How to Download Appointments

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 …

Audit Unconverted Appointments

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 …

Date

Descending: Most recent to oldest Ascending: Oldest to most recent

Creating Meta Data

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 …

Fields Tab

Available fields for creating a Contact Form. Fields marked with a  icon are standard profile fields.

Backward/Forward Chain Task Analysis

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 & …

Whole Chain Task Analysis

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 …

Graph Analysis Learning Opportunities Per Date

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 …

Learning Opportunities and Trials to Criterion in Learn

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 …

How to Set Default Claim Settings as an Organization

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 …