ABC Data Collection is available to all CR Mobile users with their clinical/Learn subscription. Providers can collect ABC Data when using CR Mobile. Please note, users must create ABC templates in CentralReach prior to collecting data in CR Mobile.

To collect ABC Data:

1. After logging in to CR Mobile and starting an appointment, select a session. When users start collecting data, an ABC Data Collection icon will display.
2. In the Targets or Learning Tree tabs, tap Start Data Collection
   
   
   • If the session has not been started, the “Session Timer Not Started” pop-up allows users to start sessions. Tap Yes to start the session.
   • If the appointment has not been started, the “Appointment not started” pop-up allows users to tap Start Appointment to start appointments
3. In the “ABC Data Collection” screen, select one or more behaviors and click Continue.
   • Tap the pause button at the top of the “Index/NET View” screen to pause the session timer
4. Enter a response in the “Antecedent” and “Consequence” sections, and scroll down to complete the remaining fields. All sections require a response.
5. Click Save
   

1. If users forget the PIN code used to log in, click Forgot PIN code
2. Enter your email address and password in the login screen.
3. Users will receive an email to reset their PIN code.

Users can collect drive time and mileage in CR Mobile when any of the service codes in the appointment have “Drive Time & Miles” set to optional. Travel information is allocated to the first segment of the timesheet if multiple service codes are added to the appointment. 

1. Before ending the appointment click Travel time in the Appointment Details
   
2. If drive time and/or miles were added to the appointment, CR Mobile will display the values. Enter travel time in the Hour(s), Minute(s), and Mile(s) fields. When modified, the event’s travel time will also be edited.
   
3. Click Save 

Users can enable FaceID or Touch ID when logging into CR Mobile, provided the mobile device is capable of biometrics.

To enable biometrics in CR Mobile:

1. Navigate to the Settings module
2. Tap the Biometric Login toggle
3. Tap Setup Biometrics
   
   
4. Enable Face ID or Touch ID, depending on the device
5. The “Biometric Login” toggle will now be enabled
   

To reset your PIN code in CR Mobile:

1. Navigate to the Settings module and select Reset PIN
2. Enter a new 6-digit PIN
   
3. Enter the 6-digit PIN again to confirm
4. Tap Continue in the “Your PIN Setup is Complete!” pop-up

Users should ensure their CR Mobile application is running the latest version for performance enhancements and new features. 

To check CR Mobile’s version:

1. Open CR Mobile
2. The version number will display on the login screen and in the About section.

If you are not running the latest version, manually update the application. Users can also enable automatic updates:

• iOS: Click here. Scroll down to “How to turn on or off automatic updates on your iPhone, iPad, or iPod touch”.
• Android: Click here.

Users can view data that has not yet been sent to CentralReach. Data not yet sent to CentralReach is typically the result of users in offline mode.

To view queued data in CR Mobile:

1. Navigate to the Settings module and select View Queued Data
2. Tap the refresh icon on the right-hand side to view the most recent data that has not been updated in CentralReach yet
   • If there is no data to sync, the “Queue Viewer” will state, “All data has been synced” in the middle of the screen
     

Users can add comments to skills within sessions. When a new comment is added to a skill in a user’s session, the user will receive a notification that directs to the specific comment.

To view session comments:

1. Start or select a session under “My Tasks” in the Appointment Details
2. Tap the bell icon on the right-hand side of the screen
3. Tap a notification in “Session Comments” to be redirected to the comment
   
   
4. The notification will then appear as read

When logging into CR Mobile, all users must enter their email address and password and create a PIN code. If Multi-Factor Authentication (MFA) is enabled in CentralReach, CR Mobile users need either an authenticator app or access to an email address when logging in, along with their password and security code.

Once signed in, Face ID or Touch ID can be used in place of a verification code, unless the user signs out.

To log into CR Mobile:

1. Log into your CentralReach account to validate your email address.
2. When connected to the Internet, open CR Mobile and click LOGIN
3. Enter your email address and password
4. If MFA enabled:
   • Using an authenticator application, open the application to receive a code.
   • Using email, a code will be sent.
5. Users will be prompted to enter a 6 digit PIN code. Enter a PIN code and click Continue
   • If users forget their PIN code, click here.
6. Enable Touch ID or Face ID (optional and depends on the device’s capabilities)
7. After logging in, the default screen is the appointment screen, which shows all of the provider’s scheduled appointments.

Users will not have to validate their email address and password for 30 days, unless logging out of the application.

• Biometrics and the PIN code will work in place of MFA authentication. After 30 days, users will need to be online to re-authenticate their email address and password.

