Search results for Adding a Caregiver and Set baselines for the caregiver competency check
208 articles found
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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
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Creating the Analyst Notes from the Analyst’s perspective / Crear nota de analista desde la perspectiva de un analista
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.
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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
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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
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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. Under the actions column, click ARCHIVE. Click OK on the
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How To Schedule a Visit from a Therapist Perspective / Agendar una visita desde la perspectiva de un terapeuta
Here are the steps on how to schedule a visit from a therapist's perspective: 1. Click on Forms, Data &Time on the left navigation menu. 2. From the dropdown menu, select the client with that you
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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
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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
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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
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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
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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 Eastern). An automatic ticket will be assigned to your issue; we will follow up
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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
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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
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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
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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
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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
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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
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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
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Creating, viewing and exporting behavior analyst monthly progress report / Creación, visualización y exportación del informe de progreso mensual
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
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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
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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
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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
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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
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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
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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,
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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.
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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
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Therapist Requirements / Requisitos para terapeutas
Therapist Requirements is a company configuration under General Settings. To configure therapist requirements you must follow these steps: 1. Go to Settings > General Settings > Therapists
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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
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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
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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)
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Replacement & Skill Acquisitions / Conductas de reemplazo y 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
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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
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Preparing a Client to Start Creating Progress Notes / Preparar un cliente para la creación de notas de progreso
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
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Sign Documents from ABA Docs
To sign Progress Notes or Analysts Notes from the Applied Behavior Analysis section, please follow these steps: Go to your client´s profile. Click on ABA Documents from the left navigation panel,
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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
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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
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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
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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
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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
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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,
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7.2: Introducing Non-Billable Events
Release Recap The 7.2 release introduces the option for users to schedule non-billable events that will be excluded from the claims process. Click here to view the 7.2 release slides. The following
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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,
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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
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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.
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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
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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
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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
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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
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Archiving Therapists/ Archivar terapeutas
Archiving Therapists If you ever want to remove access for one or more of your therapists all you have to do is press the Archive button on the right-hand side of an employee's row located within the