Search results for Archiving a Caregiver

217 articles found

• 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.

• 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

• 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

• 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

• 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

• 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

• 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

• Medications / Medicamentos

  To Add Medication: Click Clients on the left navigation menu. 2. Select the client to that you want to add medications. Click on the Medications tab. 3. Click on the ADD NEW MEDICATION OR MEDICATION

• Therapists Page

  The following will be released in 24.9: The Therapists page displays all of the therapists with important information and actions. therapists page view for super users and admins How to view a

• Using ESIGN (Electronic Signature) / Utilizar ESIGN (Firma electrónica)

  Setting up your ESIGN To set up your electronic signature, select Profile on the top navigation menu then select My Signature. At the My Signature screen, you can create your electronic signature.

• 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

• Preferences / Preferencias

  In the preferences screen, you will be able to view all client preferences that were added through the progress notes. It will show the date when the preference was noted, and the date of the

• 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

• 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

• Clients Page

  The following will be released in 24.9: The Clients page displays all of the clients with important information and actions. clients page for super users and admins clients page view for therapists

• 3.1: Mobile Non-billable Events and Cancelled Visits

  Release Recap The 3.1 Mobile release contains non-billable events and cancelled visits. The following new features and functionality have been released in Behaviorsoft’s mobile application:

• 6.0.1: Payor Import File and Claim Screen Updates

  Release Recap The 6.0.1 release contains updates to the Payor Import file and Claim screen. The following new features and functionality have been released in Behaviorsoft: When creating an

• Places of Service / Lugares de servicio

  Places of Service is a company setting under General. To set up places of service you must click on Settings in the top navigation and select Places of Service. You can add more places of service,

• 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

• Adding Company Addresses / Agregando direcciones de compañia

  HOW TO ADD COMPANY ADDRESSES. Adding the company address correctly may be done by following the next steps. 1. To set up different addresses for the company you will have to go to Settings> General

• Company Settings / Ajustes de la compañía

  Company Settings is a configuration under Settings. To configure this you must click Settings on the top navigation and select, then General Settings and for last Company Settings. On this screen you

• 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)

• 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

• 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

• How are Billable Units defined (Units of Service) / Cómo se definen las unidades facturables (unidades de servicio)

  A unit of service is the number of times a procedure is performed. The definition of the unit varies by service. For services defined in 15-minute increments, the total units of service for the day

• 3.0: Mobile Clinical Data Collection Updates

  Release Recap The 3.0 Mobile release contains updates to clinical data collection. The following new features and functionality have been released in Behaviorsoft’s mobile application: The following

• Viewing Client Information / Ver información de un cliente

  To view client information in the mobile app: Log in to the CR Essentials Mobile app. Select the clients icon from the lower bar section. Select a client. NOTE: CR Essentials mobile app training

• How to export client data for behaviors & skills

  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

• Profit Summary / Resumen de ganancias

  In the profit summary, you will see the profit made by each owner/director. Select profit summary on the left navigation menu. Select the date range that you want to run the report for. Then click

• How to Schedule Non-Billable Events / Cómo programar eventos no facturables

  How to schedule non-billable Scheduling Non-Billable Events. Go to Calendar. Click on Create. Select Non-Billable. Select the correct Category, Date, and Time. If you want to make it a recurring

• 8.3: Therapist Requirements Visibility Updates and Billing Enhancements

  Release Recap The 8.3 release contains updates to the "Therapists - Certifications & Requirements Report" and "Therapist Courses & Documents Required" tables, and Billing enhancements. The following

• Adding previous client data for maladaptives & replacements / Agregar datos de clientes anteriores para maladaptativos y reemplazos

  Previous data collected for clients before starting with CR Essentials can be inputted into the system. To add this data: Select Clients on the left navigation menu. 2. Select Add under the

• 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

• 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

• 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.

• Adjusting Therapist Payroll Rate / Ajustar las tarifas de planilla de un terapeuta

  1. To adjust a specific therapist rate, select Therapists in the left navigation menu. 2. Select the Therapist you wish to adjust the service rate for. 3. After you choose the therapist, click on the

• How to Bill Under Supervisor's Credentials

  To bill visits for under someone else's credentials you will have to do 2 things. The first one is going to Settings>Financial Settings>Billing Codes and editing the billing codes by turning on the

• 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

• 24.1: Introducing ABC Data Collection

  Release Recap The 24.1 release introduces ABC Data Collection for clients in Progress, Analyst, and Lead Analyst Notes. The following new features and functionality have been released in CR

• How to Use Payroll Summary / Cómo usar el resumen de la nómina

  The Payroll Summary is where you can run a payroll report of each employee or therapist, for a specified period or date. At the left navigation menu, click on Payroll Summary. Enter the specific

• Electronic Visit Logs / Registro de visitas electrónicas

  The “Electronic Visit Logs” is where you can view the different visits for a specific date/period of a client. You can access this by clicking the “Electronic Visit Logs” at the left navigation menu.

• Importing clients in bulk / Importar clientes de forma masiva

  1. Click on Settings at the top-right menu, and select Import Clients (Bulk). 2. You will be directed to the Import Client (Bulk) screen. 3. It is important that you Import a file with the correct

• Editing replacement/skill STOs / Editar STOs de conductas de reemplazo o habilidades

  The steps on how to edit replacement/skill STOs: 1. Select Clients on the left navigation menu. 2. Click the name of the client you want to change the STOs. 3. From the client’s main screen, select

• 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

• Grouping visits into claims (Video)

  Sometimes visits need to be grouped in a certain way in the CMS 1500 for billing purposes. Please see the video below to learn how those visits are grouped.

• Clinical overview for therapists (video)

  We know that as a therapist you want to get up and running as quickly as possible. With the following video, you'll be ready to start collecting data and creating notes in about 10 minutes. Enjoy!