms placeholders have been redesigned for a better look & feel. You will see the new look when creating a new Note & Form Template, a client Note & Form from their Dashboard or from a Timesheet, as well as when viewing your existing templates and client notes. Additionally, when creating a new note the new placeholder will allow you to quickly identify dynamic fields for which there is no data available in CentralReach, so you can easily edit and remove the fields from the form if desired.

Knowledge base articles & user guides:

May 2018 Release Notes

New Version of CR Go

The new version of CentralReach’s application, CR Go, has been launched and now includes data collection.

On-the-go staff can access their client’s sessions, complete data collection online or offline with automatic syncing, view their schedules, check in & out of appointments and collaborate with colleagues via ReachMe.

Knowledge base articles & user guides:

Two-Factor Authentication

Two-Factor Authentication (2FA) provides a second layer of security to your account by confirming your identity and requiring access to your mobile phone when logging in to CentralReach. This setting needs to be turned on by each individual user within the Profile section in the Dashboard Module . Additionally, to provide visibility at the organization’s level, organization’s accounts are able to filter employees who have 2FA turned on, in the employees’ grid in the Contacts Module .

Knowledge base articles & user guides:

Permission to Download Files

Organization’s accounts can turn off a new permission (Files > Download) that will disable a users’ ability to download documents from the Files Module .  All users currently have the permission enabled. If the permission is disabled, the user will only be able to preview files within CentralReach and there won’t be an option to download in the file details page nor the document preview page.

Knowledge base articles & user guides:

Configure Organization’s Payors

Organization’s accounts can set up and define the approved insurance plans (payors) the organization accepts payments from. This update prevents employees from assigning an incorrect or non-accepted payor to a client’s profile and consequently avoids claims, authorizations and billing errors. Once the organization account sets up the approved list of payors, those payors will be the only ones available to be assigned to a client’s payor profile. 

Knowledge base articles & user guides:

Add Existing Billing Entries to a Claim

New option in the Claims Module  enables you to quickly add existing billing entries to a claim if the billing entries are created for the same client and with the same service date as the entries already registered in the claim. This feature reduces manual work of creating entries that already exist in the Billing Module . Additionally, CentralReach will properly identify entries already assigned to other claims so they are not mistakenly added to multiple claims.

Knowledge base articles & user guides:

View Receivables by Billing Date

New option is available in the Billing Module  Receivables page, to toggle and view receivables based on billing date. This new toggle, titled First Billed, allows you to quickly identify outstanding invoices pending a payment and monitor invoice aging through the page’s grid.

Knowledge base articles & user guides:

Approved Time Off Updates

New updates have been made to the Human Resources Module to help employees and HR managers streamline time off workflows. The organization’s account is now able to configure new settings so approved time can be automatically added to employees’ calendars with the corresponding time off service code. This prevents employees from having to manually add time off to their calendars, so they’re not booked for work during their scheduled time off, and will no longer require HR managers or employees to make manual service code updates when converting timesheets, as the proper service codes will be included in their timesheets.

Additionally, a new option has been added to the Human Resources Module drop-down, titled Employees Time Off Requests, to quickly access and view the employees’ time off requests in the time off grid.

Knowledge base articles & user guides:

Contact Forms Automations

Contact forms have an additional functionality so employees added through a contact form are automatically added to permission groups and service codes. This helps onboard employees in CentralReach faster, by providing them access to all required modules and configuring their service code settings as soon as they are added in CentralReach via a contact form.

Knowledge base articles & user guides:

Payroll Export Report

A new field titled Service – State has been added to the Standard Payroll Extract report to complete the address information of where the service was rendered. The previous report had 41 columns of information and the new report has 42 columns, with the State abbreviation under column V. As a result, the information previously included between columns V (Service – Zip Code) to AP (Department) is now shifted to the right and placed between columns W and AQ.

Knowledge base articles & user guides:

April 2018 Release Notes

04/06/2018

Case ID: 40696

Setting on data collection branches in learning tree: graph zeros automatically

Users will now have the ability to set their branches to graph zero values automatically when “Graphing all” from a session by enabling “Graph this branch automatically for score of Zero in Sessions” on the learning tree. This new field is only available for branches of type duration, Rating Scale, Score, Frequency and Rate (this last one, has to have time collected).

