Release Notes

Stay up to Date on Our Software Releases

August 2020 Release Notes

CR Mobile v.1.1.0

Release Recap

The CR Mobile v.1.1.0 release contains updates to the Sessions module.

The following updates will be released in CR Mobile:

  • The following improvements have been made to the Sessions module:
    • When tapping on a data point in a graph, additional details will display, such as the:
      • Phase, date, and time the data was captured.
      • Score
    • Session branches and Instructions with attached Word, Excel, and video files can now be viewed.
  • Other minor enhancements.


Helpful Guides:

July 2020 Release Notes


Release Recap

The 5.12 release contains a new time zone feature and other fixes.

The following updates have been released in CentralReach:

  • A new timezone feature has been added to the following areas:
    • A time zone drop-down has been added next to the “Time Worked” field in timesheets and billing entries.
      • Please note, time zones will automatically default to users’ current time zones.
    • A time zone drop-down has been added next to the “Date & Time” field in “Appointment Details”. This drop-down will pre-populate with users’ current time zones.
    • When viewing appointments in “View My Calendar,” times will display in the current user’s time zone. After converting an appointment, the timesheet and billing entry will display as the service time.
    • When scheduling appointments for a different time zone, users are required to select a time zone from a list of IANA time zones.
    • Please note, in the Timesheets, Billing, and View as Grid screens, time is displayed in service time only.
  • Billing and timesheets improvements, explained below:
    • When converting timesheets, new notes with a blank “Payor Responsibility” field will attach to timesheets, as expected.
    • Users can now input the same start and end times when editing timesheets, bypassing time validation warnings.
    • Payors on authorizations now populate on manually created or edited timesheets.
    • The error causing an incorrect note template to attach to a service code with more than one note template has been resolved.
  • Users will no longer receive an “Insufficient Permission” error message when:
    • Adding a new service code with a required signature to a billing entry without signature requirements.
    • Converting or editing a timesheet and changing a service code to another code with different procedure information settings.
    • Converting a grouped appointment with authorized and unauthorized service codes due to conflicting claim settings.
  • The following fixes have been made to the Scheduling module:
    • When converting appointments using the lightning bolt icon in View my Calendar, users will be redirected to the calendar view.
    • The error preventing edits made to recurring appointments from saving has been resolved. Users will receive an “Inactive Events” error message if the series of recurring appointments includes canceled or deleted appointments.
    • When viewing appointments on a mobile device, an “X” has been added to the “Appointment Details” pop-up for users to close the window and return to the calendar view.
  • The “58 – Non-residential Opioid Treatment Facility” code has been added to all Place of Service drop-downs.
  • When updating employee profiles, credentials will now save as expected.

Helpful Guides:

CR Mobile (v. 1.0)

Release Recap

Introducing new Visit Verification features and CR Mobile (v. 1.0), to capture providers’ locations when performing services.

The following features and functionality have been released in CentralReach:

Visit Verification Enhancements

  • The following are Visit Verification updates:
    • A “Visit Verification” checkbox has been added to the “Validation” section of the Basics tab in service code properties.
    • When Visit Verification is enabled in a service code, “Enforce Single Timesheet Conversion” is now automatically enabled and cannot be edited.
      • Please note, the “Enforce Single Timesheet Conversion” feature can be disabled if the service code does not have Visit Verification enabled.
    • When Electronic Visit Verification (EVV) is enabled, “Requires Schedule Conversion” in service code properties is also enabled and cannot be modified.
    • The “Location/Address” field is now required when scheduling appointments with service codes that require a service address.
    • For CR Mobile users, appointments with Visit Verification enabled in service codes will capture providers’ locations when starting and ending appointments.
  • Converted timesheets with Visit Verification disabled will allow users to transfer previously captured signatures when there is a change to the service code. The ability to clear signatures from the edit page will be added in a subsequent release.
    • Please note:
      • Please note, signatures can still be cleared from the “Preview Entry” option.
      • Users need (Billing > Manage Timesheets) enabled to use this feature.

