Search results for Archiving a Caregiver

208 articles found

• 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

• Superuser permission matrix / Matriz de permisos de superusuario

  You can view the functions for each permission that you can grant to a superuser by doing a right-click-open image in a new tab.

• Group Therapy

  Enable Group Therapy Navigate to General Settings -> Company Settings and toggle Enable Group Therapy under Other Options. The clients' section will then be renamed to Clients & Groups and you can

• 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

• Note Status Meaning in ABA Documents

  Here is some help in understanding the meaning of the status of your notes: Status Waiting for review: The therapist will need to wait for analysts to approve notes so this status can change to

• 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

• Form Builder / Creador de formularios

  We have implemented a new feature to the platform for you to create your own forms. How to create a form. 1. The way to access it is by going into Settings> General Settings > Form Builder. 2. Click

• CR Elements - Custom Programs

  The ability to upload custom programs or enhance a CR Elements clinical program is available in our Premium Clinical Program upgrade. To upgrade, contact your Account Executive at 800-939-5414. It

• Change Password / Cambiar contraseña

  In the top right navigation, click on Profile and select User Profile from the dropdown. At the edit user screen, type in the new password in the Password field and enter the same password in the

• Therapist Requirements / Requisitos para terapeutas

  Therapist Requirements is a company configuration under General Settings. Inform yourself about the ones that do apply to your company/state and manage the default list. To configure therapist

• 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

• 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

• 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

• 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,

• 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

• Re-creating an STO / Recrear STOs

  Sometimes, STOs are customized to the point where the best option is just to re-create them if you are not happy with them. This is especially useful if you were trying to match MET status from a

• 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.

• 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.

• Interventions / Intervenciones

  Interventions are a clinical configuration under Behavior Analysis that is reflected when a therapist or user creates a progress note. To configure interventions you must click on Settings in the top

• Creating Backups / Creación de Respaldos

  Everything in CR Essentials can be downloaded or exported. In order to create backups, you can create zip files that contain all the approved notes and export data from graphs. 1. Backup progress

• 8.5: Introducing Group Therapy

  Release Recap The 8.5 release introduces Group Therapy, the ability for providers to have multiple clients in a session. The following new features and functionality have been released in CR

• How To Use The Unified Calendar

  The unified calendar is currently in invitation-only beta. To access the calendar, click on the Calendar icon on the top left of the navbar. Or click ...... for feature flag. The default view is

• Top Navigation Menu / Menú de navegación superior

  The Top Right Navigation of the software consists of the following: Support Clicking “Support” shows the Knowledge Database and Contact Support sub-menu items: 1. Knowledge Database Clicking

• 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

• Restrictions / Restricciones

  The administrator or superuser can set restrictions for a client where no Therapists are permitted to log sessions for the said Client during the hours specified on the restrictions page. To Add

• Creating Assessments / Crear evaluaciones

  To create Assessments first we should understand the following: Assessments are created in each client profile. This means that the created assessment will be shown exclusively in the client´s

• 8.7: Enhancements to Group Therapy

  Release Recap The 8.7 release enhances Group Therapy functionality by facilitating the creation of Analyst Notes and logging of supervision for group sessions. The following new features and

• Billing Codes / Códigos de facturación

  Billing Codes are a company configuration under Financial Settings. To configure billing codes you must 1. Click on Settings > Financial Settings > Billing codes in the top navigation and select

• Authorization Units / Autorización

  <br> To set up the billing codes, please check: Here are the steps on how to add authorizations: From the client’s main screen, select the Authorizations tab. Click on ADD NEW CLIENT

• Downloading CMS 1500 / 837p file / Descarga de un archivo CMS 1500 / 837p

  To download the CMS 1500 form or the 837p file (the standard format used by health care professionals and suppliers to transmit health care claims electronically), there are several things that need

• Collecting Maladaptive Behavior Data - Mobile App / Recolectar data maladaptativa en la aplicación

  To add maladaptive data for a client: Log in to the mobile app. At the home screen, tap on the Data icon below. Select a client to whom you want to add data to, and tap the name. On the next screen,

• Mobile app training (video)

  CR Essentials's recorded app training: Offline mode While offline, users can: 1. Collect all clinical data, including session timers. 2. Start, track time, and end visits. 3. View client data and

• Environmental Change Categories / Categorías de cambios ambientales

  Environmental Change Categories are a clinical configuration under Behavior Analysis that is reflected when a therapist or user creates a daily note. To configure Environmental Change Categories you

• 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

• Payers / Pagadores

  To add your payers in CR Essentials you must 1. Go to Settings > General Settings > Financial Settings 2. Once you have clicked on Payers select the option "ADD PAYER" 3. After clicking on "Add

• 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.

• Viewing visit details in the calendar view screen / Ver los detalles de la visita en el calendario

  To view the details of the visit, at the calendar view screen: 1. Click Clients on the left navigation menu. 2. Click the ADD button under NOTES/TIME of the client that you want to schedule a visit

• Calendar view screen / Ver la pantalla del calendario

  To view the details of the visit, at the calendar view screen Click Clients on the left navigation menu. 2. Click the ADD button under NOTES/TIME of the client to that you want to schedule a visit.

• Resend Credentials

  Welcome emails, or credentials emails, have an expiration time for security purposes. To resend credentials to users whose link has expired: Ask the user (therapist or superuser) to delete all

• 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

• Supervision Log

  The supervision log contains historical information about who has been the supervisor of a therapist on a case. It is found on the left navigation menu. Supervisor Log screenshot It is available for

• Schedule Non-Billable Events

  How to schedule non-billable events: Go to Forms Data & Time. Make sure you are not selecting any client, this is how you add non-billable time. Click on the Start Time box to add the starting time

• Company Dashboard / Consola

  The Dashboard is where you will see a summary of information about the company. The dashboard is also the homepage of the software. This is the first screen that will appear when a user, with

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

  Before the RBT/ Assistant 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

• ABC Data Collection Mobile

  Version 4.4 of the mobile application introduces the new data collection user interface and the ability to collect abc data. New Data Collection View: Date Picker, Timer New Date Picker Click on the

• 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

• 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

• 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

• 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

• 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