CR Mobile v.2.0
Release Recap
The CR Mobile v.2.0 release contains an update to appointments and other improvements related to sessions.
The following updates have been released in CR Mobile:
- If an appointment without an attached service code is started, an error message stating, “Warning: This appointment does not have a service code” will display. It is recommended to add a service code to the appointment in CentralReach prior to starting the appointment.
- The issue hiding text labels and prompts in “Index/NET View” has been resolved.
- Programs with ERR prompts no longer calculate to 100% and now calculate correctly.
- Pinned duration prompts with timers now only end once users have either stopped the timer or ended the session.
- The issue causing only the first session to be recorded in offline mode has been resolved. All sessions will now record.
Helpful Guides:
7.0
Release Recap
The 7.0 release contains Sandata for Maine and updates made to contact profiles and notes.
The following new features and functionality have been released in CentralReach:
- New Sandata features are as follows:
- Users can now submit Electronic Visit Verification (EVV) data for Maine. Contact your Account Manager for more information.
- Please note, EVV is not yet required for ABA in Maine, but is required for the H2021 group code, physical therapy, occupational therapy, and speech therapy.
- If an EVV billing entry is voided or deleted, users can resend that visit to Sandata to be omitted from the aggregator.
- New state-specific reason codes, CR07 to CR18, have been added. These will populate relative to the service address state.
- Users can now submit Electronic Visit Verification (EVV) data for Maine. Contact your Account Manager for more information.
- The following updates have been made to contacts’ profiles:
- A new, optional “Additional email” field has been added to clients’ profiles.
- The “Email” field has been renamed “Primary Email” in all contacts’ profiles.
- Users can now filter the “Draft Timesheets” grid by hovering over fields in the Client, Provider, and Service / Auth columns.
- As browser autocomplete and autofill functions sometimes cause inadvertent errors, CentralReach has improved blocking for Chrome autocomplete functionality. Users may disable autocomplete in any browser settings to completely stop all autofill-related errors.
- An issue causing some users to receive the “Note template required” error message when converting timesheets with attached notes has been resolved.
- Users can now open notes in the “Notes & Forms” widget of the Dashboard module, as expected.
- The ESSC report has been updated to reflect new requirements:
- The “MRN” column has been moved.
- The following modifiers can now be added to the “TreatmentType” column:
- LO: Low
- MO: Moderate
- HH: High
- The following are fixes made to the Learn module:
- When bulk copying learning tree branches or importing criteria and prompting templates, the issue of reordering prompts has been resolved. Prompts in copied branches will retain their order.
- Users can now view combined average graphs (daily, weekly, monthly, quarterly) for all data collection branches, as expected.
Helpful Guides:
- Sandata Maine – The In’s and Out’s
- Registering for Sandata Maine
- Using an Alternative EVV Vendor for Sandata
- Sandata Reason Codes
- How to Void or Delete a Timesheet or Billing Entry
- Visit Verification
- Reason Codes
- How to Edit Contact Information
- Manage My Client Profile
- How to Create and Edit Draft Timesheets
- Draft Timesheets
- How to Turn off Autofill from a Browser
- Branch Options
- Create a Note & Form Template
- Combined Graphs
- Data Graph Options
- Available Widgets in My Dashboard
- Link a Note Template to a Service Code
- The ESSC Report
- How to Download the ESSC Report
- Release 7.0 Workflow
6.9
Release Recap
The 6.9 release contains an update to contact deactivation, a new filter in the Claims module, and Visit Verification and Draft Timesheets improvements.
The following new features and functionality have been released in CentralReach:
- As a performance enhancement, when a contact is deactivated, CentralReach will no longer store historical file access for that contact, but active contacts will still have access to those files. If the deactivated contact is reactivated, files will need to be re-shared. This update is retroactively applied to all contacts (Employee, Client, and Generic).
- A new filter in the Claims module, “Filter by [Gateway],” allows users to filter entries by gateways, such as Change, Office Ally, Tellus, and ZirMed.
- The “Status” filter under the “Visit Verification” drop-down in the “Billing” and “Visit Verification” sections of the Billing module has been renamed to “Sandata Status.”
- For Change Healthcare users, spaces have been removed from CAS segments in secondary claims.
- Updates to filters have been added to the “Visit Verification” section of the Billing module:
- A new “Error” button was added to the grid to filter the grid for entries with errors.
- Under “Audits,” users can now select multiple Places of Service to filter the grid.
- When selecting a “Custom Range” on the calendar, the new “Apply” and “Cancel” buttons allow users to either filter the grid by date or exit the calendar.
- “Draft Timesheets” has been updated to reflect the “Visit Verification” screen:
- The fonts and colors of the filters in the sidebar on the left-hand side have been enhanced for better user experience.
- Users can scroll through multiple pages and view up to 1,000 entries per page.
- Users can now click clients’ and providers’ names in the “Client” and “Provider” columns to be directed to their profiles.
- The following fixes have been made in the Billing module:
- The issue preventing users from shrinking or expanding the “Sandata Status” filter in the “Billing” screen has been resolved.
- When editing timesheets, users can now change service codes without required service locations or addresses to service codes with different requirements as expected.
- The issue preventing users from attaching notes in timesheets, if the note was previously attached to the timesheet, has been resolved.
- Users can now edit draft timesheets without the invalid error message stating that another user is editing the draft timesheet displaying.
- Appointments between employees no longer display the lightning bolt icon to convert appointments in the Scheduling module.
- After unchecking “Add an expiration” in the “Template Options,” note templates with “File Classification” now save as expected and remove the expiration date.
- Tasks assigned to contacts through custom contact forms now display in the Tasks module as expected.
Helpful Guides:
- How to Deactivate or Reactivate a Contact
- Connect Employees
- How to Filter by Gateway in the Claims Module
- Change Healthcare – The In’s and Out’s
- Inputting CAS Adjustment Codes
- Visit Verification
- Visit Verification Filters
- Draft Timesheets
- Viewing the Status of Visit Verification Data
- Editing Timesheets
- Edit a Service Code
- Create a Service Code
- How to Attach a Note to a Timesheet
- Upload Files to a Timesheet
- How to Create and Edit Draft Timesheets
- Converting Appointments to a Timesheet from My Calendar
- Create a Note & Form Template
- Custom Contact Forms
- Tasks Grid
- Release 6.9 Workflow Update