Draft Timesheets Features

  • A “Draft timesheets” section has been added to the Billing module for users with the (Draft Timesheets > Access) permission. Timesheet data containing exceptions from CR Mobile, preventing a billing entry from being created, will be imported to CentralReach.
    • The following “Draft Timesheets” permissions have been added to the Billing section of the Permissions module:
      • The (Draft Timesheets > Access) permission allows users to access draft timesheets, add reason codes for identified exceptions, and save edited draft timesheets.
      • The (Draft Timesheets > Delete) permission allows users to delete draft timesheets.
    • When editing draft timesheets:
      • A “Delete Draft” button allows users with the (Draft Timesheets > Delete) permission to delete existing draft timesheets.
      • A “Submit” button allows users with the (Billing > Manage Timesheets) permission to convert draft timesheets without exceptions to timesheets.
      • An “Update Draft” button allows users with the (Draft Timesheet > Access) permission to save modifications or reason codes without submitting a timesheet.
      • When clicking the “Cancel” button, if unsaved changes have been made, a warning message will appear and allow users to save changes to the draft timesheet.
    • The following permissions in the Permissions module have been modified in relation to Draft Timesheets:
      • The (Billing > Manage Timesheets) permission will allow users to submit draft timesheets into finalized timesheets.
        • Please note, conversion can only take place when users also have (Draft Timesheets > Access) enabled.
      • The (Timesheet > Allow Conversion Modification) permission will also allow users to modify fields that would require additional permissions.
      • A “draft” icon will display when a draft timesheet has been created for an appointment.

CR Mobile (v.1.0) Application

CR Mobile is CentralReach’s Electronic Visit Verification (EVV) compliant application for providers to collect data, review scheduled appointments, and access clients’ data sheets. The new “Draft Timesheets” feature works in conjunction with CR Mobile.

  • For CR Mobile users, a “CR Mobile” section has been added to the Permissions module, along with the following permissions:
    • The (Access) permission allows users to access CR Mobile.
    • The (Provider Signatures) permission allows providers to capture their signatures after completing a session.
    • Please note, these permissions need to be enabled in order for users to access the application.
  • Users can complete appointments, which will automatically create a timesheet in CentralReach if no additional requirements are needed. If additional requirements are needed, a “draft timesheet” will be created.
  • If enabled, Electronic Visit Verification (EVV) will collect providers’ locations during services. An error will show on a draft timesheet if the appointment’s location differs from the scheduled Place of Service.
  • The following CR Mobile modules allow providers to view scheduled appointments and clients’ data:
    • The Schedule module contains past, present, and future scheduled client appointments.
    • The Sessions module contains clients’ data and non-data collection branches for tracking skill acquisition and behavior reduction goals. Providers can also use Chained TAs and minimum trial requirements.
  • For more information about CR Mobile, contact your account manager.

Helpful Guides:


Release Recap

The 5.11 release contains updates to the Place of Service (POS) list and other maintenance fixes.

The following features and functionality have been released in CentralReach:

  • The list containing Places of Services (POS) in CentralReach, has been updated per the CMS list, and includes the removal of the GT and 82 fields in timesheets, appointments, claims, authorizations, and fee schedules.
  • Non geocoded client addresses are no longer excluded from “Find a Client” in the Scheduling module.
  • The following changes have been made from the 5.8 release:
    • When selecting a session note in a timesheet, a grey circle will appear when hovering over the blue copy icon, in order to differentiate the select and copy functions.
    • The save icon and submit button on timesheets allows users to save and attach notes to timesheets.
    • When converting an appointment with multiple service lines, the same note can now be added to other service lines.
    • The issue preventing users from converting timesheets with certain diagnosis codes has been resolved.
    • When converting or editing timesheets with authorizations that differ from the organization’s default claim settings, the issue prompting permission-related error messages has been resolved.
      • Please note, this only applies to single, non-grouped service codes.
    • Appointments with service codes set to enforce custom client rates can now be converted without receiving a validation error.
    • Timesheets will now reflect the correct number of service units when editing timesheets and in the Billing screen.
    • The issue preventing Firefox users from uploading files to timesheets has been resolved.
  • When uploading files, the issue duplicating new files uploaded to timesheets has been resolved.
  • When generating a secondary claim, the “Parent COB Claim ID” field will populate as expected.
  • An issue in which credit card payments were not being recorded correctly has been resolved.
  • Learning tree branches that include combined graphs can have more than 250 characters and will load accordingly.


