Search results for Archiving a Caregiver
208 articles found
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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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How To Schedule a Visit from a Therapist Perspective / Agendar 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 Forms, Data &Time on the left navigation menu. 2. From the dropdown menu, select the client with that you
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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
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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
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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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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
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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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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
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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
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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
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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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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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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
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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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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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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
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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.
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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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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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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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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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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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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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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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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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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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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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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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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
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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
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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
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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
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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
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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
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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
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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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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
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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
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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.
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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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Creating, viewing, and exporting behavior analyst monthly progress report
CR Essentials allows you to create a behavior analyst monthly progress report which contains the client’s summary of progress for the month based on the data collected by the behavior analysts. A
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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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Setup billing integration with Change Healthcare/Configurar la facturación integrada con Change Healthcare
The billing integrations with Change Healthcare allow you to turn visits into claims and send them to Change Healthcare (the clearinghouse). The clearinghouse checks on those and then sends them to
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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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CR Elements Web
Clinical Approach to Using CR Elements Clinical Programs from the Web CR Elements - Custom programs is now an available feature and you can also collect data through the mobile app using CR Elements
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What are we detecting in the Calendar when Therapist’s hours are logged in? / ¿Qué detectamos en el calendario cuando se registran horas?
A therapist or a superuser logs hours into the system to track the time a clinician has worked and how many hours a client has been worked on. The system makes it easy to see when weekly limits,
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Behavior / Conducta
Behaviors are configurable under Behavior Analysis and are reflected in the progress notes and under a client profile. To configure Maladaptive Behaviors you must click on Settings in the top