04/06/2018

Case ID: 43921

Remove Client’s Name from Printed Data Sheets

Adds the ability to display or not display the client’s name from a printed data sheet.

04/06/2018

Case ID: 46122

Add Group name as a new field in the client payer setup for CMS 1500 form

Adds group name as a new field in the client payer setup for CMS 1500 form as well as adds a new column to the payor export.

04/06/2018

Case ID: 46591

Create the ability to “clone” an authorization

Creates the ability to “clone” an authorization. All of the settings from an Authorization will be copied/cloned except for the Auth Number and the File itself. Helpful for situations where a client’s auth each 6 month period is the same as their prior auth. It will be more time efficient to be able to clone an old one, rather than having to input a new one from scratch.

04/06/2018

Case ID: 42994

Direct Manager/Approver for PTO

– Adds functionality to allow an organization to put a structure in place to have a manager or supervisor approve or deny employee time off requests.
– Adds a new permission for managers who can approve/manage time off for subordinates as well as allow an HR ‘super-admin’ to be able to approve/manage time off requests for the entire organization

04/06/2018

Case ID: 44440

ABC, Instructional Notes, & Criteria System Templates

Clinical administrators can now duplicate and modify templates for organization wide use, and only custom templates appear for supervisors. This feature is great for new users to view and modify preconfigured templates, or for existing users who wants to take their clinical account to the next level!

04/06/2018

Case ID: 45014

Authorization Filters

Adds the ability to filter and sort Verified/Unverified Authorizations on the resources grid.

04/06/2018

Case ID: 41790

HR: Employees Grid Updates

Updated ‘Employee’ grid/table view with details on employees’ payroll settings, direct access to view and edit employee information, and links to view, approve or deny employees’ time off requests.

04/06/2018

Case ID: 37451

Criterion Updates in Learn

– New look and feel on the Criteria & Prompting Template including new features for providers
– Concurrent Phases
– Baseline -> Intervention or Maintenance (Intervene or master at onset)
– Maintenance -> Intervention (Specific regression criterion)
– Two new Frame Types: ‘Average of consecutive Data Points’ and ‘Consecutive Error Responses’
– Ability to copy templates
– Require criterion to be met across two providers
– Place goals on hold automatically (consecutive error responses)
– % Independent Goals & Whole Chain Task Analysis given Systematic Prompt Fading
– Multiple Intervention Phases, advance to the next lower prompt level

04/06/2018

Case ID: 45395

“Hot Links” to Convert Appointments

Convert billable appointments as quickly as possible! New hot links identify unconverted billable appointments in ‘My Dashboard’ and ‘My Calendar’ and provide quick access to convert them in the ‘Billing’ module.
– ‘Lightning Bolt’ symbols in the ‘Appointments’ widget within ‘My Dashboard’, identify appointments pending to be converted
– New ‘Convert’ link under the ‘Notifications & Checklists’ within ‘My Dashboard’, provide direct access to convert appointments
– ‘Lightning Bolt’ symbol in your calendar, display the status of all billable appointments: Converted/Non Converted

February 2018 Release Notes

02/20/2018

Case ID: 40003

Voided Payments

Adds a new filtering mechanism to view Voided Payments ultimately making it easier to reconcile payments.

02/20/2018

Case ID: 40005

Credit Card Reconciliation

Improves the user experience for Payment Reconciliation by opening the potential (candidate) payments for a transaction in a new screen making it much simpler to work through and find payments plus a better mechanism to bulk-reconcile.

02/01/2018

Case ID: 45428

Time Off – Tie Time Off to Payroll Periods and Allow Time Off Accruals by Hours Worked

Provides HR admins the ability to tie Time Off accruals to a ‘Pay Period’ as well as provides the ability to have Time Off hours only accrue by actual hours worked (using timesheets).

January 2018 Release Notes

01/31/2018

Case ID: 39996

Employee Requested & Target Hours

Collect Data for Provider Utilization

Keeping track of your provider utilization just got easier. You will have the ability to collect Employee Requested Hours and Target Billable Hours to really dial in your organization’s KPI data.

You can access this from the Human Resources module under Employees > Employee Name > KPI Settings.

01/30/2018

Case ID: 42143

Ability To Create a Monthly recurring appointment

Adds the ability to create a monthly recurring appointment – for example if you want set a monthly appointment on the 3rd Friday of every month or the last Tuesday of every month – you can now set that up as ‘Repeats’ option on your calendar.