Helpful Guides:

June 2020 Release Notes


Release Recap

The 5.10 release contains improvements to the Billing module and maintenance fixes.

The following features and functionality have been released in CentralReach:

  • The following improvements have been made to the Billing module:
    • When editing service lines in timesheets, the “Recalculate” button has been reinstated. The recalculate function will divide the time worked by the “Minutes per Unit” specified in the service code properties.
    • DS 5862 reports will export without generating a blank page.
    • When converting appointments, organizations without claims settings will no longer receive an object reference error message. Users can convert appointments once a contact has been added to the default claim settings in the organization’s account.
    • Modifiers will save to converted appointments when changing a service code in the appointment, or when editing the timesheet.
  • Below are timesheets improvements:
    • The “Notes” drop-down in the Timesheets section of the Billing module now displays more than 20 session notes.
    • “Service Notes” and “Admin Notes” now have a 2000 character limit. For session notes, using Notes & Forms is recommended.
    • Timesheets with multiple service lines both requiring a service note cannot be submitted without a note attached.
    • When editing timesheets, the issue preventing edited notes from saving has been resolved.
    • When converting an appointment with an address, an error message will not display when a service code has a service address set to not needed. Users can then convert the appointment.
  • When orphaned ERAs are applied to combined billing entries, the issue causing service line adjustments to display out of order has been resolved.
  • The issue causing 500 errors or blank pages to load when opening some learning tree branches has been resolved.


Helpful Guides:


Release Recap

The 5.9 release contains a redesign of the Insights launchpad to include a new look and feel and intuitive user experience, and 5.8 fixes.

The following new features and functionality have been released in CentralReach:

  • The following improvements have been made to the Insights module:
    • The “Report Home” section has been redesigned to feature 6 new reports categories and a search bar to search for available reports. The Insights dashboards are now located on the right-hand side.
    • The reporting categories have been moved to the left-hand side and consolidated to 6 new categories, such as:
      • Client Management
      • Staff Management
      • Revenue Cycle Management
      • Custom Reports
      • Clinical Analysis
      • Practice Auditing
  • Payor expiration will be effective the day after the expiration date that is set in the payor settings. When creating an appointment on the same date as a payor’s expiration date, the appointment will populate the payor.
  • When making edits to appointment series containing canceled or deleted appointments, the appointment status will still remain as canceled or deleted.
  • When the “Patient Responsibility” field in clients’ payor details is set to “0”, the issue causing the field to display “Not on File” has been resolved. The field will display “$0.00” under the clients’ payors.
    • Please note, this issue within Notes & Forms will be fixed in a subsequent release.
  • The “Merchant Key” field in organization accounts’ “Additional Settings” has been renamed to “Secure Token” to match Paragon’s credentials.
  • When using CR on a browser from a mobile device in the new timesheets page, the size of windows have been adjusted to fit smaller screens and allow for session notes to be completed.
  • Users with the proper permissions can access the “Supervision report”.
  • The issue causing error messages related to modifiers from improperly appearing has been resolved.
  • The issue preventing claim settings from populating on some billing entries has been resolved.
  • The following bugs have been fixed in the Learn module:
    • In a learning tree, the “Activity” tab under “Learning Tree Options” will populate all recent activities listed by date.
    • Goals no longer duplicate when adding a “Goal Score” in the Goal Creator.
  • The following are 5.8 fixes:
    • The error preventing users without the (Settings > Manage) permission from editing timesheets with rate errors has been resolved. After editing rate fields timesheets can now be saved.
    • Notes & Forms will not duplicate when auto-saving.
    • After adding a note to a billing entry, the error when saving has been resolved. Users can submit timesheets.

Helpful Guides:

May 2020 Release Notes


Release Recap

The 5.8 release contains new timesheet features and a Missing Geocode report.

