Change Log and Release Notes

February 2023 Release Notes

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.

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.

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.

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.

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.

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.

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.

January 2023 Release Notes

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.

Create a Service Code

December 2022 Release Notes

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.

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).

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.

November 2022 Release Notes

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.

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.

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.

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.

October 2022 Release Notes

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.

September 2022 Release Notes

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.

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:

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.

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.

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.

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.

July 2022 Release Notes

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:

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:

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:

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June 2022 Release Notes

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:

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:

May 2022 Release Notes

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:

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:

April 2022 Release Notes

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:

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:

March 2022 Release Notes

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:

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:

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January 2022 Release Notes

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:

March 2022 Release Notes

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:

February 2022 Release Notes

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:

January 2022 Release Notes

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:

December 2021 Release Notes

7.9.3

Release Recap

The 7.9.3 release contains a fix to learning tree history.

The following fixes have been released in CentralReach:

The issue preventing task analysis completed trials from appearing in Learning Tree History has been resolved. Trial history now displays data collected on Task Analysis.

Helpful Guides:

7.9

Release Recap

The 7.9 release contains new CR ScheduleAI features, updates to reports and permissions in the Insights module, and new additions to CR Mobile Session Notes.

The following new features and product improvements have been released in CentralReach:

Below are new CR ScheduleAI features:
- The new “Utilization Hours” section in the Run Optimization tab, allows users to optimize schedules for either “Client accepted hours” or “Authorized hours.”
- The “Optimize Schedule by” drop-down has been moved from “Draft Schedules” to the “Optimize Schedule” section.
The following changes have been made to reports and report permissions in the “Settings” section of the Insights module:
- The (RCM Report > Access) and (Receivables Report > Access) permissions have been moved from the Permissions module to the Settings section of the Insights module.
- Permissions can now be assigned to groups when adding access. The “Add Access” pop-up contains a new “Choose a group” field.
- When adding access, the “Choose a label” field has been removed.
- The “Permission level” drop-down has been removed from the “Add Access” pop-up. Reports are now displayed to all users by default, and permissions are assigned based on users who can view or design reports and KPIs.
- With the permission settings update, the permission level restrictions to view the following reports have also been updated:
  - Appointment Status w/ Participants
  - Authorization Summation with Date
  - Authorization Summation with Date, Region and Zones
  - Custom Cancellation Report
  - Overlapping Timesheet with Exclusions
- CR Business Intelligence dashboards have been discontinued and replaced by the following Advanced Business Intelligence (ABI) reports:
- The issue preventing ABI users from adding additional designer licenses has been resolved.
The following issues in the Authorization section in the Billing module have been resolved:
- In the “Auth Range” view, all links in the “Worked” column now direct users to corresponding billing entries for the authorization’s entire date range.
- The calculation used for the “Pending” column has been improved for clarity. Pending amounts now display unconverted appointments for the corresponding authorization, and are no longer affected by mismatches between scheduled and worked time.
The DDD report for clients in Arizona has been updated as per new document specifications.
In the Scheduling module, when dragging appointments to different times within the same day, appointments display in the calendar as expected.
Below email notification updates:
- Notifications sent to users regarding schedule updates have been improved.
- Emails for new appointments no longer display the date as the appointment’s start time.
The following updates have been made to CR Mobile Session Notes:
- Footers can now be added to Session Notes and include client information and page numbers.
- When creating a Session Note Template, users can now enable the “Require change reason” toggle, requiring users to input reasons for editing Session Notes. All edits and reasons for editing will display in files’ history.
- When creating Session Note Templates, users can now add “Age” to the “Learning Information” preset section using “Configure Fields.”
- Icons for viewing, editing, or deleting Session Notes attached to timesheets have been updated for clarity. The icons will display depending on the permissions enabled.
The new “History” tab in the Files module displays all activity made to files, such as when the file was created and edited.
The following issues regarding Notes Templates in the Billing module have been resolved:
- Users can now edit existing timesheets with questions from Notes Templates.
- The issue incorrectly saving dates in the “Date value” field has been resolved.
When changing service codes with “Requires Schedule Conversion” setting checked to authorizations with overriding claim contact information, the issue prompting the “insufficient permissions” error message has been resolved.
The following fixes have been made in the Claims module:
- The new “Secondary Claims” filter in the “COB” drop-down allows users to filter claims with a secondary claim.
- The Gateway Settings screen has been redesigned to highlight required fields. When editing gateways, the Receiver, Sender, Submitter, and Journal tabs are now located within the “Edit Gateway” tab.
- The “SFTP Settings” tab has been moved next to the “Edit Gateway” tab. When adding a new gateway, all fields within the “SFTP Settings” display. Once the gateway has been added, all fields except the User ID and Password cannot be edited.
- Information in the Basics section of new employee profiles now syncs to the Claim Settings using “Sync from Basics” as expected.
A CMS Place of service code 10 – Telehealth code has been added.
Updates made to the Learn module are below:
- The issue loading a “Learning Opportunities Per Date” graph with more than 5,000 data points has been resolved.
- The “No child goals are eligible for use in Goal Creator” error message no longer displays under targets without child goals.
- When changing the goal status from “In Progress” in the Goal Creator, client learning trees now reflect this change as expected.
- When filtering the Goals List by contact or branch labels, the issue displaying the “<loading>” label has been resolved.

Helpful Guides

November 2021 Release Notes

7.8.3

Release Recap

The 7.8.3 release contains fixes to issues logging users out of CentralReach.

The following fixes have been released in CentralReach:

The issue causing users with multiple tabs open to be logged out has been resolved.
After being logged out, users can refresh the page to be redirected to the screen they were on prior.
- Please note, this does not apply when manually closing the tabs or browser.

Helpful Guides:

October 2021 Release Notes

CR Mobile v.2.10

Release Recap

The CR Mobile v2.10 release contains updates to Session Notes and NET views, and bug fixes.

The following updates have been released in CR Mobile:

For iOS users, a pop-up displays when a new CR Mobile update is available. Users are encouraged to update the application to the most recent version.
The issue automatically logging users out within a day has been resolved. Users will remain logged in for 30 days, unless they manually log out of the application.
When switching providers for additional signatures on session notes, a pop-up now displays to clear previous signatures from the Session Note, allowing the new providers to input their signatures.
The following updates have been made to the NET view:
- For iOS users, there is no longer a delay when collecting data for forward and backwards chains in Task Analysis branches.
- When “Count Prompts as Negative” is enabled, scores for forward and backward chains in Task Analysis branches now graph as expected.
- “Maximum Trial Requirement” prompts now display accurate scores as expected. This applies to Percent Correct, Percent Independent, and Task Analysis branches.
- When entering data in Score branches, the default “0” has been removed. The 0 now only displays by default if no score has been entered.
- For iOS users collecting data for Score prompts, the keyboard now only displays digits. This prevents users from entering letters, symbols, and other invalid data.
- For Score data types, input is now limited to seven digits.
When uploading new profile pictures in CentralReach, images display consistently throughout CR Mobile as expected.

Helpful Guides:

7.8

Release Recap

The 7.8 release contains the redesigned Productivity report, improvements to the Scheduling module, contact profile updates, and Learn module updates.

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

The following are report updates made to the Insights module:
- The Productivity report has been improved and redesigned to be more informative and user-friendly. The new design allows users to compare billable hours, non-billable hours, drive time, and charges collectively and individually, per manager and provider.
  - Billable and non-billable hours pull from the service code “Type” in the service code properties and no longer from service code labels.
- In the Receivables report, links to insurance plans now direct users to the Billing screen, filtered by that plan.
- The issue preventing users from exporting the “Service Audits” report has been resolved.
Below are updates made to appointments in the Scheduling module:
- In the “View my Calendar” screen, selecting the check on converted appointments redirects users with the (Timesheets > Access) permission enabled to the corresponding timesheets.
- The issue displaying the “None of the checked appointments are eligible to be converted” error message has been resolved. Users can now navigate throughout the Scheduling module, as expected, after bulk-converting appointments.
- When geocoding addresses throughout the platform, the issue removing the “Address Line 2” field has been resolved.
- Users are now notified of new appointments via email as expected.
- The (Draft Timesheets > Manage) permission no longer blocks users from converting timesheets on behalf of other employees.
The following updates have been made to contact profiles in the Contacts module:
- As per new Tricare requirements, a new option, “24-hour military format (HHMM-HHMM)” has been added to the “Service time format” drop-down in the “Accepted Insurances” section of contact profiles. This has been available to customers as of 08/06/2021.
  - 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.
- The “Credentials” section of the Ext. Profile has been removed to further enhance the “Licenses and Certifications” section of profiles.
- The issue preventing some users from viewing saved activity in “Activity & Call log” has been resolved.
When creating Notes & Form templates, the “Automatic Timestamp” option is now enabled by default.
The following updates have been made to CR Mobile Session Notes:
- When creating Session Note Templates, the new “Configure Fields” button allows users to select fields to include in the Client Information, Provider Information, and Appointment Information preset sections.
- The “Configure Fields” button allows users to add the following new fields:
  - “Provider Phone Number” has been added to the Provider Information preset section.
  - “Client Phone Number” has been added to the Learner Information preset section.
- When additional signatures are required on Session Note Templates, the “Other Signature” field can now be assigned to providers to meet the requirement. Providers can then sign their Session Notes at a later time.
- Session Notes now populate when filtering by signature filters in the Files module. This allows users to filter Session Notes for missing signatures.
- Session Notes are now reflected in the “Files Attached” column in the Billing module and can be filtered.
- For iOS users, the “Save and Close” button now allows users to create and edit Session Notes, as expected.
Below are Learn module updates:
- A new error message notifies users when they exceed the 250 character limit in bulk-events and phase changes.
- When navigating in and out of sessions on mobile devices, pinned target timers now sync with session timers as expected.
- Learning trees with the “Include description” checkbox selected no longer prevent users from exporting.
- When hovering over data points on some graphs, there are no longer duplicate prompt columns.
- When editing learning trees and importing or removing templates, the template options now display in front of the edit screen. The buttons were previously behind the tab, which made it appear as if they were unresponsive.
When requesting time off in the Human Resources module, clicking the backspace button in the “Total Hrs” column no longer resets the form.
The 2022 ICD-10 diagnosis codes have been added to CentralReach. This has been available to customers as of 9/26/2021.
Search address accuracy has been improved. When adding new geolocated addresses to profiles, in the Scheduling module, or new office locations, the populated results are now more precise to the current user’s primary office, if geolocated.
- If the office location is unavailable or not geolocated, results are now precise to the United States. Previously, search results populated addresses from outside the country.

Helpful Guides:

September 2021 Release Notes

CR Mobile v.2.9

Release Recap

The CR Mobile v2.9 release contains updates made to Session Notes, sessions, and the login experience.

