Search results for Adding a Caregiver and Set baselines for the caregiver competency check
222 articles found
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Adding a caregiver and set baselines for the caregiver competency check / Añadir un cuidador y la líneas base en su evaluación de competencias
1. Click Clients on the left navigation menu. 2. Select the client for that you want to add caregivers. 3. Click on the Caregivers tab. 4. On the next screen, click New Caregiver. 5. On the next
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Caregivers / Cuidadores
In the caregiver screen, you can add a caregiver, edit or archive a caregiver, set the baselines for caregiver competency checks, add caregiver competency checks, view the caregiver’s progress, and
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Creating a login credential for a caregiver / Crear una credencial de inicio de sesión para un cuidador
Before you can create login credentials for a caregiver, you must first add the new client caregiver. 1. Go to the client's profile and click on the Caregiver's tab 2. Click on "Add New Caregiver" 3.
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Caregiver signature on notes / Firma del cuidador en las notas
Caregivers can now sign progress notes or analyst notes. You first need to edit the caregiver in the client's profile and turn on the flags for progress notes and analyst notes. When you do,
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Adding caregiver competency checks / Añadir evaluaciones de competencias para cuidadores
Before adding competency checks, you must add the caregiver and set the baseline. After setting this up, you may already proceed and add competency checks for each caregiver. 1. On the client screen,
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Caregiver Competency Labels / Etiquetas de competencias de cuidador
Caregiver Competency Labels is a setting under Behavior Analysis. To set up caregiver competency labels, you must click on settings in the top navigation and select caregiver competency labels. In
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Viewing caregiver competency checks / Ver las evaluaciones de competencia del cuidador
To view the saved caregiver competency checks, go to Clients > Caregivers, then click on View Documents. You will be brought to the Applied Behavior Analysis section, then you will click on
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Preparing a client and RBT to create RBT competency checks / Preparación de un cliente y un RBT para crear una evaluación de competencias de RBT
Before you can create RBT competency checks for a certain client, you need to assign the RBT you can do that here. On the client’s main screen, click on the RBT Competencies tab. Then click the Add
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Archiving a caregiver / Archivar a un cuidador
1. Click Clients on the left navigation menu. 2. Click on the Caregivers tab. To archive, the caregiver, just click on the Remove button. This will remove the caregiver from the active list. The
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6.3: Caregiver Portal, Billing, and Claims Updates, and Bug Fixes
Release Recap The 6.3 release contains updates to the Caregiver Portal, “Visits” section, Billing Summary, and Invoices, as well as bug fixes. The following new features and functionality have been
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6.2: New Invoice Features, and Caregiver Portal and Billing Updates
Release Recap The 6.2 release contains new invoice features, such as private pay, and updates to the Caregiver Portal and billing section. The following new features and functionality have been
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Caregiver Feedback / Retroalimentación para cuidador(a)
Caregiver feedback is a clinical configuration under Behavior Analysis that is reflected when a therapist or user creates a progress note. To configure Caregiver Feedback you must click on Settings
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8.1: Custom Form Builder – Caregiver Documents
Release Recap The 8.1 release allows users to create custom forms for caregivers to complete in the Caregiver Portal. Custom forms also include writeable smart fields (i.e., Caregivers can submit
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Copying Graphs / Copiar gráficos
To copy a graph in the platform, you can do so by right-clicking the graph and selecting copy. You can later paste this wherever you want. It can also be helpful to replace graphs on monthly reports
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RBT Competencies / Competencias RBT
In the RBT competencies screen, you can add an RBT with the different competency checks. The criteria you want to include, edit or archive the added RBT settings, add RBT competency checks and view
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Telehealth Visit from a Caregiver Perspective / Visita de telesalud desde la perspectiva de un cuidador
To start a Telehealth Visit from a caregiver perspective, all you need to do is log in to your platform with your credentials, if you still don't have credentials you need to get in contact with the
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Changing the caregiver name of a visit on the calendar view screen / Cambiar el nombre del cuidador de una visita en el calendario
Administrators, super users, and therapists can edit and change the caregiver name of a visit in the calendar view screen. Only the visits with the status visit scheduled, visit completed, and
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Archiving RBT for RBT competency checks / Archivar un RBT para las evaluaciones de competencia de RBT
To archive an RBT on the RBT competency check screen: Click Clients on the left navigation menu. 2. Select the Client from the list. 3. Click on the RBT Competencies tab. 4. To archive the RBT
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Adding RBT competency checks / Añadir evaluaciones de competencias de RBT
Before you can add competency checks, you have to add the RBT and set the areas you want to include in the RBT competency check. After setting this up, you may already proceed and add competency
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Therapist Types / Tipos de terapeuta
Therapist Types is a company setting under General Settings. To set up therapist types you must : Click on Settings in the top navigation menu and select therapist types. You can add more therapist
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Telehealth Visits / Visitas de telesalud
The telehealth feature needs to be requested by CR Essentials customer support team. First, you must set up your billing codes by going to Settings>Billing Codes. Note: For clients using the Tellus
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August 2022 Release Highlights
August 2022 Release is now available! This new release contains enhancements to multiple areas of the product including: Progress and Analyst Notes: Now contain the number of billable units, visit
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Approving Client Documents
You can approve the progress notes, analyst notes, monthly reports, and competency checks at the client’s main profile screen. To access this page: Select Clients on the left navigation menu 2. Click
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6.0.3: Updates to Claims, Progress Notes, and Analyst Notes
Release Recap The 6.0.3 release contains sorting options in claims, updates to visits, Progress and Analyst Notes, and bug fixes. The following new features and functionality have been released in CR
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7.0: Billing Summary and EVV Updates
