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

225 articles found

  • 24.7: Billing Code Payroll Rates

    Release Recap The 24.7 release includes the ability for admins to assign therapists separate payroll rates for different billing codes. The following new features and functionality have been released

  • 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

  • 6.3.6: Bug Fixes

    Release Recap The 6.3.6 release contains Invoice and progress note bug fixes. The following new features and functionality have been released in Behaviorsoft: Graphs for behaviors where data was

  • 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

  • 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

  • 3.3: Mobile Visit Timer Updates

    Release Recap The 3.3 Mobile release contains the ability to disable the visit timer. The following new features and functionality have been released in CR Essentials’ mobile application: Users can

  • 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

  • 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

  • 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

  • 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

  • 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: Edit or Regenerate an AI note summary

    AI note summaries are available for standard session notes and custom session notes (in release 25.4 ) How to Edit or Regenerate the AI Summary Navigate to the Session Summary Tab of the note Click

  • 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.

  • How to Schedule Non-Billable Events / Como 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

  • 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

  • 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

  • Change Email Address / Cambiar Correo Electrónico

    In the top right navigation, click on Profile and select User Profile from the dropdown. At the edit user screen, type in the new email you would like to use for your Behaviorsoft services in the

  • Logs & User Activity / Registros y actividad de los usuarios

    In Logs & User Activities, you can see the list of users, the Date & Time, as well as the Remote Address, are also displayed for HIPAA compliance purposes. Go to the Left Navigation Menu, scroll down

  • Delete visit signatures / Eliminar firmas de visitas

    Administrators or superusers with the necessary permissions can delete signatures from visits. By doing the following steps: 1. Go to your left navigation menu and click Billing Summary and click on

  • Trash Bin / Papelera

    All maladaptive and replacements deleted from the archived list will now be found in the Trash Bin. You can find the Trash Bin at the left navigation menu, under Misc. If you want to put the

  • 8.4: Field Name Updates

    Release Recap The 8.4 release contains updates to the field names throughout the application. The following new features and functionality have been released in CR Essentials: The “Training” field in

  • 6.3.7: Supervision Report Fix

    Release Recap The 6.3.7 release contains a fix to Supervision report PDF documents. The following new features and functionality have been released in Behaviorsoft: In Supervision report PDF

  • 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

  • Inbox / Bandeja de entrada

    Admins and superusers with permission will have the inbox tab available. The inbox is where progress notes, analyst notes, and documents that have been added will appear. As an approver, you will be

  • 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