Search results for Adding a Caregiver and Set baselines for the caregiver competency check
222 articles found
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Scheduling a visit for a client / Agendar una visita para un cliente
Here is how you can s chedule a visit, at the calendar view screen: 1. To go to the calendar view screen, click Clients on the left navigation menu. 2. Click the Add button under NOTES/TIME of the
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Company Settings / Ajustes de la compañía
Company Settings is a configuration under Settings. To configure this you must click Settings on the top navigation and select, then General Settings and for last Company Settings. On this screen you
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Edit a billing code or time for a visit that has been already completed
To edit a visit that is completed or locked, will only be possible for Administrator users and Superusers with Billing access. To successfully apply changes to these locked visits, follow these
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Adding Company Addresses / Agregando direcciones de compañia
HOW TO ADD COMPANY ADDRESSES. Adding the company address correctly may be done by following the next steps. 1. To set up different addresses for the company you will have to go to Settings> General
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How to delete a visit from the Billing Summary
Only Admin users or Super users with access to Billing can perform the following steps: Go to Billing Summary from the left navigation panel. Filter the visit dates and client, but most importantly,
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Billing through Change Healthcare / Facturación a través de Change Healthcare
In order for your practice to bill through CR Essentials and its integration with Change Healthcare (CH - McKesson), a billing setup process is needed. You can review that process here. Once that
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Kinds of data collected for the behaviors / Datos recolectados para los comportamientos
For Maladaptive Behaviors you can collect the following type of data: Frequency Intensity Rate (Frequency/Time) Missed Opportunities Intervals Duration (Average) Duration (Total) For
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Billable Documents and How to Use them to Track Payments for Assessments or Other Type of Documents for a Therapist / Documentos facturables y cómo utilizarlos para hacer un seguimiento de los pagos de las evaluaciones u otro tipo de documentos para un terapeuta
A billable document, such as an assessment or re-assessment could be tracked and reported in the payroll summary of a therapist. You will need first to set up a rate for each therapist for this type
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Editing the STOs of a behavior / Editar los STOs de un comportamiento
1. Select Clients on the left navigation menu. 2. Click the name of the client to that you want to change the STOs. 3. From the client’s main screen, select the Maladaptive tab. 4. Locate the STO
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Assigning a different therapist rate to a visit in the calendar view screen / Asignación de una tarifa de terapeuta diferente a una visita en el calendario
The administrator or superuser can assign a different therapist rate to any visit with scheduled completed, and submit to clearinghouse status at the calendar view screen. To go to the calendar view
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Scheduling a Visit in the Mobile App/ Agendar una visita en la aplicación móvil
To schedule a visit from the mobile app: Log in to the mobile app. At the home screen, tap on the schedule icon below. On the schedule screen (+), tap visit on the lower right of the screen. On
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Editing the visit's start and end addresses at the calendar view screen / Editar las direcciones de inicio y fin de la visita en el calendario
Administrators, superusers, and therapists can edit the start and end addresses in the calendar view screen. Only addresses of scheduled visits completed visits, and submitting to clearinghouse
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Starting a Visit in the Mobile App / Iniciar una visita en la aplicación móvil
To start a visit in the mobile app: Log in to the mobile app. At the home screen, tap on the schedule icon below. On the schedule screen, look for the visit that you want to start. You can only
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Viewing expired certifications and requirements in the mobile app / Ver certificaciones y requisitos expirados en la aplicación móvil
A therapist can view their expired Certifications and Requirements in the mobile app: To view, log into the mobile app At the home screen, tap any of the numbers under Certifications & Requirements.
