Release Notes

Release Recap 

The 9.12 release includes the first part of CentralReach’s saved signatures implementation and the abilities to search by a user’s chosen/preferred name and recover cancelled appointments. New label combination filters and additional widgets improve Advanced BI dashboards, along with Insights cube updates. 

Saved Signatures (Part 1)

Search by Preferred/Chosen Name

Recover Cancelled Appointment

Other Scheduling Updates 

• The ‘optional’ text has been removed from the “Location” field of an event’s details, to allow the organization to specify required workflows and increase compliance with users. Please note, this will not affect any existing functionality.
• An issue duplicating authorization hours when a provider was changed in an appointment has been fixed. Authorization hours will no longer duplicate when editing events.

ScheduleAI – Name Select Clients and/or Providers

ABI – New Label Combination Filters

ABI – Scheduled Hours in Auth Hours Utilization Dashboard

ABI – Provider Breakdown in No Payor Payment Dashboard

ABI – RCM Analysis with TimeBilling Client Location Filter

ABI – Cancellation Analysis by Service Code Type/Category

ABI – Cube Updates

• The following fields have been added to the Billing cube for additional analysis related to the client’s payor:

• The following new “Billing Client Location Name” field provides the client’s office location at the time of service. This enables accurate reporting of billing data by client office location if a client’s location has changed from the time of service. The existing “Client Office Location Name” field which provides the client’s current office location is still available in the Client table.  The new field is available in the following cubes: 

Other Insights Updates

Other Updates & Bug Fixes

9.10

The 9.10 release includes workflow-streamlining improvements for organizations, with additional functionalities for service codes, Session Notes and Notes & Forms, and employee dashboards. The new Insights module landing page provides clear differentiation between standard dashboards and ABI dashboards in addition to a new, “No Payor Payment Claims,” dashboard and visual improvements to all existing dashboards. 

Service Code Session Notes and Notes & Forms Requirements

A new “Note Templates” tab in a service code’s properties consolidates the existing templates for Session Notes and Notes & Forms. This new design allows users to easily view all “Required,” “At least one required,” and “Optional” Session Notes and Notes & Forms. Users can also add new note templates and indicate if they are “Optional,” “Required,” or “At least one required” which will reflect in timesheets when employees use the designated service code.

The “Create session note” and “Select existing session note” drop-downs for Session Notes, as well as the Note & Form indicator in timesheets have been modified to accommodate the “Optional,” “Required,” and “At least one required” options from the new service code settings.

• Selecting “At least one required” Session Note and Note & Form allows admins to add multiple note templates but only require that one be selected and completed based on employee credentials, service provided, and payor requirements.
• A new validation in timesheets, “At least one note from the ‘At least one required’ section must be added to the timesheet prior to submission,” warns users when a note from the “At least one required” category of the service code has not been added to the timesheet.

Other Service Code Updates:

• If an appointment does not have any service codes, or only has one service code, the “Create Timesheet” tab of the Appointment Details modal will display the billing increment as automatically checked by default, to allow for a quicker conversion process.
• The “Select existing note” prompt for Notes & Forms has been enlarged and a “Date Created” column has been added for easier search and navigation.

Select Existing Session Notes

To help users easily reference Session Notes during billing entry adjustments and reduce the need to recreate notes, a new “Select existing session note” dropdown has been added to the Timesheets section of the Billing module. This dropdown allows users to view, select, and attach existing Session Notes previously created with the same client, provider, and template, to timesheets.

This dropdown is available to all users with the new (Session Notes > Select Note) permission and has been automatically enabled for employees with the (Notes > Select Note) permission, for Notes & Forms.

Change Healthcare Insurance Eligibility

Change Healthcare Insurance Verification is available to organizations signed up for real-time insurance verification requests with the appropriate feature keys enabled. The ability to verify insurance eligibility through Change Healthcare involves the following workflow:

• Organization accounts can access the Insurance Verifications screen in the Settings section of their profile and configure Change Healthcare and/or Office Ally.
• Users with access can choose between Change Healthcare and Office Ally to set up real-time insurance verification for a client payor.
• Users with access can also select multiple users from the Contacts module when completing insurance verification requests.

Waystar Readable ERA

Users can now view and download Waystar human-readable Remit Reports associated with claims from the Files, Claims, and Billing modules. This new readable ERA report streamlines payment reconciliation by providing clear, human-readable information, and makes the process more user-friendly.

Other Billing Updates:

• The new ICD-10 Codes for 2024 are now in CentralReach.

Employee Unsigned Document Widget

A new “Files Pending My Signature” widget has been added to the dashboard for all employees. This widget displays all Session Notes and Notes & Forms that are pending employees’ signatures.

Creating Tasks from Scheduling > View as Grid

Tasks can now be added from the “View as Grid” section of the Scheduling module. Users with the (Tasks > Access) permission can select at least one appointment and use the “Add Tasks” option to associate appointments with tasks.

• Information displayed in a task associated with an appointment includes the appointment name/type, provider name, client name, appointment ID, and the date and time of service.

In the View as Grid section of the Scheduling module, a new “Tasks” filter has also been added under the Appointment Information of the “Filters” tab to easily reference any appointments with or without tasks associated, as well as filter appointments with tasks overdue, due today, tomorrow, this week, or next week.

Other Tasks Updates:

• The “Task Templates” page in the Tasks module has been redesigned to include a “Date Added” column. Task template names are automatically sorted in alphabetical order, but users can also sort by status, and date added, to quickly find task templates.
• A bug preventing users from reordering tasks within a task template has been resolved. Tasks can be reordered, and the task template saved, as expected.

Authorization Filter by Name

Users can now easily search and find authorizations using specific primary contacts, enhancing navigation and enabling more precise authorization management. The following options have been added to the Authorizations screen in the Billing module: Billing, Provider/Supplier, Ordering, Referring, Facility, and Supervising.

Other Authorization Updates:

For consistency, the following changes have been made:

• The Primary Contact tab for “Locked for this Provider” has been renamed to “Locked for” in the Authorizations screen.
• The dropdown filter text in the “Locked for” column of the Authorizations screen now contains “No locked for” and “Has Locked for” options.
• The “Client” column of the Authorizations screen now displays the full name of all clients, instead of only showing the initial of the first name and the full last name.

ScheduleAI – Client View in Draft Schedule

Users can now view draft schedules from a client view in addition to the current provider view. Users can toggle between both views when in “Draft Schedules” and edit events as needed. Additionally, draft schedules will now display the Service Type and Category associated with each event as an abbreviation in the event card.

ABI – CR Insights’ New Home Page

To improve navigation and provide more information on each dashboard, the Insights home page has been redesigned. The new home page distinguishes Standard non-ABI export/reports from ABI dashboards using distinct tabs and organizes reports and dashboards based on theme: Operational, Financial, Clinical, Staffing, and Custom. Only reports available to the user will appear on the home page.

For premade ABI reports and dashboards, each tile includes a help icon with informational descriptions and help articles. Other improvements in the new Insights home page include the following:

• All premade ABI dashboards have been updated with a new, cohesive, user-friendly color scheme and layout.
  • Please note, premade ABI dashboards are shared with the admin user, and all users with designer licenses for better report distribution.
• Each dashboard description contains a link to the associated help article.
  • Data availability is also included and specified for each dashboard.
    • For example, “This dashboard uses the Scheduling cube, which includes scheduling data from the last 12 months (from the beginning of the current month), the current month, and all future months based on event date.”
• New filters and widgets have been added to dashboards, and the metrics and axis labels have been updated for every widget.
• Each widget within each ABI report/dashboard now contains additional information, including a description, user suggestions and tips, and key questions to answer.

ABI – No Payor Payment Claims in ABI

To provide actionable insights into the reasons behind no payor payment claims and streamline the denial follow-up process with a claim response worklist, a new No Payor Payment in ABI has been added to the Insights module and will help users identify patterns to prevent future denials by payor and client.

No Payor Payment in ABI reports on two types of claim responses, both of which result in a $0 payor payment:

• Patient Copay/Deductibles/Coinsurance: A posted payment of $0 in the ‘Insurance Payment’ column of the ERA Claim Payments screen with an adjustment code that is due to patient copay, deductibles, and/or coinsurance (PR 1,2,3).
• Denial: A posted payment of $0 in the ‘Insurance Payment’ column of the ERA Claim Payments screen with an adjustment code that is not related to patient copay, deductibles, and coinsurance (PR 1, 2, 3).

Advanced BI Updates:

• Several filters and widgets in the following dashboards have been updated to improve data analysis:
  • Cancellation Analysis
    • New filters: Provider Full Name and Provider Office Location Name
    • Updated widgets to effectively track cancellation rates and hours by client and provider, respectively.
    • A Scheduling ID link was added to the “Cancellations Detail” table.
  • Goal Summary
    • New filters: Client Active Status, Client Full Name, Initiated Date, and Goal Status
    • Removed filters: Creation Date
      • Please note, dashboard now tracks goals by initiated date, not creation date.
  • Claim Analysis:
    • New filters: Claim Submit Reason, Client Office Location Name, Place of Services, and Service Code
    • A Claim ID link to the Claims and Billing modules was added to the “Claim Details” table.
  • Operation Pulse Check
    • The “Provider Office Location Name” filter has been replaced by the “Client Office Location Name” filter.
  • RCM Analysis
    • New filters: Service Code Category and Service Code Type
    • A new ‘Monthly Total Receivables, Payments, Sales Adjustments, and Bad Debt’ widget has been added to easily track the breakdown of agreed charges by month. A similar widget with a breakdown by payor is also available.
    • The collection rate calculation was updated to [Total Payment/Adjusted Agreed Charges], while Adjusted Agreed Charges = Agreed Charges – Sales Adjustments. Please note, if your organization does not use the agreed charges feature in CentralReach, this calculation will not be accurate.
    • The TimeBilling ID field in the “AR Detail” table is now a clickable link to the billing entry in the Billing module.
  • Productivity Analysis
    • The “Client Office Location Name” filter has been replaced by the “Provider Office Location Name” filter.
  • Timesheet Timeliness
    • A new ‘Compliant and Noncompliant Billing Entry Conversions by Providers’ widget easily tracks individual provider timesheet conversions.
  • Tasks Summary
    • New filters: (Assigned To) Provider Full Name, Task Due Date, and Task Template Name
    • The “Tasks Detail” table was updated to include “Tasks on Behalf of Contact Name” and “Created by Provider Full Name” fields.
    • The Task ID field is now a clickable link to the task in the Tasks module.
  • The Payroll Analysis and ADP/Paycom/Paylocity
    • New filter: Provider Office Location Name
• Operation Pulse Check in ABI has been updated to include additional key metrics to better monitor the operational health of an organization:
  • New widgets have been added to the “Authorization” domain that report the current month’s utilization rate and provide a 12-week trend of authorization utilization.
  • A new “BT Supervision” domain was added, allowing organizations to monitor the overall BT Supervision Rate for the current and past month and identify providers who may need additional supervision.
• In BCBA and BT supervision dashboards, the overlapping logics for supervision hours and direct therapy hours are updated to account for time zone differences, allowing users to track supervision rates based on the time zone adjusted timestamp.

Other Advanced BI Data Cube Updates:

• The new Claim Response cube contains claim response data where each record is an adjustment on the claim line level. This cube currently powers No Payor Payment in ABI and allows users to analyze claim response trends based on payor, client, office location, claim response date, etc.
• The Auth Hours Utilization cube includes two new fields: Scheduled Hours and Daily Minimum Agreed Rate.
  • Scheduled Hours displays the scheduled hours for the authorization group in the daily authorization record. This allows users to calculate the authorization utilization rate based on worked and scheduled hours for a clearer understanding of authorization utilization.
• “Guarantor First Name,” “Guarantor Last Name,” and “Chosen/Preferred Name” have been added to the Client table. These fields are located in the Client’s Basics section of their Profile. The following cubes contain these fields:
  • Auth Hours Utilization
  • Billing
  • Claims
  • Clinical Sessions
  • Payroll
  • Scheduling
  • Supervision
  • Goals (only Chosen/Preferred Name)
  • Tasks (only Chosen/Preferred Name)
• All aging bucket fields in each cube have been updated to make their values uniform and can be sorted in the correct order. The new format is as follows:
  • “0-30,” “31-60,” “61-90,” “91-120,” “121-180,” “181-365,” “365+”
  • Please note, the following affected fields:
    • Billing cube:
      • Invoice Due Date Aging Buckets (previously in “1. 0-30 days” format)
      • Payments AR Buckets (previously in “0-30” format)
      • TimeBilling AR Buckets (previously in “1-30” format)
    • Tasks cube:
      • Task Age Bucket (previously in “0-30” format)
• The Payor Authorization table in the Billing cube has been updated with in the Contacts tab of an authorization to enable reporting.
  • Auth Billing Contact Full Name
  • Auth Referring Contact Full Name
  • Auth Provider Supplier Full Name
  • Auth Facility Contact Full Name
  • Auth Ordering Contact Full Name
  • Auth Supervising Contact Full Name
• New group labels (Client, Provider, Service Code) have been added to the following cubes to enhance label filtering in each dashboard:
  • Auth Hours Utilization: Client label
  • Billing: Client, Provider, Service Code labels
  • Claims: Client label
  • Clinical Sessions: Client and Provider labels
  • Payroll: Client, Provider, and Service Code labels
  • Scheduling: Client, Provider, and Service Code labels
  • Supervision: Client, Direct Therapy Provider, Supervision, Direct Therapy Service Code, and Supervision Service Code labels
  • Task: Created by Provider and Assigned to Provider labels
• Several fields have been removed from ABI cubes, click here for the list.

ABI – Sisense Upgrade

An upgrade has been made to Sisense, our supporting software for ABI, from L2022.8 to L2023.3. This new version requires an aggregator in the Date Difference formula.

• For example, “AVG (DDIFF<Auth Start Date>, <Auth End Date>)” should be used for a “DDIFF (< Auth Start Date>, <Auth End Date>)” formula.
• Please note, any Date Difference formulas in customer dashboards have been updated to include the aggregator. Any new Date Difference formulas in custom ABI dashboards will need to include the aggregator to avoid a formula error.

Other Updates

• Users can now select the day, month, and year for a Certification Date or License Expiration in their Profile.
• A “Chosen/Preferred Name” field has been added to the Available Fields in employee, generic, and client Contact Forms.
• The issue of adding spaces after employees’ first and last names, causing a blank page to appear when given access to reports in the Insights Settings screen, has been resolved.
• A bug causing some users to get an “Object reference not set to an instance of an object” error message when adding users via CSV files has been resolved.
• A correction has been made to the BF column in the Receivables export, which is now “ChargesAgreedInsurance.”

Client Import Bug Fixes:

• A bug duplicating diagnosis codes during the client import process has been fixed.
• During the client import process, payor data will not be removed if the import has existing payor data in the file. Changes to payors will only be made when specific changes are made through the import process, as expected.

9.8

The 9.8 release contains improvements to organizations’ workflows with the addition of several new Advanced Business Intelligence (ABI) dashboards, customizable Client Portal Settings, updates to permissions and a new widget in the Client Portal. This release also includes enhancements to filters and the ability to send credit card receipts in the Billing module. The following has been released:

Client Portal Settings

A new “Client Portal Settings” page has been added to all organization accounts allowing them to control which modules and sub-modules clients have access to. 

