Search results for Archiving a Caregiver

217 articles found

• How to set up the Optum Clearinghouse Connection

  The billing integrations with Optum Connect Center allows you to turn visits into claims and send them to Optum Connect Center (the clearinghouse). The clearinghouse checks on those and then sends

• How to Track Supervision / Cómo 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

• 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

• 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

• 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

• 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

• 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

• 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,

• 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

• 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

• How to use Receivables Summary

  The Receivables Summary provides a complete view of all invoices and insurance claims that have been billed and are awaiting payment or reconciliation. This helps users monitor outstanding balances,

• 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

• 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.

• 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

• 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

• 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

• How To Use The Calendar

  Need help transitioning from the legacy calendar? This article discusses performing actions in the legacy vs new calendar. To access the calendar, click on the Calendar icon on the top left of the

• 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

• How to set up the Availity Clearinghouse Connection

  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

• How to Create Backups

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

• 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

• 26.4: Date of Service in Claim Tables, Visual Enhancements, and Other Fixes

  Release Recap The Essentials 26.4 release contains a new Date of Service column for Claims tables, minor visual enhancements, and other fixes. The following has been released: Date of Service in

• 26.3: Reporting & Graphing Enhancements, PDF Exports, and Saved Display Preferences

  The 26.3 release contains a new look and feel for Monthly Reports, improved graph performance and consistency, PDF exports for Monthly Reports, saved graph display preferences, and overall platform

• Optum Claim Errors / Errores en reclamo de seguros de Optum

  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

• 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,

• How to Create or Edit Payers / Pagadores

  How to Create a Payer 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 Payer" fill out the form

• 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

• 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

• 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

• 25.8 Web Release Notes - Updated Contact Support and Announcements Interface

  Release Recap The 25.8 release updates the location of the Contact Support and Announcements module to consolidate and create clarity. Therapist tags have also made a return, allowing users to filter

• 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

• 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

• 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

• 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

• 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

• How to Set Up Billing Codes / Como añadir 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

• 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

• Authorization Units / Autorización

  Here are the steps on how to add authorizations: From the client’s main screen, select the Authorizations tab. Click on ADD NEW CLIENT AUTHORIZATION. Some payers assign case IDs to authorizations and

• 26.5: Visit Data Syncing

  Release Recap The Essentials 26.5 release improves note and visit connections by ensuring notes are exclusively associated with its corresponding visit, as well as allowing users to add or remove

• Creating the Analyst Notes from the Analyst’s perspective

  Before the Analyst (BCaBA/BCBA/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

• How to find IDs on CR Essentials?

  When you contact support, you have probably been asked for the Claim ID, the Therapist ID, or even the Client ID. This article will help you know where to find them. To find the Claims ID Go to

• 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

• How To Manage Company Restrictions

  All company restrictions are in Company Settings -> General Settings -> Company Restrictions How to restrict users from creating or editing visits in the past Visit creation and visit edit

• 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,

• 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

• Loop Errors While Submitting Electronic Claims

  Resolving Claim Error: Loop 2420D (Supervising Provider Name) Without Loop 2310D (Rendering Provider) If you’ve received the following error while submitting claims, don’t worry — you’re not alone,

• 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

• 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