The following new features and functionality have been released in CentralReach:

  • A new permission, (Timesheets > Delete), allows users to delete converted timesheets and billing entries associated with timesheets.
    • Please note, users also need to have the (Billing > Manage Timesheets) permission enabled to delete other users’ timesheets.
  • The “Edit Timesheets” screen has been modified with the following improvements:
    • Service lines are located at the top of the screen.
    • Client and claim information is contained in an expandable window on the left hand-side of the screen.
    • Files, session notes, and signatures are now at the bottom of each timesheet.
    • Service lines can be deleted using the trash can (delete) icon on timesheets not linked to an appointment, and that have multiple service lines.
    • An “Add Service Line” button was added to the top of the screen and is only visible when an unconverted timesheet is not linked to an appointment.
  • Users can attach notes as files to timesheets, but files will not be converted to notes. To add files as notes, add the note template to the service code.
  • When editing service lines in a timesheet, the Recalculate button next to the “Units of Service” field will temporarily be removed until a subsequent release.
  • The following fixes have been made to the Contacts module:
    • When searching for contact labels, the error causing deleted labels to display in search results has been resolved.
    • Clients’ profile pictures can now be updated without errors.
  • The following updates have been made to the Scheduling module:
    • A new report, Missing Geocode, lists clients’ addresses that are not geocoded or do not contain an address in appointments.
      • Please note, appointments populated in the report must include service codes with the “Service Address” field in the Validation section of service code properties set to “Required”.
    • A “check mark” icon will display when an appointment is fully converted.
    • The “convert” lightning bolt icon will display when any service codes in the appointment have not been converted.
  • The following fixes have been made to service code properties:
    • The “Save and add another” button has been fixed to prevent service codes from being disassociated with session notes when selected.
    • When the “Lock Grace Period” field is saved as empty, it will display as expected.
  • The Licenses & Certifications list in users’ profiles is now alphabetized.
  • ERA payment entries are now sorted by descending time, matching the billing claim order. This will not affect how copays are applied.
  • When selecting office locations from the Appointment Details screen, it will not prompt to be geocoded.
  • The issue when editing a billing entry and selecting “Cancel” or “Submit” that returns users to the Timesheets section instead of the Billing section will be fixed in a subsequent release. For now, click the back arrow on the browser twice after selecting “Submit” or “Cancel.”

Helpful Guides:

April 2020 Release Notes


Release Recap

The following updates have been released in CentralReach:

  • The Place of Service field in a claim will now contain the leading “0” for locations 1-9 in the Claims Manager. The Place of Service will also keep the leading “0” when being sent to clearinghouses.
  • A new column, “MRN,” has been added to the ESSC – Easter Seals report in the Billing module for Telehealth claims. The MRN column contains the insured ID for the payor on the corresponding billing entry.


Helpful Guides:

February 2020 Release Notes


Release Recap

The following updates to the RCM and Receivables reports have been released in CentralReach:

  • The RCM and Receivables reports will now display client names instead of client IDs.
  • Insurance plans have been added to the RCM and Receivables reports when drilling down by payor.
  • Performance issues affecting the Receivables report have been resolved.
  • Additional export fields have been added to the Receivables report.


Helpful Guides:


Release Recap

New features and product improvements have been released in CentralReach:

  • See below for the following fixes pertaining to credit cards:
    • Users with read-only access are now unable to modify clients’ primary credit cards.
    • Notes and nicknames associated with credit cards can now be viewed and updated when selecting “Details” under a credit card in the Payors screen.
    • When adding a new credit card payor, the correct name will now display in the Billing screen.
  • When bulk removing labels from billing entries, labels that were not previously applied and have not been removed, will not be recorded in the “History” tab.
  • When converting appointments into timesheets, the error preventing the “Default Service Location” in service code properties and “Place of Service” in timesheets to display on the timesheet has been resolved.
  • Appointment availability in the Client Portal will now reflect the appointment availability settings in the organization’s account.