The previous (Contacts > Accepted Insurances and Places of Service) permission has been changed to (Contacts > Organization Settings) and additionally allows employees to have access to the new “Client Portal Settings” page: 

• • (Contacts > Organization Settings): Allows users to add, remove, or edit Accepted Insurances and Places of Service, and manage Client Portal Settings.

Additional Navigation Bar Improvements

• The number of new notifications will now display inside of the drop-down menu for the Messages and Tasks modules. 
• To improve user navigation, the “Notifications” section of the user drop-down on the upper right-hand side now has its own scroll bar. 
• For easy referencing of authorizations, Notes & Forms, and other eligible files, the “Preview” button has been added back to the top right-hand corner of files.

Fixes

• A bug preventing some iPhone users from seeing the Messages module when using CentralReach in the Chrome browser has been resolved.
• An issue preventing users from copying and pasting images in the Messages module has been fixed. 

Unsigned Document Widget

To eliminate manual searching and enhance productivity, a new “Files Pending My Signature” widget has been added to the Client Portal. The “Files Pending My Signature” widget displays all Session Notes and Notes & Forms that are pending clients’ signatures. 

Fixes

• An issue causing client widgets to not retain the user’s customized view of their dashboard has been resolved. 

Authorization Visit Tracking

To improve accuracy and consistency in reporting for multi-disciplinary services, visits are now calculated based on the authorized service date rather than the number of services scheduled. Visits will only be calculated at the Authorization Group level. All other levels will not calculate or display visits authorized, pending, worked, or remaining. 

The Authorization report and view when scheduling an appointment are only at the grouped level. Visits are not calculated or displayed at the service code level and will reflect as “0” visits or “n/a.”

Adding Authorization Filter Fields

Additional “Yes” or “No” filters have been added to the authorizations page in the Billing module. Users can easily filter authorizations with or without a listed provider, as well as the following new filters:

• Billing, Referring, Provider/Supplier, Facility, Ordering, and Supervising

Please note:

• To match the wording in authorizations, “Locked for” has replaced the “Usable By” selection under the “Manager & Usable by” section of the “Group Settings” pop-up. 
• Managers and Implementers can still be searched in the search bar. 
• An update to the search bar will be in a subsequent release.

Fixes

• The ERA filter will now correctly filter for combined line payments that have not been reconciled. 
• When viewing an authorization, an error causing the wrong payor to display for the grouped code if a client has more than one authorization and payor has been corrected. 
• Users with the (Contacts > Manage Client Payors) permission can now upload and review the “Linked File” section of a payor’s details.
• Users can now view claim activity notifications in the “History” tab when editing a claim and in the Activity section of the Home module.

Billing Filter for Service Type and Service Category

New Service Type and Service Category filters have been added to the Billing module. Users can filter service codes on the Billing screen by the Service Type and/or Service Category associated with the service code. 

Creating Tasks from Timesheets and Scheduling

To enhance efficiency by eliminating the need to switch between multiple screens, tasks can now be added from the Timesheets screen and “View My Calendar” in the Scheduling module:

• In the Timesheets section of the Billing module, users with the (Tasks > Access) permission can select at least one timesheet entry and use the “Add Tasks” option under the “Actions” dropdown to associate timesheet entries with tasks. 
  • Information displayed in a task associated with a timesheet/billing entry includes the entry ID, service address, service code/authorization, place of service, date of service, and time of service.
• In the “View My Calendar” section of the Scheduling module, users with the (Tasks > Access) permission can select at least one appointment and use the “Add Tasks” option under the “Actions” dropdown to associate appointments with tasks.
  • Information displayed in a task associated with an appointment includes the appointment name/type, provider name, client name, appointment ID, and the date and time of service. 
  • A new “Tasks” filter has also been added under the “Appointment Details” section of the Filters tab to easily reference any appointments with or without tasks associated, as well as filter appointments with tasks overdue, due today, tomorrow, this week, or next week.

Fixes

• An issue preventing users from sharing task templates created by non-organization accounts has been corrected. 

Email Credit Card Receipts

To increase visibility for organizations and clients and provide convenience, Billers can now provide receipts for credit card transactions. For transactions processed through Paya (Paragon), Billers can:

• Send credit card receipts to clients via email for single and bulk apply payments.
• Resend receipts for previous transactions from the Billing and Payments screens in the Billing module. 
• Send refund receipts for credit card refunds processed from the Billing screen.

ABI: The BT and BCBA Supervision Dashboards

The following new Advanced Business Intelligence (ABI) dashboards have been added to the Staff Management folder of the Insights module. These dashboards display the supervision details of overlapping services with one BT and their supervising BCBA using the new Supervision data cube based on the new service code category.

The graphs in Part I display the supervision rate across BTs or BCBAs, which can be filtered by office location, and allow users to select a specific provider’s details to view in Part II. The new supervision data source includes data from 13 months prior to the date of viewing. Please note, voided or deleted billing entries are excluded while both billable and non-billable billing entries are included in these dashboards. 

• BT Supervision Dashboard: Focuses on a single BT’s supervision appointments, to track their ability to meet their 5% supervision goal per month. The BT supervision rate is calculated by dividing supervised direct therapy hours by total direct therapy hours, based on service code category.

• BCBA Supervision Dashboard: Focuses on the hours spent supervising for one BCBA. The Supervision Rate equals total hours the BCBA provided supervision divided by total BCBAs’ service hours. 

Related:

• 5009: ABI Supervision Report

ABI: The Client Supervision Dashboard

To help organizations easily monitor case supervision and identify clients who need additional supervision to meet their client supervision standard, a new Client Supervision Dashboard has been added to the “Staff Management” folder in the Insights module. The Client Supervision Dashboard uses billing data to provide a clear overview of the supervision ratio (supervision hours divided by direct therapy hours) for each client, allowing the organization to easily identify clients requiring more supervision. The dashboard can also be used to analyze historical trends to ensure a consistent delivery of supervision hours per client. 

ABI: Authorization Utilization – Hour Based Dashboard

To help organizations track weekly and monthly utilization rates of authorized hours across all active authorizations, a new Authorization Utilization – Hour Based Dashboard with clickable links to view billing and authorization details has been added to the “Client Management” folder in the Insights module. This new report will help organizations determine the authorization utilization rate, non-worked authorized hours, and identify clients that need additional sessions scheduled to catch up on authorized hours in the authorization group level. 

The Authorization Utilization – Hour Based Dashboard displays all hour-based authorization utilization on a weekly and monthly basis by locations, service code categories, authorization managers, and clients. It also displays the amount of non-worked authorized hours to estimate potential revenue growth opportunities by maximizing authorization usage.

• A new Auth Hours Utilization Cube is created with daily utilization data per auth group.
• The weekly/monthly authorization utilization rate is calculated by dividing worked hours by authorized hours.  
• Authorized hours are calculated by evenly distributing the total authorized hours by the total number of authorized date for any authorization group and then rolling it up to the needed date range. 
• Worked hours are based on all billed hours in both billable and non-billable billing entries associated with the authorized group.

Please note, this dashboard does not include authorizations that only have authorized unit/visit information or auth frequency being “once.”

Other Authorization/Billing Field Updates in the Billing Cube

• New “Service Code Type” and “Service Code Category” fields were added to the Billing cube.
• A new Authorization “isActive” field was added to the Billing cube to show which authorization is still active (with authorization end date on or after the last update date).

ABI: Task Cube Optimization

As part of the Task Cube performance optimization, the following improvements and changes have been made: 

• The “Task Age” field has been updated so it displays the difference between the creation date and the current date. 
• A new “Task Status” column has been added to reflect whether the task is Completed, Deleted, Overdue, or Open. 
• Task IDs are now clickable hyperlinks that redirect to the related task. 

The following columns have been ADDED to the Task Cube: 

The following fields have been REMOVED from the Task Cube:

CR Assessments Integration

Three new permission groups have been added to the Permissions module in CentralReach for users to access ABLLS-R | AFLS CR Assessments:

• Primary Assessor: Create, view, edit, score, and finalize ABLLS-R | AFLS assessments as well as create and view reports. 
• Secondary Assessor: View and collect scores for ABLLS-R | AFLS assessments, as well as view finalized reports.
• Reviewer: View client ABLLS-R | AFLS assessments, as well as view, finalized reports.
  • Please note, Account Managers must complete the integration process between CR Assessments and CentralReach to enable these permissions.

Other Updates

The following fixes have been implemented for custom Contact Forms:

• An issue where duplicated custom Contact Forms did not retain the existing auto-sharing settings under the “Automation & Files” tab has been resolved. All previously checked boxes will now carry over to the newly duplicated Contact Form, as expected. 
• Generic contacts that are converted to employees via custom Contact Forms will be auto-assigned Learning Trees, as expected per the Contact Form settings. 

CR Mobile v.4.6

Release Recap

The CR Mobile v4.6 release contains major improvements to the Appointment Details and Appointment Summary Screens, including additional appointment and service code information, a new signature workflow, and the option to complete appointments later.

The following updates have been released with CR Mobile v4.6:

Appointment Details Screen Improvements

For smoother user interaction, swipe bars to start and end appointments have been added to the Appointment Details screen. Session data sheets and Session Notes also contain visual improvements.

• The Appointment Details screen header now contains the date, time, and duration of the appointment under the client’s name.
• After selecting an appointment from the schedule, users can now “SLIDE TO START” the appointment at the bottom of the Appointment Details page. Users can also “SLIDE TO END” the appointment.
  • If Electronic Visit Verification (EVV) is enabled, users will receive a “Location Alert” if their device indicates they are not at the appointment location.

• The Session data sheets and Session Notes sections on the Appointment Details screen also have an updated look and feel.
  • Session Note Templates assigned to multiple service codes will now list the name and service code in the Session Notes section.
  • The service code will also appear on the Session Notes screen banner, and will contain an asterisk if the Session Note is required.

Appointment Signature and Assigning BCBAs

The signatures workflow is now simpler, eliminating the process of signing multiple Session Notes and the appointment:

• The “Signatures” section notifies users that signatures are collected at the end of the appointment.
  • Please note, client signatures must be collected at the end of the appointment.

• BCBA and “other” signatures can be assigned to specific users and collected later on the web.

• The Signatures drop-down will note the assigned and collected or uncollected signatures.

Complete Appointment Later

• To allow users to complete tasks in CR Mobile after ending an appointment, a new “Complete Later” workflow has been added to the Appointment Summary screen.
• The “SIGN AND COMPLETE” button allows users to provide their own signature and complete the appointment.
  • Please note, this button only appears if all required tasks have been completed for the appointment.

• If a user has not completed all required tasks for an appointment, they can select the “COMPLETE LATER” button to save their current progress in the appointment and complete it in CR Mobile later.
  • Incomplete appointments will be marked “In progress” and have a red “Appointment incomplete” notice on the Schedule screen.
    • Users can select the appointment to view the specific missing requirements. The incomplete section will also have a red asterisk (*) next to the required field.

9.6

Release Recap

9.6 contains major enhancements to the client profile permissions in the Contacts module that simplify employee setup and provide organizations with more control over client-admin connections.

This release also includes payor setup updates, combined lines posting for auto ERA, new service code fields to support future multi-disciplinary functionality, the ability to save unlocked notes and forms as Microsoft Word documents, a new provider cancellation coverage optimization type for ScheduleAI, and a new Advanced Business Intelligence (ABI) Practice Operation Pulse Check Dashboard.

Use the new table of contents and persona icons to navigate the release notes and find all the details you need to take full advantage of the 9.6 improvements:

Client Profile Permissions

The “client-admin” and “read-only” settings have been removed from the “Connect Clients” screen, custom contact forms, as well as the “Provider Network” section of clients’ profiles. Auto-sharing settings for learning trees now have a “Can edit” checkbox that, if checked, allows users to edit clients’ learning trees. “Client-admin” and “read-only” permissions have been replaced by the following new contacts permissions:

• (Contacts > View Client Profile): Allows users to view Basics, Profile Picture, Principals, Health Record, Additional Contacts, and Claim Settings in clients’ profiles.
• (Contacts > Manage Client Profile): Allows users to view and edit Basics, Profile Picture, Principals, Health Record, Additional Contacts, and Claim Settings in clients’ profiles. 
  • Please note, this permission has replaced the option to share client health records with “client-admins.”
• (Contacts > Manage Client Payors): Allows users to edit the “Payors” page and manage payors for all clients in their network.

In addition, the following two new permissions have been implemented to give you more control over the “Activity/Call Log” section of users’ profiles:

• (Contacts > Add New Activity/Call Log): Allows users to view the “Activity/Call Log” section of a contact’s profile and add new activity.
• (Contacts > Manage Activity/Call Log): Allows employees to view and add new “Activity/Call Log” section of a contact’s profile and edit or delete activity/call logs added by others.

Information in client profiles, contact cards, face sheets, and the Contacts grid have been updated to accommodate these new client profile permissions.

Other Permissions Updates 

Several other updates have been made to permissions to improve Admins’ user experience: 

• The “Permission” dropdown containing “client-admin” and “read-only” options in client, generic, and employee Contact Forms has been removed.
• Client Contact Forms and Connect Clients pages now have an option to “auto-edit” Learning Trees. If “Can edit” is selected, users connected to the new client will be granted edit access to any of the client’s future learning trees.
• The option to hide client and employee/generic principals from employees without the “client-admin” and “admin” permissions has been replaced with the (Contacts > Manage Client Profile) and (Contacts > Manage Employees) permissions, respectively.
• Users must have the (Utilities > Connect Employees & Clients) permission to modify client connections and sharing access from a client’s “Provider Network” page.
• Users must have the (Insurance > Manage Verification Details) permission to see the insurance verification details of clients from their Profile, Contacts Grid, Widget, and Contact Card.
• Users must have the (Contacts > Manage Meta-Data) permission to see the “Meta Data” section in contact profiles.

Navigation Bar Improvements

• Users’ names will now display below the organization name on the top right corner of the navigation bar. The Chosen/Preferred Name will be displayed here, if applicable.
• For increased visibility, the notification dot on the Tasks and Messages modules have been enlarged and changed to a red color.
• The “Revert to old interface” option has been removed from the navigation bar. Users can no longer revert to the old interface.

Payer Setup Updates

Enhancements have been made to the Insurance, Credit Card, and Other tabs in the Payors section of client profiles, as well as more required fields when adding insurance. 

To reduce potential errors, the following fields are now required in the Patient tab of a client’s insurance: First Name, Last Name, Relationship to Subscriber, Gender, Birthday, Address, City, State, Zip. For existing clients, these required fields will only need to be updated when editing an existing payor.

An “Archive” button has replaced the trash can icon and allows users to archive Insurance and Other payors. After archiving, a “Recover” option is available. The trash can icon has also been replaced with a “Delete” button for users to delete credit cards.

The ‘Insurance’ tab contains the following new headings: 

• Active Insurances: The date in the insurance’s ‘Valid From:’ field has not expired. 
• Inactive Insurances: The date in the insurance’s ‘Valid From:’ field has expired. 
• Archived Insurances: Lists archived insurances that are grayed out. 

