Search results for Archiving a Caregiver

213 articles found

• How to Schedule, Edit, and Delete a Visit from a therapist perspective / Cómo Agendar, Editar y Cancelar una visita desde la perspectiva de un terapeuta

  Here are the steps on how to schedule a visit from a therapist's perspective: 1. Click on Calendar on the left navigation menu. 2. At the Calendar view screen, filter yourself only. Click on CREATE.

• 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

• 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

• 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

• 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

• Assigning an LTOs-only maladaptive behavior to a client / Asignar una conducta maladaptativa solo con objetivo a largo plazo

  1. From the client’s main screen, select the “ Maladaptive” tab. 2. We will need to Assign a Maladaptive Behavior with only one STO. Select Assign Maladaptive Behavior. 3. On the Assign Maladaptive

• Preparing a Client to Start Creating Progress Notes

  To start creating Progress Notes for a client, some pre-requisites must be met The RBT or Analyst must be added as a therapist, and then log in to CR Essentials must be set up. This is to ensure they

• 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 /

• A Guide to Downloading 837p Files in CR Essentials

  Efficiently generating an 837p file in CR Essentials is a crucial step in the claim submission process. It is imperative to follow a systematic approach to facilitate this, ensuring accurate input of

• Contact Customer Support / Contacto a servicio al cliente

  For support please email us at support.essentials@centralreach.com. You can also call us at 888-446-8454 (9 am - 5 pm EST). Your issue will be assigned an automatic ticket; we will follow up within

• Unlocking a User Account / Desbloquear una cuenta de usuario

  When a user attempts to log in to the system multiple times but fails due to an incorrect password, the user will be locked out. The user is allowed only 10 attempts to log incorrectly. After the 9th

• Creating a re-Assessment from CR Essentials data, graphs & reports / Creación de una reevaluación a partir de datos, gráficos e informes de CR Essentials

  Because re-assessments vary so much from therapist to therapist, CR Essentials gives you the ability to access all the data and tools needed to create your own assessment, we do provide the following

• How to Edit or 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,

• Billing through Change Healthcare or Availity / Facturación a través de Change Healthcare o Availity

  In order for your practice to bill through CR Essentials and its integration with Change Healthcare (Optum) or Availity, a billing setup process is needed. You can review each process here: Change

• 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

• Enabling Mobile App Access / Habilitar el acceso a la aplicación móvil

  The mobile application is now available and therapists may now log in and use the app. Only administrators and superusers with the necessary permissions can enable the therapist´s mobile application

• How to generate an AI session summary for a custom session note

  How to Generate an AI Session Summary for custom session notes Create a custom session note and collect data Navigate to the AI Session Summary tab Review the left side of the modal, which displays

• How to Request to Create or Edit a Visit that is Restricted

  Enhanced visit restrictions will be available in the 25.7 release Company administrators can restrict the creation or editing of visits after a certain amount of time (see the help article here)

• 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

• 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

• Allow Therapist to Edit Billing Codes / Permitir a Terapeutas editar codigos de facturacion

  Sometimes the same therapist type may be able to provide different services. Those services will have their own billing code so if you'd like them to be able to choose from the valid billing codes

• Deleting or Recovering a Therapist Profile / Eliminar o recuperar el perfil de un terapeuta

  1. On the initial dashboard, on the left navigation menu click on Therapists. 2. On the main Therapists page, find the therapist that you want to archive. Under the actions column, click ARCHIVE.

• 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

• 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

• 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

• 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

• 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

• 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.

• 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

• 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

• How to download a CMS 1500 form or an 837p file / Cómo descargar un formulario CMS 1500 o un archivo 837p

  Generating 837p Files and CMS-1500s in CR Essentials Efficiently generating 837p files and CMS-1500 forms in CR Essentials can be a critical step in the claim submission process. Following a

• 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

• 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

• 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 in to your CR Essentials web access. 2.

• Overriding the invoice time, place of service or billing code of a completed visit / Cambiar la hora de facturación, lugar de servicios o código de facturación de una visita finalizada

  Only the administrator or superuser can see the override invoice time option on the Billing Summary screen for visits with Completed and Submitting to clearinghouse status. From Billing Summary In

• 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

• Company Users / Usuarios de la compañía

  Company Users is a company configuration under General. To configure company users you must click on Settings in the top navigation and select company users. You can add as many company users as you

• April 2022 Release Highlights

  April 2022 Release is now available! This new release contains enhancements to multiple areas of the product including: The following is a new feature of the mobile application: Super users can now

• Manage Non-Billable Events

  Non-billables are events you want to schedule but are not linked to a specific client. These may be office training, travel time, admin time, etc. To find non-billable events and make changes follow

• ABC Data Collection

  How To Record ABC Data Navigate to a Client's Analyst Note or Progress Note Below the last skill data selection section, you will see the ABC records section + Add ABC Record allows you to record a

• Billing Monthly Audit / Auditoria mensual de facturación

  The billing monthly audit was created to keep track of the therapist's notes. It will audit if the therapist has a note for every day he or she is scheduled with a client for a month. This is just a

• CR Elements Mobile

  Clinical Approach to using CR Elements Clinical Programs from the CR Essentials Mobile Application Clicking on the name of the skill will display the description. Screenshot with skill's description

• Dual Users / Usuarios Duales

  A dual user is someone that is both an office staff member with administrative tasks and also a therapist that provides services to clients. The only requirement to create a dual user is creating a

• 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

• Time Log Rules / Reglas de registro de tiempo

  Time Log Rules is a company configuration under General Settings. To configure time log rules you must click on Settings in the top navigation and select time log rules. Time log rules will allow you

• Client Documents / Documentos del cliente

  Client Documents is an easy and intuitive way of uploading documents, and knowing which documents are due soon or are missing at any given point. Administrators and superusers with permissions can

• Creating the Session Note from the RBT/Assistant’s perspective / Crear una nota de la sesión desde la perspectiva de un RBT/asistente

  Before the Therapist (BT/RBT/etc) can start creating Session notes, some prerequisites must be met. Please take a look at the help article below on what needs to be prepared before creating Session

• 25.7 Release Notes - Restrict users from editing and creating visits in the past

  The 25.7 Release is coming in July Release Recap The 25.7 release introduces new restriction settings which give admins greater flexibility in controlling how their therapists and analysts create and

• How to Track Supervision / Como hacer seguimiento de la supervisión

  To properly allow overlapping for supervision services and reflect it on the supervision report, you have to keep in mind the following: You need to assign a supervisor to a supervisee. On every

• Left Navigation Menu / Menú de navegación lateral

  CR Essentials' main navigation menu is found on the left side of the screen. The left navigation menu can be accessed from any page, and it shows the different sections and areas in the software.