About the Author

CentralReach Marketplace

www.centralreach.com

We build software for the developmental disabilities sector, with a focus on both research and practice. By creating and improving analysis tools, we help to advance the field and help medical and other healthcare professionals collaborate in real-time.

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What's Included

  • Welcome To CentralReach!

    Welcome to CentralReach! We are so pleased you have joined our family. This course will guide you through the steps and workflow for using a Custom Contact Form to add a new client into the CentralRea...

  • Segment 1: Client On-Boarding Permissions

  • Setting Client On-Boarding Permissions

    Client On-boarding Permissions There are two main permissions for adding new clients to the system and both can be found within the Contacts section of the permissions module . The permission listed b...

  • Learning Opportunity

    Please complete the following tasks to assess your understanding of the segment topic.

  • Quiz - Setting Client On-Boarding Permissions

  • Segment 2: Adding A New Client

  • Adding A New Client

    Adding a new client Navigate to the Contacts Module Click on and choose Client from the drop down options Choose the Client Intake Contact Form from the Custom Forms subsection Fill in the available i...

  • Learning Opportunity

    Please complete the following tasks to assess your understanding of the segment topic.

  • Quiz - Adding A New Client

  • Segment 3: Client Checklists

  • Using the Client Checklists

    Using the Client Checklist Once a client is added via a Contact Form and the is clicked you will then be taken to the new client s dashboard and all of the information entered into the Contact Form wi...

  • Learning Opportunity

    Please check off as the below items are completed

  • Quiz - Using the Client Checklists

  • Segment 4: Client Checklist: General Ops

  • Using the General Ops Checklist

    The following Training segments will review the specific checklist items found within the General Ops portion of the client checklist.

  • Basic Contact Infortmation/ Contact Address

  • Basic Contact Information/Contact Address

    After adding a client through a client custom contact form we have the majority of a client s basic demographics compiled in the system however we want to review that information and add any missing d...

  • Client Connections

  • Client Connections

    1. After clicking the grey button within the Client Connections checklist item you will be taken to the Connect Clients portion of Contacts Module. 2. Type in the name of the employee you want to conn...

  • Principals

  • Principals

    Adding principals to a client contact is a completely optional process however principals are utilized by organizations to help manage roles and relationships around clients and staff. Principal types...

  • Learning Opportunity

  • Quiz - General Ops Checklist

  • Segment 5: Client Checklist: Billing

  • Using the Client Checklist: Billing

    The following Training segments will review the specific checklist items found within the Billing portion of the client checklist.

  • Adding a Payor

  • Adding a Payor

    After clicking the grey button within the Client Connections checklist item you will be taken to the Payors portion of the client s profile. Once inside the Payors portion of the client s profile clic...

  • Adding an Insurance Payor

  • Adding an Insurance Payor

    Adding an Insurance At minimum you must add the Insurance Company name the plan name whether the insurance is a primary secondary or tertiary and when the coverage began. Feel free to include informat...

  • Adding a Credit Card

  • Adding a Credit Card

    Please Note in order to process a Credit Card on file a merchant account must be connected to your CentralReach account. CentralReach currently works with three merchant servicers: PayPal Pro ACH Dire...

  • Adding an Other Payor

  • Adding an Other Payor

    Select the Add payor checklist item and click on the Add Payor grey button to enter into the Payors section of the client s account. Once inside the payors screen select the Other option from the drop...

  • Adding an Authorization

  • Adding an Authorization

    Please Note if authorizations are going to be entered by someone else after clients are on-boarded this section can be skipped without impacting the ability to complete the subsequent section. After c...

  • Adding Claim Settings

  • Adding Claim Settings

    1. After clicking the grey button within the Client Connections checklist item you will be taken to the Claim Settings portion of the client s profile. In order for the client s claim information to a...

  • Learning Opportunity

    Please check off the following as completed

  • Quiz - Billing Checklist