The ‘Other’ tab contains the following new headings: 

• Active Payors: Added and active payors that have not been archived.  
• Archived Payors: Payors that have been archived and will be grayed out. 

ERA Posting 

To provide users with the ability to adjust the patient responsibility amount in an ERA, users can now view the current patient responsibility value in the “Patient Resp.” column and the future value in the “Patient Resp.” column of the ERA/835/EOB section, to see the value before and after the patient responsibility adjustment is applied. The “Patient Resp.” field can be edited and adjusted as needed. Please see the following rules: 

• The new “Patient Resp.” field of the ERA/835/EOB section is set to “0” when the page first loads if there is not a patient responsibility adjustment or if one is not selected. Users can adjust this field, as needed. 
• The “Patient Resp.” in the ERA/835/EOB section is now blank anytime a user is trying to reconcile payments that have already been reconciled. Users can adjust this field, as needed. 
• For any voided billing entries, the “Patient Resp.” in the ERA/835/EOB section is now blank and non-editable.

Combined Lines Payment Posting for Auto ERA

To eliminate manual workarounds and save time and resources, organizations using the Auto ERA feature can now automatically reconcile claim payments with combined lines.

The following exclusions apply: 

• Negative Payments 
• If the service line is a currently copied manual payment or adjustment  
• If the service is associated to an existing voided billing entry  
• Organization has agreed rates turned OFF 

Additionally, the Claim Adjustment Reason Codes have been updated with 81 new codes.

Fixes

• If agreed rates are off and there is a combined line, the patient responsibility amount will now be applied to the combined line(s) when the service line adjustment is selected, as expected.

Multi D Service Categorization

To support future multi-disciplinary functionality, two new fields have been added to Service Code Properties: Service Type (required) and Service Category (optional). Existing service codes with clear service types have been automatically updated with the corresponding Service Type. When editing existing service codes, users will be required to select a “Service Type” before saving.

Service Type (multi-select):  

• Applied Behavior Analysis  
• Community Mental Health  
• Mental Health Services  
• Occupational Therapy  
• Physical Therapy  
• Speech Therapy  
• Other

Service Category (single-select): 

• Administrative  
• Assessment  
• Direct Therapy  
• Parent Training  
• Supervision  
• Other

Authorization – Calculate Frequency

To save time and reduce errors, a new “Calculate Frequency” button has been added to the Frequency & Amounts tab in the Global Authorization Settings. Selecting this button will automatically calculate the frequency amount for dollars, hours, units, and visits based on values entered in the Total Group Amount.

• For example, a service code for an authorization has a valid date from January 1st through January 31st, with a total hour amount of 25 from the authorization. Users can calculate the frequency amount of hours by the frequency of either actual values or pro-rated values using the “Calculate Frequency” button.
  • E.g., (25 Total Group Amount / 5 weeks of actual value of Frequency = 5 hours weekly)

Save Notes and Forms as Word Document

To support clinical and administrative workflows and allow for the ability to manage change tracking outside of CentralReach, users can now download unlocked Session Notes and Note & Forms as Microsoft Word (.docx) files.

Visit Verification, Sandata, and Authorization Import Updates

• After saving the “Location” column as a filter in the Visit Verification screen, it will now display as expected.
• When sending visits to Sandata, users will no longer receive an error message rejecting them as duplicate visits.
• The “AuthHoursFrequency” field in the Authorization import is now optional.

CR Mobile – Meta Data Fields in Session Notes

To increase therapist productivity and reduce admin time, meta data and additional insurance information can be included in mobile Session Notes. NPI numbers, payor requirements, and other additional attributes can be added as meta data fields in provider and client profiles and will be included when completing Session Notes on CR Mobile.

Secondary and tertiary insurance information can also be added to Session Note Templates and included in Session Notes.

ScheduleAI: Provider Cancellation Coverage

To reduce time spent looking for coverage and updating schedules due to cancellations, CR ScheduleAI’s new optimization feature, Employee cancellation coverage, allows users to automate the process of finding coverage for  cancelled client events by providers. Select up to 5 providers to cancel events for during a 7-day period. CR ScheduleAI will search for available providers that meet the matching criteria and generate coverage for the cancelled events.

ABI: New Operation Pulse Check Dashboard

To support Practice Managers, a new Operation Pulse Check dashboard has been added to the Advanced Business Intelligence (ABI) dashboards in the Practice Auditing folder of the Insights module. This new dashboard allows users to easily monitor the operational health of their practice(s), with 5 key operational domains and insights:

• Clients and Providers 
  • Create and maintain clear and efficient workflows, keep an optimal staffing ratio based on client volume, and collaborate with providers to ensure high quality of care is being delivered. 
• Cancellations 
  • Understand the volume and impact of cancelled hours, as well as the reasons behind the cancellations. 
• Timesheet Conversion 
  • Understand timesheet conversion performance to optimize cash flow, including the on-time (within 48 hours) timesheet conversion rate, distribution of past-due unconverted hours by providers, and by date of services. 
• Converted Service Hours 
  • Understand trends in service hours, billable vs non-billable hours, and caseload by provider to optimize staffing and prevent burnout. 
• Upcoming Expiring Authorizations  
  • Make sure new authorizations are obtained in a timely manner to ensure a great patient experience. 

ABI: New Data Fields with Clickable Links

Four new data fields with clickable links have been added to the Billing and Claims cubes. This enables users to quickly navigate from ABI dashboard to the Billing and Claims modules for the specific billing entry ID, authorization ID, or claim ID. The following clickable links have been added to the Billing and Claims cubes:

• Billing cube 
  • Billing link 
  • Auth link 
• Claims cube 
  • Claim ID Claims Manager link 
  • Claim ID Billing link 

ABI: Clinical Goal Cube Optimization

As part of the Clinical Goal Cube performance optimization, the following improvements and changes have been made: 

• A new “Client Age” field has been added to the Clinical Goal, Supervision, and Billing cubes.
  • Please note, this is only available if the client’s birth date is added to the “Basics” section of their profile. 
• A new Branch Label Group field called “Goal Labels” has been added into the Clinical Goal cube. This field allows users to view and filter by a simplified list of label names.
• Data on deleted goals and non-data collection branches (i.e., resources or pages within the learning tree) are now excluded.
• To optimize the Clinical Goal cube, the following fields are removed in the Goal and Clinical Goal tables:

CR Mobile v.4.4

Release Recap

The CR Mobile v4.4 release contains several updates to the Appointment Summary screen and the ability to edit the allocation of appointment time per service code. 

The following updates have been released with CR Mobile v4.4:

Appointment Summary Enhancements

The following enhancements have been made to the Appointment Summary screen:

• Users can edit the start and end time of appointments and service codes.
  • If adjustments are made, a new “Time Remaining” section shows how much time has been over and under allocated for service codes. If the durations do not match, the remaining time will be in red. Please note, this section defaults to “0 mins” and will only change if manual adjustments are made.

Allocating Time to Multiple Service Codes

The RBT workflow for distributing the total time spent across multiple service codes before submitting timesheets has been simplified! RBTs can now adjust the start and end times per service code when multiple codes are attached to an appointment.

Related: 

• The Schedule Module in CR Mobile 
• Starting and Ending Appointments in CR Mobile 

9.4

Release Recap

9.4 contains a major visual enhancement to the UI banner at the top of the screen: the new design relies on text-based navigation instead of icons for an easier, more modern user experience and a quicker learning curve for new users. 

This release also includes streamlining accepted places of service, improving combined lines payment posting, adding a payor indicator on the ERA screen, new permissions, updates to Session Note Templates, and new Advanced Business Intelligence (ABI) Supervision Reports. Use the new table of contents and persona icons to navigate the release notes and find all the details you need to take full advantage of the 9.4 improvements.

New UI Banner

Introducing a new look and feel to CentralReach’s navigation bar at the top of the screen! The enhanced design includes text-based navigation, replacing the icons for each module, to reduce onboarding time and increase user satisfaction. The following enhancements have also been made to the new user interface (UI): 

• The Learn module has been renamed to the Clinical module for more intuitive navigation.  
• The Tasks and Messages modules have been moved to the right-hand side of the screen next to users’ names for increased visibility.
• Users can temporarily switch back to the old design after logging in. Please note, that option will only be available until the next release.
• The Client Portal UI will remain the same.

A new “ABLLS-R | AFLS” section has been added to the Clinical module drop-down. ABLLS-R | AFLS CR Assessments users can select that option to log into their account. For users that do not have ABLLS-R | AFLS CR Assessments, selecting that option will allow them to learn more.

Plan Ahead: New Permissions to Simplify Client-Admin Connections

To simplify employee setup and provide organizations with more control, the following permissions have been added to the Contacts section of the Permissions module and will be functional with the June release. Organizations are required to configure these permissions now to ensure appropriate access with the June release: 

• (Contacts > Manage Client Payors): Allows users to view and edit all payor information in a client’s profile, including adding, removing, and editing insurance, credit card information, and other payors.
• (Contacts > Manage Activity/Call Log): Allows users to view, edit, or delete Activity/Call Logs for connected contacts.
• (Contacts > Add New Activity/Call Log): Allows users to view and add new Activity/Call Logs for connected clients.
• (Contacts > Manage Client Profile): Allows users to edit Basics, Profile Picture, Principals, Health Record, Additional Contacts, and Claim Settings in clients’ profiles.
• (Contacts > View Client Profile): Allows users to view Basics, Profile Picture, Principals, Health Record, Additional Contacts, and Claim Settings in clients’ profiles.

Other Permissions Updates 

Several other updates have been made to the Permissions module to improve admins’ user experience: 

• The (Contacts > Accepted Insurances) permission has been changed to (Contacts > Accepted Insurances and Places of Service) and allows users to add, remove, or edit accepted insurances, set default work week for authorization calculations, and manage blackout dates for the organization. This permission also allows users to add, remove, or edit an accepted places of service list for the organization. Users that previously had (Contacts > Accepted Insurances) will automatically have this permission enabled.
  • An “Accepted Places of Service” section has been added under the Settings tab of profiles for users with the (Contacts > Accepted Insurances and Places of Service) permission.

• The issue displaying Last Login date as “Never” to all users without the (Contact > View History) permission has been resolved. Only users with this permission can view the last login date for the contacts they are in network with.
• Users without the (File > Upload) permission can no longer upload any files and view the “Upload File” icon from a user’s contact card.

New Fields Added to the Employee & Generic Import

To simplify the employee onboarding process, the Employee & Generic Import now includes additional fields. Sandata logic has also been enhanced to minimize rejections, and minor updates have been made to the Client import and Contacts module to streamline workflows.

• The following fields have been added to the Employee & Generic Import: Chosen/Preferred Name, Primary Office Location, Employee Type, Pay Code, Pay Code Rate, Pay Type, Pay Type Start Date, Pay Type End Date, Provider Drive Time, and Provider Mileage Rates.
  • Please note, the Primary Office Location is only considered when updating a file, not when adding a new employee account. Matching is based on the exact name in the organization’s “Office Locations”. 
• Users can now import multiple PIPE separated diagnosis codes, such as F84.0 I F840.7 to the Client Import.
• The Sandata retry logic has been updated. The system will retry 5 additional times before rejecting, as a result the visits will be in “pending” for a longer time.
• The “Import Clients” section located in the Contacts module’s Utilities & Tools has been removed with the availability of the new Client Import in the Files module.
• An “External System ID” field has been added to the Contacts module export.
• A search field has been added to the Contact Forms screen in the Contacts module for users to search for Contact Forms.

Session Note Formatting and Target Comments

Session notes have been enhanced significantly to include improved formatting and an option for adding target comments. The new formatting updates include bold section headers and borders around each section.

• An “Include Comments” checkbox has been added to Session Note Templates that allows providers to include comments in Session Notes.

• • Selecting to include comments will also add a “Comments Added During Session” section to the Session Summary.

Transitioning Trials and Routines to NET View

In learning trees and sessions, all branches with a Session Type currently set to Routine or Trial have been switched to NET view. In sessions, the “eye” icon has been removed and replaced with a “NET View” button when looking at Session History.

Meal Period Events

In CR ScheduleAI, schedulers can now auto-populate a non-billable meal period for providers, based on individual state labor laws. The meal period will be displayed on the draft schedule and is also publishable to the provider’s calendar. This improved feature eliminates the need for schedulers to manually calculate meal period placement in provider calendars.

Event Recurrences

In CR ScheduleAI, users can now optimize schedules for up to 5 weeks. This new feature allows for consistency in schedules for clients and staff, provides predictable schedules for upcoming sessions, and reduces the effort of schedulers having to recur schedules within the calendar. Each release will include an increase in recurrence time as this feature is enhanced.

New 837 Fields

To support billing requirements for various payors, new fields have been added to the 837 file and will automatically populate from client authorizations when creating new claims. These fields will improve efficiency and accuracy in billing and reduce manual entry and claim denials: 

• In the Accepted Insurances screen, users can now enter values for both G2 or LU fields when setting up a payor.
• A new tab “Authorization Claim Settings” has been added to the Global Authorization Settings modal. This new tab allows users to input EPSDT referral and contract type codes, an open text field for reference identification, and G2 and LU fields. Please note, the Authorization Claim Settings will override settings in the Accepted Insurances screen.

• When generating 837 files, new fields “EPSDT Referral,” “Contract Type Code,” and “Reference Identification” have been added to the claim details for billers requiring a specific reason code. If there are no values, information will be retrieved from the Global Authorization Settings. These fields will not copy over from the original claim when generating a secondary claim.

Improved Combined Lines Payment Posting

Based on user feedback, patient responsibility adjustments will now distribute into combined lines when selected during reconciling, improving accuracy and efficiency. This new logic will save time and resources and eliminate manual workarounds. All combined billing entries in the ERA List are now displayed in “time worked descending” order (last service at the top and first service at the bottom).

The following exclusions apply:   

• Negative Payments  
• If the service line is a currently copied manual payment or adjustment  
• If the service is associated to an existing voided billing entry  
• Organization has agreed rates turned OFF 

Payor Indicator on ERA Screen

For a more intuitive and efficient user experience, icons representing active secondary and/or tertiary payors display by selecting the “Actions” button next to client names on the ERA Payment screen. These new icons improve efficiency and accuracy of reconciliation, save time and resources, and improve overall financial performance.

Billing Cube Updates

The Billing cube will now only contain data from the last 3 years. The following unused fields have been removed to optimize performance:

The following column names have been corrected:

Other Updates

• The issue causing blank pages to display when selecting files has been resolved. Users can now view files, as expected.
• Commas can no longer be added to credentials in the Basics section of user profiles. If commas are added, an error message will display to notify users the credentials cannot be saved.
• Activity will be displayed as expected on user contact cards throughout CentralReach.

CR Mobile v.4.2

Release Recap

The CR Mobile v4.2 release contains new and improved updates to the Appointment screen, the ability to add service codes to travel time, and other fixes. 

The following updates have been released with CR Mobile v4.2: 

Travel Time Enhancements 

• Users can now add service codes to the Travel Time section.

