CR Essentials Knowledge Base
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Clients

  • How to Add a Client's Places of Service (Addresses)
  • Checks performed on the calendar page for every time entered
  • Setting/editing a client under a specific director
  • How to Add Scheduling Restrictions to a Client
  • How to assign therapist's payroll rates to a visit
  • Importing clients in bulk / Importar clientes de forma masiva
  • Adding a 48-hour warning on progress notes
  • How to Add Preferences
  • How to show a skill description on progress notes
  • Adding and viewing caregiver competency checks
  • Creating the Analyst Notes from the Analyst’s perspective
  • How to edit the behaviors list when assigning a behavior to a client
  • Creating a re-Assessment from CR Essentials data, graphs & reports
  • RBT Competencies / Competencias RBT
  • Adding a caregiver and set baselines for the caregiver competency check
  • Importing data for each behavior or skill
  • Editing the STOs of a behavior or skill
  • How to export client data for behaviors & skills
  • Creating, viewing, and exporting behavior analyst monthly progress report
  • Archiving a Client
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Categories

  • Announcements
  • Calendar
  • Custom Forms
  • Getting Started
  • Group Therapy
  • Notes
  • VIDEOS
  • Settings
  • General
  • Therapists & Staff
  • Clients
  • Billing
  • Mobile App
  • Caregiver Portal
  • Misc
  • Releases
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