The following updates have been released in CR Mobile:

The version and build number of CR Mobile now display on the login screen.
Below are Session Notes updates:
- A new “Diagnosis Code” field has been added to the “Learner Information” preset section.
- When creating Session Notes in CR Mobile, phone numbers and signatures now display when using the web application.
- The issue causing the “Save & Attach” button from disappearing has been resolved. Users can consistently and reliably tap Save & Attach after selecting times.
- Appointment times and durations are now correctly recorded in the “Appointment Summary” screen.
The following updates have been made to sessions:
- When entering scores, the issue incorrectly displaying the keyboard has been resolved.
- The issue preventing Android users from entering some scores has been resolved.
- When attempting to download sessions and connect to the internet simultaneously, CR Mobile no longer crashes for Android users.
- All learners display in sessions as expected.
- The application no longer crashes when users view comments.
Performance improvements have been made to the My Learners module.
Scrolling in the My Appointments module and NET view has been improved for a smoother, more user-friendly experience.
To navigate to the map view, users no longer need to tap the address twice.
When logging out, the issue in which CR Mobile crashed for some users has been resolved.
There is no longer a delay when entering a PIN to log in.

Helpful Guides:

7.7.3

Release Recap

The 7.7.3 release contains fixes to issues preventing users from logging into and out of CentralReach, validating SSO credentials, and completing contact forms. Please note, this release will appear as 7.7.4 in the platform.

The following fixes have been released in CentralReach:

A bug that prevented users from completing contact forms has been resolved. Contact forms with and without public links will create new users.
The issue causing users to log out multiple times has been resolved. When clicking “Sign Out” once users will be logged out, as expected.
After signing out, users will be logged out of all open tabs.
For user accounts that were previously locked, they can validate SSO credentials for the first time by updating their password.
An issue causing users to log into inactive accounts after resetting their password has been fixed. Users will no longer be associated with invalid accounts when resetting their password.

Helpful Guides:

7.7.2

Release Recap

The 7.7.2 release contains fixes to issues related to session timeout expiration.

The following fixes have been released in CentralReach:

The issue signing users out with multiple tabs open has been resolved. Users can continue working in the active tabs until the session timeout expires or they log out.
Users are now redirected to their last visited page after signing back into CentralReach when the session timeout expires.

Helpful Guides:

7.7.1

Release Recap

The 7.7.1 release contains fixes to login issues and a security update.

The following fixes have been released in CentralReach:

The issue causing users to receive a “No Applications found” error message when signing in has been resolved. Users need to sign in with their previous username and password. If users forgot their previous password they should complete the “Forgot Password/ First Time User?” workflow. Please note, this includes clients and Network Providers.
A bug that caused users’ previous usernames to become their current SSO usernames after resetting their password has been resolved. Users currently utilizing their previous CentralReach username need to enter their email address when signing in.
The previous “EXP is in the past” and “iat is in the future” security messages have been updated to “Device clock is out of sync with the network. Please log out, correct your time and log back in.” This security message notifies users to update their clocks on all devices to ensure accurate EMR timestamps.

Helpful Guides:

August 2021 Release Notes

CR Mobile v.2.8.0 & 2.8.1

8/27 Release Update

The CR Mobile v2.8.1 release contains an additional follow-up enhancement regarding the My Learners module. Please update to version 2.8.1 in order to view this change.

The following updates have been made with v2.8.1:

Inactive clients are now hidden in CR Mobile.

8/25 Release Recap

The CR Mobile v2.8.0 release contains login performance enhancements and updates made to Session Notes and the My Learners module.

The following updates have been released in CR Mobile:

Login error messages have been reformatted to be more user friendly and informative.
A new error message notifies Android users when they are offline.
Performance improvements have been implemented to reduce login errors and time spent logging in by downloading session data in the background or offline.
- Users must turn on the background services on their devices for this to function properly.
The following are Session Notes updates:
- New fields have been added:
  - Provider Phone Number
  - Client Phone Number
  - Place of Service
- The “Save and Attach” button is now fixed to the bottom of the screen.
- Preset fields now display correctly in Session Note Templates.
- When entering client or provider names, the issue closing the keyboard has been resolved.
Past appointments now download and display in the My Appointments module as expected.
Updates made to provider details in CentralReach now sync to the My Appointments module after refreshing, as expected.
The following updates have been made to the My Learners module:
- New sessions created in CentralReach now sync and display under learners, as expected.
- For iOS users, the font size has increased in some areas of sessions, such as NET view, combined graphs, files, and video branches.
- Learners are no longer alphabetized by case-sensitive letters.

Helpful Guides:

CR Mobile v.2.7

Release Recap

The CR Mobile v2.7 release introduces Single Sign On (SSO), streamlining the login experience for CR Mobile users. SSO can also be used along with Multi-Factor Authentication (MFA), for added security to CentralReach accounts. Users can enable MFA in the browser to utilize it for CR Mobile and CentralReach.

The following updates have been released in CR Mobile:

Introducing Single Sign On (SSO), the most efficient and secure way to sign into CR Mobile. For first-time authentication, it is recommended for users to validate their credentials in CentralReach prior to signing into CR Mobile. The following new features and updates have been released with SSO for CR Mobile:
- Single Sign On (SSO) provides the option for organizations and individual users to enable Multi-Factor Authentication (MFA) to CentralReach and CR Mobile accounts. MFA adds an extra layer of security by requiring an authenticator application or access to the validated email address when logging in. Upon logging in, users will be required to input a security code sent via an authenticator application or email.
  - Users will experience the MFA login process every time they sign out and then into their CentralReach or CR Mobile account.
- Biometrics (Face ID or Touch ID) can be enabled when logging into CR Mobile, depending on the mobile device’s capabilities. Biometrics is used instead of the security pin and in place of the security code if MFA is enabled. If biometrics is not enabled, users will enter their PIN code when accessing the application.
- The login screen has been enhanced to support the new SSO experience.
Offline users can now capture geolocation at the start and end of appointments with Electronic Visit Verification (EVV) enabled.
Android users will not receive an error message when logging in.
The issue preventing users from logging out has been resolved.

Helpful Guides:

7.7

Release Recap

The 7.7 release introduces Single Sign On (SSO), streamlining the login experience for CentralReach users. Currently, SSO is only available for the CentralReach platform, Client Portal, and CR Mobile. However, in subsequent releases users will be able to gain access to all connected platforms by signing in once. SSO can also be used along with Multi-Factor Authentication (MFA), for added security to CentralReach accounts. If you are linking multiple CR Accounts using the same email, click here.

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

Introducing Single Sign On (SSO), a more efficient way to sign into CentralReach, CR Mobile, and the Client Portal. The following new features and updates have been released with SSO:
- All users, providers/employees, clients, and generics will experience the same login experience and email validation process. Users need to have access to the “Primary Email” listed in their CentralReach account and will validate that email address prior to signing in.
  - Network Providers are not affected by SSO, but will need to go through the “Forgot Password / First Time User” workflow in the login page to set a password in SSO and access their accounts.
  - Once the email address has been validated, that email is registered to the users’ SSO account. If a user needs to change their email address, they will need to go through the validation process again.
    - When changing their email address, users will be notified if it is registered to another account.
  - Users can now convert contacts that do not have access to CentralReach, by selecting “Convert to User” in the Basics section of their Profile. Please note, contacts need to have a primary email and date of birth in order to be converted to a user.
  - The “Login & Access” section can only be viewed by the account owner. However, users can view login activity in the Contacts module, by adding that column to the grid. Login & Access now also directs users to their SSO settings, to manage:
    - Basic Information: includes the email address, display name, profile image, time zone, and locale.
      - Users can modify their email addresses in this section.
      - Please note, only users with the following permissions can edit contacts’ first and last names:
        
        (Contacts > Manage Own Basic Info): modify their own first and last names.
        
        (Contacts > Manage Employees): modify other users’ first and last names.
        
        Client-Admin level: modify clients’ first and last names.
    - Security: contains the current account password and a “Password” field for users to change their passwords. Users can enable Multi-Factor Authentication (MFA) if their organization does not require it.
    - The organization account has the following additional SSO settings:
      - Company Information: includes the organization name, time zone, locale, and date format.
      - Security Settings: password expiration and session timeout can be adjusted for all users. Organizations can also enable and disable MFA.
        
        Password expiration: 15 days, 30 days, 45 days, 60 days, 90 days, or 180 days.
        
        Session timeout: 15 minutes, 30 minutes, 45 minutes, 60 minutes, or 120 minutes.
      - Manage Users: search for users that have validated their email address and view their profile settings. Organizations can enable and disable MFA for individual users.
  - Please note, editing SSO settings will not sync with users’ CentralReach accounts. Therefore, editing the profile image and display name will only update SSO credentials and will not change in the CentralReach profile.
- When users forgets their CentralReach password and are locked out, they can now reset the account password, instead of contacting an account administrator.
- The “Birth Date” and “Primary Email” fields are now automatically added to contact forms. If the “Send Welcome Email” checkbox is selected, the Birth Date and Primary Email fields are required when creating a new contact with access to CentralReach.
- SSO has also been added to the Client Portal. Clients will experience the same login process and can enable MFA. If more than one user, such as a parent/guardian, is signing into the Client Portal, both users should have access to the email address listed in the client’s Profile.
- Single Sign On (SSO) provides the option for organizations and individual users to enable Multi-Factor Authentication (MFA) to CentralReach accounts. CentralReach’s current Two-Factor Authentication (2FA) feature is no longer available. MFA adds an extra layer of security by requiring an authenticator application or access to the validated email address when logging in. Upon logging in, users will be required to input a security code sent via an authenticator application or email.
  - Users will experience the MFA login process every time they sign out and then into their CentralReach or CR Mobile account.

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July 2021 Release Notes

7.6

Release Recap

The 7.6 release contains new CR ScheduleAI features and updates to the “Visit Verification” screen, timesheet conversion, and Learn module.

Release 7.6 Workflow

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

The following are new CR ScheduleAI features:
- The Optimize Schedule section of the Scheduling module now has two tabs, Run Optimization and Draft Schedules.
  - The “History” tab has been renamed to “Draft Schedules.” After running optimization, users are directed to this tab to view the date range, session length, and status of each draft schedule. Users can view the appointments by provider, minimum drive time, maximum therapy hours, and balanced optimization types. Drafted appointments can be edited and the schedule can then be published within the CentralReach UI, streamlining the scheduling process.
The Receivables and RCM reports now filter by contact label accurately.
The following are CR Mobile Session Notes updates:
- CR Mobile Session Notes now allow users to add additional signatures in session notes, to accommodate supervisor signature workflows. Please note, users should be on CR Mobile version 2.6 to access this feature in the application.
- The date for session summaries in CR Mobile Session Notes now defaults to the current date.
A new “Billing Provider” column in the “Visit Verification” screen allows users to filter entries by billing provider.
Changes made to “Client Accepted Hours” now display in the authorization history.
The following are updates made to timesheets conversion:
- When bulk-converting timesheets, users with permission can now bypass validation errors, such as grace period lock.
- Users are prevented from bulk-converting appointments with draft timesheets.
- When editing an EVV enabled timesheet users should no longer see incorrect address validation errors.
- A new validation error now displays to avoid submitting timesheets that have authorizations with deleted payors.
When editing timesheets, diagnosis code pointers now populate when adding new service lines.
The ESSC report now populates the appropriate treatment types for timesheets with “Direct” modifiers.
The issue affecting the “Print” to PDF feature in “View My Calendar” has been resolved and is re-enabled.
Below are updates made to the Learn module:
- Branches in “Maintenance” mode now count as learning opportunities.
- When creating and editing Instructional Note Templates, character limits have been implemented to prevent errors when saving.