Appointment Updates 

• The Appointment screen has been redesigned to include the following enhancements: 
  • A 7-day weekly view and a new “Today” button to direct users to the current date.
    • Please note: 
      • Users can now view appointments from the previous 5 days and 14 days into the future for better visibility of their schedule.
      • Users can now view appointments from the previous 5 days and 14 days into the future for better visibility of their schedule.
  • Appointments missing service codes will have a red dot on the calendar. The appointment details will also contain an error message to notify users of the missing service code(s).
    • Please note, this does not impact a user’s ability to start an appointment.
  • The ability to expand the calendar and view the current month, one month prior, and one month in the future.
• Listed appointments have also been redesigned but still include the client’s name and appointment time, name, status, and address.

Fixes 

• On some Android devices, the issue allowing the “Resume Session” prompt to be displayed twice when double-tapping has been resolved.

Related: 

• Starting and Ending a Session in CR Mobile 

9.2

Release Recap

The 9.2 release introduces the Client Import, allowing users to select client Contact Forms to import client contacts. It also includes new ERA filters, new permissions, CR ScheduleAI features, two new Clinical Advanced Business Intelligence (ABI) dashboards, and updates to the Employee & Generic Import.

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

Introducing the Client Import

Introducing CentralReach’s Client Import, an important new tool for the Client Intake team, which automates the process of importing clients using Contact Forms and updating existing client information. The Client Import is located in the Imports section of the Files module. Click here for the Client Import user guide.

• Users with the appropriate permissions can batch import clients by downloading and completing CentralReach’s CSV template with the appropriate columns and headers.
• A new field, “External System ID,” has been added to client profiles to store IDs from third-party vendors.
  • The External System ID or Client ID fields are used to match information for existing clients. 
    • If an ID is not found or provided, the system will search for an External System ID. If there is neither, the client’s first name, last name, and date of birth are searched for. If successful, the existing client’s information is updated. 
    • If there is no match, an active Contact Form is used to add the contact as a new ACTIVE client.
      • The Contact Form List Export, located under the Practice Auditing section of the Insights module allows users to export a list of Contact Forms to help with importing new contacts.
• Any contact added via the Client Import will automatically be added via a Contact Form. This follows the same process as if the client was added manually in CentralReach. For example, the Contact Form automates labeling and connections to other providers, schedulers, and admins. Contacts can be assigned to permission groups and service codes, eliminating manual profile connections.
• Clients’ payor information can be added or updated via the Client Import. Matching is required in order to find the correct payor listed in organizations’ Accepted Insurances (the exact name is required). The payor name is an optional field, however, if the name is sent via the import, there are corresponding primary and secondary fields that need to be sent. An “Accepted Insurances” export is available under the Insights module.
  • Please note, payor and plan names can only be updated via the import. Deleting, removing, or making a payor inactive should manually be done in the UI. 
• An “Import History” section contains a log of contact names and rows that have failed during an import.
• When a new client is imported or an existing client is updated, activity is added to the History section of the client’s profile for users to verify import details and which Contact Form was used.
• A Client Import audit file for organizations is located under the “Client Management” section of the Insights module. It is recommended to export this file and make any changes required in order to update the existing client profile.

Related:

• The Client Import
• The Client Import Permissions
• How to Access the Client Import

Employee & Generic Import Updates 

The HR team should note the deprecation of the “Import Employees” section. 

• The “Import Employees” section located in the Contacts module’s Utilities & Tools has been deprecated with the availability of the new Employee & Generic Import in the Files module.

Contacts Changes 

The following login changes impact all CR users. 

• “Forgot Password” and “First Time User” are now separate buttons on the login page. New users can now choose “First Time User” on the login screen where they will be prompted to select their desired application and enter an email address. If the user exists within CentralReach, they will receive a “Set up your CentralReach Account” email instead of the previous “Verify your linked account” email.
  • Please note, users in “Pending Migration” must migrate via email using the “First Time User” workflow. 
• Users are now prompted to sign in with an email address and password. New users should select “First Time User” to set up their account. Users who have not migrated since the implementation of SSO will need to do so using their email and the “First Time User” option.
• Birth dates are no longer a required field to make contacts users in CentralReach.
• Birth dates have been removed as a requirement from custom Contact Forms. Users can remove the “Birth Date” field or make it optional via “Available Fields”.
• A new permission, (Contacts > View History), has been added to the Contacts section of the Permissions module and allows users to view other users’ activities within their network. Please note, users cannot view changes made by the organization account.

Related: 

• Logging into CR with SSO for New Users 

Billing Module Updates 

Billers should note that a new permission has been added and an existing permission has been changed. 

• The (Billing > Manage Payments) permission name has been changed to (Billing > Manage Payments Posting). This permission allows users to post payments for cash, check, credit card, electronic, sales adjustments, invoiced, and activity payment types.
• A new permission (Billing > Manage Payments Posting Override) has been added to the Billing section of the Permissions module. This permission allows users to void payments, post bad debt, credit memo, and refund payments.
  • Please note, if users previously had the (Billing > Manage Payments) permission, the (Billing > Manage Payment Posting) and (Billing > Manage Payments Overrides) permissions will automatically be enabled. 

Claims Module Updates and Fixes 

Billers can now utilize new ERA filters and features. 

The following new filters have been added to the ERA Payments screen. 

• Users can now search for specific client names in an ERA to review payments.
• An “Orphaned Claim/Service” filter has been added under “Claims” for users to filter by orphaned claims or services within an ERA.
  • Select “Yes” to display orphaned claims and services. 
  • Select “No” to display claims that are not orphaned or do not contain orphaned service lines. 
• An “Auto Reconciliation Status” filter has been added under “Reconciliation” for users to filter claims within ERAs by auto reconciliation status. The following statuses can be selected:
  • Complete 
  • Combined Service 
  • Mismatch Service 
  • Orphaned Claim 
  • Orphaned Service 
  • Void Billing Entry 
  • Unbalanced Amount 
• A “Reconciled” filter has been added under “Reconciliation” for users to filter claims within ERAs by Reconciled if a claim has already been reconciled.
  • Select “Yes” if the claim has been reconciled. 
  • Select “No” if the claim has not been reconciled. 
• A “Payer” filter has been added under Claims for users to filter by clients’ primary or secondary insurance within an ERA.
  • Users can search for specific payors by entering payor names in the search bar below the Primary or Secondary options.
  • Users can also select a specific group code in the “Group” drop-down under the Search payers search bar. The following are group options:
    • CO: Contractual Obligations 
    • CR: Correction and Reversals 
    • OA: Other Adjustments 
    • PI: Payor Initiated Reductions 
    • PR: Patient Responsibility 
• Users can now search for claim IDs in the “Claim ID(s)” field in the ERA Payments screen.
• After selecting an ERA and scrolling down the Payments screen, the column headers will now stay at the top of the screen.
• The font on the ERA Payments screen has been reverted to the original font to allow for easier readability when zooming in or out of the page.
• For Arizona Medicaid payors, the “Box 19” checkbox has been added to the Bulk merge claims screen. Claims will now auto-populate NPI numbers and providers’ first and last names from clients’ Claim Settings to Box 19.

Related: 

• How to Post Orphaned ERA Data in CentralReach 

New Advanced Business Reports and Other Insights Module Updates

Clinical directors should note the deprecation of fields in the Scheduling cube, as well as two new Advanced Business Intelligence (ABI) dashboards. 

• A new dashboard, “Client Trial Activity in Clinical Sessions,” has been added to the Clinical Analysis folder of the Insights module. The Client Trial Activity in Clinical Sessions dashboard focuses on client trial activity within sessions. Trial activity is based on a ratio of the average number of trials in clinical sessions divided by session hours. This dashboard includes data from all sessions within the last 6 months.
• A new dashboard, “Provider Trial Activity in Clinical Sessions,” has been added to the Clinical Analysis folder of the Insights module. The Provider Trial Activity in Clinical Sessions dashboard focuses on provider trial activity within sessions. Trial activity is based on a ratio of the average number of trials in sessions divided by session hours. This dashboard includes data from all sessions within the last 6 months.
• For enhanced performance, the “Scheduling” Data Source now only includes data from 13 months prior to the date of viewing.
  • Please note, the following dashboards are affected: 
    • The Cancellation Analysis Report  
    • The Demographics Report 
    • Scheduling data in The Practice Summary Report 
• The following fields have been removed from the Scheduling cube:
  • Scheduling Event Participant 
  • Scheduling Is Hidden From Client 
  • Scheduling Segment Position 
  • Client Principal 
    • From the Client table 
  • Client Availability 
    • From the Client table 
  • Provider Principal 
    • From the Provider table 
  • Provider Availability 
    • From the Provider table 
• An “Add Rich Text” option has been added to dashboards, for users to add custom text for descriptions and instructions. This feature is located along with the Print PDF, Publish Changes, Duplicate, and Delete options.
• When duplicating a dashboard, the issue interfering with the dashboard’s format has been resolved. Duplicated dashboards will now match the original dashboard’s format.
• After giving employees access to a report, the new employee will now be displayed in the list of users and access levels for other users will remain the same, as expected.

New CR ScheduleAI Features and Scheduling Module Updates 

Schedulers can now include generics and view non-billable travel time in CR ScheduleAI.

• Non-billable travel time via CR ScheduleAI is now visible in users’ draft schedules and can be published to the provider’s calendar.
• Users can now include active generics when creating schedules in CR ScheduleAI.
  • If selected, these generics will be visible in the draft schedule and the “download preview” CSV export.
  • Active generics are published to the schedule with the appropriate service code. 
• The issue adding or removing a user calendar on the left-hand panel list of View My Calendar has been fixed.

Related: 

• CR ScheduleAI 
• Requirements for CR ScheduleAI 
• How to Run Optimization

Clinical Updates 

Clinical Admins and BCBAs can now create custom titles for Session Note Templates. 

• Users can now add custom dynamic titles to Session Note Templates. Dynamic titles are located in the Template’s settings. Both text and preset fields can be used to create custom file names for the Files module.
• Continued maintenance to improve performance in the Learn module.

Related: 

• Session Note Templates Permissions 

Other Updates 

• When viewing all files in the Files module, the “Auth-Start” and “Auth-End” columns for non-authorization files will now correctly display as blank.
• Users can add a new “Payor” column to the Files grid via “Customize Columns” on the right-hand side. This column displays payors associated with authorizations and remains blank for non-authorization files.
• The issue preventing links from displaying properly in emails has been resolved.

CR Mobile v.3.12.1

Release Recap

The CR Mobile v3.12.1 release contains a fix to travel data populating in the Appointment Details screen. 

The following updates have been released with CR Mobile v3.12.1: 

• Fixed an issue preventing travel data from populating to timesheets in CentralReach.

Related: 

• Create a Service Code 

CR Mobile v.3.12

Release Recap

The CR Mobile v3.12 release contains the ability to complete Session Notes during appointments, add or edit travel time, display providers chosen/preferred names across the application, and other Session Note updates. 

The following updates have been released with CR Mobile v3.12: 

New Session Notes Features and Updates

• Users can now complete Session Notes during appointments if the associated Session Note Templates are set up in the Service Code settings.
  • Please note, the Session Summary will not populate until after data collection is complete and graphed. 
• All Session Notes associated with the service code in an appointment are available for users to select and complete. If Session Notes are started or are required, they need to be completed before ending the appointment.
• Users no longer have to update the time in Session Notes to match the appointment time. The actual start and end times of the appointment will be displayed when the Session Note and appointment is finalized.

Related: 

• The Session Notes Workflow on CR Mobile
• Session Note Template Checklist

Timesheets and Profile Updates 

• If “Drive Time & Miles” is enabled in the Service Code Settings in CentralReach, users can now add and edit drive hours, minutes, and mileage in CR Mobile. The values will then be added to the first segment of the timesheet when converting from CentralReach.
• Timesheets will now calculate units correctly and round them according to the rules in the Service Code Settings when converting timesheets from CR Mobile.
• If users added a chosen/preferred name to the Basics section of their CentralReach profiles, their preferred name will now display in CR Mobile.

Session Notes Fixes 

• Session Summary data values will no longer duplicate when collecting data, as expected.
• The issue preventing Session Notes from being linked to timesheets when the appointment is finalized in CR Mobile has been resolved. Users can now view their Session Notes after the appointment is submitted and a timesheet or draft timesheet is created.
• The issue preventing Session Notes from completing when the Session Note Template was updated in CentralReach has been resolved. Session Notes can now be finalized with the version the note was originally created.

8.12

Release Recap

The 8.12 release introduces HHAeXchange (HHAX) for organizations billing Electronic Visit Verification (EVV) required services in New Jersey. Version 8.12 also includes updates to Custom Contact Forms, new billing permissions, and updates to employee and client calendar views. Please note, select red buttons in the CentralReach platform are now blue.

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

Introducing HHAeXchange

Introducing, “HHAeXchange,” (HHAX) for organizations billing Electronic Visit Verification (EVV) required services in New Jersey. HHAX services both state Medicaid agencies and MCOs. Click here for the HHAX user guide. Organizations should contact their CR representative to enable HHAeXchange in their account. 

• HHAX requires the following permissions:
  • Billing 
    • (Billing > Access), (Billing > Visit Verification), (Billing > Manage Timesheets), (Draft Timesheets > Submit Draft), (Draft Timesheets > Manage) 
  • Claims 
    • (Claims > Access)
    • (Claims > Create) 
  • Contacts 
    • (Contacts > Access) and (Contacts > Manage Employees) 
  • Draft Timesheets 
    • Submit draft: Can submit the draft timesheet if no EVV errors are present. 
    • Manage draft: Can submit the draft timesheet with EVV errors. 
  • CR Mobile 
    • (CR Mobile > Access) 
• Users can now add, edit, and save New Jersey credentials in the “Visit Verification Settings” section of their profile to connect to HHAeXchange. Credentials are listed in alphabetical order, each field has a character limit of 100, and all are required except “Nickname”.
• NJ HHAX Reason codes can be added when editing timesheets.
• Claims must be generated before visit information is sent to HHAX in the Visit Verification section of the Billing module. HHAX will then create 837 files for payors.
• Changes have been made to the Visit Verification History to accommodate both Sandata and HHAX users:
  • The “Send to Sandata” and “Accepted by Sandata” fields are now “Send by [name]” and “Accepted on [date]”. 
  • The “UUID” field is now “Transaction ID”. 
  • Error codes are now included in error messages, (e.g., Employee: [102013] Caregiver’s FirstName is required). 

Related:

• HHAeXchange (HHAX) NJ – The Ins and Outs
• Account Set up for HHAeXchange (HHAX)
• HHAeXchange Permissions
• Using an Alternate EVV Vendor for HHAeXchange (HHAX)
• HHAeXchange (HHAX) Reason Codes
• HHAeXchange (HHAX) Support
• HHAeXchange (HHAX) and CR Mobile Checklist
• How to Send Visits to HHAeXchange (HHAX)
• How to View HHAeXchange (HHAX) Visit History
• How to Omit HHAeXchange (HHAX) Visits

New Contacts Module Features 

• A third option has been added to the Email tab of Custom Contact Forms. Users can select “Set up user without email notification” to allow new users to sign into CentralReach via the Forgot Password/ First Time User workflow without sending an email notification. This provides organizations with the flexibility to control when users should log into CentralReach.
• The “Added” column in the Contacts grid now contains the exact date (i.e., mm/dd/yyyy) users were added to CentralReach.
• The “Last Login” column in the Contacts grid now contains the actual date the user last logged into CentralReach (i.e., mm/dd/yyyy).
• After converting employees to generic contacts, users can no longer log into CentralReach. The employee’s SSO status will automatically change to “Contact”.

