Appointments can be downloaded from the Calendar and the Grid views in the Scheduling module. To download your list of scheduled appointments: Navigate to the Scheduling module and select View My Calendar or View As Grid Click to define your view and date range, using the options on the top left-hand side Click the download icon on the top …
Billable and payable appointments must be converted before running payroll and generating clients’ and payors’ invoices, with available tools for the organization’s account. Users with admin rights, or that are connected to all employees via the Contacts and Scheduling modules, are allowed to review and audit the status of appointments to ensure they are updated in …
Descending: Most recent to oldest Ascending: Oldest to most recent
To create meta data: Navigate to the Contacts module Select Utilities & Tools Select Meta-data Settings Select Add New + Specify Field Title: this field names the meta data drop in Identify Contact Type: this field pertains to contacts and relates to Client Employee Generic Additional Contacts: secondary parent/guardian information Choose Type of Answer: answer types cannot be changed once a …
Available fields for creating a Contact Form. Fields marked with a icon are standard profile fields.
To set up forward/backward chain task analysis: Select Target Branch Click the Edit tab Select Task Analysis Data Type Enter Steps in Terminal Order (E.g. Step 1, step 2, step 3, etc) Select New Criteria Add first prompt, then click Save & Add More Add second prompt, then click Save & Add More Add third prompt, then click Save & …
To set up Whole Chain Task Analysis: Navigate to the Learn module, select Clinical, and then Learning Trees Click the Learning Tree you want to edit Click the target on the left-hand side Tree View panel Click the pencil icon on the right-hand side to edit 5. Scroll down to the Data Collection Details section 6. Click the Data Type …
Users subscribed to CentralReach’s Advanced Graphing and Analytics premium feature, have access to the Learning Opportunities per Date graph feature. To view the Learning Opportunities per Date graph: Navigate to the Learn module and select Clinical Select Learning Trees and then click the client learning tree Click the gear icon on top of the left-hand side panel for …
Many clinical users analyze programs and progress of goals by looking at learning opportunities per session, or learning opportunities per day. Many users also assess progress of a learner by looking at the trials it took to reach criterion in a given skill. Learning Opportunities in Learn are calculated the following ways for the different …
Only the organization account can set the default claim settings in the “Claims” section of the Permissions module. To set the default claim settings: Navigate to the Claims module and select Settings Click Default Settings to access the setup page Complete the following 4 fields by entering the name of a specific employee contact. It …