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CR Mobile v.2.6

Release Recap

The CR Mobile v2.6 release contains updates made to Session Notes, a Map view module, and other bug fixes.

The following updates have been released in CR Mobile:

The following are Session Note Template updates:
- The issue causing Session Notes to not display in draft timesheets in CentralReach has been resolved.
- New custom sections have been added:
  - The “Number” field allows users to answer prompts without letters or special characters.
  - The “Yes / No” allows users to answer yes-no questions.
A “Map View” section has been added for providers to view a map of all appointment locations. Providers can select the map pin on the map to view the client, appointment time, and address. Users should have the (Map > Access) permission to view the map.
Fixed the issue preventing learners from displaying in the My Learners module. All learners that are connected to providers will display, as expected.

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June 2021 Release Notes

CR Mobile v.2.5

Release Recap

The CR Mobile v2.5 release contains updates made to Session Notes, new custom sections in Session Note Templates, bug fixes, and performance improvements.

The following updates have been released in CR Mobile:

The following updates have been made to Session Notes:
- Session notes will only be sent to CentralReach after fully completing an appointment, which will prevent users from submitting multiple versions of the same note within an appointment.
- Provider credentials will now populate into session notes, as expected.
- When completing session notes with a “Session Summary” section, an error message now displays if the session summary is unavailable.
- New custom sections have been added to Session Note Templates:
  - The “Date Picker” field allows users to select a date for the session note.
  - The “Time Picker” field allows users to select a time for the session note.
The issue causing CR Mobile to crash when opening sessions has been resolved.
Learning tree branches now display in Index and Tree Views.
An issue preventing the “In Progress” status from appearing in the My Appointments module has been fixed.

Helpful Guides:

7.5

Release Recap

The 7.5 release introduces “CR ScheduleAI,” an automated solution to help organizations improve their scheduling process. This release also contains new Advanced Business Intelligence reports and updates made to Sandata, Visit Verification, CR Mobile Session Notes, and learning trees.

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

Introducing “CR ScheduleAI,” an automated solution in the Scheduling module to help organizations improve their productivity, maximize provider and client availability, and streamline the scheduling process. Users can run optimization, import schedules, and create draft schedules. This reduces manual work during the scheduling process while maximizing utilization and productivity. Contact your Account Manager for more information and pricing. CR ScheduleAI includes the following features:
- A “Optimize Schedule” section has been added to the Scheduling module for users with the (Scheduling Optimization Access) permission. This section contains three tabs for users when running optimization.
  - Run Optimization: Users can filter by clients and providers, select an optimization type, date range of up to 7 days, primary office location, and session length.
  - Import Schedule: Files can be imported from the “History” tab to their CentralReach calendar to create new appointments.
  - History: View a history of schedules that were run in the “Run Optimization” tab. After running optimization, a draft schedule will be created and users can view appointments by provider and client, minimum drive time, maximum therapy hours, and balanced. Users can also upload these files in the “Import Schedule” section to create new appointments.
- Draft schedules are created for users to view a color-coordinated schedule of existing and drafted appointments. This helps users visualize the appointments scheduled with each provider, taking into account drive time and therapy hours.
The following new Advanced Business Intelligence dashboards have been released in the Insights module:
- RCM Analysis: This report provides insights on payor and client responsibilities. Users can compare total gross charges to net payments, as well as different payment types over time. This is located in the Revenue Cycle Management folder.
- Practice Summary: This report contains metrics highlighting appointment and service hour types. Multiple drill-ins to the practice’s activities are also included. This is located in the Practice Summary folder.
- Goal Summary: This report compares clinical goals across domains, types, and statuses. Breakdowns of this categorical data help clinicians understand their practice’s clinical activities. This is located in the Clinical Analysis folder.
The following updates have been made to the Visit Verification screen:
- A “History” section has been added to entries in the “Visit Verification” section of the Billing module, allowing users to view all activity related to visits sent to Sandata.
- Users can now omit a sent visit from the aggregator portal by selecting the “Omit Visit” button in the History section of the Visit Verification screen. Omitting visits in CentralReach does not delete or modify billing entries.
Reconverting appointments from CR Mobile will now properly capture the appointment’s time zone.
When editing EVV-enabled timesheets, users will no longer receive location errors and have to enter reason codes if the appointment was started and completed at the same location, in CR Mobile.
Client Accepted Hours can now be captured at the service code group level in an authorization.
Per service code rounding rules, odd-numbered units now round correctly in timesheets and draft timesheets for the “Round past halfway (half + 1)” setting.
When refunding credit card payments, users can now bypass merchant accounts.
When viewing appointment details in the Scheduling module, addresses and phone numbers now display for contacts based on their profile settings.
CentralReach will now process human readable remits sent to Change Healthcare.
The following updates and new features have been made to CR Mobile Session Notes:
- The following updates have been made to the preset section of Session Note Templates:
  - The “Appointment Details” preset section can now include Places of Service.
  - The new “Company Header” preset section allows users to add organization logos to the top of session note templates.
- New custom sections have been added to Session Note Templates:
  - The “Date Picker” allows users to select a date for the session note.
  - The “Time Picker” allows users to select a time for the session note.
  - The “Text Area” allows users to enter long-form text in the prompt.
- Insurance information in Session Notes will now display the payor, plan, and subscriber number if the data is available in the authorization. If the insurance information is not in the authorization, session notes will match information in timesheets.
  - Please note, insurance information is required in authorizations to be viewed in Session Notes in CR Mobile.
The following fixes have been made to the Learn module:
- When creating notes and forms with progress reports and goals:
  - Goals sorted by Tree Index order in a Note/Form now correctly display the order of branches in learning trees.
- The “Learning Opportunities per Date” graph in learning trees now displays data collected from learning trees instead of the session summary, for more accuracy.
- Clients can now be assigned learning trees that have labels and are from library templates.
- Sessions will continue running as expected after pausing and resuming session timers and rate and duration branches.

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CR Mobile v.2.4

Release Recap

The CR Mobile v2.4 release includes updates to Session Notes, bug fixes, and performance improvements.

The following updates have been released in CR Mobile:

The following updates have been made to Session Notes:
- Saved session note information now stays even after refreshing the My Appointments screen during an appointment, as expected.
An issue causing the application to sometimes crash when graphing Backward and Forward Chain Task Analysis targets has been resolved.
Performance improvements and enhancements.

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May 2021 Release Notes

CR Mobile v2.3

Release Recap

The CR Mobile v2.3 release includes all-new Session Notes for CR Mobile users, completing the end-to-end workflow for 1:1 ABA therapy on the mobile application. The new Session Notes and Session Note Templates equip behavior technicians to complete their entire 97153 direct care appointments and data collection workflow right on the mobile app.

The following updates have been released in CR Mobile:

Coming to CR Mobile subscribers, the all-new Session Note Templates, designed for direct 1:1 therapy completed online on the mobile application. The all-new Session Notes are also optionally available to complete on the browser Timesheets. To utilize this feature, organizations must have Practice Management, Clinical, and CR Mobile. After the feature is enabled, Session Note Templates can be set up in the new “Session Note Templates” section of the Learn module. Your account manager will reach out to get Session Notes enabled and set up in your account!
Session Note Templates include the following features:
- Users can name Session Note Templates, add descriptions, and create preset or custom sections. Sections can contain required or optional fields that allow users to input appointment details, information about clients, providers, and programs, and signatures in session notes.
- The new preset section, “Session Summary,” can be added, allowing users to add session summaries to session notes.
- The following permissions have been added to the “Learn” section of the Permissions module, allowing users to view, create, and delete session note templates:
  - (Session Template > Access)
  - (Session Template > Add New Templates)
  - (Session Template > Delete Templates)
- Users with the new (Service Codes > Associate Template) permission in the “Billing” section of the Permissions module can link session note templates to service codes.
- Once Session Note Templates are created and associated to service codes, CR Mobile users can complete Session Notes in the application.
- After creating Session Note Templates, users can utilize Session Notes:
  - Session notes can now be added, edited, or deleted in draft timesheets and timesheets.
  - New permissions in the “Learn” section of the Permissions module allow users to create, delete, edit, and unlock session notes:
    - (Session Notes > Add Note)
    - (Session Notes > Delete Note)
    - (Session Notes > Edit Note)
    - (Session Notes > Unlock)
    - Please note, all of these permissions are enabled in the “Admin” System permission group.
  - Once a session note has been signed or associated with a billing entry, the session note will lock and cannot be edited. However, users with the following permissions enabled can remove signatures from session notes to edit and unlock them:
    - Users with the (Session Notes > Edit Note) permission enabled can edit session notes until billing entries have been associated with session notes.
    - Users with the (Session Notes > Unlock) permission enabled can edit session notes that have been linked to billing entries.
    - Edits and unlocks are recorded in the session note’s activity.
  - Once a session note has been saved, a PDF file can be exported from the Files module.
  - When downloading or printing invoices, users can input associated session notes in invoices.
The following bug fixes have been made:
- Incorrect targets linked to the ABC table will no longer display in CR Mobile. Targets are now only available for ABC data collection when a behavior domain is selected, as expected. Please note, this issue was not present when viewing session notes in CentralReach.

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7.4

Release Recap

The 7.4 release contains a Sandata update and fixes to the Billing and Claims modules.

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

When sending visits to Sandata under a single set of billing provider credentials, the list of states is now alphabetized.
When adding an authorized service code with an overriding place of service and fee schedule selected, users can create timesheets without errors.
The issue preventing some new organizations from viewing claims in the Claims Manager has been resolved.
The DDD report has been updated as per new document specifications.
When completing appointments in CR Mobile, the issue preventing some draft timesheets from being created has been resolved.

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CR Mobile v2.2

Release Recap

The CR Mobile v2.2 release contains performance improvements and fixes to sessions.

The following updates have been released in CR Mobile:

The issue causing the application to crash after selecting links on the “About” screen has been resolved.
Users without permission to view learning trees will no longer be prevented from downloading sessions created from those learning trees.