Billing Module Updates 

• A new permission (Billing > Override Authorization) has been added to the Billing section of the Permissions module. This permission has been separated from the (Billing > Manage Timesheets) permission and allows users to override timesheet authorization validation restrictions.
  • Please note: 
    • This will automatically be enabled for users that had the (Billing > Manage Timesheets) permission. To remove, please update user permissions accordingly. 
    • This permission is separate from allowing overbilling in authorizations. Users with this permission can always override the authorization validation.  
• A new permission (Billing > Override Grace Period Validation) has been added to the Billing section of the Permissions module. This permission has been separated from the (Billing > Manage Timesheets) permission and allows users to bypass the grace period validation.
  • Please note, this will automatically be enabled for users that had the (Billing > Manage Timesheets) permission. To remove, please update user permissions accordingly. 
• Users can now convert existing appointments to generate timesheets from the Grid View for an employee that was active for the service date, but is now inactive.
• When accessing a payment in the Claims screen and selecting the “eye” icon, users will be directed to the ERA screen filtered by the selected claim.
• In the Timesheets section of the Billing module, the “Totals for entire range” row has been aligned and will now display properly.

Scheduling Updates 

• When viewing a calendar in the Scheduling module, the Week and Daily views for employees and clients now contain condensed and expanded views. When accessing the calendar for the first time, the default view is “expanded,” which contains more space between hours and the smallest event as 15 minutes or less. After selecting the “condensed” view, there is less space between hours and the smallest event is 30 minutes or less.
  • If a user selects “Condensed” or the “Expanded” view and navigates away from the calendar, the selected view will stay upon returning to the calendar.

New Advanced Business Reports and Other Insights Module Updates

• The “Timesheet Timeliness Report” is located in the Staff Management folder of the Insights module. This report focuses on the time it takes to convert an appointment to a billing entry and uses > 48 hours as an indicator of tardiness. This provides insight into how fast appointments are converted into billable assets. Please note, this report is only available with an Advanced Business Intelligence (ABI) subscription.

Clinical Updates 

• Session Notes from CR Mobile are now auto shared with users based on the Notes & Forms sharing permissions. Users can select the following sharing options:
  • Future Notes & Forms: future Session Notes owned by the client will be shared. 
  • Existing Notes: previously created Session Notes for the client will be shared. 
• Targets that meet the criteria will now progress as expected when the “Graph First Entry” setting is enabled.
• The issue causing the “Auto Progression of Targets” drop-down in the Branch Details section of a learning tree to display the wrong session has been resolved.
• Performance enhancements.

Other Updates

The color of buttons throughout CentralReach have been changed from red to blue, to better align with our branding. This does not affect the functionality and the buttons should be used as normal. This change includes, but is not limited to: 

• The “Save” buttons in user profiles. 
• The “Save” buttons in the Service Codes section of the Billing module. 
• The “Save” buttons in the Payroll Employee Settings. 
• The “Yes” button in the Create Appointment modal. 
• The “+Add” button under the Authorization & Billing section of the Appointment Details screen. 
• The “Only this event” and “Save” buttons in the Save Changes modal when editing a recurring appointment. 
• The “Save Group Details” in Permission Groups. 
• The “Sync Appointment Types” button in the Sync Appointment Types screen. 
• The “Update” button in the Additional Settings screen. 
• The “Save New Group” button when adding a new permissions group in the Permissions module. 
• The “Save” buttons throughout the Claims modules’ Settings screens. 
• The “Create Task” button when adding a new task in the Tasks module. 
• The “Create” button when creating a new template in the Tasks module. 
• The “Generate PDF” button in invoices. 
• The “Graph Target” button in Sessions.
• The “Reconcile” buttons in the ERA Payment screen. 

Fixes 

• Selecting the number of submissions for archived Contact Forms will now display the Contact Form’s name, as expected.
• Client log in/out activity is now displaying in the History section of user profiles, as expected.
• The issue preventing the “search” from working properly in the Permissions module has been resolved. Users can now search and have results populated, as expected.
• Organization account history has been improved to display more events.

8.10.2

Release Recap

The 8.10.2 release contains a fix to claims. 

The following fixes have been released in CentralReach:

• The issue causing the service dates “TO” field to save incorrectly when editing a claim has been resolved.

8.10.1

Release Recap

The 8.10.1 release contains fixes to secondary qualifiers, payor settings, and exporting claims. 

The following fixes have been released in CentralReach:

• The issue removing secondary qualifiers from the Billing tab of a claim has been resolved. When editing a claim for a contact with a secondary qualifier, the qualifier will no longer be removed.
• The issue preventing custom payor settings from saving on a claim, for new claims, has been resolved.
• The issue preventing TO dates to populate in box 24 when exporting a claim has been resolved. Please note, claims experiencing this issue need to be regenerated.

8.10

Release Recap

The 8.10 release introduces the Employee & Generic Import and new fields in custom Contact Forms. It also includes updates made to claims, scheduling, and VB-MAPP assessments.

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

Introducing the Employee & Generic Import

The Employee Import has been renamed the Employee & Generic Import, allowing users to select generic Contact Forms to import generic contacts. The Employee & Generic Import is located in the Imports section of the Files module. Click here for the Employee & Generic Import user guide.

• When importing employees, the following fields now populate in the Payroll section of the Human Resources module:
  • Payroll Company
  • Payroll Employee #
  • Department
  • Date of Hire
• The External System ID and primary email address are now used to match information for existing employees and generics.
  • If matching is successful, employee and generic information is updated.
  • If there is no match, a Contact Form is used to add the contact as a new employee or generic contact, depending on the type of Contact Form. Employees will automatically be activated and incur a monthly charge.
• If a client or archived custom Contact Form was selected to import a new employee or generic profiles, the row will be rejected and “The Contact Form is invalid” error message will display.
• The “BHPNId” for Rendering providers has been added to the Employee & Generic Import CSV template.

Related:

• The Employee & Generic Import Permissions
• How to Access the Employee & Generic Import

New Name Fields in User Profiles

• The new, optional “Chosen/Preferred Name” field allows users to add their preferred name to the Basics section of their profiles. If completed, the “Chosen/Preferred Name” will display in the user’s face sheet, instead of the user’s legal name. The “Chosen/Preferred Name” displays in the following screens:
  • The user’s face sheet
  • The logged-in user’s username in the upper right-hand corner
  • Other users’ profiles in the Contacts module
  • In the Contacts module grid, under the new “Chosen/Preferred Name” column
• To better differentiate between given and chosen names, the new “Legal Name” field displays in users’ face sheets, based on users’ full names within the Basics section of their profiles.

New Custom Contact Form Enhancements

• For faster navigation and accessibility, the custom Contact Forms screen has been redesigned. Users can now complete the following actions in the custom Contact Forms screen:
  • Search through active and archived custom Contact Forms using the new “Form status” drop-down.
  • Sort the page by the number of submissions, creation date, form type, and status.
• Three new buttons have been added to the “Details” tab of custom Contact forms, allowing users with the (Utilities > Manage Organization Forms) permission enabled to duplicate, archive, and recover custom Contact Forms.
  • The “Duplicate” button allows users to duplicate active custom Contact Forms. Duplicate custom Contact Forms will carry over all settings and fields from the parent custom Contact Form.
  • The “Archive” button allows users to archive custom Contact Forms. Users can view archived custom Contact Forms in the organization’s “Archived” folder, but cannot edit them.
  • Archived custom Contact Forms can be recovered using the “Recover” button. Recovered Contact Forms can be duplicated, edited, and archived again.
• Contacts created via Contact Forms without the “Send email with login information” checkbox selected now display the “Contact” SSO status in the Basics section of profiles as expected.
• For contacts created via custom Contact Forms with office locations, the issue displaying previously deleted office locations in the Contacts module grid has been resolved.

New VB-Mapp Features

• The new “VB-Mapp” report allows users to export CSV files of clients’ VB-Mapp assessment data.
• To better distinguish between zero scores and skipped sections, the bubbles in VB-Mapp scoring grids are now filled in when all answers in a section have a score of zero.
• When scoring assessments, the VB-Mapp assessment screen has been enhanced to increase visibility of the scoring guide.
• Users can now view the “% complete” from the “VB-Mapp Assessment” grid. Users no longer need to select an assessment to view the percentage complete.
• To help distinguish assessments, the year has been added to the “Assessment date” in the Assessment grid.
• Improvements related to load time have been made to the Goals List in the Learn module.

Related:

• How to Download the VB-MAPP Report

Scheduling Updates

• To increase schedule visibility and help prevent scheduling overtime provider hours, users can now view the number of hours scheduled for employees and clients by day, week, or month.
• The calendar has been redesigned for increased accessibility and visibility of employee and client events.
• When viewing calendars in the Day Planner, availability for all contact types display as expected.
• When exporting the Attendance report as a CSV file, the issue duplicating clients has been resolved.

Claims Updates

• For improved accuracy and consistency, the “Restrict Early Timesheet Conversion Based on Start Time” and “Restrict Early Timesheet Conversion Based on End Time” checkboxes now validate times based on the start and end times in timesheets, not the appointment times.
• When creating new authorizations from templates, the “Secondary Authorization #” now saves alphanumeric values as expected.
• The autocomplete button in the “Ordering Provider” tab now populates the selected Ordering Provider’s information as expected.
• When generating secondary claims from primary claims with multiple payments, the following issues in the “Adjudication” tab have been resolved:
  • All service lines in the parent claim now populate in the secondary claim.
  • Combined lines and Service Dates now display correctly, allowing users to save claims without errors.
• The issue preventing users from entering $0 payments in the “Adjustment(s)” section of the Adjudication tab has been resolved.
• The “835 Details” tab in ERA payments now display the Payee Address, Payer Address, and Total Charges now display as expected.
• When bulk-merging claims, the issue not removing contact information from the claim has been resolved.
• When editing claims, the issue not loading claim information and preventing users from saving claims has been resolved.
• The month and date in the service line details now display in the MM/DD/YYYY format as expected.

New Advanced Business Reports and Other Insights Module Updates

• The new “Contact Form List Export” report, located in the Practice Auditing section of the Insights module, allows organizations using the Employee & Generic Import to view a list of all active and archived contact forms and export the report as a CSV file.
• New Advanced Business Intelligence (ABI) reports will be added to the Insights module:
  • For organizations using Paycom, the Paycom Payroll Data report contains employee payroll information and can be exported and uploaded directly into Paycom.
  • For organizations using Paylocity, the Paylocity Payroll Data report contains employee payroll information and can be exported and uploaded directly into Paylocity.
    • Please contact your CR representative for more information.

Related:

• How to View the Paycom Payroll Data Report
• How to Set up and Run the Paycom Payroll Data Report
• How to Filter the Paycom Payroll Data Report 
• How to Download and Format the Paycom Payroll Data Report 
• How to View the Paylocity Payroll Data Report
• How to Set up and Run the Paylocity Payroll Data Report 
• How to Filter the Paylocity Payroll Data Report 
• How to Download and Format the Paylocity Payroll Data Report 

Other Updates 

• For enhanced security and to ensure the protection of sensitive data across CentralReach’s userbase, a new virus scanning processor has been implemented for all files uploaded by users.  
  • When uploading files, a new error message stating, “The file(s) have failed the virus detection process and cannot be uploaded” will display if the files do not pass the virus scanner. Files that have not passed the virus scanning detection process are indicated by the “Error” status in the “File details”.
  • An “Uploading” indicator has been added for files that are being attached inside a billing/timesheet entry.
• When opening a new tab and navigating to login.centralreach.com, the issue refreshing all previously opened CentralReach tabs has been resolved.
• For some iOS users, the issue preventing users from selecting the “Restart Session” button has been resolved.
• For some organizations, the issue prompting an error message when navigating to their organization settings has been resolved.

CR Mobile v.3.11

Release Recap

The CR Mobile v3.11 release contains fixes to Duration branches, Session Notes, appointments, and Task Analysis values.

The following updates have been released with CR Mobile v3.11: 

Fixes

• The issue causing the time to display incorrectly on Duration branches has been resolved. The time will now run continuously when collecting data on Duration branches.
• A fix has been made to Session Notes, preventing incorrect decimal values from displaying in some fields. Numerical values will now display correctly when completing Session Notes.
• Completed appointments from previous days will no longer display on the schedule.
• The error causing Task Analysis values to calculate incorrectly when using the forward and backward chaining method has been resolved. The values now correctly display the collected value on the active task while collecting data.

CR Mobile v.3.9

Release Recap

The CR Mobile v3.9 release contains the ability to modify a selected prompt when collecting data and fixes to session comments.

The following updates have been released with CR Mobile v3.9: 

Session Comments Fixes

• The issue adding extra space between the keyboard and session comments causing some text to be cut off has been resolved. Users can now view all comments while typing messages.
• The session comments issue causing older comments to display first in the summary screen has been resolved. The newest comments will display first, as expected.

Other Updates 

• The Appointment History in CentralReach now displays notes added to appointments, the date and time the notes were added, and the provider who entered the notes. The “Created/Last Changed” field in Appointment Details pop-up no longer includes notes, but now correctly displays when the appointment was completed in CR Mobile.
• When collecting data, users can now modify a selected prompt if one is selected by error. Please note, once the data is graphed or the session is completed, the final prompt will be listed on the Session Summary and the Target History.
• CR Mobile now displays all active learners connected to a provider, as expected. Providers are no longer required to mark learners as favorites in CentralReach for learners to display.

8.8.4

Release Recap

The 8.8.4 release contains a fix to Custom Contact Forms.

The following fixes have been released in CentralReach:

• The following fixes have been made to Contact Forms:
  • Users will no longer receive an error message when uploading files via public Contact Forms, as expected.
  • Organizations can download and view uploaded files from public Contact Forms, as expected.

Related:

• How to View and Edit a Contact Form 
• How to Create a Generic Contact Form 
• How to Create a Client Contact Form 
• How to Create an Employee Contact Form

8.8.0

Release Recap

The 8.8.0 release introduces the Employee Import and new permissions added to the Permissions module. The release also contains updates made to billing, claims, and scheduling.

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

Introducing CentralReach’s Employee Import

Introducing CentralReach’s Employee Import tool, automating the process of importing employees using Contact Forms and updating existing staff information. The Employee Import is located in the new “Imports” section of the Files module. Click here for the Employee Import user guide.

• Users with the appropriate permissions can manually import employees and generics by downloading and completing CentralReach’s CSV template with the appropriate columns and headers.
• The External System ID, last name, primary email address, and date of birth are used to match information for existing employees.
  • If matching is successful, then the employee’s information will be updated. 
  • If there is no match, then a Contact Form will be used to add the contact as a new employee. Employees will automatically be activated and incur a monthly charge.
• When a new employee is imported or an existing employee is updated, activity is added to the History section of the employee’s profile for users to verify import details and which Contact Form was used.
• An “Import History” section contains a log of contact names and rows that have failed during an import.
• Please note, the new “Import” section of the Files module is separate from the Import Employees section of the Contacts module.