Helpful Guides:

January 2020 Release Notes


Release Recap

New features and product improvements have been released in CentralReach:

  • The following addition has been implemented to the geocoding feature:
    • Existing client locations will be geocoded when scheduling a new appointment through the Scheduling module. A new pop-up, “Confirm Location,” will display when entering existing client locations with addresses that are not automatically geocoded.
      • Addresses can be manually entered in the new pop-up, but will only be geocoded if latitude and longitude values have been entered.
  • The following updates have been made to the Billing module:
    • Invoices will now display the correct due date selected by the user.
    • The issue causing miscalculations of authorization units in the Authorizations grid has been resolved. The correct total of authorization units will now display based on converted and scheduled appointments.
    • When filtering payments by a single client, the error voiding all payments involving multiple clients has been resolved.
    • When applying bulk payments, users can now select different credit cards other than the primary card.
  • The issue preventing users from bulk-applying labels in the ERA Reconciliation screen has been resolved. Labels will now be added to entries.
  • The “Balance (first billed)” category in the Billing Overview widget of clients’ dashboards has been changed to “Balance.” The Receivables aging is now based on dates of service.
  • When applying the billing “Payor” filter in the Contacts module, the search results will now include the complete list of payors that meet the searched criteria, allowing more results to be displayed.
  • The following fix has been made to the Learn module:
    • Custom goals added via the Goal Creator will now appear in clients’ learning trees.

Knowledge base articles & user guides:

December 2019 Release Notes


Release Recap

New features and product improvements have been released in CentralReach:

  • New reports and a clinical dashboard have been added to the Insights module:
    • Introducing the new clinical dashboard, “Goal Summary.” Users can now organize and manage the amount and types of goals for each client.
    • The Sales report has been redesigned and renamed to the RCM Report. Please note, Sales Adjustments and Bad Debt/Write-offs are no longer considered payments in the “Paid” column of the report. The report is accessible from the Billing and Insights modules.
    • The Receivables report has been redesigned to include net, outstanding, over payments, and aging buckets to 365+ days. The report is accessible from the Billing and Insights modules.
    • The Sales and Receivables options in the Billing module have been renamed to “RCM Report (Formerly Sales)” and “Receivables Report.”
    • The “Receivables > Access” and “Sales > Access” permissions have been changed to “Receivables Report > Access” and “RCM Report > Access.”
    • A download button has been added to all Insights dashboards. All data contained in each dashboard can be exported and downloaded to your computer.
  • A new geocoding service has been implemented to validate service locations, in relation to visit verification:
    • Latitude and longitude coordinates are now added when adding, editing, and updating calendar locations from the Contacts and Scheduling modules.
    • Addresses added to the “Basics” section of clients’ Profiles and “Calendar Locations” in their profile Settings can be geocoded. When scheduling appointments with saved addresses, the locations will already be geocoded.
    • When entering a new location address while scheduling an appointment in the Scheduling module, a search feature was added so that multiple addresses will populate in the search results. Once the proper location address is selected, it will be geocoded.
  • The issue preventing signatures from capturing on mobile devices has been resolved.
  • The error causing hidden employees to appear when searching in the Client Portal’s Messages module has been resolved. Hidden employees will not appear in searches and cannot be messaged.
  • Only users with “Client-admin” permission can view the “Basics” section of clients’ facesheets. Providers with “Read-Only” access can now only view the client’s name and ID on their facesheet.
  • Organizations with previously copied Contact Forms’ links containing a “2” in the URL will redirect users to Please note, this will not affect all organizations. Click here to learn how to resolve this issue.
  • The following fixes have been made to the Learn module:
    • Course completion reports will now display users’ correct progress.
    • The issue preventing copied and pasted text from saving when editing branch descriptions and Instructional Note Templates has been resolved. Learning tree text boxes, such as Instructional Notes, descriptions, and Note Details will save text that has been copied and pasted.
    • A fix was implemented to Criterion Templates, allowing the transition from the Baseline status to the Intervention status to save when creating Baseline Criteria.
    • When adding a new branch to a short term goal in a learning tree and selecting the “Combined graphs” Data Type option, targets will now populate when creating Combined branches.