Helpful Guides:

CR Mobile v.2.1

Release Recap

The CR Mobile v.2.1 release contains bug fixes to the My Learners module, Appointment Details, and sessions.

The following updates have been released in CR Mobile:

Additional participants now display in the Appointment Details.
The following are Criteria and Prompting updates:
- The issue preventing prompts from hierarchal criteria from appearing in Index/NET view has been resolved. Prompts will display based on users’ Criteria and Prompt Settings in CentralReach.
- Prompts will now display correctly for forward and backward chains in sessions, as expected.
The issue duplicating targets in the Index/NET view and session data has been resolved.
The bug causing the keyboard to close unexpectedly in the My Learners module for Android users has been resolved.
Minor fixes have been made to address the appearance of incorrect button formatting, missing loading animations, and clipped appointment names.

Helpful Guides:

April 2021 Release Notes

7.3

Release Recap

The 7.3 release introduces two new Advanced Business Intelligence dashboards, new reason code features, and other Billing module updates.

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

The following new Advanced Business Intelligence dashboards have been released to the Insights module:
- Productivity Analysis: This report contains ratios and percentages to compare productivity over time. Users can analyze hours worked, service hours, and clients by hours worked with the number of billing entries per provider. This is located in the Staff Management folder.
- Authorization Analysis: This report tracks authorization utilization across clients, providers, and managers and looks at upcoming expiring authorizations. This is located in the Client Management folder.
The following is new reason codes features:
- Reason codes can now be added to any EVV-enabled timesheet.
  - This allows users to add reason codes prior to sending to Sandata, if it is necessary for payors.
- Users with the (Timesheets > Edit Visit Verification Timesheet) permission enabled can add and edit up to four reason codes to converted timesheets with service codes that have “Visit Verification” enabled.
- Reason codes saved to draft timesheets can now be edited.
- Users can delete reason codes manually added to unsaved timesheets. Once timesheets have been saved, reason codes cannot be deleted.
The following updates have been made to the Billing module:
- Tellus has now implemented support for the “02 – Telehealth” Place of Service. This is automatically mapped when sending claims to Tellus.
- When adding service codes with the Service Address set to “Not Needed” to timesheets, users can now complete manually created timesheets as expected.
- The issue hiding payor names in the “Receivables Breakdown” in the Accrued Reporting section has been resolved.
The issue hiding employee names in the “Supervision” report has been resolved.
The issue preventing some CR Mobile users from signing in or opening a session, if a learning tree included an image greater than 6MB has been resolved. Files are now compressed to be no larger than 6MB.
Performance improvements have been made to the Clinical module.

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7.2

Release Recap

The 7.1 and 7.2 releases have been combined and contain new additions to the “Visit Verification” screen, Sandata reason codes, the Permissions module, and geolocation.

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

New Sandata features are:
- Users can now select which credentials the visits are sent to with a new “Send As” button in the Visit Verification screen. “Send As” will override the billing entries’ Claim Settings.
- Sandata reason codes have been mapped to state-specific reason codes for Hawaii, Indiana, and Pennsylvania. Reason codes will populate relative to the service address state.
New updates to timesheets with Electronic Visit Verification (EVV) enabled are:
- A new permission, (Timesheet > Edit Visit Verification Timesheet), allows users to edit service codes, start and end times, and addresses in converted timesheets.
  - This permission has been added to the “Admin” System permission group and will be enabled by default. All “Custom” permission groups will have this disabled by default.
  - When editing service codes, certain actions will require a reason code, such as editing start and end times. Users can change service codes without requiring a reason code.
    - Users can change an EVV code to a different EVV code or non-EVV code. However, a non-EVV code cannot be changed to an EVV code.
  - Users with permission can now bypass authorization warnings when editing an EVV-enabled timesheet.
- Signatures on timesheets with EVV service codes can now be edited as long as the service code requirements are met.
Users can convert an appointment with an address containing a service code set to “not needed” without receiving permission errors. If the appointment has an address but it is not required in the service code, the appointments no longer converts with any service address.
The following updates were made to geolocation:
- When the new “Enable Geolocation Validation” option in the Scheduling module is enabled, users must schedule appointments with geolocated addresses when an address is selected.
  - When scheduling or editing appointments with this option enabled, users are now notified if appointment addresses are not geolocated. The appointment cannot be scheduled until the address is geolocated.
- Latitude and longitude fields now only display coordinates for geolocated addresses and cannot be edited.
- Organizations can now view latitude and longitude fields for geolocated office locations.
The issue preventing some users with the (Billing > Manage Timesheets) permission enabled from viewing entries within the Billing widget of clients’ dashboards has been resolved.
The list of custom identifiers in users’ Claims Settings is now alphabetized.
When viewing appointment details for mobile appointments, the “Tracked Time” now identifies whether the appointment was completed in CR Mobile or CR GO.
In Notes & Forms, the issue preventing users from searching goals in the Goal Creator drop-in has been resolved.

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7.1

Release Recap

The 7.1 and 7.2 releases have been combined and introduce Sandata in Hawaii, Indiana, and Pennsylvania, and contains an enhancement to the “Draft Timesheets” screen and fixes made to Notes & Forms.

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

New Sandata features are as follows:
- Users can now submit Electronic Visit Verification (EVV) data for Hawaii, Indiana, and Pennsylvania. Contact your Account Manager for more information.
A “Prefer not to answer” option has been added to “Gender” fields.
The spacing of fields above the “Draft Timesheets” grid has been enhanced for better user experience.
The issue preventing processed Tellus files from moving to the “Response” folder has been resolved.
The following updates have been made to Notes & Forms:
- An improvement was made to note templates with multiple signature fields of the same type.
- When creating new notes, users can now save the note after sections have been deleted
Clients inputted by custom contact forms can now view the full menu within the Client Portal as expected.
The following updates have been made to the Learn module:
- The “Phase Change” column in the “Session Summary” now accurately displays phase changes that occurred in sessions when pulled to Notes & Forms.
- When viewing child branches in sessions, instructional note templates imported to parent branches also populate in child branches, if they do not already have attached instructional note templates. Users can now remove imported instructional note templates by clicking the “trash can” icon.

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March 2021 Release Notes

CR Mobile v.2.0

Release Recap

The CR Mobile v.2.0 release contains an update to appointments and other improvements related to sessions.

The following updates have been released in CR Mobile:

If an appointment without an attached service code is started, an error message stating, “Warning: This appointment does not have a service code” will display. It is recommended to add a service code to the appointment in CentralReach prior to starting the appointment.
The issue hiding text labels and prompts in “Index/NET View” has been resolved.
Programs with ERR prompts no longer calculate to 100% and now calculate correctly.
Pinned duration prompts with timers now only end once users have either stopped the timer or ended the session.
The issue causing only the first session to be recorded in offline mode has been resolved. All sessions will now record.

Helpful Guides:

7.0

Release Recap

The 7.0 release contains Sandata for Maine and updates made to contact profiles and notes.

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

New Sandata features are as follows:
- Users can now submit Electronic Visit Verification (EVV) data for Maine. Contact your Account Manager for more information.
  - Please note, EVV is not yet required for ABA in Maine, but is required for the H2021 group code, physical therapy, occupational therapy, and speech therapy.
- If an EVV billing entry is voided or deleted, users can resend that visit to Sandata to be omitted from the aggregator.
- New state-specific reason codes, CR07 to CR18, have been added. These will populate relative to the service address state.
The following updates have been made to contacts’ profiles:
- A new, optional “Additional email” field has been added to clients’ profiles.
- The “Email” field has been renamed “Primary Email” in all contacts’ profiles.
- Users can now filter the “Draft Timesheets” grid by hovering over fields in the Client, Provider, and Service / Auth columns.
As browser autocomplete and autofill functions sometimes cause inadvertent errors, CentralReach has improved blocking for Chrome autocomplete functionality. Users may disable autocomplete in any browser settings to completely stop all autofill-related errors.
An issue causing some users to receive the “Note template required” error message when converting timesheets with attached notes has been resolved.
Users can now open notes in the “Notes & Forms” widget of the Dashboard module, as expected.
The ESSC report has been updated to reflect new requirements:
- The “MRN” column has been moved.
- The following modifiers can now be added to the “TreatmentType” column:
  - LO: Low
  - MO: Moderate
  - HH: High
The following are fixes made to the Learn module:
- When bulk copying learning tree branches or importing criteria and prompting templates, the issue of reordering prompts has been resolved. Prompts in copied branches will retain their order.
- Users can now view combined average graphs (daily, weekly, monthly, quarterly) for all data collection branches, as expected.

Helpful Guides:

6.9

Release Recap

The 6.9 release contains an update to contact deactivation, a new filter in the Claims module, and Visit Verification and Draft Timesheets improvements.

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

As a performance enhancement, when a contact is deactivated, CentralReach will no longer store historical file access for that contact, but active contacts will still have access to those files. If the deactivated contact is reactivated, files will need to be re-shared. This update is retroactively applied to all contacts (Employee, Client, and Generic).
A new filter in the Claims module, “Filter by [Gateway],” allows users to filter entries by gateways, such as Change, Office Ally, Tellus, and ZirMed.
The “Status” filter under the “Visit Verification” drop-down in the “Billing” and “Visit Verification” sections of the Billing module has been renamed to “Sandata Status.”
For Change Healthcare users, spaces have been removed from CAS segments in secondary claims.
Updates to filters have been added to the “Visit Verification” section of the Billing module:
- A new “Error” button was added to the grid to filter the grid for entries with errors.
- Under “Audits,” users can now select multiple Places of Service to filter the grid.
- When selecting a “Custom Range” on the calendar, the new “Apply” and “Cancel” buttons allow users to either filter the grid by date or exit the calendar.
“Draft Timesheets” has been updated to reflect the “Visit Verification” screen:
- The fonts and colors of the filters in the sidebar on the left-hand side have been enhanced for better user experience.
- Users can scroll through multiple pages and view up to 1,000 entries per page.
- Users can now click clients’ and providers’ names in the “Client” and “Provider” columns to be directed to their profiles.
The following fixes have been made in the Billing module:
- The issue preventing users from shrinking or expanding the “Sandata Status” filter in the “Billing” screen has been resolved.
- When editing timesheets, users can now change service codes without required service locations or addresses to service codes with different requirements as expected.
- The issue preventing users from attaching notes in timesheets, if the note was previously attached to the timesheet, has been resolved.
- Users can now edit draft timesheets without the invalid error message stating that another user is editing the draft timesheet displaying.
Appointments between employees no longer display the lightning bolt icon to convert appointments in the Scheduling module.
After unchecking “Add an expiration” in the “Template Options,” note templates with “File Classification” now save as expected and remove the expiration date.
Tasks assigned to contacts through custom contact forms now display in the Tasks module as expected.

Helpful Guides:

February 2021 Release Notes

6.8

Release Recap

The 6.8 release introduces “CR Insights: Advanced Business Intelligence” and contains new “Visit Verification” features.