Organization Profile Updates and New Employee Permissions

The following sections in organizations’ profiles have been moved from the Ext. Profile to the Settings tab:

• Accepted Insurances
• Office Locations

The following features were only available to organizations, but can now be enabled by employees in the Permissions module:

• Contacts section permissions:
  • (Contacts > Accepted Insurances) allows users to add, edit, and remove accepted insurances, set the default work week for authorization calculations, and manage organizations’ blackout dates.
  • (Contacts > Manage Activity & Call Log Settings) allows users to add, edit, and remove Activity & Call Log types for the organization.
• Notes section permissions:
  • (Notes > Delete Locked Note) allows users to delete locked Notes & Forms they have access to.
• Scheduling section permissions:
  • (Scheduling > Settings > Manage Additional Settings) allows users to:
    • Manage schedule validations and display settings
    • View schedule authorization warnings on the calendar
    • Set appointment lengths by appointment type
    • Set note change requirements when updating appointments
    • Schedule lock dates
    • Enable geolocation validation
    • Hide appointments from clients
  • (Scheduling > Settings > Manage Cancellation Reasons) allows users to manage custom cancellation reasons within the Scheduling module settings.
  • (Scheduling > Settings > Manage Organization Office Locations) allows users to manage organizations’ office locations.
• Tasks section permissions:
  • (Tasks > Task Templates) allows users to share task templates they have created and manage shared task templates within the organization.
    • Please note, once a task template has been shared and saved, access cannot be revoked.
• Please note, all of these permissions are only enabled by default for the Admin system permission group.

New Claims Features

• The new “Demonstration Project Identifier” field is now available in the Claims tab.
  • Please note, this field is optional and should only be used when required to identify atypical claims.
• Billing Provider secondary identification is now supported in 837p claims generation and can be set up by payor in organizations’ Accepted Insurances by selecting “G2 – Provider Commercial Number” or “LU – Location Number”.
• As per new payor requirements, “24-hour format 9 (SVCTIME 0500-1400)” has been added to the “Service time format” drop-down in the “Accepted Insurances” section of payor profiles.
  • When selecting this option and including times, the time and format are automatically entered in the “Notes” section of the service line details in the claim.
• Employee Claim Settings can now be removed from the “Claim Settings” section of their profiles.
  • Please note, after removing Claim Settings, providers cannot be selected as a claim contact.

Billing Module Updates

• The “Timesheets” screen now contains a column that indicates the number of the files attached to billing entries. Clicking the number of files directs users to the Files module, where they can view all files associated with the billing entry.
• When creating timesheets manually, service codes set to “Enforce custom provider rate” can be selected, as expected.
• When deleting authorization templates, service codes within the authorization templates are also removed, as expected.
• In addition to the “Restrict Early Timesheet Conversion” (based on start time) checkbox in the Service Code Properties, a “Restrict Early Timesheet Conversion based on end time” checkbox has been added:
  • Based on Start Time: the appointment cannot be converted before the start time.
    • If this checkbox is ONLY selected, appointments cannot be converted before the appointment’s start time. For example, if an appointment is from 2-3pm, it cannot be converted until 2pm.
  • Based on End Time: the appointment cannot be converted before the end time.
    • If this checkbox is ONLY selected, appointments cannot be converted until after the appointment ends. For example, if an appointment is from 2-3pm, it cannot be converted until 3pm.
  • If BOTH are selected, the appointment cannot be converted until the end time. For example, if an appointment is from 2-3pm, it cannot be converted until 3pm.

Scheduling Module Improvements

• Appointments can now only be scheduled up to 12 months in advance from the date of creation.
• When creating appointments, the issue erroneously prompting the “Error saving appointment” message for some users has been resolved.

Related:

• Additional Settings
• Create Custom Cancellation Reasons

Insights Module Updates

For Advanced Business Intelligence (ABI) users, the RCM Analysis Report has been updated:

• The “AR by Payor” widget has been changed to a bar chart.
• GCR ratio has been added into “Gross Charges” and “Net Payments Over Time” as a line to the right vertical axis.
• TimeBilling Deleted, TimeBilling Voided, and Payment Voided filters have been added.
• The TimeBilling Creation Date filter has been replaced with the TimeBilling Service Date filter to match what is seen on the Billing screen for “verification”. 
• TheTimeBilling Location filter has been replaced with the Client Office Location filter.

Related:

• Viewing the RCM Analysis Report

Other Updates

• When viewing payroll exceptions, users with permission to view the “Payroll Exceptions” and “Missing Pay Types” reports in the Insights module can view the “Duplicate Pay Types” and “Missing Pay Types” tabs, respectively, as expected. 
• The new “Hire Date” field can be added to custom Contact Forms, based on the Basics section of employees’ profiles.
• When updating email addresses, the new “Resend verification email” button allows users to send an email to verify the newly updated email address. The button displays in users’ Single Sign-On (SSO) Settings and the Basics section of users’ profiles.
• The issue preventing Firefox and Safari users from updating the “The last pay period” field in the Payroll Settings section of the Human Resources module has been resolved.
• When viewing payroll exceptions, users with permission to view the “Payroll Exceptions” and “Missing Pay Types” reports in the Insights module can view the “Duplicate Pay Types” and “Missing Pay Types” tabs, respectively, as expected.
• The issue incorrectly filtering successfully uploaded video files in the Files module under “Still uploading” has been resolved.
• The issue not displaying users with CentralReach IDs in their email addresses when searching throughout modules has been resolved.

Related:

• Payroll Section Explained
• Search and Access a Contact’s Dashboard

Clinical Updates

• Improvements related to load time have been made to the Goals List in the Learn module.
• When reordering criteria, the issue preventing it from saving has been resolved. Users can drag and drop criteria in order and it will save after selecting “Done Editing”, as expected.

CR Mobile v.3.7

Release Recap

The CR Mobile v3.7 release contains updates made to starting and ending appointments and  attaching Session Notes.

The following new features and functionality has been released with CR Mobile v3.7:

• Users now can only work on appointments for the current day to prevent users from converting an incorrect appointment.
• A notification will display if users start an appointment before the scheduled start time.
• The Map View no longer displays completed appointments to help users navigate to their next appointments.
• The issue allowing providers to complete appointments with other providers has been resolved. Users can now only complete appointments between a provider and learner, as expected.
• The issue preventing users from saving and attaching Session Notes with required single-select fields has been resolved. Users can now save Session Notes in CR Mobile when a single-select field is required and completed.
• The timer on pinned targets will now display correctly as expected. The correct time will display until the user graphs or completes the session.
• Timers for targets that have been graphed individually now reset to 00:00:00, as expected

Helpful Guides:

• Starting and Ending Appointments in CR Mobile
• Map View in CR Mobile
• Completing Session Notes in CR Mobile
• Index/ NET and Tree Views in CR Mobile
• Starting and Ending a Session in CR Mobile

8.6.1

Release Recap

The 8.6.1 release contains fixes to creating and editing claims, the Adjudication tab, and 837 files.

The following fixes have been released in CentralReach:

• The issue preventing users from creating or editing an existing claim if the fields were longer than the set character limit has been resolved.
• The claim error caused by missing phone number extensions has been resolved.
• Payments and charges in the Adjudication tab in claims will calculate correctly, as expected.

Helpful Guides:

• Creating Secondary Claims
• Issues Receiving ERAs back from a Clearinghouse or Payor
• How to Export a Claim as an 837 File

8.6.0

Release Recap

The 8.6.0 release introduces Sandata in California and the ADP Payroll Data Report in the Insights module. It also contains updates made to secondary claims, custom Contact Forms, and Single Sign On (SSO).

The following new features and functionality will be released in CentralReach:

• • The following are new Sandata features:
    • Users can now submit Electronic Visit Verification (EVV) data for California. Contact your Account Manager for more information.
      • A new field, “Jurisdictional Entity ID” has been added to the Accepted Insurances section. Please note, providers can give services belonging to one or multiple jurisdiction centers, however a client can only belong to one center.
    • To meet the new changes introduced by Sandata, CentralReach is recertified in the state of Pennsylvania.
  • A “Hire Date” field has been added to the “Basics” section of employees’ profiles and the Contacts export.
  • For organizations using ADP, the ADP Data Payroll report contains employee payroll information and can be exported and uploaded directly into ADP.
  • The issue preventing some custom reports in the Insights module from loading has been resolved. Reports will load as expected.
  • The following Advanced Business Intelligence (ABI) reports have been updated:
    • The Authorization Analysis Dashboard
      • TimeBilling, Service Code, Manager Full Name, Auth Group, and Auth Date filters have been added.
      • The “Authorizations by Manager” widget has been renamed to “Authorizations by Manager Name” to reflect new information.
      • The trendline for utilization has also been removed from the “Total Auth Util Rates” and “Avail Auth Hours over Months” widgets and the authorization end date is on the x-axis instead of the start date. 
    • The Cancellation Analysis Dashboard
      • Cancellation Type, Cancellation Reason, and Service Code filters have been added.
      • The “Cancelled Hours By Client” widget now only includes client cancellations.
      • The “Cancelled Hours By Provider” widget now only includes providers.
      • “Cancellation Type NA” is now excluded from the “Cancellation Details” widget.
    • The Demographics Report
      • A “Scheduling Is Active” filter has been added.
      • The “Provider Active Status” filter has been removed.
    • The Goal Summary Report
      • Client Label and Location filters have been added.
      • The “Status” filter now excludes inactive goals.
    • The Practice Summary Report
      • TimeBilling Creation Date and Scheduling Segment Start Date Time filters have been removed.
      • TimeBilling Service Date, Scheduling Date, TimeBilling Deleted, TimeBilling Void Date, and Scheduling Is Active filters have been added.
      • Both unconverted appointments widget filters are set the same.
      • The “Unconverted Appointments (last 90d)” widget has been updated to exclude the current day.
    • The Payroll Analysis Dashboard 
      • The Payroll Entry Date filter is now set to “This & Last Quarter”.
      • Employee Full Name, Payroll Entry Date, and Payroll Start Date filters have been added. 
    • The Productivity Analysis Report
      • TimeBilling Void Date, Office Location, and Service Code filters have been added.
      • “TimeBilling Void Date” data is now set to include only “N/A”.
  • The following are new claim enhancements:
    • Organizations can now generate secondary claims using the Claims manager without an electronic payment from the primary payor. Within the secondary claim under the COB Adjudication information, users can input payment information.
    • When generating a secondary claim, if adjudication payment information has been received by the primary payor via ERA, information is available to view and/or edit within the claim editor.
    • When modifying previously processed payment data, users can submit a reason for auditing purposes, such as incorrect ERA data or multiple payments. If neither of these reasons are applicable, users can manually enter the reason for editing the payment data.
      • Organizations’ COB Payment Settings to include a modification reason for editing adjudication payment information is set to “Required” by default. Admins can edit these settings to either “Optional” or “Not needed”.
    • All lines within the claim are now balanced in real-time to ensure the total charges are equal to the amount paid and adjustments.
    • Any changes made in the Adjudication screen are now tracked in the “History” tab. Changes include previous and new values, the user responsible for the changes, the date and time of the change, and reasons for modifications if applicable.
    • When editing claims and exiting the screen without saving changes, the “Unsaved changes” pop-up allows users to either save changes or exit the screen without saving.
    • Secondary claims will no longer be rejected due to Claim Adjustment Segment (CAS) adjustments duplicating.
    • The issue causing EOBs from returning with the wrong client and service dates from the ERA has been resolved. Only EOBs that match the received 835/ERA for the Payment ID and Check Number will be returned as expected.
    • Resolved issues during the generation of primary and secondary claims.
  • A “POS 2” and “POS 10” have been added to the BHPN report to trigger usage of the Telehealth Vendor name and Vendor number.
  • BHPN templates have been updated and should have started to be utilized on June 1, 2022.
  • Billing labels created by users other than the organization account are now added as billing labels instead of service code labels.
  • The Balance section of clients’ Billing widgets will now display as expected.
  • The issue not displaying data in the Productivity widget for some employees has been resolved.
  • The issue preventing users with the appropriate permissions from deleting draft timesheets has been resolved. Selecting the trash can icon now deletes the draft timesheet as expected.
  • The following are updates to the Individual services agreement Bay Area Collaborative (ISA BAC) report located in the Authorizations section of the Billing module:
    • The issue categorizing codes incorrectly in the ISA BAC report has been resolved.
    • A character ($) in the Estimated Maximum Related Services Cost field that distorted data when the report was run has been removed from the ISA BAC Report Template PDF.
  • The following new custom Contact Form settings specify if contacts have access to CentralReach upon creation.
    • The “Send Welcome Email” in the Email tab has been replaced with the following checkboxes:
      • The “Send custom email” checkbox allows users to personalize welcome emails sent to new users entered via custom Contact Forms.
      • The “Send login information” checkbox allows users to attach login credentials to welcome emails. When selected, the contact is automatically converted to a user and can access CentralReach.
        • Please note:
          • If neither of these checkboxes have been selected, the contact is created without access to CentralReach and an email is not sent.
          • Users that previously had the “Send Welcome Email” checkbox enabled will automatically have both checkboxes selected.
    • The issue displaying the “Welcome Email is not enabled for this form” message in custom Contact Forms when selecting “Submit Form” has been resolved. If all mandatory fields have been completed, the information is sent to organizations and profiles are created as expected.
    • Text in welcome emails will display properly, as expected.
  • Users will no longer receive the “Unable to Process request. Email is already in use” error message when changing email addresses or adding new users.
  • When converting Generic contacts to Employees, the issue prompting the “Email is already in use” error message for some users has been resolved.
  • Additional improvements have been made to ensure user email addresses display correctly throughout CentralReach.
  • The following are updates made to Single Sign On (SSO) and Multi-Factor Authentication (MFA):
    • The issue preventing the “Two-Authentication” filter from displaying properly for users with MFA enabled has been fixed. The filter will now display properly for users based on their selection.
    • If the “Require Multi-Factor Authentication” toggle is enabled for organizations, it will no longer disable erroneously when new contacts become users.
    • When setting up MFA using an email, if “Authenticator” was first selected and then cancelled, users will no longer be prompted to enter a PIN from an authenticator application when attempting to log in.
  • When users with the “Pending migration” status try to reset their passwords, the issue changing their status to “Verified” before setting their password has been resolved. The “Verified” SSO status only displays after users have successfully reset their passwords.
  • When editing email addresses, the pending email change now displays in both the Basics sections of user profiles and SSO settings.
  • When making users either active or inactive, the issue delaying the updates to their statuses has been resolved. Users no longer need to refresh the page to view updated statuses.
  • The “Framework” field in the History section of users’ profiles has been renamed to “System Access” and records users’ login and logout history.
  • Appointments from approved time off requests cannot be modified by dragging and dropping into a different date or time. This was restricted, as the appointment should match the time off request in the Human Resources module for the provider.
  • When choosing a multi-select metadata question containing a comma, the issue separating the answer and displaying an “Invalid Value” error message has been fixed. Metadata answers with commas will be retained as expected.
  • Metadata fields with spaces at the end of an answer will no longer display as “Invalid Value”.
  • In Day Planner, users cannot drag and drop appointments to another provider if the receiving provider does not have access to the service codes within the appointment.
  • The issue in the Month, List, Planner, and Day views in View My Calendar prompting users to create a new timesheet instead of editing the existing draft timesheet when clicking the edit button has been resolved.
  • The following filters in the Scheduling module have been updated:
    • The “Units mismatch: Yes” filter now only displays appointments with unit mismatches, as expected.
    • The “Conversion mismatches: no” filter now only displays appointments without conversion mismatches, as expected.
  • When editing authorizations, private payors now display as expired in the payor drop-down within the global settings and grouped code settings of authorizations, as expected.
  • The issue preventing totals in the Authorization Report from loading when selecting certain filters has been resolved.
  • The trash can icon for internal tickets located in the Tasks module has been deleted.
  • The issue preventing fields in Notes & Forms from pulling in provider information after adding dynamic and signature fields has been resolved. Provider information will populate and signatures can be captured.
  • The following fixes have been made for CR Mobile users:
    • When an additional signature is assigned to a user from CR Mobile, that user can sign the document in the Files module in CentralReach.
    • When creating timesheets in CR Mobile, the “History” tab will display the correct user that submitted the timesheet as expected.
    • When users are redirected to CentralReach from CR Mobile after logging in, the web page is now better formatted for mobile devices.