01/22/2018

Case ID: 45601

Allow Schedule Grid to ‘Load Totals’ for more than 3 mos timeframe when filtered down to a single client

Adds the ability to ‘Load Totals’ for up to 6 months (rather than up to 3 months) on the Schedule Grid view when ‘Appointment With’ is filtered to 1 client.

01/22/2018

Case ID: 43172

Verification & Benefit Section in Patient Profile

Adds various improvements to Insurance Verification functionality including:
– adding additional details regarding insurance verifications to the ‘contact card’
– adding additional filters to the ‘Insurance Verifications’ section on the ‘Contacts’ grid
– updated the ‘Payor’ screen to make Insurance Verification information more consumable

Create the Ability For a Client to Pay via the Portal Case ID: 42657

If you are setup to process credit card payments through a merchant account, your clients will now be able to login to the portal and pay their outstanding invoices.

There will be an option to mark invoices as “Client: Visible”, making invoices visible to a client in their portal, and “Client: Payable”, which determines if an invoice is payable in the client portal. Clients will then find their outstanding invoices in the Billing/Invoices section and will be able to easily make a payment.

Date

01/18/2018

ReachMe Message UI Revamp Case ID: 40555

Various usability improvements including:
– easier way to start a conversation
– better threading experience in both the pop-up chat window as well as the full-screen view
– added timestamps to the pop-up view
– added the ability to easily toggle on or off the sound
– some support for ’emoticons’

Date

01/15/2018

Add the ability to collect and display a ‘Goal Function’ in a note Case ID: 41394

– Adds the ability to collect and store ‘Function’ data, so that it can documented it with Goals
– Adds a new field labeled ‘Function’ on the ‘Goal Details’ tab inside of a Learning Tree in the Learn module
– Adds ‘Function’ as a selectable option beneath the ‘Domain’ choice in the ‘General’ dropdown for a ‘Progress Report’ or ‘single list report’ template

Date

01/05/2018

VB-MAPP – Automatic Goal Generation Case ID: 42023

Provides the ability to Generate a Custom Goal Bank based on the VB-MAPP scores for the respective Domains. If selected, we’ll auto-magically generate a Learning Tree for that client with goals specified for each domain score.

Date

01/02/2018

December 2017 Release Notes

Code or Auth setting for min/max per day Case ID: 38783

Adds functionality designed to account for daily minimums or maximums on codes in an authorization
– Adds an option for ‘Daily’ (can only be scheduled / billed once per day) or ‘Daily per provider’ (can only be scheduled / billed once per day per provider)
– Adds options for Min/Max required minutes
– Adds options for Enforce Code Order (designed to ensure and validate that codes are scheduled or billed in the correct order)

Date

12/29/2017

Release: Learn Updates ( phase changes on session, Percent of opportunities , trails on criteria met ) Case ID: 40396

– Adds the ability to see ‘How many opportunities for learning occurred?’ and ‘Rate per hour’ in the data sheet for a session
– Adds the ability to to see in a specific program or goal , over time, how long it took to master it
– Adds the ability to see which therapists are getting the most done with the client

Date

12/18/2017

Better Functionality for Auditing Claims on Billing grid Case ID: 43204

Adds 6 additional filters to the billing screen for Primary, Secondary, and Tertiary (Payor and Status) in order to create a more effective way to audit claims.

Date

12/12/2017

Resource Templates Updates & Credentialing Feature Case ID: 43755

– Adds the ability to use the same resource template, or various resource templates & types to classify a single document. Previously, if one uploaded a pdf packet containing a scanned picture of a users Drivers License, SSN Card, and Birth certification, one would have to re-upload it three times to classify it as such.
– Adds a view on the files grid to reflect that a resource can now have multiple classifications. There is now a new “classification” column (instead of the previous columns for Template, Type, Group, Effective, Expires), which on-click will show all classifications in a dropdown.
– Adds the ability to associate a payor or plan to a resource.

Date

12/04/2017

New permission to edit own contact info Case ID: 43610

Adds a permission and functionality to allow or restrict an employee from being able to edit their own contact information.

