Deleting Data History

To delete the history within a specific tree: Select the branch you want to see the data history for Click on the  Data History button on the right side of the page From the Data History page, click on the trash can  icon next to any entry to delete it Type in a reason for deleting and click …

Printing Session Details

To print the details of a specific session: Click on the  History button on the top right of the page From the next screen, you can view a list of sessions and when they were performed Click the Print  icon to the right of the session you want to print

Viewing Data History

To access the history within a specific tree: Select the branch you want to see the data history for Click on the  Data History button on the right-hand side of the page From the Data History page you can view a list of data points and when they were entered

Exporting Graphs

You can export any learning tree to an image or PDF, using the export tab. The graphs export will include a list of all graphs within your tree. To export: Click on the Settings button at the top left of the page Select Learning Tree Options from the drop-down Click on the Export tab Click …

Exporting a Learning Tree

You can export any Learning Tree to a word document, using the export tab. The export will include a list of all items within your tree. To export: Click on the Settings button at the top left of the page Select Learning Tree Options from the drop-down Click on the Export tab Choose which branches …

View Learning Tree Activity

The Learning Tree Activity shows the history of changes and updates made to the learning tree, including manual phase changes and criteria updates, along with the user’s name, date and time, and the description of the change made. To view the Learning Tree activity log: Navigate to the Learn module, select Clinical, and then Learning …

How to Reorder Branches

To reorder branches in a learning tree: Navigate to the Learn module, select Clinical, and click Learning Trees Click the name of the learning tree in the “Name” column Click on the gear icon at the top left of the page and select Learning Tree Options from the drop-down Click on the Re-Order tab Click …

Searching and Filtering

Labels allow users to search and filter throughout various modules in CentralReach. To search in the Contacts module, click the search bar and begin typing. The search field requires at least 3 characters to populate a search. Click on the desired contact label.  When searching for a contact label, look for, “ Contact label:“ Contact …

Assigning Labels via Contacts’ Face Sheets

Labels can be assigned automatically using Custom Contact forms and applied to contacts from various parts of the system, such as contacts’ face sheets and the Contacts module grid.  To assign labels to individuals via their face sheets: Navigate to the contact’s Dashboard and click Click here to add labels… to add labels to their …

Parent Labels

Parent labels allow users to create customized folders and increase search functions in the system. Using parent labels lets users customize and organize labels for increased search and reporting abilities. For example, job titles can be considered parent labels for other labels, such as BCBA, SLP, OT, Admin Team, etc Parent labels are in the …