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

Introducing “CR Insights: Advanced Business Intelligence,” a new solution for gaining mission-critical data insights via dashboards and reports in the Insights module. Users can access and filter pre-made dashboards, and authorized designers can create custom dashboards and reports to share near real-time data with other users in the organization. Other features include:
- A new permission, (Settings > Designer Seat Management), to allow certain users to manage report designer seats.
  - Users with designer seat access can create, customize, duplicate, delete, and share dashboards.
  - Users without designer seat access can view and filter reports that are shared to them.
- A set of new, prebuilt, interactive dashboards that will be managed and added to over time.
- A large set of data fields and domains to pull data from financial, operational, and clinical areas across CentralReach. Authorized designers can use these data fields to create widgets and reports in dashboards that display data in various visualizations (pie, bar chart, table, graph, trend, scatterplot, etc).
- Interactive features for users to visualize data trends and predict what future data may look like in each dashboard.
- Contact your Account Manager for more information.
When submitting data to Sandata, unsupported characters will not populate in the name, client ID, and service code fields.
In the “Visit Verification Settings” of the organization account’s profile, credentials are now separated by state.
In the “Billing” and “Visit Verification” screens, a new “Visit Verification” filter has been added to the “Filters” sidebar to filter service codes with Electronic Visit Verification (EVV) enabled.
- In the “Visit Verification” screen, this filter will be enabled by default.
Updates have been added to the “Visit Verification” screen:
- Users can now click clients’ and providers’ names in the “Client” and “Provider” columns respectively to view and edit contact information.
- The new “Visit Verification” filter has been added to the “Filters” sidebar to filter entries by Sandata statuses.
- When selecting a date, users can now filter the screen by:
  - Today
  - Yesterday
  - Last 7 days
  - Last 30 days
  - This month
  - Last month
  - Custom Range
The “Restrict Early Timesheet Conversion” service code setting now validates appointment start times and time zones. Users cannot convert appointments prior to the appointment start time, if the appointment includes a service code with “Restrict Early Timesheet Conversion” enabled.
A new optional field, “Additional Email,” allows a personal email to be added to contact profiles’ and custom forms.
Appointment durations are now labeled, “Mobile Time:” in the Appointment Details pop-up in the Scheduling module for mobile application users.
The following columns have been added to the “Billing” report and “Scheduling” report from the “View As Grid” section of the Scheduling module:
- TimeZone
- UTC Offset
- TimeZone abbreviation

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CR Mobile v.1.7.0

Release Recap

The CR Mobile v.1.7.0 release contains updates made to the My Appointments module, sessions, and the login screen.

The following updates have been released in CR Mobile:

Learners’ phone numbers now display in the “Appointment Details” below service locations. Users can then tap to call the phone number.
When using CR Mobile to track appointment times, appointment durations are now labeled, “Mobile Time:” in the Appointment Details section of the Scheduling module in CentralReach.
The issue displaying incorrect appointment durations in the My Appointments module has been resolved.
The login screen no longer allows vertical scrolling.
The following are Sessions updates:
- When tapping the ABC icon in a session, the “Session Timer Not Started” pop-up now prompts users to start the session stating, “Data cannot be collected until the timer has started. Would you like to start the session timer?”
- After tapping the bell icon to view “Session Comments,” notifications now redirect users to the specific comment.
- The spacing between prompts in sessions has increased for better visibility.
- Branch names now only display in a single line. Branch titles that span over a single line will display an ellipsis at the end of the line.
The following fixes have been made for Android users:
- The sidebar menu no longer blocks the “About” screen, allowing users to view the screen in its entirety.
- In learning tree branches, videos now display in their original aspect ratios and no longer stretch to fit the screen.

Helpful Guides:

6.7

Release Recap

Behind the Curtain improvements — We’ve completed some under-the-hood product enhancements for CR Insights that pave the way for our new solution you will see in future releases.

January 2021 Release Notes

6.6

Release Recap

The 6.6 release contains new permissions for attaching notes to timesheets, new filters for the “Visit Verification” screen, and Sandata features.

The following features and functionality have been released in CentralReach:

When attaching notes to timesheets, users will view certain screens based on the following new Notes permissions added to the Permissions module:
- Ability to copy an existing note/form from the timesheet screen. Copying will create a new resource which can be edited/modified and then saved.
- Ability to select an existing note/form from the timesheet screen. Selecting an unsigned document will allow the existing note to be edited/modified from its original version and then saved.
  - Please note:
    - When users select or copy to timesheets, changes will be recorded in the “History” tab of timesheets.
    - Both permissions are enabled for all Custom groups.
In users’ profiles, Notes will now open in full screen modals and allow users to modify “Notes & Forms.” When selecting “Cancel” prior to saving changes, a pop-up will appear to alert users to save any edits.
A rare issue causing incorrect content to display in some notes and forms has been resolved.
The following are Sandata updates:
- Users can now submit Electronic Visit Verification (EVV) data for Arizona. Contact your Account Manager for more information.
  - Please note, ABA is not yet required for Arizona EVV, unless PT-77 certified providers are required to send EVV data for the H2014 group code.
  - Arizona EVV now supports the physical therapy, speech therapy, and occupational therapy groups.
- Two client and visit codes, H2019 and T2024, have been added for organizations billing under the BHSVC group code for Colorado.
Users with the (Billing > Manage Timesheets) permission enabled can now edit start and end times on converted timesheets with service codes that have Visit Verification enabled. Users are required to add reason codes when editing times on timesheets.
Users can now filter the “Visit Verification” grid by hovering over fields in the Client, Provider, Location, and Service / Auth columns.
In the “Basics” section of employee profiles and contact forms, the “Occupation” field has been renamed to “Job Title.”
Two new BHPN Telehealth qualifiers have been added to the “Qualifier” sections of employees’ claim settings. The BHPN report has also been updated to reflect these changes.
When sending to Tellus, providers’ Medicaid ID numbers will be sent as a primary license number. If that field is not populated, the provider’s NPI number will be sent.
Per service code rounding rules, units now round correctly in timesheets when the appointment duration is not in whole hour increments. Appointments that are 1 hour and 30 minutes long round to 1 unit, whereas appointments that are 1 hour and 31 minutes long round to 2 units.
When reconciling payments, the error preventing the batch payment template from being downloaded has been resolved.
New field limits have been added to the “Pay Type” field in employees’ Pay Types to prevent data errors that could make the Payroll report fail. Users will receive an error message when exceeding the amount.
In the Learn module, the issue preventing users from adding the maximum allowed 20 prompts per branch has been fixed.

Helpful Guides:

CR Mobile v.1.6.0

Release Recap

The CR Mobile v.1.6.0 release contains an update to the “Manage Own Schedule” permission, appointment time pop-up reminders, and other sessions fixes.

The following updates have been released in CR Mobile:

The following are CentralReach scheduling updates in the Permissions module:
- Users without one or all of the following permissions cannot cancel appointments in CR Mobile:
  - (Settings > Manage Own Schedule)
  - (Appointments > Allow Cancelling One-Off)
  - (Appointments > Allow Cancelling Recurring)
- The “Provider Signatures” toggle in administrator permission groups has been removed. This permission was made obsolete by respecting service code permissions related to provider and client signature requirements.
To alleviate discrepancies between the scheduled time and actual duration of appointments, users will receive the following in-app notifications:
- Prior to the start of an appointment, to remind users of the appointment’s start and end time.
- At the appointment’s end time, to remind users to end the appointment.
- If the appointment is not completed at the scheduled end time, users will receive a message five minutes past the end time.
The following updates have been made to the My Learners module:
- Empty messages can no longer be sent in the comments for branches in a session.
- “Pinned View” has been moved to its own screen. Tapping on the pin icon in Index/NET view will open a new screen with users’ pinned skills.New Comments added to learning tree branches in CentralReach, while the user is logged out of CR Mobile, will now appear in “Session Comments” in CR Mobile when logging back in.
- Empty multi-select fields in ABC Templates will not be mandatory and will be hidden in CR Mobile.
After converting a timesheet without any exceptions, the signature timestamp will now display the correct time.
Other minor enhancements and performance improvements.

Helpful Guides:

December 2020 Release Notes

CR Mobile v.1.5.1

Release Recap

The CR Mobile v.1.5.1 release contains updates to certain permissions and other bug fixes.

The following updates have been released in CR Mobile:

The (Schedule > Manage Own Schedule) permission is not mandatory for accessing CR Mobile.
Appointments hidden from clients can now be viewed in CR Mobile. Users are no longer prevented from tracking time, collecting signatures, or collecting relevant geolocation information.
When starting an appointment with location services disabled, an alert will appear stating, “Location services off” to notify users.
The issue causing forward and backward chains from graphing incorrect data has been resolved. Please note, the correct data was sent to the learning tree, but was displaying incorrectly on the “Details” screen.

Helpful Guides:

6.5

Release Recap

The 6.5 release contains updates made to Sandata, the Billing module, the Files module, and learning tree branches.

The following features and functionality have been released in CentralReach:

The following Sandata updates have been made:
- Colorado EVV now supports the physical therapy, speech therapy, and occupational therapy group.
- When clicking the refresh icon on the “Visit Verification” screen, the screen now displays as expected.
- The “Visit Verification” screen now filters by “Service Location State,” as expected.
Below are Billing module updates:
- Credit cards are now accepted until the last day of their expiration month.
- When submitting draft timesheets, users can select a fee schedule if the draft timesheet is created without a fee schedule linked to it.
- When users manually create timesheets, the rare issue causing diagnosis codes to not pull from the authorization as expected has been resolved. If the timesheet does not have an authorization or an authorization linked to diagnosis codes, the timesheet will pull diagnosis codes from clients’ “Claim Settings” in their profiles.
All references to “New” files have been removed from the Files module to allow organization’s own labels to take precedence on the screen.
The organization’s company name now pulls from the Basics section of the organization account.
In the Learn module, when creating criteria, only 20 prompts can be added to the “Prompting Strategies” section of the learning tree’s branch.

Helpful Guides:

November 2020 Release Notes

6.4

Release Recap

The 6.4 release contains the Sandata EVV integration that enables ABA providers billing Medicaid in Colorado to achieve compliance, a gateway update, and a timesheet fix.

