Search results for Adding a Caregiver and Set baselines for the caregiver competency check

224 articles found

• 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

• Create and Edit Therapist Payroll Rates Per Billing Code

  You can create Payroll Rates for your therapists based on a service billing code, providing you with more flexibility in managing your costs. Click Therapists in the left navigation menu and select a

• 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

• View, Sign, Edit, and Delete notes in ABA Docs

  To Edit or Delete notes: Go to the client´s profile, then ABA Documents. Once there, check the ACTION column. Click on the pencil icon to edit or the trashcan icon to delete. Click on the view or PDF

• 25.5: Custom Session Note AI Summary and Custom Form Builder

  Release Recap The 25.5 release brings major improvements to the Custom Session Note and the Custom Form Builder. Users can now use AI to summarize Custom Session Notes, a feature previously available

• Setting/editing a client under a specific director/owner / Configurar/editar un cliente bajo un director/propietario específico

  To set a client’s Director/Owner: When entering a new Client, the first option that will appear on the page is to choose a Director (Owner). Everything that has to do with this Client will then be

• 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

• 6.1: Introducing the CMS 1500 Form

  Release Recap The 6.1 release introduces the CMS 1500 form and updates to visits. The following new features and functionality have been released in Behaviorsoft: Users can now print and download the

• 8.6: Introducing the Supervisor Log Report

  Release Recap The 8.6 release introduces the ability for admins and super users to view, edit, and create Supervisor Logs. This functionality was previously available only to our Customer Support.

• How to generate an AI session summary for standard session notes

  AI Session Summary for Session Notes is available for users with Essentials Plus Package How to Generate an AI Session Summary for standard session notes Create a session note and collect some data

• Client Addresses / Direcciones de clientes

  The Addresses tab is found on the client's profile page. Here, you will be able to see the service addresses of the client. The address that was entered upon Adding the Client will reflect on the

• How To: Archive a Custom Form

  From the Custom Forms page, select a custom form and click on the archive icon Select Archive in the pop-up. The form is archived and will now appear in the Archives page, on the dropdown option

• Setting up the Availity Clearinghouse Connection / Conectando CR Essentials con Availity para un Procesamiento de Reclamos sin Complicaciones

  Connecting CR Essentials to Availity for Seamless Claim Processing Efficient claim processing is critical to the success of your practice. To help streamline your billing workflow, we’ve partnered

• 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

• Importing Therapists in Bulk / Importar terapuetas de forma masiva

  Click on Settings at the top-right menu, and select Import Therapists (Bulk). 2. You will be directed to the Import Therapists (Bulk) screen. It is important that you Import a file with the correct

• Archiving a Client / Archivar un cliente

  Coming from the dashboard, click Clients from the left navigation menu. On the main clients' page, find the client that you want to archive. Access the client profile by clicking on their name. Once

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

  Before the Therapist (BT/RBT/etc) 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

• 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

• Forgot Password | Unable to Log in / Contraseña olvidada | Incapaz de iniciar sesión

  If you are unable to log into CR Essentials with your current username and password, or if you happen to forget your password: Click on the Forgot your Password link on the login page. You will be

• Exporting client data for behaviors & skills / Exportar datos de conductas del cliente

  The export functionality in CR Essentials allows you to export all the data collected for a specific Behavior or Skills, you can group the data per week, or you can export the data per day. This will

• 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

• 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

• Editing the scheduled time of scheduled visits in the calendar view screen / Editar la hora programada de las visitas agendadas en el calendario

  Administrators, superusers, and therapists can edit the scheduled visits in the calendar view screen. The scheduled times are only editable for visits with visit scheduled status. Go to the calendar

• How To Cancel or Delete an Event in the Calendar

  How to cancel an event Select the event you want to cancel delete by clicking on it In the slideover, select the cenceled checkbox Select a cancellation reason (optional) Click the Confirm

• How To Manage Therapist Requirements / Requisitos para terapeutas

  Navigate to the Therapist Requirements Page Settings > General Settings > Therapists Requirements How To add a Therapist Requirement Click on the ADD REQUIREMENT button. Complete these Fields Applies

• 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

• 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

• 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

• Approve Notes in ABA Documents

  Before approving Notes, you must understand the meaning of the Notes Status. Please, check the following article: Note Status Meaning in ABA Documents To Approve Progress Notes or even Analyst Notes

• Notification Settings / Ajustes de notificación

  By default, the notifications including Therapist Notifications are turned off. This is to give you time to completely update all your data so that therapists are not falsely notified. The messages

• The system from therapist perspective / El sistema desde la perspectiva de un terapeuta

  When a Therapist logs into the system, depending on whether they are a Behavior Technician or Analyst, the following is what their dashboards will look like: The therapist's dashboard will have a

• 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

• 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

• 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

• 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

• 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.

• Collecting Replacement Skills Data in the Mobile App / Colectar Data de Remplazo en la Aplicación

  To collect replacement data for a client: Log into the mobile app. At the home screen, tap on the data icon below. Select a Client that you want to add data to, and tap the name. On the next screen,

• 7.3: Billing Enhancements

  Release Recap The 7.3 release contains billing enhancements, including the ability to update claims in the Receivables Summary, edit draft invoices, and adjust the “write off” amount in claims. The

• Directors (Owners) / Directores (Propietarios)

  To configure the Directors (Owners) list, please click on Settings in the top navigation and select Directors (Owners). In this screen, you will be able to add, edit, and archive directors' (Owners)

• Setup EVV integration with Sandata

  Streamlining the Sandata Integration When it comes to integrating Sandata for your organization, ensuring a seamless and efficient setup is crucial. This article outlines the essential steps to get

• Claim Errors / Errores en reclamo de seguros

  Here are the steps on how to fix different errors when sending a claim: 1. CLAIM INFORMATION.CLAIMFILINGCODE: must not be empty. Claim filing code must be entered in Settings>Financial

• Skills / Habilidades

  Replacements & Skill Acquisitions are set up under Behavior Analysis and are reflected in the progress notes and under a client profile. To set up Replacements & Skill Acquisitions you must click on

• My hours & Earnings

  If you need to check your worked hours and payroll, you can easily do! Go to My Hours & Earnings on your left navigation panel. Filter From the starting date of your paystub cycle To the end date of

• 25.3.0: Calendar Enhancements & Improved Client Page Experience

  CR Essentials 25.3 Release will be available March 28, 2025. Release Recap Various tables and pages (most prominently the clients page, clients ABA sections) have been updated with an improved design

• Showing replacement description on progress notes / Mostrar la descripción de el reemplazo en las notas de progreso

  In the Company Settings screen, we have added an option for you to show the replacement description on the progress notes and other related documents. 1. Click on Settings at the top right

• Uploading or changing your profile photo in the Mobile App / Descargar o cambiar foto de perfil en su aplicación móvil

  To upload or change your profile photo in the mobile app: Log in to the CR Essentials Mobile app. On the home screen, in the left top corner, click on the tool icon (settings). Select the first

• Receivables Summary / Resumen de créditos

  This summary is helpful to keep track of the sent claims and invoices and outstanding balances. You can filter by dates, clients, and the number of days due (15, 30, 45, 60, or 90 days). You can

• 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