Date

12/04/2017

November 2017 Release Notes

Widget: Modify CR-Select Search Widget to optionally inject HTML/Markup Case ID: 41430

Searching in CR just became a little easier

In certain CR modules (Contacts, Tasks, Resources, and Billing), you’ll now have access to these nice features designed to make the searching experience in CR more convenient to navigate.

Clear indication of what can be searched – When clicking into the search area, you will now be presented with the specific list of content that can be searched for in that specific module.

History of recently searched items – Additionally, you’ll notice that your recently searched items (the last 10) will be displayed when you click into that field, giving you the ability to reference items you search frequently or have been searching for recently.

Date

11/28/2017

UI Tech Debt – newFilterBarButtons Case ID: 43022

Standardizes and updates user interaction elements on all Grids

Date

11/28/2017

Ability to ‘Bulk’ add event labels to appointments in Schedule Grid view Case ID: 42939

Adds the ability to select a series of appointments from the ‘Schedule Grid’ and add event labels in bulk.

Date

11/27/2017

Bundles: Combined Updates (List, Report Permission, Reporting Updates) Case ID: 41739

New functionality – great for supervisors provides access to more advanced tools to be able to track progress on courses:

– Reports by Course for each Employees containing specific details as to their performance and/or progress

– More complete filtering and sorting – including an ‘assigned’ filter to easily track the things you care most about.

Date

11/22/2017

Learn: Goal List: Update to React/Api, Add additional Filters Case ID: 38407

Updates the “Goals List” to incorporate better functionality for filtering and sorting – more in-line with other updated grid views in the product.

Date

11/15/2017

Signature Amendment Notice / Logging / Decision Case ID: 42470

Added functionality to allow administrators the ability to choose what happens to signatures when timesheets are edited.

Date

11/09/2017

Client Portal: Phase 0.5 – Visible invoice in client account Case ID: 42719

Provides a user with Biller permissions to mark an invoice as visible/not-visible in the client portal either individually or in bulk from the ‘Invoices’ screen. The client will only be able to see invoices marked as ‘visible in the client portal’.

Date

11/08/2017

Ability to view ‘Upcoming’ Appointments on Schedule Widget Case ID: 42938

Adds and option to the schedule ‘widget’ for ‘Upcoming’ which will display the next 5 appointments scheduled regardless of when they are scheduled for – even if they are several weeks or even months out.

Date

11/07/2017

Billing / Scheduling: A global lock grace period for billing / payroll Case ID: 40896

Save time and confusion for billing or payroll administrators by restricting when employees can make edits to their schedule.

– Allows an organization to set a date in Scheduling > Settings (only from org account) on-or-before which no changes to appointments are allowed.
– Any of the above changes CAN still be made if the user is granted a new permission “Appointments > Allow bypassing lock date”. With this permission the user can continue to make add/edits to appointments.

Date

11/06/2017

Ability to Display Full Names in Left-hand Nav on Schedule Calendar View Case ID: 42937

Sidebar on the Schedule view now displays full names rather than just the first initial to help in situations where clients have the same first initial and last name.

Date

11/03/2017

Create Additional System Templates Case ID: 43320

Adds several new system templates as well as updates older templates to indicate that they’ve been deprecated.

Date

11/03/2017

Addition to Tasks Grid and Pivots Case ID: 43073

Adds icons on the columns for “Created By”, “Assigned To”, “On Behalf Of” which will bring up a filter list where one can then ‘cycle’ through the contacts without having to add/remove filters saving many clicks.

Date

11/02/2017

October 2017 Release Notes

Ability to have a custom amount search in the Owed column within CR Case ID: 43010

Adds the ability to filter by amount owed/range using the “owed” column header.

Date

10/26/2017

Learn: Updates to Forward task analysis and backward chain Case ID: 39939

Task analysis updated with a user choice to design the type of prompt display in forward and backward chaining.

Date

10/23/2017

Small updates for messages Case ID: 42638

– We’ve added heavily requested formatting options to Messages including: Text Color, Background Color, Insert Link, List Options, Alignment Options, and Tables.
– Now you can click the ‘refresh’ icon at the top of your messages list rather than reloading the page each time you want to be sure you’re seeing the most recent version of the list.

Date

10/16/2017

Adding a phase label on the graph, manually, or editing a title. Click on graph itself Case ID: 33038

Creates the ability to add/edit phase change labels on the graph by holding SHIFT+Click.