The following features and functionality have been released in CentralReach:

Introducing CentralReach’s Electronic Visit Verification (EVV) integration to Sandata, for ABA providers billing Medicaid in the state of Colorado. This integration paves the way for EVV compliance in additional states and for additional services, as more states and likely payors adopt EVV for Applied Behavior Analysis (ABA) and other disciplines. For organizations who have elected to use CentralReach’s integration with Sandata, the solution includes:
- A “Medicaid” checkbox will appear when editing a plan in the organization’s accepted insurances. This field is required for CO EVV integration.
- A new “Visit Verification Settings” section for organizations to input their Colorado Sandata production credentials for EVV compliance.
- A new “Visit Verification” section of the Billing module to submit Colorado EVV appointments to Sandata for EVV compliance.
- Additional behind-the-scenes integrations to support the collection of EVV information on CR Mobile, the input of reason codes, and the requirements of Sandata and Colorado Medicaid EVV.
The Office Ally FTP URL has been updated to ftp10.officeally.com.
The following updates were made to Electronic Visit Verification (EVV):
- Appointment duration is no longer validated for EVV requirements for timesheets. EVV Reason Codes are no longer required if the duration of the appointment changes. This update complies with both CO Sandata and FL Tellus EVV requirements, and reduces effort during EVV appointment conversion.
- When editing EVV timesheets that have already been converted, the issue prompting signature and location errors has been resolved.
In the “Goals List” of the Learn module, the “Status” column displays goal statuses as expected.

Helpful Guides:

CR Mobile v.1.4.0

Release Recap

The CR Mobile v.1.4.0 release contains the enhancement of client signatures now respecting service code requirements, improvements to the My Learners module, and other fixes.

The following updates have been released in CR Mobile:

When completing an appointment, the service code will determine if a signature is required, optional, or not needed.
An issue displaying the wrong address for users has been resolved. In the “Appointment Details” screen, the correct address will appear. Please note, this was only a UI issue and did not affect any data.
Signatures and notes can now be retrieved after re-logging in.
The following updates have been made to sessions:
- Scrolling issues in the “Pinned View,” have been resolved. Tapping the “pin” opens and closes the view and selecting the “arrow” toggles the level of expansion.
- The “Err” and “NR” response buttons will now display on appropriate skills.
- The issue preventing users from viewing prompts has been resolved.
- Performance improvements have been made to the Sessions list.

Helpful Guides:

6.3

Release Recap

The 6.3 release contains a new Draft Timesheets permission, an update to the RCM and Receivables reports, and other Billing module updates.

The following features and functionality have been released in CentralReach:

The following updates have been made to Draft Timesheets:
- A new permission, (Draft Timesheets > Manage), allows users to convert EVV draft timesheets with visit verification exceptions and non-EVV timesheets, in which the user is connected to the provider and client.
  - To submit draft timesheets for others, users must be connected to those contacts and have the (Timesheets > Manage Timesheets) permission enabled.
  - The (Draft Timesheets > Submit Draft) permission will now allow users to submit draft timesheets that did not have any EVV exceptions.
- Users can now filter draft timesheets by service codes and Scheduling module labels. After filtering the “Draft Timesheets” screen, the views can then be saved as filters.
When copying notes from past timesheets, dynamic titles and service information will populate in new timesheets as expected.
The “Change Healthcare” column was added to the “Accepted Insurances” section of organization accounts and in the “Payors” section of clients’ profiles. This column displays payor IDs.
The RCM and Receivables reports can now be filtered by parent and child labels.
When managing client availability, a new “Location” drop-down displays client locations. The “Location” also displays when viewing “Availability” in clients’ Calendar Settings.
“Principals” have been removed from client and employee checklists to help display the completeness of the contact.
For support admins, support ticket types in CentralReach will now reflect the support case reasons in CR Community.
Users can now add prompts to Percent Correct, Percent Independent, Task Analysis, and Score branches in a learning tree.

Helpful Guides:

6.2

Release Recap

The 6.2 release contains new Draft Timesheet features, Billing module fixes, and updates to the Files module.

The following features and functionality have been released in CentralReach:

The following are new Draft Timesheets features:
- A new permission, (Draft Timesheets > Submit Draft), allows users to submit draft timesheets. Users are no longer required to have the (Billing > Manage Timesheets) permission enabled to submit draft timesheets.
- Users can now filter draft timesheets by contact labels and service codes. After filtering the “Draft Timesheets” screen, the views can then be saved as filters.
An issue causing incorrect content to display in some notes and forms has been resolved.
When previewing billing entries, the “History” tab will now display the correct time zone.
The issue applying some charges erroneously in Paragon has been resolved.
The following are Files module updates:
- When a note is deleted, the “Notes” tab in the billing entry will no longer improperly display the deleted note.
- When a note or file associated with a billing entry is deleted, the deletion is recorded in contact profiles’ “Recent History” and the “History” tab when previewing billing entries associated with the notes.
In the Learn module, the issue preventing some users from adding prompts to criteria in learning trees has been resolved. Users can add custom or pre-configured prompts in any criteria in a branch.

Helpful Guides:

October 2020 Release Notes

CR Mobile v.1.3.1

Release Recap

The CR Mobile v.1.3.1 release contains a new “My Learners” module, an update to the Schedule module, and other enhancements.

The following updates have been released in CR Mobile:

The Sessions module has been replaced with a “My Learners” module. This section organizes sessions by learner.
The Schedule module has been renamed to “My Appointments”.
In the “My Appointments” module, sessions will now download upon login by appointment for the current day, 3 days in the past, and 3 days in the future.
When refreshing a learner’s list of sessions, sessions will reload on demand.

Helpful Guides:

6.1

Release Recap

The 6.1 release contains new time zone enhancements, a new contact profile option, and updates to the Billing and Scheduling modules. The following features and functionality have been released in CentralReach:

The “Time” column now displays the time zone abbreviation in the following screens, if the entry’s time zone differs from the current user’s or browser’s time zone:
- The “Billing,” “Draft Timesheets,” and “Timesheets” sections of the Billing module.
- The “View as Grid” section of the Scheduling module.
Office locations can now be geolocated in an organization account.
A “Non-binary” option has been added to contact profiles.
The following updates were made to timesheets:
- Users can now navigate between multiple service lines in grouped timesheets with deleted authorizations as expected.
- When manually creating a timesheet, the issue preventing users from adding authorizations attached to expired payors has been resolved.
When attaching notes to timesheets from a web browser on a mobile device, modals now adjust for landscape view.
Below are Scheduling module updates:
- When selecting an existing address to be geocoded in an appointment, data from the second address line will pre-populate. Users can edit and delete data in “Address 2.”
- When scheduling appointments, if the appointment time coincides with another appointment on the schedule, the overlap warning message will display the time zone of the conflicting appointment.
- When dragging appointments in “View My Calendar,” the issue of some appointments being deleted has been resolved.
Additional contacts categorized as “Other” will display in the “Additional Contacts/Emergency” widget in contacts’ profiles as expected. The widget will now display the “Other type” field.
When editing a new or existing Note on a contact’s profile, the “Save,” “Preview,” and “Cancel” buttons will always be available to users. Please note, notes will no longer auto-save, but will warn users of “unsaved changes”.

Helpful Guides:

6.0

Release Recap

The 6.0 release contains a new clearinghouse, Change Healthcare, new time zone features, and updates made to timesheets and appointments.

The following features and functionality have been released in CentralReach:

Introducing Change Healthcare, CentralReach’s partner for electronic claims clearinghouse. With Change Healthcare, users have additional tools to support billing success, such as:
- Real-time eligibility checks to verify insurance is valid and to request details on covered services.
- Live claim status checks.
- Direct support from CentralReach for claims and ERA questions.
- Contact your account manager or email sales@centralreach.com for more information.
The following are new time zone features:
- When scheduling appointments, the time zone now defaults to clients’ geolocated addresses in the “Basics” section of their accounts.
  - Time zones based on geocoded service locations override manually selected time zones in appointments, if different from clients’ addresses.
- If a service location needs to be modified, a new permission, (Appointments > Allow Edit Timezone), allows users to edit time zones in appointments.
  - Please note, this permission is enabled for all Custom groups. Users must also have (Scheduling > Access) to make edits.
The issue preventing the “Note/Form” tab from displaying in some session notes has been resolved. Users can edit and select notes in timesheets, as expected.
When changing a service code in a recurring appointment series to a new code with a certification restriction, certifications are now validated.
The issue causing some notes from locking after the first save during timesheet conversion has been resolved.
Edits made to timesheets for newer billing entries will display under the “History” tab in the Billing module and “History” in contacts’ profiles.
When submitting new timesheets, the issue causing some users to get an “Insufficient permissions – Service Location ID” error has been resolved.
The “Productivity (Salary)” report in the Insights module will now populate columns A and B for employees, as expected.

Helpful Guides:

CR Mobile v1.2.0

Release Recap

The CR Mobile v.1.2.0 release contains ABC Data Collection and enhancements to the Schedule module.

The following updates have been released in CR Mobile:

A new ABC Data Collection feature, which includes:
- An ABC Data Collection icon to display when a session has begun, which can be selected after the session timer has started.
- Using existing, assigned ABC templates, users can select one or more behaviors to collect ABC data on.
  - Please note, users must create ABC templates in CentralReach prior to collecting data in CR Mobile.
- The option to multi-select or free-type antecedents, behaviors, and consequences when tracking behaviors.
The following enhancements have been made to the Schedule module:
- Tap anywhere on an appointment to view the Appointment Details. Appointments will also contain start and end times when completed, as well as the length.
- The “Appointment Details” screen now contains two tabs, “Tasks” and “Details”.
  - The Tasks tab includes Sessions and Signatures.
  - The Details tab includes the Location Type, Service Codes associated with the appointment, and Notes.
- Appointment statuses have been added and will display either “In Progress” or “Completed” next to appointments.
- The “Appointment Summary” screen contains Client Information, Session Details, Participants, and Summary sections.
The issue causing the Index/NET View screen to appear empty after switching views has been resolved.

Helpful Guides:

September 2020 Release Notes

5.14.2

Release Recap

The 5.14.2 release contains fixes to learning trees and files.

The following are fixes to Learning Trees:
- Bulk-copying branches will no longer create extra copies of branches.
- Importing goals from a library to an existing learning tree will no longer duplicate branches.
- Copying a single branch will not create multiple copies of that branch.
- Assigning a library template to a user will not duplicate learning trees.
The following are Files module fixes:
- Note templates set to automatically classify files will now classify all files as expected. Please note, this applies to past affected files, as well as new files.
- Note templates set to automatically label files will now label all files as expected. Please note, this applies to new and existing files.
When editing a timesheet, the issue causing the “Note template required” error message to display for some users has been resolved.

Helpful Guides:

5.14.1

Release Recap

The 5.14.1 release contains a fix to the Scheduling module.

When attempting to load some appointments, the error message, “Error loading appointment” will no longer display.

Helpful Guides:

CR Mobile v.1.1.2

Release Recap

The CR Mobile v.1.1.2 release contains bug fixes and performance improvements.

The following updates have been released in CR Mobile:

The issue preventing some users with iOS 14 installed from logging in has been resolved.

Helpful Guides:

Introducing “CR Community”

Release Recap

Introducing “CentralReach Community,” a new site for CentralReach support and escalations. Now, when creating a case for CentralReach Support Staff to answer, or when escalating an existing internal ticket, designated Support Administrators will login and create a case on community.centralreach.com.

