Search results for Archiving a Caregiver

213 articles found

• Archiving a caregiver / Archivar a un cuidador

  1. Click Clients on the left navigation menu. 2. Click on the Caregivers tab. To archive, the caregiver, just click on the Remove button. This will remove the caregiver from the active list. The

• Caregivers / Cuidadores

  In the caregiver screen, you can add a caregiver, edit or archive a caregiver, set the baselines for caregiver competency checks, add caregiver competency checks, view the caregiver’s progress, and

• Creating a login credential for a caregiver / Crear una credencial de inicio de sesión para un cuidador

  Before you can create login credentials for a caregiver, you must first add the new client caregiver. 1. Go to the client's profile and click on the Caregiver's tab 2. Click on "Add New Caregiver" 3.

• Caregiver signature on notes / Firma del cuidador en las notas

  Caregivers can now sign progress notes or analyst notes. You first need to edit the caregiver in the client's profile and turn on the flags for progress notes and analyst notes. When you do,

• 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

• 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. Access the client profile by clicking on their name. Once

• Caregiver Competency Labels / Etiquetas de competencias de cuidador

  Caregiver Competency Labels is a setting under Behavior Analysis. To set up caregiver competency labels, you must click on settings in the top navigation and select caregiver competency labels. In

• Adding a caregiver and set baselines for the caregiver competency check / Añadir un cuidador y la líneas base en su evaluación de competencias

  1. Click Clients on the left navigation menu. 2. Select the client for that you want to add caregivers. 3. Click on the Caregivers tab. 4. On the next screen, click New Caregiver. 5. On the next

• Caregiver Feedback / Retroalimentación para cuidador(a)

  Caregiver feedback is a clinical configuration under Behavior Analysis that is reflected when a therapist or user creates a progress note. To configure Caregiver Feedback you must click on Settings

• Caregiver Portal / Portal para Cuidadores

  CR Essential's Caregiver Portal Training Video Portal para Cuidadores Video de Entrenamiento del Portal de Cuidadores de CR Essentials

• 8.1: Custom Form Builder – Caregiver Documents

  Release Recap The 8.1 release allows users to create custom forms for caregivers to complete in the Caregiver Portal. Custom forms also include writeable smart fields (i.e., Caregivers can submit

• Telehealth Visit from a Caregiver Perspective / Visita de telesalud desde la perspectiva de un cuidador

  To start a Telehealth Visit from a caregiver perspective, all you need to do is log in to your platform with your credentials, if you still don't have credentials you need to get in contact with the

• 6.3: Caregiver Portal, Billing, and Claims Updates, and Bug Fixes

  Release Recap The 6.3 release contains updates to the Caregiver Portal, “Visits” section, Billing Summary, and Invoices, as well as bug fixes. The following new features and functionality have been

• 6.2: New Invoice Features, and Caregiver Portal and Billing Updates

  Release Recap The 6.2 release contains new invoice features, such as private pay, and updates to the Caregiver Portal and billing section. The following new features and functionality have been

• Adding caregiver competency checks / Añadir evaluaciones de competencias para cuidadores

  Before adding competency checks, you must add the caregiver and set the baseline. After setting this up, you may proceed to add competency checks for each caregiver. 1. On the Calendar screen, after

• Viewing caregiver competency checks / Ver las evaluaciones de competencia del cuidador

  To view the saved caregiver competency checks, go to Clients > Caregivers, then click on View Documents. You will be brought to the Applied Behavior Analysis section, then you will click on

• 25.2.0: New Payer Setting & Client Page Enhancements

  Release 25.2..0 will be available mid February, 2025. Release Recap The 25.2 release includes a new payer setting, restructuring of caregiver name fields, and multiple design updates to tabs in the

• Changing the caregiver name of a visit on the calendar view screen / Cambiar el nombre del cuidador de una visita en el calendario

  Administrators, super users, and therapists can edit and change the caregiver name of a visit in the calendar view screen. Only the visits with the status visit scheduled, visit completed, and

• RBT Competencies / Competencias RBT

  In the RBT competencies screen, you can add an RBT with the different competency checks. The criteria you want to include, edit or archive the added RBT settings, add RBT competency checks and view

• Archiving RBT for RBT competency checks / Archivar un RBT para las evaluaciones de competencia de RBT

  To archive an RBT on the RBT competency check screen: Click Clients on the left navigation menu. 2. Select the Client from the list. 3. Click on the RBT Competencies tab. 4. To archive the RBT

• Telehealth Visits / Visitas de telesalud

  The telehealth feature needs to be requested by CR Essentials customer support team. First, you must set up your billing codes by going to Settings>Billing Codes. Note: For clients using the Tellus

• 7.0: Billing Summary and EVV Updates

  Release Recap The 7.0 release contains Electronic Visit Verification (EVV) and Billing Summary updates, caregiver access to Progress and Analyst Notes, and the ability for admins and super users to

• Completing a Visit with Missing Signatures in the Mobile app / Completar una visita con firmas faltantes en la aplicación móvil

  To complete a visit with a missing signature in the mobile app: After you log into the app, tap on the schedule icon below. If you need to go into past dates to add that signature, pull down the

• March 2022 Release Highlights

  Release v6.3 is now available! This new release contains enhancements to multiple areas of the product including: Practice Management Enhancements Therapist credentials, levels, and license numbers

• August 2022 Release Highlights

  August 2022 Release is now available! This new release contains enhancements to multiple areas of the product including: Progress and Analyst Notes: Now contain the number of billable units, visit