Date

10/12/2017

Task Templates Sharing Case ID: 42928

Organization account now has the option to make task templates ‘shared’ which makes them accessible to any employee in their organization.

Date

10/11/2017

August 2017 Release Notes

Below is a list of features and fixes that have been released in August of 2017. Click here to access this month’s release notes in presentation form.

ReachMe Group is Now Live!

  • HIPAA-Secure Chat, called ReachMe, is now available in Group Chat as of 8/1
  • ReachMe is now out of Beta and is a paid feature. Promo offer is $1 per month per user through October. Will be $3 after.

Learn More

 

Preview as Claim Button Removed from Billing Screen

  • Because the Preview as Claim button was causing a lot of errors in claims when the preview would be saved, the button has been removed.
  • Removing this helps streamline workflow and prevent errors.

 

Can Choose to Enforce Client Signature

  • At the Service Code level, users can choose to require a client signature in order to convert a timesheet for that code
  • Timesheet will not convert without a signature if this option is chosen

Help Article

 

Specify Service Code as Type

  • A new dropdown is available when creating or editing a Service Code
  • The choices are Billable, Non-Billable, Unknown
  • By default, any new codes added to the system will be set as billable
  • User still needs to label each code for payroll and supervision report

 

New Scheduling Permissions

  • Permissions have been added to help control the ability to cancel and delete appointments and recurring appointments.
  • Permissions allow control over who can cancel one-off appointments, who can cancel recurring appointments, who can delete one-off appointments, and who can delete recurring appointments

Help Article

 

ABC Data Collection in Beta

  • At the Service Code level, users can choose to require a client signature in order to convert a timesheet for that code
  • Timesheet will not convert without a signature if this option is chosen

Help Article

Training Webinar

July 2017 Release Notes

Below is a list of features and fixes that have been released in July of 2017. Click here to access this month’s release notes in presentation form.

New Filters on the Billing Screen

  • Filtering by denial code, and unconverted mismatch, as well as improved overlapping filters, will help users find missing payments. Billing and Timesheet filters are now in left sidebar, which matches other pages, and provides improved mobile optimization for filtering.
  • Read the Help Articles below for greater detail on these features

Help Article on Find Missing Payments on Billing Screen
Help Article on Using in-converted match

 

Link to ERA List Files from Billing

  • New links have been added so you can now easily navigate to specific files available in the ERA list while on the Billing screen.

Screenshot shows how it works

 

New Generic Insurance Log in Billing

  • Pull the info you want to track, including signatures, service codes and more, into a generic insurance log.
  • Request this new insurance log from your Customer Success Lead or email careteam@centralreach.com.

Help Article

 

New Corrected Claim Button on ERA Screen

  • Click a new button from the ERA screen to begin generating a replacement claim from the bulk merge screen.
  • System will auto-set the submission reason to “7-replacement” so claim is not resubmitted as a duplicate

Help Article (option 2 in the Help Article covers this feature)

 

Improved/Updated Supervision Report

  • New features include improved ability to measure current vs. predicted hours worked, and the ability to search for/report on hours worked by contact label or specific individual. Feature key, available by request.

Help Article

 

File Sharing Updates

  • We have classified Notes and Authorizations as being a specific type of file, allowing Notes and Authorizations to be auto-shared at employee setup, or in connections, going forward.
  • Read the Help Article below for greater detail this update.

Help Article

 

Notes & Forms Restricted to One User at a Time

  • In order to make sure work is not improperly saved, we now allow only one user to work on a Note or Form at a time.
  • User will receive an error if editing a note at the same time another user is editing the same note.

 

Added Filters to Notes Templates

  • We have added simple filters that will help you save time when finding Notes Templates.
  • Users can now filter their templates by System, Custom or All templates.

 

Share Private Library Template

  • New company library workflow that promotes easier collaboration
  • Users can now share private templates much easier. Easy to work on a program, course, or curriculum together before sharing it with others
  • Do not need network marketplace to collaborate on library templates

Help Article

June 2017 Release Notes

Below is a list of features and fixes that have been released in June of 2017. Click here to access this month’s release notes in presentation form.

Ability to Remove Client Signature

  • Any user with a billing permission can now remove a client signature or a provider signature from the signature preview window.
  • This new button can help when an error of some kind has occurred with a signature, or one of the parties has signed by mistake.