CR Community includes:

A HIPAA compliant platform to securely protect client PHI.
The ability for designated support admins to open a Support Case.
A first touch response within 24 hours during the business week, including email notifications, case status updates, and more.
The ability to view existing cases, add case comments, upload files, close cases, and reopen cases.

Helpful Guides:

5.14

Release Recap

The 5.14 release contains new time zone features and updates made to employee certifications, as well as appointment conversion and timesheets improvements.

The following updates have been released in CentralReach:

The following time zone updates have been made in the Scheduling module:
- A globe icon has been added to appointments in “View My Calendar”, that were made in a different time zone than the current user. When hovering over the icon, a pop-up will display the appointment service time and time zone.
- When viewing “Appointment Details,” the service date and time will display the time zone abbreviation.
Timesheet notes and forms will now open in a full screen. When adding or editing a note in a timesheet, users need to click the “Save” button to save any changes.
- Please note, notes will no longer auto-save changes.
Below are appointment conversion updates:
- Users with the “Allow Conversion Modification” permission can now add new service lines to locked and unlocked timesheets and draft timesheets.
  - Please note, due to EVV restrictions, service codes with “Visit Verification” enabled cannot have service lines added or deleted.
- Deleting a previously selected note and selecting a new note will now display the new note.
- The issue causing both ICD-9 and ICD-10 diagnosis codes to appear simultaneously for some clients has been resolved.
The “Reporting” module has been changed back to the “Insights” module.
Credentials and certification improvements are as follows:
- Users can now add the expiration date of employee certifications.
- Descriptions are no longer required to add employee certifications.
- The “Certificate Type” drop-down in the Contacts module filters will display the complete list of certifications found in employees’ profiles.
The following updates were made to custom contact forms:
- The issue prompting an error message to appear for some users when adding users through custom client contact forms has been resolved.
- When requesting files to be uploaded in custom contact forms, files will display in the order users saw them prior to saving the form.
When syncing appointment types and choosing “Select all employees” users will no longer receive an error message and can sync appointment types as expected.
When manually adding a timesheet, switching a code during appointment conversion, or editing an existing timesheet, the default place of service will pull over into the timesheet.
When editing timesheets, the issue of legacy billing notes not displaying and duplicating after each save has been resolved.
When bulk applying payments in the Billing module, the definition of “Owed” has been corrected. The new definition is as follows, “Amount from the “Owed” column on the billing entry.”
The issue prompting users to reselect fee schedules when creating or editing a timesheet with multiple service lines has been resolved.
Users subscribed to the Document Management feature can access the Document Manager widgets as expected. Users with the ABC feature key enabled can also edit ABC templates.
The issue affecting some users with the appropriate permissions from being unable to locate files across the platform has been resolved.

Helpful Guides:

August 2020 Release Notes

CR Mobile v.1.1.1

Release Recap

The CR Mobile v.1.1.1 release contains fixes and performance improvements.

The following updates have been released in CR Mobile:

The issue preventing sessions from downloading for some users upon logging in has been resolved. Sessions will now load as expected.

Helpful Guides:

5.13

Release Recap

The 5.13 release contains updates to appointment conversion, billing permissions, and other fixes.

The following updates have been released in CentralReach:

The permission to bypass the lock grace period on service codes when converting appointments has been corrected to (Billing > Manage Timesheets), instead of (Timesheets > Manage Timesheets).
When creating or editing an appointment to change the primary provider to a provider not included in the authorization, a warning message will appear.
Additional participants with the (Timesheets > Manage Timesheets) permission enabled can now convert appointments.
The error preventing users from saving changes made to time zones in some previous billing entries has been resolved. The time zone will display correctly.
The error causing correct content to not display when a user selects an existing note and replaces it with a different note has now been resolved.
The issue causing incorrect content to display when re-opening a note after some sections were deleted has been resolved.

Helpful Guides:

CR Mobile v.1.1.0

Release Recap

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

The following updates have been released in CR Mobile:

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

Helpful Guides:

July 2020 Release Notes

5.12

Release Recap

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

The following updates have been released in CentralReach:

A new timezone feature has been added to the following areas:
- A time zone drop-down has been added next to the “Time Worked” field in timesheets and billing entries.
  - Please note, time zones will automatically default to users’ current time zones.
- A time zone drop-down has been added next to the “Date & Time” field in “Appointment Details”. This drop-down will pre-populate with users’ current time zones.
- When viewing appointments in “View My Calendar,” times will display in the current user’s time zone. After converting an appointment, the timesheet and billing entry will display as the service time.
- When scheduling appointments for a different time zone, users are required to select a time zone from a list of IANA time zones.
- Please note, in the Timesheets, Billing, and View as Grid screens, time is displayed in service time only.
Billing and timesheets improvements, explained below:
- When converting timesheets, new notes with a blank “Payor Responsibility” field will attach to timesheets, as expected.
- Users can now input the same start and end times when editing timesheets, bypassing time validation warnings.
- Payors on authorizations now populate on manually created or edited timesheets.
- The error causing an incorrect note template to attach to a service code with more than one note template has been resolved.
Users will no longer receive an “Insufficient Permission” error message when:
- Adding a new service code with a required signature to a billing entry without signature requirements.
- Converting or editing a timesheet and changing a service code to another code with different procedure information settings.
- Converting a grouped appointment with authorized and unauthorized service codes due to conflicting claim settings.
The following fixes have been made to the Scheduling module:
- When converting appointments using the lightning bolt icon in View my Calendar, users will be redirected to the calendar view.
- The error preventing edits made to recurring appointments from saving has been resolved. Users will receive an “Inactive Events” error message if the series of recurring appointments includes canceled or deleted appointments.
- When viewing appointments on a mobile device, an “X” has been added to the “Appointment Details” pop-up for users to close the window and return to the calendar view.
The “58 – Non-residential Opioid Treatment Facility” code has been added to all Place of Service drop-downs.
When updating employee profiles, credentials will now save as expected.
The error causing correct content to not display when a user selects an existing note and replaces it with a different note has now been resolved.

Helpful Guides:

CR Mobile (v. 1.0)

Release Recap

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

The following features and functionality have been released in CentralReach:

Visit Verification Enhancements

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

Draft Timesheets Features

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

CR Mobile (v.1.0) Application

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

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

Helpful Guides:

5.11

Release Recap

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

The following features and functionality have been released in CentralReach:

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

Helpful Guides:

June 2020 Release Notes

5.10

Release Recap

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

The following features and functionality have been released in CentralReach:

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

Helpful Guides:

5.9

Release Recap

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

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

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

Helpful Guides:

May 2020 Release Notes

5.8

Release Recap

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

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

A new permission, (Timesheets > Delete), allows users to delete converted timesheets and billing entries associated with timesheets.
- Please note, users also need to have the (Billing > Manage Timesheets) permission enabled to delete other users’ timesheets.
The “Edit Timesheets” screen has been modified with the following improvements:
- Service lines are located at the top of the screen.
- Client and claim information is contained in an expandable window on the left hand-side of the screen.
- Files, session notes, and signatures are now at the bottom of each timesheet.
- Service lines can be deleted using the trash can (delete) icon on timesheets not linked to an appointment, and that have multiple service lines.
- An “Add Service Line” button was added to the top of the screen and is only visible when an unconverted timesheet is not linked to an appointment.
Users can attach notes as files to timesheets, but files will not be converted to notes. To add files as notes, add the note template to the service code.
When editing service lines in a timesheet, the Recalculate button next to the “Units of Service” field will temporarily be removed until a subsequent release.
The following fixes have been made to the Contacts module:
- When searching for contact labels, the error causing deleted labels to display in search results has been resolved.
- Clients’ profile pictures can now be updated without errors.
The following updates have been made to the Scheduling module:
- A new report, Missing Geocode, lists clients’ addresses that are not geocoded or do not contain an address in appointments.
  - Please note, appointments populated in the report must include service codes with the “Service Address” field in the Validation section of service code properties set to “Required”.
- A “check mark” icon will display when an appointment is fully converted.
- The “convert” lightning bolt icon will display when any service codes in the appointment have not been converted.
The following fixes have been made to service code properties:
- The “Save and add another” button has been fixed to prevent service codes from being disassociated with session notes when selected.
- When the “Lock Grace Period” field is saved as empty, it will display as expected.
The Licenses & Certifications list in users’ profiles is now alphabetized.
ERA payment entries are now sorted by descending time, matching the billing claim order. This will not affect how copays are applied.
When selecting office locations from the Appointment Details screen, it will not prompt to be geocoded.
The issue when editing a billing entry and selecting “Cancel” or “Submit” that returns users to the Timesheets section instead of the Billing section will be fixed in a subsequent release. For now, click the back arrow on the browser twice after selecting “Submit” or “Cancel.”
The issue causing some notes to not associate with timesheets has been resolved. Please note, if the note that was previously attached to a timesheet was deleted by a user afterwards it will still appear as if the note is missing from the timesheet
When switching between multiple note templates in a timesheet, users will no longer receive an error message.
An issue causing auto-save to produce error messages during the completion of a note has been resolved.
The system previously allowed users to attempt saving a note with required fields. This has now been resolved and the save option is no longer available for notes that have missing required fields.