Click here to learn how to start and end appointments.

To start and end a session in CR Mobile:

1. Log in to CR Mobile.
2. “SLIDE TO START” the appointment.
3. Tap Start Data Collection to start the session. 
   • Please note, the “Appointment not started” pop-up will display if the user attempts to start the session without having started the appointment. “SLIDE TO START” the appointment to start the appointment and data collection, or Continue to Data Collection to only collect data.
4. To graph an individual target, tap the ellipses icon next to the goal name and select Graph Target.
5. Tap Done to finish collecting data and “SLIDE TO END” the session.
   
   
   • Please note, if the session is incomplete and paused, the data will be saved on the device until the session is completed.
6. In the “Session Summary” screen, review the session data and then tap End Data Collection.
   
   
7. After ending a session, users are notified the session has ended and are then redirected to the appointment tasks to complete the appointment.

Click here to learn more about the My Learners module.

Premium CR Mobile users can access the Schedule module and complete appointments. If users will be utilizing Electronic Visit Verification (EVV), click here to learn how to enable it before starting an appointment. 

To start an appointment:

1. Log into CR Mobile and select an appointment
2. In the “Appointment Details” screen, select the Details tabs to view the appointment details:
   • The “Details” tab includes the Location Type, Service Codes associated with the appointment, and the option to +Add a Note.
     
     • Notes will appear in the “History” tab of the appointment details in CentralReach. Please note, this is not a Session Note.
   • Select to complete each section after starting an appointment.
   • For users with permission to cancel the appointment, click the ellipsis icon on the upper right-hand side to cancel the appointment.
3. Five minutes prior to the start time of appointments, a notification will appear notifying users of the scheduled start time.
   • Please note, users cannot start appointments on any other day besides the day of the appointment or the current day.
   • A notification will display if users start an appointment at least 30 minutes before the scheduled start time. Users can tap Yes to start the appointment early.
4. “SLIDE TO START” the appointment at the bottom of the screen.
   • 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.
   • A “Location Alert” pop-up will appear if:
     • Users are outside of the 300-meter radius of the service location when starting and ending an appointment.
     • There is no GPS signal or it is turned off.
     • Selecting Yes will start the appointment.
       • The provider’s location will not be captured and exceptions will appear on the draft timesheet after completing the appointment.
     • Selecting No will prevent users from continuing.
   • If EVV is enabled, the location will be captured.
5. The service code will determine if a signature must be captured prior to ending the appointment. After collecting data, if signatures are required, select Signatures to capture the client’s name and signature.

• • BCBA and “other” signatures can be assigned to specific users and collected later on the web.
  • The Signatures drop-down will note the assigned and collected or uncollected signatures.

1. • Signatures will be saved on the appointment’s timesheet for conversion.
2. Click Done.
3. Select +Add A Note to add appointment notes and click Done. The “Notes” section will contain the note underneath with the pencil icon to edit the note.

To end an appointment:

1. Users should complete any optional incomplete session notes.
2. After completing the appointment, “SLIDE TO END” the appointment.
3. Users will be redirected to the “Appointment Summary” screen. The start time, end time, and length of the appointment will display. Edit the start and end time of appointments and service codes, if necessary.
   • Please note, the start and end times cannot be edited if EVV is enabled.
   • If adjustments are made, a new “Time Remaining” section shows how much time has been over and under allocated for service codes. If the durations don’t match, the remaining time will be in red. Please note, this section defaults to “0 mins” and will only change if manual adjustments are made.
4. Review the time details and click “SIGN AND COMPLETE” or “COMPLETE LATER.” 
   • The “SIGN AND COMEPLETE” button allows users to provide their own signature and complete the appointment. 
     • Please note, this button will only appear if all required tasks have been completed for the appointment.
       
       
5. If a user has not completed all required tasks for an appointment, they can select the “COMPLETE LATER” button to save their current progress in the appointment and complete the appointment in CR Mobile later. 
   • Incomplete appointments will be marked “In progress” and have a red “Appointment incomplete” notice on the Schedule screen. 
   • Users can select the appointment to view the specific missing requirements. The incomplete section will also have a red asterisk (*) next to the required field. 

Please note, if an appointment is not completed at the scheduled end time, a notification will display five minutes past the end time.

Any errors collected when starting and ending an appointment will appear in a draft timesheet in the “Draft Timesheet” section of the Billing module. Appointments without errors will be in a timesheet.

The CR Mobile application is designed to provide RBTs with a guided workflow that can be completed directly on a provider’s mobile device.

The CR Mobile Set up Guide