• January 2022 Release Highlights

  As of January 20, 2022, administrators now have the ability to add your company logo to your Behaviorsoft account. Customize the look of the dashboard, Caregiver Portal, and documents that are sent

• Copying Graphs / Copiar gráficos

  To copy a graph in the platform, you can do so by right-clicking the graph and selecting copy. You can later paste this wherever you want. It can also be helpful to replace graphs on monthly reports

• 6.0.3: Updates to Claims, Progress Notes, and Analyst Notes

  Release Recap The 6.0.3 release contains sorting options in claims, updates to visits, Progress and Analyst Notes, and bug fixes. The following new features and functionality have been released in CR

• Completing a visit that is currently In Progress - Mobile App / Completar una visita que actualmente este en progreso en aplicación móvil

  To complete an in-progress visit: On the schedule screen, look for the In Progress visit. Tap end visit when the session is done. On the end visit screen, select an end at address. Select a caregiver

• Using CR Essentials mobile app with no timer

  When using the "CR Essentials" mobile app, therapists are able to collect data, clock in and clock out from visits, and collect caregiver signatures for the visits. By default, If a therapist clocks

• How to Navigate the New Calendar Versus the Legacy Calendar

  This article will help you easily switch from the legacy calendar to the new one and get your work done quickly and smoothly. Everything you need is still here, just faster and simpler to use.

• Archives / Archivos

  The Archives section will find the list of archived therapists and clients/groups. You can also filter your search by clicking on the filter icon or search by using the search bar You can type in and

• 6.1.2: Company Logos and Client Import Updates

  Release Recap The 6.1.2 release introduces the ability for organizations to add a company logo to their profile. Version 6.1.2 also contains added fields to the Client import and bug fixes. The

• February 2022 Release Highlights

  Release v6.2 is now available and comes with the ability to create, track and report on Private Pay invoicing and more. Watch our training video on How to bill private pay clients? Private pay

• How To Create or Edit an Event in the Calendar

  Users can create an event, make it a recurring event, and edit an event from the unified calendar. Create an Event Users can create a new event in two ways: Click the Create button in the top right

• 8.0: Introducing the Custom Form Builder

  Release Recap The 8.0 release introduces the Custom Form Builder, a simple way for providers to create custom forms to collect or pre-fill information directly in Behaviorsoft. The following new

• Data Collection Step-by-Step

  To have a smooth data collection process, this is the correct flow for an RBT (or BCBA providing direct therapy) : Log in to the app and start the session. Collect data and verify the correct date.

• Assign a supervisor to a supervisee

  To assign a supervisor (Analyst, Case Supervisor, BCBA) for tracking supervision and properly managing supervision logs. Please, follow these steps: Go to Therapists, from the left navigation panel.

• Adding a Therapist as a User / Añadir a un terapeuta como usuario

  Note: In order to give a therapist a Login/User, they must first be added to the system as a Therapist. Here is a link to the help article on Adding a Therapist / Añadir un terapeuta - CR Essentials

• Assigning a therapist to a client / Asignar un terapeuta a un cliente

  For a therapist to start collecting data and create notes for a client, you will have to assign that therapist to a client before. To assign a therapist to a client: 1. Click Clients on the left

• Approving Client Documents

  You can approve the progress notes, analyst notes, monthly reports, and competency checks at the client’s main profile screen. To access this page: Select Clients on the left navigation menu 2. Click

• Importing data for each behavior or skill / Importación de datos para cada comportamiento maladaptativo o reemplazo

  If you have been collecting behavior or skill data outside of Behaviorsoft, you may import them into the system through the Import Data function. To ensure the proper import of data, the following

• Therapist Types / Tipos de terapeuta

  Therapist Types is a company setting under General Settings. To set up therapist types you must : Click on Settings in the top navigation menu and select therapist types. You can add more therapist

• Assigning a Skill to a Client using "Essentials Standard"

  To start recording a skill, you have to first set up & assign the skill to a client. The page where you can set this up is accessible from the specific client’s profile page. On the left navigation

• Billing Private Pay Clients / Facturación de pagos a clientes privados

  This is to bill private pay clients, if you'd like to bill insurance then please check out Billing through Change Healthcare. To bill 100% private pay clients in CR Essentials, you will have to

• Scheduling a visit for a client / Agendar una visita para un cliente

  Here is how you can s chedule a visit, at the calendar view screen: 1. To go to the calendar view screen, click Clients on the left navigation menu. 2. Click the Add button under NOTES/TIME of the

• Excluding a therapist from a Requirement / Excluir un terapeuta de un requisito

  You can set the therapist to be exempted or excluded from a requirement. To do this, click on Therapists on the left navigation menu and select the Therapist that you want to exempt from a

• Setting/editing a client under a specific director/owner / Configurar/editar un cliente bajo un director/propietario específico

  To set a client’s Director/Owner: When entering a new Client, the first option that will appear on the page is to choose a Director (Owner). Everything that has to do with this Client will then be

• Edit a billing code, place, or time for a visit that has already been completed

  To edit a visit that is completed or locked, will only be possible for Administrator users and Superusers with Billing access. To successfully apply changes to these locked visits, follow these

• Assigning a different therapist rate to a visit in the calendar view screen / Asignación de una tarifa de terapeuta diferente a una visita en el calendario

  The administrator or superuser can assign a different therapist rate to any visit with scheduled completed, and submit to clearinghouse status at the calendar view screen. To go to the calendar view