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.

View All Seller's Products

What's Included

  • Segment 1: Employee Onboarding Permissions

  • Employee Onboarding Permissions

    Typical Permissions needed for staff responsible for onboarding include: Billing Access Basic access to the billing module Settings Manage Access to billing settings including the ability to see emplo...

  • Learning Opportunity

  • Quiz - Employee Onboarding Permissions

  • Segment 2: Adding A New Employee

  • Adding A New Employee

    Navigate to the Contacts Module Click on and choose Employee from the drop down options Choose the Employee Contact Form from the Custom Forms subsection Fill in the available information and click Su...

  • Learning Opportunity

  • Quiz - Adding A New Employee

    Add 2-5 questions relating to the content covered in the segment. All questions will be either multiple choice (4 answer options) or True/ False (2 answer options). Ensure that the questions are clear...

  • Segment 3: Adding Employee Basic Information

  • Adding Employee Basic Information

    Employee Dashboard You may navigate here straight from the Employee Contact Form or you my navigate here at a later time by clicking and choosing the name of the employee whose information needs to be...

  • Learning Opportunity

  • Quiz - Adding Employee Basic Information

    Add 2-5 questions relating to the content covered in the segment. All questions will be either multiple choice (4 answer options) or True/ False (2 answer options). Ensure that the questions are clear...

  • Segment 4: Giving Employee Permissions

  • Giving Employee Permissions

    Assigning Employee Permissions Employee permissions allow individual staff members to view and in some cases make changes to pieces of information within CentralReach The Admin permission group is pri...

  • Learning Opportunity

  • Quiz - Giving Employee Permissions

  • Segment 5: Making Employee Connections

  • Making Employee Connections

    Employee Connections may be considered an optional step unless the employee needs to access the profile or documents of another employee or send a message to another employee if using CentralReach mes...

  • Learning Opportunity

    Add the statement below Check all that apply . Below the statement add answers that the client should be able to do on their own. List all deliverables that will factor into their ability to prove the...

  • Quiz - Making Employee Connections

  • Segment 6: Pay Types - For Payroll Module Only

  • Pay Types

    This step is only required for organizations purchasing the Payroll Module within CentralReach Adding Payroll will help minimize the work needed to transfer hours worked into a monetary value that is ...

  • Learning Opportunity

  • Quiz - Pay Types

  • Segment 7: Pay Codes - For Payroll Module Only

  • Pay Codes

    Employee Pay Codes help CentralReach to calculate an employee s pay based on their per-hour rate Navigate to the Employee Checklist Click to expand the Billing titles Choose the Pay Codes blue title a...

  • Learning Opportunity

  • Quiz - Pay Codes

  • Segment 8: Service Codes

  • Service Codes

    Service codes are billable and non-billable codes that an employee will use when creating timesheets Billable codes will be sent to funding sources for reimbursement and non-billable codes are used to...

  • Learning Opportunity

  • Quiz - Service Codes

    Add 2-5 questions relating to the content covered in the segment. All questions will be either multiple choice (4 answer options) or True/ False (2 answer options). Ensure that the questions are clear...

  • Segment 9: Claim Settings

  • Claim Settings

    Employee Claim Settings affect what if any information is provided in the bottom half of a claim form (e.g. CMS 1500) An employee only needs his/ her claim settings filled out if he/ she will appear o...

  • Learning Opportunity

  • Quiz - Claim Settings