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.
- Please note:
- 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.
- A 7-day weekly view and a new “Today” button to direct users to the current date.
- Listed appointments have also been redesigned but still include the client’s name and appointment time, name, status, and address.
Fixes
- On some Android devices, the issue allowing the “Resume Session” prompt to be displayed twice when double-tapping has been resolved.
Related:
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.
- The External System ID or Client ID fields are used to match information for existing clients.
- Any contact added via the Client Import will automatically be added via a Contact Form. This follows the same process as if the client was added manually in CentralReach. For example, the Contact Form automates labeling and connections to other providers, schedulers, and admins. Contacts can be assigned to permission groups and service codes, eliminating manual profile connections.
- Clients’ payor information can be added or updated via the Client Import. Matching is required in order to find the correct payor listed in organizations’ Accepted Insurances (the exact name is required). The payor name is an optional field, however, if the name is sent via the import, there are corresponding primary and secondary fields that need to be sent. An “Accepted Insurances” export is available under the Insights module.
- Please note, payor and plan names can only be updated via the import. Deleting, removing, or making a payor inactive should manually be done in the UI.
- An “Import History” section contains a log of contact names and rows that have failed during an import.
- When a new client is imported or an existing client is updated, activity is added to the History section of the client’s profile for users to verify import details and which Contact Form was used.
- A Client Import audit file for organizations is located under the “Client Management” section of the Insights module. It is recommended to export this file and make any changes required in order to update the existing client profile.
Related:
Employee & Generic Import Updates
The HR team should note the deprecation of the “Import Employees” section.
- The “Import Employees” section located in the Contacts module’s Utilities & Tools has been deprecated with the availability of the new Employee & Generic Import in the Files module.
Contacts Changes
The following login changes impact all CR users.
- “Forgot Password” and “First Time User” are now separate buttons on the login page. New users can now choose “First Time User” on the login screen where they will be prompted to select their desired application and enter an email address. If the user exists within CentralReach, they will receive a “Set up your CentralReach Account” email instead of the previous “Verify your linked account” email.
- Please note, users in “Pending Migration” must migrate via email using the “First Time User” workflow.
- Users are now prompted to sign in with an email address and password. New users should select “First Time User” to set up their account. Users who have not migrated since the implementation of SSO will need to do so using their email and the “First Time User” option.
- Birth dates are no longer a required field to make contacts users in CentralReach.
- Birth dates have been removed as a requirement from custom Contact Forms. Users can remove the “Birth Date” field or make it optional via “Available Fields”.
- A new permission, (Contacts > View History), has been added to the Contacts section of the Permissions module and allows users to view other users’ activities within their network. Please note, users cannot view changes made by the organization account.
Related:
Billing Module Updates
Billers should note that a new permission has been added and an existing permission has been changed.
- The (Billing > Manage Payments) permission name has been changed to (Billing > Manage Payments Posting). This permission allows users to post payments for cash, check, credit card, electronic, sales adjustments, invoiced, and activity payment types.
- A new permission (Billing > Manage Payments Posting Override) has been added to the Billing section of the Permissions module. This permission allows users to void payments, post bad debt, credit memo, and refund payments.
- Please note, if users previously had the (Billing > Manage Payments) permission, the (Billing > Manage Payment Posting) and (Billing > Manage Payments Overrides) permissions will automatically be enabled.
Claims Module Updates and Fixes
Billers can now utilize new ERA filters and features.
The following new filters have been added to the ERA Payments screen.
- Users can now search for specific client names in an ERA to review payments.
- An “Orphaned Claim/Service” filter has been added under “Claims” for users to filter by orphaned claims or services within an ERA.
- Select “Yes” to display orphaned claims and services.
- Select “No” to display claims that are not orphaned or do not contain orphaned service lines.
- An “Auto Reconciliation Status” filter has been added under “Reconciliation” for users to filter claims within ERAs by auto reconciliation status. The following statuses can be selected:
- Complete
- Combined Service
- Mismatch Service
- Orphaned Claim
- Orphaned Service
- Void Billing Entry
- Unbalanced Amount
- A “Reconciled” filter has been added under “Reconciliation” for users to filter claims within ERAs by Reconciled if a claim has already been reconciled.
- Select “Yes” if the claim has been reconciled.
- Select “No” if the claim has not been reconciled.
- A “Payer” filter has been added under Claims for users to filter by clients’ primary or secondary insurance within an ERA.
- Users can search for specific payors by entering payor names in the search bar below the Primary or Secondary options.
- Users can also select a specific group code in the “Group” drop-down under the Search payers search bar. The following are group options:
- CO: Contractual Obligations
- CR: Correction and Reversals
- OA: Other Adjustments
- PI: Payor Initiated Reductions
- PR: Patient Responsibility
- Users can now search for claim IDs in the “Claim ID(s)” field in the ERA Payments screen.
- After selecting an ERA and scrolling down the Payments screen, the column headers will now stay at the top of the screen.
- The font on the ERA Payments screen has been reverted to the original font to allow for easier readability when zooming in or out of the page.
- For Arizona Medicaid payors, the “Box 19” checkbox has been added to the Bulk merge claims screen. Claims will now auto-populate NPI numbers and providers’ first and last names from clients’ Claim Settings to Box 19.
Related:
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
- Please note, the following dashboards are affected:
- The following fields have been removed from the Scheduling cube:
- Scheduling Event Participant
- Scheduling Is Hidden From Client
- Scheduling Segment Position
- Client Principal
- From the Client table
- Client Availability
- From the Client table
- Provider Principal
- From the Provider table
- Provider Availability
- From the Provider table
- An “Add Rich Text” option has been added to dashboards, for users to add custom text for descriptions and instructions. This feature is located along with the Print PDF, Publish Changes, Duplicate, and Delete options.
- When duplicating a dashboard, the issue interfering with the dashboard’s format has been resolved. Duplicated dashboards will now match the original dashboard’s format.
- After giving employees access to a report, the new employee will now be displayed in the list of users and access levels for other users will remain the same, as expected.
New CR ScheduleAI Features and Scheduling Module Updates
Schedulers can now include generics and view non-billable travel time in CR ScheduleAI.
- Non-billable travel time via CR ScheduleAI is now visible in users’ draft schedules and can be published to the provider’s calendar.
- Users can now include active generics when creating schedules in CR ScheduleAI.
- If selected, these generics will be visible in the draft schedule and the “download preview” CSV export.
- Active generics are published to the schedule with the appropriate service code.
- The issue adding or removing a user calendar on the left-hand panel list of View My Calendar has been fixed.
Related:
Clinical Updates
Clinical Admins and BCBAs can now create custom titles for Session Note Templates.
- Users can now add custom dynamic titles to Session Note Templates. Dynamic titles are located in the Template’s settings. Both text and preset fields can be used to create custom file names for the Files module.
- Continued maintenance to improve performance in the Learn module.
Related:
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.