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 …

How to Create Labels

Private labels can be created by anyone from their own accounts, whereas Organization Labels can only be created in the main administrative account, or from an account in which permission to manage labels has been given.  To create labels: Navigate to the Contacts module and select Contacts Click the gear icon next to either Private …

Contact Labels Permission

There are two main permissions for Contact Labels, and both can be found in the Contacts section of the Permissions module. Since Contact Labels are the backbone for many search and reporting features in CentralReach, permission to use, edit, or create these labels is often limited to administrative teams. The permission, (Contacts > Use Organization Labels), allows users …

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 …

Email Tab

Use these settings to personalize the email that is sent to newly created accounts. Leave the text area and subject line blank for the default CentralReach message.

Fields Tab

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

Automation & Files Tab

Connect to: auto connects this new employee with an existing employee. Permission > Edit: can modify. Permission > View: read only. Documents: a file uploaded that is not created from a note or an authorization. Notes: a file that is created from a Note & Form template. Authorizations: a file that is uploaded as an …

Learn Admin Permissions

To give access to the Learn settings: Navigate to the  Permissions module Click +NEW GROUP  Add a name (E.g. Learn Admin) and description Click Save New Group and click the Permissions tab Click Learn and select: Settings > ABC Data Table Creator > Manage Organization Templates Settings > Criteria & Prompting Templates > Manage Settings > Note/Instruction Templates > Manage  Settings > Routines > …