 

Claims Manager can be Exported

  • Similar to the Billing Screen, the Claims Manager Screen can now be exported into a .csv or text file based on the current filters you have set.
  • This is very valuable when auditing to retrieve a summary download of Claims sent over a period of time.
  • A popup will appear at the bottom of the screen to provide export progress.

 

Classifying Files Effective and Expiration Dates

  • When classifying a file in Document Manager, an effective date for the file is now required.
  • The user can choose to have an Expiration Date or not with check box.

 

New Client Learning Trees Default to Read Only

  • Any new Learning Trees created for a client will default to read only access.
  • Applies for assigning a template from Marketplace or creating a new template and sharing with a client.

 

Availability Added to Employee Checklist

  • In order to set up a new Employee Account while working through the Checklist, employee availability has been added as an additional step.

 

Authorizations Moved to Billing on Client Checklist

  • Previously listed under General Ops, Authorizations is now listed under Billing on a Client Checklist for when they first set up their CR Account.

 

Contacts Page Table Updated

  • Filters moved from column to left sidebar on Contacts page
  • Allows for uniformity across grids in other modules (Files & Tasks)
  • Better filtering options on mobile devices

 

Auto-progression of Targets and Goals

  • Save time and remove manual work with our new Auto-Progression of Targets and Goals.
  • Once a target or goal is met, the system will auto-progress to the next.
  • Can be set for each child branch on a Learning Tree.

Help Article

 

Build, Navigate & Share Notes & Forms Templates Easier

  • New feature set on left sidebar of Notes & Forms Templates makes building and navigating template creation very easy.
  • New sharing options added to left sidebar allows for quick and easy sharing options with Document Management Express

Help Article

 

Session Summary Added to Notes & Forms

  • Users can now add the Session Summary data that is collected with every session to Notes & Forms Templates.
  • This data is useful for claims, for auditing, or to manage your team and track progress.

Help Article

 

Text Input for Goal Tracking

  • Users can now track long and short term goals in Notes Templates by adding a simple placeholder
  • Can track a long or short term goal by Percent Complete or current “Out Of” complete on a goal.

Example Screenshot

May 2017 Release Notes

Below is a list of features and fixes that have been released in May of 2017. Click here to access this month’s release notes in presentation form.

Update to on-demand Validation on Appointment

  • Validation on an appointment now has a Disabled/Enabled toggle. Each appointment defaults to Disabled. 
  • When enabled, provides user control and on-demand check for issues with authorization selected and overlapped appointments.
  • User can still click a checkbox to scheduled an appointment with an issue.

Help Article

 

Two New Permissions for Admin Control

  • Timesheets > Allow Conversion Modifications
    • Allows the user to edit details of their timesheet while converting
  • Appointments > Allow Edit Converted
    • Allows the user to edit previously converted appointments on the schedule

These permissions are applied to each user upon release. Removing a permission from a user will remove the user’s ability to do what the description above details.

Permissions Explained Help Article


Upload Files Updated

  • There is now only one page to Upload Files.
  • Warning will show if user tries to upload more than 20 files, with error letting user know how many files have been removed
  • Override name option will override each filename to what user chooses.

Help Article

 

Bulk Void Payments

  • Users now have the ability to bulk void payments. Cannot void Credit Cards
  • Can be useful when searching for errors or ensuring your billing screen
  • Has a double confirm that user wants to delete all selected payments with a required Reason for Void and an I’m Sure checkbox

Help Article

 

Multiple Goals on One Graph

  • Users can now add multiple goals to a branch and see them in the same graph
  • Allows users to change criterion and see results in one graph

 

Custom Tables in Notes Templates

  • Can now alter the column and row size of custom table in Note Templates by dragging
  • Additional table options 
  • Cannot alter table in notes creation. Only in template  

April 2017 Release Notes

Below is a list of features and fixes that have been released in April of 2017. Click here to access this month’s release notes in presentation form.

Widgets added to the Facesheet of Generic Contacts

  • Adding widgets to the Facesheet of Generic Contacts can make employee on-boarding easier. In particular this feature adds value to organizations that utilize Document Management and assign documents to contacts.
  • The available widgets are: DMX, Favorites, Activity & Call Log, Tasks Due/Overdue, Files, Messages, Learning Trees.

Help Article on using the Document Manager widget.