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Editing a Schedule Visit in the Mobile App / Editar una visita en la aplicación móvil
To edit a scheduled visit in the mobile app: Log in to the mobile app. At the home screen, tap on the Schedule icon below. On the Schedule screen, navigate through the dates and look for the
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6.0.2: Analyst Notes, Claims, and CMS 1500 Form Updates
Release Recap The 6.0.2 release contains updates to Analyst Notes, claims, and the CMS 1500 form. The following new features and functionality have been released in Behaviorsoft: The Taxonomy code is
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Deleting a Scheduled Visit in the Mobile App / Borrar una visita agendada desde la aplicación móvil
To delete a scheduled visit in the mobile app: Log in to the mobile app. At the home screen, tap on the schedule icon below. On the Schedule screen, navigate through the dates and look for the
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December 2021 Release Highlights
We’ve added several enhancements and some new features to Behaviorsoft. Take a look at some of the items below. Clinical Data Collection Enhancements Client sorting option: Sort ascending or
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Overriding the invoice time of a completed visit / Cambiar la hora de facturación de una visita finalizada
Only the administrator or superuser can see the override invoice time option on the edit visit screen for visits with Completed and Submitting to clearinghouse status. From Calendar View To go to the
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How to edit the behaviors list when assigning a behavior to a client / Como editar la lista de conductas cuando se le asigna una conducta al cliente
To add, edit, or archive a behavior from the behaviors list: Go to Settings> Behavior Analysis > select if is a Maladaptive behavior or a Replacement & Skill Acquisitions. After selecting the type of
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7.0.1: New Billing Code Field and Cancelled Visit Improvements
Release Recap The 7.0.1 release contains improvements to cancelled visits, the ability to archive Therapist Types, and a new mandatory Florida Medicaid billing code field. The following new features
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Deleting a Mobile collected Replacement data in the Mobile App / Eliminación de datos de sustitución recolectados en la aplicación móvil
To delete a mobile collected replacement data in the mobile app: Log in to the mobile app. At the home screen, tap on the Data icon below. Select a Client from the list On the next screen, you can
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Deleting a Mobile collected Maladaptive data in the Mobile App / Eliminación de un dato maladaptativo recolectado en la aplicación móvil
To delete a mobile collected maladaptive data in the mobile app : Log in to the mobile app. At the home screen, tap on the Data icon below. Select a client from the list. On the next screen, you can
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Clinical overview for therapists (video)
We know that as a therapist you want to get up and running as quickly as possible. With the following video, you'll be ready to start collecting data and creating notes in about 10 minutes. Enjoy!
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Preferences / Preferencias
In the preferences screen, you will be able to view all client preferences that were added through the progress notes. It will show the date when the preference was noted, and the date of the
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Assign a supervisor to a supervisee
To assign a supervisor (Analyst, Case Supervisor, BCBA) for tracking supervision and properly managing supervision logs. Please, follow these steps: Go to Therapists, from the left navigation panel.
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Creating the Analyst Notes from the Analyst’s perspective
Before the analyst will be able to start creating progress notes, some prerequisites must be met. Please refer to the help article below, on what needs to be prepared before creating progress notes.
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8.5.7: Customizable Billing Providers and Financial Settings Enhancements
Release Recap The 8.5.7 release introduces the ability to allow users to create and use a customized billing provider for each payor, as well as enhancements to the Financial Settings. The following
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Assigning a therapist to a client / Asignar un terapeuta a un cliente
In order for a therapist to start collecting data and create notes for a client, you will have to assign that person to a client before. To assign a therapist to a client: 1. Click Clients on the
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AI Session Summary for Progress Notes
AI Session Summary for Progress Notes is now in invitation only beta New Progress Note View & Flow When you create or edit a RBT/Assistant Progress note, you will see an updated view with three tabs.
