Search results for Archiving a Caregiver
195 articles found
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Tracking Supervision / Seguimiento de supervisión (video)
<br> <br> Supervision time for RBTs is tracked in the Training/Supervision tab on the therapist's profile. To correctly track supervision, you'll need to set up a few
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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
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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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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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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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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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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
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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
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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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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
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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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AI Session Summary for Progress Notes
AI Session Summary for Progress Notes is now in invitation only beta New Progress Note View & Flow When you create or edit a RBT/Assistant Progress note, you will see an updated view with three tabs.
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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
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Creating Backups / Creación de Respaldos
Everything in CR Essentials can be downloaded or exported. In order to create backups, you can create zip files that contain all the approved notes and export data from graphs. 1. Backup progress
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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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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
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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
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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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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
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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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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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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,
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Downloading CMS 1500 / 837p file / Descarga de un archivo CMS 1500 / 837p
To download the CMS 1500 form or the 837p file (the standard format used by health care professionals and suppliers to transmit health care claims electronically), there are several things that need
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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
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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
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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
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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.
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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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Calendar view screen / Ver la pantalla del calendario
To view the details of the visit, at the calendar view screen Click Clients on the left navigation menu. 2. Click the ADD button under NOTES/TIME of the client to 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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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
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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
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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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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
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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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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
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Payers / Pagadores
To add your payers in CR Essentials you must 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
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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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Non-billables
Non-billables are things you want to schedule but are not linked to a specific client. These may be office training, travel time, admin time, etc.
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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
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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
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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
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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:
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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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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
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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
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6.3.4: Therapist Requirement Table Update and Bug Fixes
Release Recap The 6.3.4 release contains a new field added to the Therapist Requirement table and bug fixes. The following new features and functionality have been released in CR Essentials: An
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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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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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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