Helpful Guides:

• Registering for Sandata California
• Sandata California – The Ins and Outs
• California Reason Codes
• Configure the Organization’s Accepted Insurance Plans
• Sandata Pennsylvania – The In’s and Out’s
• “External Employee ID” and “Termination Date” Fields
• The ADP Payroll Data Report
• How to View the ADP Payroll Data Report
• How to Set up and Run the ADP Payroll Data Report
• How to Filter the ADP Payroll Data Report
• How to Download and Format the ADP Payroll Data Report
• Accessing Dashboards and Reports in the Insights Module
• Creating Secondary Claims
• Bulk Merge Claims
• Inputting CAS Adjustment Codes
• How to Review Claim Activity
• How to Download the BHPN/ESBA Report
• BHPN Templates
• How to Create Billing Labels
• Available Widgets in My Dashboard
• The Productivity Widget
• Draft Timesheets
• How to Download the Authorizations Report
• Email Tab
• Custom Contact Forms
• How to Create Employee Contact Forms
• How to Give Users Access to CentralReach
• SSO Connection Statuses
• Updating an Email Address
• Converting a Generic Contact into an Employee
• Multi-Factor Authentication (MFA)
• SSO Profile Settings
• Enabling and Disabling Multi-Factor Authentication (MFA) by Organization
• Setting up Multi-Factor Authentication (MFA) Individually
• How to Deactivate or Reactivate a Contact
• Managing Inactive Contacts
• How to View User Activity in CentralReach
• Approve/Deny Employee Time Off
• How to Set up Time Off Calendar Appointments
• Creating Meta Data
• View Day Planner
• Reschedule Appointments: Drag and Drop Feature
• View My Calendar
• How to Create and Edit Draft Timesheets
• The Scheduling Filters Panel
• Converted Mismatch Filter
• Edit a Client Authorization
• Updating a Client’s Group-Level
• Delete or Reopen a Task
• Create a Note & Form Template
• Collecting Multiple Signatures on a Note & Form
• Session Notes in Timesheets
• Preview Entry

CR Mobile v.3.6

Release Recap

The CR Mobile v3.6 release contains improvements made to sessions, Session Notes, and Session Note Templates.

The following new features and functionality have been released with CR Mobile v3.6:

• The following improvements have been made to sessions:
  • The “Graph all and End Session” screen has been renamed the “Session Summary” screen. The Session Summary screen displays all data collected during the session for users to review and save, and end the session.
  • Users can now pause or complete a session from the Data Collection screen.
  • After ending a session, users are notified that the session has ended as the user is redirected to the appointment tasks to complete the appointment.
  • Users will be notified when starting a session before starting an appointment. Providers can then start the appointment and session timer in the sessions screen.
• The issue causing signature fields to display on Session Notes even if they were not added, has been resolved. Signatures will only display if they have been added to the Session Note Template, as expected.
• Instructions can now be added to Session Note Templates for users completing Session Notes in CR Mobile. A description will display in each section for users.

Helpful Guides:

• Starting and Ending a Session in CR Mobile
• ABC Data Collection in CR Mobile
• Starting and Ending Appointments in CR Mobile
• Completing Session Notes in CR Mobile

8.5.2

Release Recap

The 8.5.2 release contains performance enhancements to the Goals List, fixes to the pinned bar on iOS tablets, and an issue generating some secondary claims.

The following fixes have been released in CentralReach:

• Performance enhancements have been made to the Goals List located in the Clinical module to improve efficiency. Users should notice better speeds when switching between views and using filters.
• A bug preventing users from swiping to view all pinned targets in a session on iOS tablets has been fixed. Users can now swipe to access pinned targets.
• The issue preventing certain secondary claims from generating has been resolved.

Helpful Guides:

• The Goals List
• How to View the Goals List
• How to Download the Goals List Report
• Pinned View & ABC
• Creating Full EDI Secondary Claims
• COB Billing: Secondary Claims

Introducing the New CentralReach Branding

This release introduces CentralReach’s new branding, which includes a new login screen and logo. Our new branding better reflects that care is at the heart of everything we do as a company, day-in and day-out, and strengthens our commitment to this community and our customers.

CR Mobile v.3.5

Release Recap

The CR Mobile v3.5 release contains new fields added to Session Notes and a last sync date added to each module. New branding has also been released to better reflect that care is at the heart of everything we do.

The following updates have been released with CR Mobile v3.5:

• The following are new Session Notes features:
  • An “E-mail” field has been added and will include the provider’s email address from CentralReach, if selected.
  • The “Provider ID” and “Client ID” fields have been added and will display on Session Notes created in CR Mobile, if selected.
  • The new Footer section allows users to add the client’s name, ID, and date of birth to Session Notes created in CR Mobile, if selected.
  • The “Gender” field has been added for both clients and providers and will display on Session Notes created in CR Mobile, if selected.
  • Users can now add a guardian’s first and last name to display on Session Notes created in CR Mobile, if selected.
• Each module now displays the date of the last sync to CentralReach.
• The following bugs have been fixed:
  • The issue removing comments from a target before starting the session has been resolved. Users can now add a comment to a target before starting the session and can view the comment in the session and learning tree when the session is ended.
  • The issue displaying the device’s timezone and not the timezone used to schedule the appointment has been resolved. Users will not need to calculate the actual appointment time.
  • When reviewing appointments, Session Notes, and signatures before completing appointments, the issue causing CR Mobile to crash has been resolved. Users will see the completed tasks on an appointment prior to completion.
  • The issue preventing users from viewing target descriptions in the instructions screen for the selected target has been resolved. Users can now see the description and instructional notes if available.
• CR Mobile v3.5 unveils the new CentralReach branding, which includes a new look and feel, and logo. Our new branding better reflects that care is at the heart of everything we do as a company, day-in and day-out, and strengthens our commitment to this community and our customers.

Helpful Guides:

• The Session Notes Workflow on CR Mobile
• Auto Refresh in CR Mobile
• Starting and Ending a Session in CR Mobile

8.4.3

Release Recap

The 8.4.3 release contains fixes to contact cards in the Client Portal and expired links in emails.

The following fixes have been released in CentralReach:

• Contact cards displaying provider details have been removed from the Client Portal.
• When using CentralReach on a mobile browser, the issue logging users out sooner than expected has been resolved.

Helpful Guides:

• Navigating the Client Portal
• SSO Profile Settings

8.4.0

Release Recap

The 8.4.0 release contains updates related to secondary claims automation, Single Sign On (SSO), and task templates.

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

• The following enhancements have been made to automating claims:
  • Supervising and Ordering contact fields are available to assign and automatically populate during claim generation to comply with Midwest Medicaid requirements. These fields can be assigned or edited in the authorization, Claim Default Settings, timesheets, and Bulk Merge Claims in the Billing module.
  • Secondary claim automation enhancements include:
    • When generating secondary claims, any secondary contacts entered in the original authorization automatically prepopulates in claims. If users do not assign secondary contacts, CentralReach will continue to use primary authorization information during claim generation.
    • The new “Secondary authorization #” field allows users to enter a secondary authorization number with the authorization.
      • If this field is completed in the original authorization, then the value will prepopulate as the prior authorization number in the secondary claim. 
  • Users can now split claims based on Place of Service to comply with payor requirements.
• In the username menu for support admins, “Submit an Idea” and “Open CentralReach Support Case” now both link directly to CR Community at https://community.centralreach.com/s/contactsupport. Users that are not organizations or support admins no longer see either of these options.
• The issue displaying some appointments with validation errors from the calendar view, but not within appointments’ full details, has been resolved. Validation errors have now been synced to accurately display within all views.
• The issue changing the client visibility of date changes made to recurring appointments has been resolved. The “Visible to client” toggle will remain disabled when dragging appointments to different times, as expected.
• A new 80 character limit has been enforced for email addresses entered in profiles and contact forms.
• The following updates have been made for SSO:
  • Verification emails now state links expire in 24 hours, starting from the time sent.
  • Email addresses are no longer automatically verified for new contacts created with contact forms. Contacts are only verified once they have validated their email addresses using the link in their welcome emails. Otherwise, their SSO Connection status will display as “Pending Migration”. 
  • When editing email addresses for users in the “Basics” section of their profiles, email addresses are no longer automatically verified. Users will receive an email to confirm the new email address.
  • When setting passwords, users with the “Pending” SSO connection status now switch to “Verified” after completing the verification process, as expected.
  • When changing email addresses, the issue causing the “Email is already in use” error message to appear for some users has been resolved.
  • User history will display as expected and contain dates and times of login activity.
  • The issue causing users to persistently verify their email addresses has been resolved.
  • Users and organizations with multiple linked accounts can switch into the selected account as expected.
  • The issue preventing organizations from viewing SSO settings has been resolved.
• A new “SSOConnectionStatus” column has been added to the Contacts report to display users’ SSO status, as per users’ Basics section of profiles.
  • Please note, users must have the (Contacts > Manage Employees) permission enabled to view the SSO status of Employees, Providers, and Generic contacts. 
  • To view clients, users must have the “Client-admin” permission for the clients in the report. If the user only has “Read-only” access, the column will display “Withheld”.
  • When creating contacts using contact forms with task templates, the following updates have been made:
    • Tasks assigned to the contact now display in the Client Portal as expected.
    • Tasks assigned on behalf of the new contact are now visible in search results in the Tasks module.
• Users can no longer view the “Transfer report ownership” button for prebuilt Advanced Business Intelligence (ABI) reports.
• The issue preventing users from deleting branches created in library templates has been resolved. Users can now delete branches in the library and eligible branches from learning trees and courses.

Helpful Guides:

• Primary and Secondary Contacts
• Split Claims by Place of Service
• SSO Connection Statuses
• Bulk Merge Claims
• How to Download the Authorizations Report
• Adding Billing Entries to a Claim
• Editing Timesheets
• COB Billing: Secondary Claims
• Bulk Update Authorization Settings
• The Authorization Settings Report
• Creating and Viewing a CentralReach Support Case
• How to Submit a Feature Request
• Updating an Email Address
• Custom Contact Forms
• Logging into CentralReach with SSO
• Linking Accounts with SSO
• Contacts Export File
• Create a Task Template
• View, Create, and Manage Tasks
• Reschedule Appointments: Drag and Drop Feature
• Editing Recurring Appointments
• Enable/Disable Client Appointment View
• Assigning Permissions to the Insights Module Reports and Dashboards
• Creating and Sharing Library Templates
• How to Delete Branches

CR Mobile v.3.4

Release Recap

The CR Mobile v3.4 release contains updates to sessions, the Appointments module, Session Notes, and bug fixes.

The following updates have been released in CR Mobile:

• If there are no appointments scheduled, a message will display in the Appointments module notifying users. If the application has recently synced to CentralReach, the message will be for yesterday, today, or tomorrow. If the application has not recently synced, the message will display for the day before the last sync, day it synced, and the day after it was synced.
• When collecting timesheet signatures, provider names will auto-populate in the “Provider Name” field. Users can also delete the name and type one in.
• The Session Summary timestamp and the collected signatures timestamps is now in the appointment and device’s timezone.
• The following are updates to sessions:
  • In a target, a “kebab” icon has been added to the upper right-hand side to graph targets, add comments, and access details and instructions. Please note, this icon replaces the right and left swipe action.
  • The issue causing the Time Sampling tone to play regardless of target settings has been resolved. Users will hear the Time Sampling tone at the end of the time interval, as expected.
• Multi-select options in Session Notes will now be displayed as expected for users to view all of their answers.
• The application will now check for a strong internet connection to prevent the offline banner from displaying erroneously.
• The offline banner now states the exact location (i.e. Schedule sync, Sessions sync, etc) of the application that was synced to CentralReach.

Helpful Guides:

• CR Mobile Modules
• The My Appointments Module in CR Mobile
• The My Learners Module in CR Mobile
• Index/NET and Tree Views in CR Mobile
• The Session Notes Workflow in CR Mobile
• Auto Refresh in CR Mobile

7.11.2

Release Recap

The 7.11.2 release contains a fix to learning trees.

The following fixes have been released in CentralReach:

• The issue preventing learning trees and branches from loading has been resolved. Learning trees and branches will display as expected.

Helpful Guides:

• Learning Trees
• Branch Types
• Learning Tree Options: Access and Sharing
• How to Assign Learning Tree Branches

7.11

Release Recap

The 7.11 release contains updates made to the Learn and Insights modules, as well as billing, claims, and session notes.