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8.8: New Progress/Analyst Notes Modal and Payer Settings Updates
8.8 Release Recap The 8.8 release contains a newly designed Progress and Analyst Notes modal when creating and editing forms, as well as a checkbox in Payer Settings. The following new features and
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6.3.1: Invoice and Receivables Summary Updates
Release Recap The 6.3.1 release contains updates to invoices and the Receivables Summary section, as well as bug fixes. The following new features and functionality have been released in
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6.3.5: Duration Units and Bug Fixes
Release Recap The 6.3.5 release contains duration units added to Duration Maladaptives and bug fixes. The following new features and functionality have been released in Behaviorsoft: Duration units
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9.1: Maladaptive Behaviors and Replacements/Skills Updates
Release Recap The 9.1 release contains updates to Maladaptive Behaviors and Replacements/Skills. The following new features and functionality have been released in CR Essentials: References of
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4.2: Introducing HIPAA-Compliant Offline Mode for Mobile
Release Recap The 4.2 Mobile release contains the ability to use the mobile application when offline and includes updates to the Home and Messages pages. The following new features and functionality
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Editing billing code of a scheduled visit in the calendar view screen / Editar el código de facturación de una visita programada en el calendario
A company administrator or superuser can assign a new billing code to a visit with the status scheduled, completed, or submitted to the clearinghouse, at the calendar view screen. To go to the
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7.1: Receivables Summary and Billing Codes Updates
Release Recap The 7.1 release contains the ability to filter partially paid and denied claims and enable therapists to set billing codes for visits. The following new features and functionality have
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6.1.1: Billing and CMS 1500 Form Updates
Release Recap The 6.1.1 release contains a new category “Financial Settings” to the Admin/Portal, and billing and CMS 1500 form updates. The following new features and functionality have been
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3.1: Mobile Non-billable Events and Cancelled Visits
Release Recap The 3.1 Mobile release contains non-billable events and cancelled visits. The following new features and functionality have been released in Behaviorsoft’s mobile application:
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24.9: Improved Clients, Therapists, and Groups Pages
The following will be released in 24.9: We redesigned the clients, therapists, and groups pages with a new look and feel that improves navigation, performance, and filter capabilities. Enhancements
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6.3.3: Address Verification and Mobile Application Updates
Release Recap The 6.3.3 release contains address verification, updates to the mobile application, and bug fixes. The following new features and functionality have been released in Behaviorsoft: Super
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24.4.0: Introducing AI Session Summary for Progress Notes
Release Recap The 24.4 release introduces AI Session Summary for Progress Notes, an innovative enhancement to CR Essentials that will transform, streamline, and elevate how clinicians create progress
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Creating an RBT progress note from the mobile collected data / Creación de una nota de progreso RBT a partir de los datos recolectados por el móvil
To create an RBT progress note from the mobile collected data, an RBT must add or collect maladaptive and/or replacement data from the mobile app first. 1. Log into your CR Essentials web access. 2.
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Tracking Supervision / Seguimiento de supervisión (video)
<br> <br> Supervision time for RBTs is tracked in the Training/Supervision tab on the therapist's profile. To correctly track supervision, you'll need to set up a few
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6.3.4: Therapist Requirement Table Update and Bug Fixes
Release Recap The 6.3.4 release contains a new field added to the Therapist Requirement table and bug fixes. The following new features and functionality have been released in CR Essentials: An
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6.0.1: Payor Import File and Claim Screen Updates
Release Recap The 6.0.1 release contains updates to the Payor Import file and Claim screen. The following new features and functionality have been released in Behaviorsoft: When creating an
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8.3: Therapist Requirements Visibility Updates and Billing Enhancements
Release Recap The 8.3 release contains updates to the "Therapists - Certifications & Requirements Report" and "Therapist Courses & Documents Required" tables, and Billing enhancements. The following
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9.0: Introducing, CR Elements Clinical and Custom Programs
Release Recap The 9.0 release introduces the integration of CR Elements clinical and custom programs into CR Essentials on the web and mobile application. Version 9.0 also contains a new permission
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Excluding a therapist from a Requirement / Excluir un terapeuta de un requisito
You can set the therapist to be exempted or excluded from a requirement. To do this, click on Therapists on the left navigation menu and select the Therapist that you want to exempt from a
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6.3.2: Payroll Summary and My Hours & Earnings Updates
Release Recap The 6.3.2 release contains updates to the Payroll Summary and My Hours & Earnings tables, as well as bug fixes. The following new features and functionality have been released in