Helpful Guides:

April 2020 Release Notes

5.7.12

Release Recap

The following updates have been released in CentralReach:

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

Helpful Guides:

February 2020 Release Notes

5.7.5

Release Recap

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

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

Helpful Guides:

5.7.3

Release Recap

New features and product improvements have been released in CentralReach:

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

Helpful Guides:

January 2020 Release Notes

5.7

Release Recap

New features and product improvements have been released in CentralReach:

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

Knowledge base articles & user guides:

December 2019 Release Notes

5.6

Release Recap

New features and product improvements have been released in CentralReach:

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

Knowledge base articles & user guides:

October 2019 Release Notes

5.5.2

Release Recap

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

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

Knowledge base articles & user guides:

September 2019 Release Notes

5.5

Release Recap

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

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

Knowledge base articles & user guides:

July 2019 Release Notes

5.4

Release Recap

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

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

Knowledge base articles & user guides:

June 2019 Release Notes

June 28, 2019

Updated Version of CR Go Available Now

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

Knowledge base articles & user guides:

5.3

Release Recap

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

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

Knowledge base articles & user guides:

May 2019 Release Notes

May 19, 2019

Release Recap

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

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

Knowledge base articles & user guides:

April 2019 Release Notes

April 13, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

March 2019 Release Notes

March 30, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

March 18, 2019

Updated Version of CR Go Available Now

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

Knowledge base articles & user guides:

March 14, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

February 2019 Release Notes

February 27, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

February 13, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

Convert a Single Appointment into a Recurring Series
How to Export the Payment Export Report
How to Add a Payor to a Client Profile
Scheduling Filters Panel
Configure the Organization’s Accepted Insurance Plans
Create an Invoice
Learning Trees
Learning Tree Labels
Adding Labels to a Learning Tree
Branch Options
Session Summary & Learning Opportunities

January 2019 Release Notes

January 30th, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

January 16th, 2019

Release Recap

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

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

Knowledge base articles & user guides:

January 10th, 2019

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

Cancel an Appointment
View as Grid
Download Appointments
Create Custom Cancelation Reasons
Converting a Generic Contact to an Employee
Customizing Widgets
Viewing Receivables
Create a Note with Goals

December 2018 Release Notes

December 12th, 2018

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

December 6th, 2018

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

November 2018 Release Notes

November 30th, 2018

Product Fixes Release Recap

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

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

Knowledge base articles & user guides:

November 14th, 2018

Product Fixes Release Recap

The following update has been released in CentralReach:

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

November 7th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

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

Knowledge base articles & user guides:

October 2018 Release Notes

October 31st, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

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

Knowledge base articles & user guides:

October 24th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

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

Knowledge base articles & user guides:

October 13th, 2018

Product Fixes Release Recap

The following updates have been released in CentralReach:

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

Knowledge base articles & user guides:

October 11th, 2018

Authorizations Updates

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

Knowledge base articles & user guides:

View & Manage Authorizations

October 6th, 2018

Product Fixes Release Recap

The following product fixes have been released in CentralReach:

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

Knowledge base articles & user guides:

October 1st, 2018

Receivables, Contact Forms & Schedule Validation Improvements

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

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

Knowledge base articles & user guides:

September 2018 Release Notes

New CR Go App Offline Mode Settings

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

Knowledge base articles & user guides:

August 2018 Release Notes

Find a Provider Updates

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

Knowledge base articles & user guides:

Newly Redesigned Client Portal

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

Knowledge base articles & user guides:

New Schedule Validation Settings

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

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

Knowledge base articles & user guides:

Payor Work Week Settings

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

Knowledge base articles & user guides:

New Feature to Count Prompts as Negative

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

Knowledge base articles & user guides:

Updates to Learning Trees & Sessions Comments

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

Knowledge base articles & user guides:

New Time Off Notifications

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

Knowledge base articles & user guides:

Set Up Time Off Request Notifications

June 2018 Release Notes

Tasks Module Redesign

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

Knowledge base articles & user guides:

Notes & Forms Goal Features

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

Knowledge base articles & user guides:

Colorado Overtime Settings

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

Knowledge base articles & user guides:

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

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

Knowledge base articles & user guides:

Learning Tree Activity Updates

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

Knowledge base articles & user guides:

View Learning Tree Activity

Notes & Forms Placeholder Updates

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

Knowledge base articles & user guides:

May 2018 Release Notes

New Version of CR Go

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

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

Knowledge base articles & user guides:

Two-Factor Authentication

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

Knowledge base articles & user guides:

Permission to Download Files

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

Knowledge base articles & user guides:

Configure Organization’s Payors

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

Knowledge base articles & user guides:

How to Configure the Organization’s Accepted Insurance Plans

Add Existing Billing Entries to a Claim

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

Knowledge base articles & user guides:

How to Adding Billing Entries to a Claim

View Receivables by Billing Date

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

Knowledge base articles & user guides:

How to View Receivables by Billing Date

Approved Time Off Updates

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

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

Knowledge base articles & user guides:

Contact Forms Automations

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

Knowledge base articles & user guides:

Payroll Export Report

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

Knowledge base articles & user guides:

Payroll Extract Report

April 2018 Release Notes

04/06/2018

Case ID: 40696

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

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

04/06/2018

Case ID: 43921

Remove Client’s Name from Printed Data Sheets

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

04/06/2018

Case ID: 46122

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

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

04/06/2018

Case ID: 46591

Create the ability to “clone” an authorization

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

04/06/2018

Case ID: 42994

Direct Manager/Approver for PTO

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

04/06/2018

Case ID: 44440

ABC, Instructional Notes, & Criteria System Templates

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

04/06/2018

Case ID: 45014

Authorization Filters

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

04/06/2018

Case ID: 41790

HR: Employees Grid Updates

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

04/06/2018

Case ID: 37451

Criterion Updates in Learn

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

04/06/2018

Case ID: 45395

“Hot Links” to Convert Appointments

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

February 2018 Release Notes

02/20/2018

Case ID: 40003

Voided Payments

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

02/20/2018

Case ID: 40005

Credit Card Reconciliation

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

02/01/2018

Case ID: 45428

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

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

January 2018 Release Notes

01/31/2018

Case ID: 39996

Employee Requested & Target Hours

Collect Data for Provider Utilization

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

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

01/30/2018

Case ID: 42143

Ability To Create a Monthly recurring appointment

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

01/22/2018

Case ID: 45601

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

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

01/22/2018

Case ID: 43172

Verification & Benefit Section in Patient Profile

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

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

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

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

Date

01/18/2018

ReachMe Message UI Revamp Case ID: 40555

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

Date

01/15/2018

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

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

Date

01/05/2018

VB-MAPP – Automatic Goal Generation Case ID: 42023

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

Date

01/02/2018

December 2017 Release Notes

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

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

Date

12/29/2017

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

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

Date

12/18/2017

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

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

Date

12/12/2017

Resource Templates Updates & Credentialing Feature Case ID: 43755

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

Date

12/04/2017

New permission to edit own contact info Case ID: 43610

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

Date

12/04/2017

November 2017 Release Notes

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

Searching in CR just became a little easier

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

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

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

Date

11/28/2017

UI Tech Debt – newFilterBarButtons Case ID: 43022

Standardizes and updates user interaction elements on all Grids

Date

11/28/2017

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

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

Date

11/27/2017

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

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

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

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

Date

11/22/2017

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

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

Date

11/15/2017

Signature Amendment Notice / Logging / Decision Case ID: 42470

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

Date

11/09/2017

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

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

Date

11/08/2017

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

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

Date

11/07/2017

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

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

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

Date

11/06/2017

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

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

Date

11/03/2017

Create Additional System Templates Case ID: 43320

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

Date

11/03/2017

Addition to Tasks Grid and Pivots Case ID: 43073

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

Date

11/02/2017

October 2017 Release Notes

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

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

Date

10/26/2017

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

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

Date

10/23/2017

Small updates for messages Case ID: 42638

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

Date

10/16/2017

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

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

Date

10/12/2017

Task Templates Sharing Case ID: 42928

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

Date

10/11/2017

August 2017 Release Notes

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

ReachMe Group is Now Live!

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

Learn More

Preview as Claim Button Removed from Billing Screen

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

Can Choose to Enforce Client Signature

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

Help Article

Specify Service Code as Type

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

New Scheduling Permissions

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

Help Article

ABC Data Collection in Beta

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

Help Article

Training Webinar

July 2017 Release Notes

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

New Filters on the Billing Screen

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

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

Link to ERA List Files from Billing

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

Screenshot shows how it works

New Generic Insurance Log in Billing

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

Help Article

New Corrected Claim Button on ERA Screen

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

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

Improved/Updated Supervision Report

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

Help Article

File Sharing Updates

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

Help Article

Notes & Forms Restricted to One User at a Time

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

Added Filters to Notes Templates

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

Share Private Library Template

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

Help Article

June 2017 Release Notes

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

Ability to Remove Client Signature

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

Claims Manager can be Exported

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

Classifying Files Effective and Expiration Dates

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

New Client Learning Trees Default to Read Only

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

Availability Added to Employee Checklist

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

Authorizations Moved to Billing on Client Checklist

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

Contacts Page Table Updated

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

Auto-progression of Targets and Goals

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

Help Article

Build, Navigate & Share Notes & Forms Templates Easier

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

Help Article

Session Summary Added to Notes & Forms

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

Help Article

Text Input for Goal Tracking

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

Example Screenshot

May 2017 Release Notes

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

Update to on-demand Validation on Appointment

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

Help Article

Two New Permissions for Admin Control

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

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

Permissions Explained Help Article

Upload Files Updated

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

Help Article

Bulk Void Payments

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

Help Article

Multiple Goals on One Graph

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

Custom Tables in Notes Templates

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

April 2017 Release Notes

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

Widgets added to the Facesheet of Generic Contacts

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

Help Article on using the Document Manager widget.

Track Activity of Note Templates from a Service Code

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

Permissions Update

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

Permissions Explained Help Article.

On-Demand Appointment Validation

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

Help Article on how this works.

Change in Connection Parameters

Changes include:

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

Total Contacts Will Load with Button

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

Calendar Sync

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

Help Article for how to sync your CentralReach calendar.

Limit to Creating Claims via Bulk Merge

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

Entry ID Clickable on Unresolved Tab

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

Filters Added to Payments Screen

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

New Button to Share a Learning Tree Template or Course

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

New Advanced Graph in Learn

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

Help Article on Graph Analysis
Help Article on Scatterplot Graph

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

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

Option to Insert Page Break in Notes

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

Resolved Support Tickets

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Files Module Update

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

Learn Module Update

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

Billing Module Update

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

Timesheets Module Update

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

Additional Contacts Update

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

Contacts Module Update

User Interface has been updated

Amount of contacts per page can now be set

You can now set which info to display in contacts module

Contacts screen and can now be exported to spreadsheet

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

Resolved Support Tickets

25659 25758 25324 25636 25745 25419

Authorization Updates

You can now see authorization utilization information when scheduling appointments.

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

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

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

Resolved Support Tickets

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Resolved Support Tickets

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Claims Module Update

Loops and Segments have been added to the Claims module. The information will display what each boxes of HCFA-1500 form will translate to on 837P.

How do I see the 837P loops and segments from the HCFA-1500 in the Claims module?

Routine Permissions Update

You can now grant your employees the permission to access the Routines page within the Learn module, whereas you could only access the Routines page from the organization account previously.

How do I grant employees an access to the Routines page of the Learn module?

Billing Module Update

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

Claim Settings – Client Location

You can now pull clients’ location from their claims settings to the client invoice by checking the Location box under the To tab in the client invoice printing screen.

How do I include a Standard Client Location onto the client invoice?

Sessions Search Update

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

How do I search for a session in the Sessions page?

Release Notes

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April 2018 Release Notes

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

Remove Client’s Name from Printed Data Sheets

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

Create the ability to “clone” an authorization

Direct Manager/Approver for PTO

ABC, Instructional Notes, & Criteria System Templates

Authorization Filters

HR: Employees Grid Updates

Criterion Updates in Learn

“Hot Links” to Convert Appointments

February 2018 Release Notes

Voided Payments

Credit Card Reconciliation

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

January 2018 Release Notes

Employee Requested & Target Hours

Ability To Create a Monthly recurring appointment

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

Verification & Benefit Section in Patient Profile

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

ReachMe Message UI Revamp Case ID: 40555

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