Knowledge base articles & user guides:

October 2019 Release Notes


Release Recap

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

  • New fixes to the “Supervision” report, as detailed below:
    • The “Label: Direct (hours)” and “Label: Supervision (hours)” columns have been updated to “Label: Direct” and “Label: Supervision.”
    • When filtering the report by a contact label, the error displaying contacts without the contact label has been resolved. Users without a desired contact label will not appear when viewing the report.
    • A fix was implemented to prevent deleted and canceled appointments from being calculated in the “Scheduled” column.
  • The issue causing an error message to appear when creating tasks through an ERA has been resolved. Users will not receive an error message when successfully saving tasks.
  • In the “Services” section of the claims editor, an “Ordering Provider” tab has been added under “Service Lines,” and when the 837p export is completed.
  • When adding unauthorized service codes to appointments, the error causing the Place of Service to erase from the appointment has been resolved.
  • A fix has been made to the blackout date preview icon in the “Accepted Insurances” screen, displaying incorrect dates. When hovering over the calendar icon, it will now display the correct blackout dates.
  • Appointments with an authorized service code used more than once will now save.
  • The following updates have been made to the Learn module:
    • In a Session, all unseen comments, comments more than one week old, and the last 10 comments will now be displayed.
    • Custom goals added via the Goal Creator will now appear in clients’ learning trees.

Knowledge base articles & user guides:

September 2019 Release Notes


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


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:


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.


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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.

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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.

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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 WorkedPendingRemaining, and Utilization values are now properly loading for previous months so you can accurately track and manage all your authorizations.

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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.

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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.

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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

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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.

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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.

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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.

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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. 

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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.

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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.

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“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.

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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.

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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.

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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.

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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 .

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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.

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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. 

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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.

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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.

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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.

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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.

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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.

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April 2018 Release Notes


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).


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.


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.


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.


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


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!


Case ID: 45014

Authorization Filters

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


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.


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


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


Case ID: 40003

Voided Payments

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


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.


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


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.


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.


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.


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.



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’



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



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.



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)



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



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.



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.



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.



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.



UI Tech Debt – newFilterBarButtons Case ID: 43022

Standardizes and updates user interaction elements on all Grids



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.



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.



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.



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.



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’.



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.



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.



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.



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.



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.



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.



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.



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.



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.



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.



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

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

Resolved Support Tickets

37089     37186     37242


Resolved Support Tickets

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36626    36794     36832

36839    36857     36873

36924     36968    37008

Resolved Support Tickets

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Resolved Support Tickets

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35648     35711      35949

Resolved Support Tickets

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Resolved Support Tickets

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Resolved Support Tickets

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33042     33174     33177

33312     33348     33536

Resolved Support Tickets

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32144     32446     32570

32575     32604     32626


Resolved Support Tickets

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Resolved Support Tickets

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30310      30311      30336

Resolved Support Tickets

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Resolved Support Tickets

25888      29324      24973      24988

28337      23054      24890      10033

Resolved Support Tickets

27298      27294      27261      27353

27221      27289      27271      27209

26946      27063      27419

Resolved Support Tickets

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27159      27146      26565

26750      27046      27153

Resolved Support Tickets

27093     27109      27143      26968

Resolved Support Tickets

26826      26915      26901      25892      26938

26959      26904      26571      26999      26593

26684      27017      26881      27035      27096

Resolved Support Tickets

26084      26715      26651      26728      26724

26762      26741      25628      26788      25647

Resolved Support Tickets

25244      26551      26610      26589      26612      26635      26617

Resolved Support TIckets

26392      24717      25933      26329      26305      26327      26447      26443      26307      26405      26413

26370      26470      26304      25789      25161      26296      26389      25474      26501      26346

Resolved Support Ticket

26351       25378

Resolved Support Tickets

25995      25647      25915      21632      24809

22772      26184      26246      26057      26142      25997

Resolved Support Tickets

25750      25244      25993      25958      26047

26058      25993      25673      26134      26059

26127      25963      25698      26146      24846

Resolved Support Tickets

25887      25422      25565

25923      25341      25937

25790      25821      25275

25858      25901

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

Resolved Support Tickets

25659          25758          25324         25636        25745         25419

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.

Resolved Support Tickets

25450      25116      24553

Resolved Support Tickets

25236      25063     25144     25328     25282     25155     25343     25157     25372     25310     25303     25105     25108     25277     25324     25258     25158     23151

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.