Release Recap The 7.0 release contains Electronic Visit Verification (EVV) and Billing Summary updates, caregiver access to Progress and Analyst Notes, and the ability for admins and super users to
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Completing a Visit with Missing Signatures in the Mobile app / Completar una visita con firmas faltantes en la aplicación móvil
To complete a visit with a missing signature in the mobile app: After you log into the app, tap on the schedule icon below. If you need to go into past dates to add that signature, pull down the
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March 2022 Release Highlights
Release v6.3 is now available! This new release contains enhancements to multiple areas of the product including: Practice Management Enhancements Therapist credentials, levels, and license numbers
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January 2022 Release Highlights
As of January 20, 2022, administrators now have the ability to add your company logo to your Behaviorsoft account. Customize the look of the dashboard, Caregiver Portal, and documents that are sent
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First Steps / Primeros pasos
Thank you for choosing CR Essentials! Your all-in-one technology solution for your practice. We built CR Essentials to be easy to use, so you will find getting started on the platform to be a very
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How To Create or Edit an Event in the Unified Calendar
The unified calendar is currently in invitation-only beta. Users can create an event, make it a recurring event, and edit an event from the unified calendar. Create an Event Users can create a new
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Adding a Super User / Añadir un Super Usuario
Superusers are meant for office staff members, people that will not be providing direct services to clients. If you'd like to add a therapist, please view that process here: Adding a Therapist /
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Completing a visit that is currently In Progress - Mobile App / Completar una visita que actualmente este en progreso en aplicación móvil
To complete an in-progress visit: On the schedule screen, look for the In Progress visit. Tap end visit when the session is done. On the end visit screen, select an end at address. Select a caregiver
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RBT Competency Labels / Etiquetas de competencias de RBT
RBT Competency Labels is a setting under Behavior Analysis. To set up RBT competency labels, you must click on Settings in the top navigation and select RBT competency labels. In this screen, you
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Using CR Essentials mobile app with no timer
When using the "CR Essentials" mobile app, therapists are able to collect data, clock in and clock out from visits, and collect caregiver signatures for the visits. By default, If a therapist clocks
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6.1.2: Company Logos and Client Import Updates
Release Recap The 6.1.2 release introduces the ability for organizations to add a company logo to their profile. Version 6.1.2 also contains added fields to the Client import and bug fixes. The
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Viewing RBT competency checks / Ver evaluaciones de competencia de un RBT
To view the saved RBT competency checks, click on View Competency Checks. You will be brought to the Applied Behavior Analysis section, then the RBT Competencies tab, where you can check all RBT
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February 2022 Release Highlights
Release v6.2 is now available and comes with the ability to create, track and report on Private Pay invoicing and more. Watch our training video on How to bill private pay clients? Private pay
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Adding a Client / Añadir clientes
To add a new client: Click Clients on the left navigation menu. 2. Then click on the Add Client button. 3. At the New Client screen, enter all the information, especially the required one. 4. Scroll
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Billing Private Pay Clients / Facturación de pagos a clientes privados
This is to bill private pay clients, if you'd like to bill insurance then please check out Billing through Change Healthcare. To bill 100% private pay clients in CR Essentials, you will have to
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8.0: Introducing the Custom Form Builder
Release Recap The 8.0 release introduces the Custom Form Builder, a simple way for providers to create custom forms to collect or pre-fill information directly in Behaviorsoft. The following new
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Adding a Therapist / Añadir un terapeuta
1. Click on Therapists on the left navigation menu. 2. Then click on the ADD THERAPIST. 3. You will need to enter the Therapist's information. Choose the Therapist type and level (if you decided to
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Adding a Therapist as a User / Añadir a un terapeuta como usuario
Note: In order to give a therapist a Login/User, they must first be added to the system as a Therapist. Here is a link to the help article on Adding a Therapist / Añadir un terapeuta - CR Essentials
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Data Collection Step-by-Step
To have a smooth data collection process, this is the correct flow for an RBT (or BCBA providing direct therapy) : Log in to the app and start the session. Collect data and verify the correct date.
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Importing data for each behavior or skill / Importación de datos para cada comportamiento maladaptativo o reemplazo
If you have been collecting behavior or skill data outside of Behaviorsoft, you may import them into the system through the Import Data function. To ensure the proper import of data, the following
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Adding previous client data for maladaptives & replacements / Agregar datos de clientes anteriores para maladaptativos y reemplazos
Previous data collected for clients before starting with CR Essentials can be inputted into the system. To add this data: Select Clients on the left navigation menu. 2. Select Add under the
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Adding Preferences / Añadir preferencias
Preferences can only be added to the progress notes. Before you can add progress notes, please make sure to prepare the client and follow the steps on the link below: How to Prepare a Client to Start
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Assigning a Skill to a Client using "Essentials Standard"
To start recording a skill, you have to first set up & assign the skill to a client. The page where you can set this up is accessible from the specific client’s profile page. On the left navigation
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Checks performed on the calendar page for every time entered / Revisión realizada en el calendario a las horas ingresadas
When a Therapist or a User logs into their account and selects a specific client from the clients' page, they will see an option to ADD TIME & NOTES. This will prompt the user to select a Therapist.
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Adding a 48-hour warning on progress notes / Añadir advertencia de 48 horas en la nota de progreso
In the company settings screen, we have added an option for you to enable the 48-hour warning, whenever a progress note is created after 48 hours. 1. Click on the settings on the top right
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Assigning a “Behavior” to the client
To start recording a Behavior event for a client, you have to first assign and set up the behavior. The page where you can set this up is accessible from the specific clients' info page. On the left