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

• The following updates have been made to session notes:
  • Labels can now be added to session note templates. Once the session note has been created from the template, users can filter session notes by labels.
  • To meet Tricare requirements, session notes completed in CR Mobile now include military time if the payor in “Accepted Insurances” is configured to military time.
  • Military time format will now display correctly without colons. AM/PM and 24 hour settings will also display correctly.
  • The fields below can be added to session note templates using the “Configure fields” button:
    • “Provider email,” “Provider ID,” and “Provider gender” can be added to the “Provider” preset section.
    • “Client email,” “Client ID,” “Client gender,” and “Guardian name” can be added to the “Client” preset section.
• The following updates have been made to the Insights module:
  • When Advanced Business Intelligence (ABI) users request additional designer licenses, the following changes have been made to the “Purchase Additional Licenses” pop-up:
    • New required fields, such as First name, Last name, Company, Email, and Phone Number have been added.
    • The “Number of Licenses” field has been removed.
  • Users that have not yet subscribed to ABI can now click “+ Custom Report” to request additional information in the “Build custom reports” pop-up.
  • Users can now generate PDFs of their ABI dashboards.
  • When using the “Manage Permissions” button, ABI users can now view individual members of permission groups.
  • The sidebars on the left and right-hand sides have been updated:
    • The right-hand sidebar that contained the RCM and Receivables reports has been removed. Both reports can be still accessed in the “Revenue Cycle Management” section and Billing module.
    • The left-hand sidebar has been made wider and can no longer be collapsed. The reports have also been reorganized by drop-downs.
    • The “all files” drop-down has been removed from the toolbar on the left-hand side.
  • Dashboard titles and headers have been updated to allow users to add or edit descriptions, change report titles, and view the date and time dashboards were last updated.
  • Below are Productivity report (113) updates:
    • The new “Service Code Type” filter located in the “Audits” drop-down of the Billing module, allows users to filter by billable, non-billable, and unknown service code types, defined in the service code properties.
    • The issue displaying Total Billable Hours as minutes in graphs has been resolved.
    • Users can now view one day of activity as expected.
• The following are updates made to billing and payment labels:
  • Users no longer need the (Contacts > Use Organizational Labels) permission enabled to add or remove billing/payment labels from transactions.
  • Organization labels applied by employees are now visible to all contacts with access to those transactions.
• Users can now download the new “EICS – MA DPH” 837 encounter report. Contact your CSL for more information. When enabled, these reports will include the following new fields:
  • The “Enrollment Number” is located in the claim settings of clients’ profiles. The report will only populate clients with this field inputted.
  • “Insurance Code” is located in the “Accepted Insurances” section of profiles.
• When creating authorizations and adding service codes, the default value in the “Validation & Calculation” field in the Global Authorization Settings is now set to “Use Actual Values” as expected.
• The following updates have been made to contact Checklists:
  • When adding addresses for clients or employees, the “Contact Address” item now checks, as expected.
  • When at least one payor has been added to client profiles, the “Add Payor” item now checks, as expected.
• The following are SSO updates:
  • When updating contact information in linked organization accounts, user data excluding email addresses no longer syncs between Single Sign-On (SSO) profiles and CentralReach accounts. Users can update their names in their SSO profiles without syncing the name change to CentralReach.
  • The issue not syncing changes made to email addresses has been resolved.
  • The issue preventing users with apostrophes and special characters in their email addresses to reset their passwords has been resolved.
  • When resetting passwords, the issue prompting the “Code field is required” error message has been resolved. Please copy the entire link from the password reset email to be able to reset passwords.
• Below are updates made to the logout experience:
  • Logging out of CentralReach in one tab manually or due to inactivity now logs out users from all tabs with CentralReach open.
  • Users will now be logged out of CentralReach when the auto-logout time has been reached, as expected.
  • The issue causing users to clear their cookies/cache to log into CentralReach has been resolved. Users can log in as expected.
  • The issue not automatically logging out users due to inactivity has been resolved. Users are now logged out in the absence of mouse clicks, key presses, or page scrolls according to the auto-log out time set by the organization.
• The following updates have made to the Learn module:
  • Users are now prompted to save progress or graph data when logging out with unsaved data.
  • Adding or removing pre-existing prompts from copied hierarchical criteria no longer alters the original criteria, as expected.
  • The issue causing decimals entered in the “Criterion Value” field of a data collection branch to display as “0” has been resolved. Users can enter decimal values up to the hundredths place, as expected.
    • Please note, the correct value was saved correctly in the system and did not interfere with data.
  • The issue with the auto-progression of targets has been resolved. Targets now correctly progress according to the criteria set in learning trees.
  • When inserting images into branch descriptions of learning trees, the issue reducing the image size and quality has been resolved.

Helpful Guides:

• Purchasing Additional Licenses
• Creating a Custom Dashboard
• Assigning Designer Dashboards
• Assigning Permissions to the Insights Module Reports and Dashboards
• The Productivity Report
• Contact Labels Permission
• How to Export a Claim as an 837 File
• Contacts Module Permissions
• How to Create Labels
• Notifications & Checklists
• Adding Billing Entries to a Claim
• Session Note Templates
• Creating a Session Note Template
• Configure the Organization’s Accepted Insurance Plans
• Completing Session Notes in CR Mobile
• Logging into CentralReach with SSO
• SSO Profile Settings
• Updating an Email Address
• Change Your Password
• Update Logout Time
• Create a Session
• Duplicate Criteria and Prompting Templates
• Create a Criteria and Prompting Template
• Auto Progression

7.10

Release Recap

The 7.10 release contains backend infrastructure updates to increase the stability, performance, and user experience of the CentralReach platform. Additionally, new Practice Management, Clinical, and Reporting features have been released to enhance existing functionality.

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

• Below are updates made to the Learn module:
  • The following sessions updates provide performance improvements through clinical data management:
    • A new “Save Progress” button has been added to session headers, allowing users to keep data in the data sheet until Graph Target or Graph All and End Session is selected.
    • An auto-save timestamp appears next to the “Save Progress” button, displaying the last time data was saved and if there are any unsaved changes. Please note, the auto-save timer has been increased to 3 minutes and automatically saves data, but does not graph any data.
      • Data collected after the previous auto-save will be saved. Users can also exit the session without saving data again after pausing the session.
    • Users will be notified when leaving a session with unsaved data. A modal will appear prompting users to save or graph data prior to exiting the session.
  • The new “Learning tree assignments progress status” widget in the Library displays the status of the template being assigned.
  • Branches from a library template can now be assigned to learning trees from the library.
    • Please note, users can still assign whole learning tree templates to new trees.
  • Users now receive notifications for learning tree assignments in their Dashboard.
  • The issue redirecting users to a blank screen after deleting learning tree branches has been resolved. Users are now redirected to the learning tree’s homepage.
  • Branches with active child branches can no longer be deleted. An error message warns users that parent branches can only be archived.
  • Column AZ in the Goals List report now only includes branch labels, as expected.
• Introducing “Address Management,” an efficient way to manage address information for all contacts within an organization by bulk geolocating addresses in the Contacts module. The following new features have been released with Address Management:
  • Address Management is located in the “Utilities & Tools” section of the Contacts module and allows users to geolocate addresses in bulk for contacts they are connected to, as well as individually. The Address Management grid displays addresses in the organization by contact, status, contact type, address type, and the date of when it was last updated.
    • The “Status” drop-down contains the option to filter the grid by non-geolocated or geolocated addresses.
    • Filters can be applied to the grid to display types of addresses, such as client or organization from the “Contact Type” drop-down.
    • When bulk geolocating, users are notified if an address has not been found or if it conflicts with another user’s modifications. Users can then apply or discard any changes.
  • To access this feature, there are two new permissions added that should be enabled:
    • (Utilities > View Address Management)
      • Allows users to view all addresses in the system.
    • (Utilities > Manage Address Management)
      • Allows users to bulk geolocate contacts’ addresses they are connected to, export, and geolocate single addresses.
    • Please note, both permissions are only automatically enabled in System Admin permission groups.
  • When bulk geolocating, the “Activity history” button located on the right-hand side of the screen records all changes made to addresses before and after they have been bulk-geolocated.
  • Next to “Activity History,” the download icon allows users to download the “Address Management” report and export all addresses within the organization.
• Below are updates made to the Insights module:
  • The new “EVV Visit Export,” located in the Practice Auditing section, allows all users to view information collected using CR Mobile when Visit Verification is enabled on the appointment’s service code. This report is useful for GPS service validation, auditing, and Medicaid agency submission. Users can export the report as a CSV file and access it in the Files module.
    
  • The “Insights Settings” page has been redesigned to include the following new tabs:
    • The “Reports” tab allows users to manage which contacts can view or own reports and dashboards. Users that have access can also be removed.
    • The “Users” tab lets users manage access and ownership of reports based on individual and group permissions. Report access can be applied to groups by searching for the report and selecting “Give Access”.
      
    • Advanced Business Intelligence (ABI) users can view the “Designer Licenses” tab to manage designer licenses. Users can add designers and search for designers in the search bar to remove access. After the maximum number of licenses have been assigned, organizations can purchase more licenses by selecting “Purchase Additional Licenses” and providing their phone number and number of licenses needed.
  • For ABI users creating reports, a new “Manage Permissions” button allows users to manage user permissions to reports.
  • The following updates have been made to the Productivity report:
    • When searching for filters, the “Clear” button next to “Search History” has been removed.
    • Columns in the export have been updated to include additional information, such as employee names for billable and non-billable times.
    • Providers with the “Senior Consultant” principal type populate under the “Managers” column as expected.
    • The issue rounding totals has been resolved. Billable hours, non-billable hours, and drive time all round to the same decimal places as the Billing module.
    • The “Charges” column now reflects the totals from the “Charges Billed” column in the Billing module, as expected.
• The new (Timesheets > Override Required Credentials) permission now validates employees’ credentials in the Billing module.
  • Please note, this permission is only enabled by default in the Admin system permission group.
• The following updates have been to the Authorizations section of the Billing module:
  • Two columns, ClientAcceptedHours and ClientAcceptedHoursFrequency, have been added to the Authorizations export. The values in these columns are based on the “Client Accepted Hours” field of grouped codes within the authorization.
  • When updating the duration of an existing appointment prior to cancelled or deleted appointments within a recurring series, the number of validation hours is now being calculated correctly.
  • When updating the duration of existing appointments scheduled on the last day of the month, the issue miscalculating the number of hours in the frequency of the authorization has been resolved.
• When filtering the Payments section of the Billing module by contact or service code labels, the “<loading>” filter no longer displays.
• A new column “N” for POS has been added to the ESSC report.
• When adding unauthorized codes to timesheets, the issue changing the payor has been resolved. The payor in the first authorized code on the timesheet will be the payor for all service lines added.
• The time zone issue preventing users from bulk converting time off appointments has been resolved.
• The following updates have been made to the Contacts module:
  • The Employee checklist has been updated to remove the “Employee Account Access” item.
  • The issue preventing users with recently updated Basics information from displaying when being searched for has been resolved. Users can now search contacts with recently updated Basics information.
• Internal support contacts listed under the organization’s Support Admin Settings with the (Tasks > Administrator) permission enabled can now reassign internal tickets to other support contacts within the organization.
  
• Below are SSO updates:
  • The issue preventing some organizations from viewing the “SSO Profile Organization Settings” has been resolved. Organizations can now view the Organization settings.
    
  • Email addresses can be updated in the Basics section of user Profiles with the (Contact > Manage Own Basic Info) and (Contacts > Manage Employees) permissions. New email addresses will not be saved until they are verified. Once the email is verified, that is the new login username.
• When sending a welcome email via Custom Contact Forms, the email will display the appropriate text in the “Body” field instead of HTML code, as expected.
• Per CMS guidelines, the following updates have been made to Places of Service:
  • “02 – Telehealth” was renamed to “02 – Telehealth Provided Other than in Patient’s Home.”
  • “18 – Place of Employment-Worksite” and “19 – Off Campus-Outpatient Hospital” have been added.

Helpful Guides:

• Create a Note with a Progress Report
• Library & Purchased Items
• Creating a Contact Learning Tree
• How to Assign Learning Tree Branches
• Assigning Courses
• How to View Notifications & Checklists
• How to Delete Branches
• How to Download the Goals List Report
• The Address Management Screen
• How to Geolocate Addresses in Bulk
• How to View Activity in the Address Management Screen
• Address Management Permissions
• How to Download the Address Management Report
• How to Edit an Address from the Address Management Screen
• How to Export the EVV Visit Report
• GPS Service Validation
• Preparing for GPS Service Validation
• How to Use GPS Service Validation with CR Mobile
• Assigning Designer Dashboards
• Assigning Permissions to the Insights Module Reports and Dashboards
• Managing Designer Licenses
• The Productivity Report
• Billing Module Permissions
• How to Download the Authorizations Report
• How to Use the Authorizations Section of the Billing Module
• How to Cancel an Appointment
• How to Delete an Appointment
• Schedule Validation
• Editing Recurring Appointments
• The Payments Section
• Adding Service Lines to Timesheets
• How to Set Up Time Off Calendar Appointments
• Enable Contacts’ Notifications & Checklists
• How to Edit Contact Information
• Tasks Module Navigation Menu
• SSO Profile Settings
• The ESSC Report
• Enforce a Place of Service in a Service Code

CR Mobile v.2.12.1

Release Recap

The CR Mobile v2.12.1 release contains updates made to data collection, sessions, and targets, as well as a fix to blank screens displaying.

The following updates have been released in CR Mobile:

• When collecting ABC data and ending sessions, the issue recording the time the session ended, instead of the time the data was collected, has been resolved.
• The issue displaying targets in sessions without drop shadows has been resolved. Users can now quickly identify active targets in sessions.
• For iOS users, the issue displaying blank screens in parts of the application, such as the Settings and My Learners module, has been resolved. Users will see the data that was last synced as expected.

Helpful Guides:

• ABC Data Collection in CR Mobile
• Starting and Ending a Session in CR Mobile
• Starting and Ending Appointments in CR Mobile
• Index/ NET and Tree Views in CR Mobile

CR Mobile v.2.12

Release Recap

The CR Mobile v2.12 release contains performance improvements, auto refresh updates, and an “Offline Mode” banner.

The following updates have been released in CR Mobile:

• To enhance performance, the appointments download is now limited to yesterday, today, and tomorrow. The session download is also limited to sessions scheduled for yesterday, today, and tomorrow.
• Auto refresh has been changed from every 30 minutes to once a day, in order to improve performance and support offline functionality.
• A banner will display for offline users to notify them when data was last synced to CentralReach, until there is an internet connection

Helpful Guides:

• Starting and Ending a Session in CR Mobile
• The My Appointments Module in CR Mobile
• Starting and Ending Appointments in CR Mobile
• Auto Refresh in CR Mobile
• How to View Queued Data in CR Mobile
• How to View Session Notifications in CR Mobile

CR Mobile v.2.11.1

Release Recap

The CR Mobile v2.11.1 release contains clinical performance improvements.

The following updates have been released in CR Mobile:

• To support offline usage, when a session is started on CR Mobile any updates to learning trees may not appear for that session. Please make sure learning tree updates are made prior to starting the session.

Helpful Guides:

• Starting and Ending a Session in CR Mobile

CR Mobile v.2.11

Release Recap

The CR Mobile v2.11 release contains the new Settings module and updates made to sessions and Session Notes.

The following updates have been released in CR Mobile:

• The About section has been renamed to Settings. The new Settings section allows users to:
  • Reset their PIN codes
  • Enable FaceID
  • View data not yet sent to CentralReach
  • View the “About” section for the current version and OS version, as well as the username of the user that is logged in. Also links to CentralReach’s Privacy Policy, Terms of Service, and Help Center.
• The following are updates made to Session Notes:
  • Text boxes with long descriptions no longer get cut off.
  • The “Total # of units” now accurately displays units based on the “Minutes per Unit” in the service code properties.
• When opening sessions, the issue causing the application to crash for some iOS users has been resolved.
• Load time for sessions has improved.
• After logging out, the issue deactivating the “Login” button has been resolved.

Helpful Guides:

• CR Mobile’s Modules
• CR Mobile Playbooks
• How to Reset PIN Codes in CR Mobile
• How to Enable Biometrics in CR Mobile
• How to View Queued Data in CR Mobile
• Starting and Ending Appointments in CR Mobile
• Creating a Custom Section in Session Note Templates
• Session Note Templates
• Starting and Ending a Session in CR Mobile

7.9.3