Track Activity of Note Templates from a Service Code

  • To provide additional auditing and assurance for organizations, you can now track the activity in a Note Template attached to specific Service Codes.

Permissions Update

  • Permissions have been renamed to provide clearer descriptions of each permission
  • Timesheets > Manage Timesheets permission added. Allows users to manage timesheets on behalf of other clients in their network.

Permissions Explained Help Article.

On-Demand Appointment Validation

  • To provide more control for the user, we have added a button to the bottom of the appointments labeled Validate Event.
  • Clicking this button provides on-demand validation of the authorization that has been selected with the appointment.
  • Utilizing this button will also indicate if there is an overlapping appointment.

Help Article on how this works.

Change in Connection Parameters

Changes include:

  • A user is not able to edit or remove connections for the Organizational account no matter their permission (other than org. admin)
  • A User can only edit connections if they have Contacts > Manage Employees  permission
  • A User will be able to see all employees a contact/client is connected with but will only have the link to see the contact’s profile if they are connected to them

Total Contacts Will Load with Button

  • By clicking the refresh arrows under the search bar in Contacts, then clicking “Load Totals,” you can view the total number of contacts for whatever view/filter you have selected.

Calendar Sync

  • Users can now sync their CR calendar with their personal web-based calendar, such as Apple Calendar, Iphone Calendar, Google Calendar and more.
  • This feature helps keep you view life and work appointments all at once on the calendar of your choice!

Help Article for how to sync your CentralReach calendar.

Limit to Creating Claims via Bulk Merge

  • When a user creates claims via bulk merge, they can create a claim with up to 50 service lines.
  • When exporting or downloading an 837, the limit is 100 claims

Entry ID Clickable on Unresolved Tab

  • On the Unresolved Tab in Billing, the Entry ID number is now clickable, which will take the user to the billing entry.

Filters Added to Payments Screen

  • The Payments screen now has new Filters that allow for in-depth filtering to find specific payments, whether by amount, group amount, or group size.
  • Filers are for payment amounts, group amounts and groups.

New Button to Share a Learning Tree Template or Course

  • There is a new button right below “Start Here” on a Learning Tree Template and Course labeled Assign to Someone Else.
  • This allows for quick and easy assigning of these items

New Advanced Graph in Learn

  • On a Learning Tree, there are new graph options called Graph Analysis Tool and Scatterplot Graph
  • This feature is available for all current users who pay for Learn

Help Article on Graph Analysis
Help Article on Scatterplot Graph

Red and Green Filter on Goal List & Trend Column in Learn

  • The trend column on the Goal List in Learn can now be filtered by Red Trend or Green Trend, which represents the trend direction

Option to Insert Page Break in Notes

  • When creating a note, the user can now indicate if they would like a page break to occur in a specific spot once the PDF is rendered

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Files Module Update

New Files filter has now become available, allowing you to filter your Files module to populate all of the new files that have not been opened.

Learn Module Update

Learn module’s interface has received an update to improve the navigation, utilization, and set up experience of different learning trees.

Billing Module Update

The filtering options for the Copay within the Billing module has received an improvement, allowing you to search billing entries by which entries have copay and which entries have copay payments applied.

Timesheets Module Update

Filters & Labels sidebar tool is available for Timesheets module, allowing you to quickly search the timesheets by the labels.

Additional Contacts Update

You can snow create and set meta-data fields for the additional contacts, allowing you to add more information on a contact’s additional contacts.

Contacts Module Update

User Interface has been updated

Amount of contacts per page can now be set

You can now set which info to display in contacts module

Contacts screen and can now be exported to spreadsheet

Contacts module received a dedicated filter button along with vast filtering option

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Authorization Updates

You can now see authorization utilization information when scheduling appointments.

The ‘Once’ frequency has been updated to allow users to put in a total authorized number to be used over the length of the authorization.

We’ve added ‘allow overbilling’ at both the frequency and totals level of an authorization.

When clicking the ‘+’ icon to expand a code or group users will now see the description of the code.

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Billing Module Update

You can now see and click the Next button to move to the next page in the Billing module when all the billing entries in the module are selected.

Sessions Search Update

In the Sessions module, the users are now able to search the module by contacts name, contact ID, text or contact labels from the session dashboard. Search filters can also be combine to reduce the search results and get better access to the session needed.