About the Author

CentralReach Marketplace


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

  • Note & Forms

  • Permissions

  • Setting Note Editor Permissions

    Setting Note Editor Permissions Navigate to Permissions Select Add a name (E.g. Note Manager) Add a description (E.g. Template Editor) Select Select the Permissions tab Select Notes Select Notes Templ...

  • Note Template Navigation

  • Note Template Navigation

    Note Template Navigation System Modifiable Template Samples Custom Organization Specific Templates Beta Modifiable Template Samples Templates in testing with payors Establish new templates via Note: F...

  • File Names & Options Panel

  • Dynamic vs Static File Names

    Customizing File Names Select Pencil Add a Static Title All files generated with a uniform name (E.g. Session Note) Add a Dynamic Title All files generated with a unique name (E.g. Session Note: Figar...

  • Options Panel

    Options Panel Select Add Header or Footer Unavailable (Exist Already) Import Template (Add an existing form into a new form) Add a Section Add a Header (Left) or Footer (Right) Template Options Select...

  • Drop Ins & Form Fields

  • Using Note Drop Ins

    Automated Fields Contacts Module Client Drop Ins Client Demographic Information Provider Drop Ins Service Provider Demographic Information Payor Drop Ins Funding Source Information Scheduling Module S...

  • Additional Drop In Considerations

    Any Form Fields may be made required Required fields prevent saving a note until they are completed (I.e. Resolved) Requiring Other Signature : User must assign to a contact before signing the note Si...

  • Basic Formatting

  • Formatting a Note Template

    Table tab Create Grids Rows/columns will automatically adjust to fit cell contents Full Page Width Default: (Table Properties - Width - 100%) Ensures uniformity if multiple tables are utilized in a fo...

  • Building/Duplicating a System Note

  • Building/Duplicating a System Note

    Navigate to Note and Form Templates Select All Filter Type CR Sample: Session Note or CR Sample: SOAP Note Visuals in Branch 1 (Sample Session Note & SOAP Note) Select the Note Select Navigate to Cust...

  • Using Forms in Contact Profile

  • Notes in Contact Profile

    Using Forms in Client Profile Navigate to Contact Dashboard Select Create Note Select a Note Template Complete Note Select Completed Notes Accesable in: Notes & Forms Widget (Contact Dashboard) Profil...

  • Notes on Timesheets

  • Connecting Notes to Service Codes

    Connecting Notes to Service Codes (Requires Billing Permissions) Bulk attach notes to Service Codes Navigate to Billing Select Service Codes Select Service Code(s) Select Actions Select Add a notes te...

  • Completing Forms Within a Timesheet

    Completing Forms Within a Timesheet Navigate to Scheduling Select an Appointment Select Create Timesheet Select Select Complete Note Select (Redirects to Timesheets) Select (Redirects to Schedule)

  • Quiz - Note/Form Training Course

  • Sample Session Note & SOAP Note

  • Scheduling

  • Schedule Permissions

  • Setting up Scheduling Permissions

    Below is a list of all the possible permissions within the Scheduling Module . They are organized by type of access and list out the individual permissions available to be assigned to each user. Any c...

  • Practice and Apply

  • Quiz - Scheduling Permissions

  • Appointment Types

  • Adding New Appointment Types

    Appointment types help to decrease scheduling time by standardizing appointments with a specific tittles and lengths. Navigate to the Profile menu from the agency main account Click Settings and then ...

  • Sync Appointment Type

    In order for a new appointment type to be used by other staff it must be Synced to other the staff members accounts. Navigate to Scheduling Module Click on Settings Click on Sync Appointment Syncing A...

  • Practice and Apply

  • Quiz- Appointment Types

  • Employee & Client Availability

  • Adding Employee Availability

    Employee availability shows days and times when staff may be scheduled with clients. This feature pairs well with our Find a Provider feature. Using the two together will make scheduling more efficien...

  • Adding Client Availability

    Navigate to the Contacts Module Select the blue-texted name of the client to enter into their account Click on the Profile tab Choose the Settings tab Click on Client Schedule Settings Click on Add Ne...

  • Practice and Apply

  • Quiz - Adding Availability

    Read each question and answer choice carefully and choose the best answer.

  • Schedule Settings

  • View & Manage Another Staff's Calendar

    A staff member wanting to see the calendar of another staff will need to be connected in the Contacts Module as well as be granted the View or View and Manage permission within the Scheduling Module. ...

  • Reviewing Staff Permission Level

    Click on Profile Click on Settings Click on Calendar Permissions Find the list of staff members who have View only or View & Manage permission over this staff member s schedule Permission levels may b...

  • Cancellation Reasons

    Adding Reason Codes for Cancelled Appointments Cancellation reasons are often used when organizations wish to standardize the reasons employees select when cancelling a session. These cancelation reas...

  • Additional Settings

    Navigate to the Scheduling Module and choose Settings Select Additional Settings When Updating Appointments Require a Change Note Requires staff to state a reason for changing an established appointme...

  • Schedule Views

  • View My Calendar

    CentralReach offers 5 views to fit users needs. These include: Day Week Month List and Planner Navigate to the Scheduling Module and select View My Calendar Click on the Week drop down on the top left...

  • View Day Planner

    Day Planner functions as an in-depth look at multiple client or staff calendars across a specific day. Navigate to the Scheduling Module and choose View Day Planner Use the Search bar to add client or...

  • View As Grid

    View As Grid is perfect for viewing many appointments at once. Users are able to easily audit scheduled appointments identify converted or unconverted status identify authorized or unauthorized appoin...

  • Practice and Apply

  • Quiz - Calendar View

    Read each question and answer choice carefully and choose the best answer.

  • Match Provider & Client Schedules

  • Find a Provider

    The Find a Provider tool assists agencies with scheduling clients with available staff members. The tool will show only available times based on staff availability and pre-existing appointments. Navig...

  • Find a Client

    The Find a Client tool assists agencies in pairing staff with available client session times. The tool draws on the client availability and excludes any times with pre-existing appointments. Navigate ...

  • Schedule Appointments

  • Adding a Single Appointment

    Scheduling in CentralReach is quick and easy. User can add a single or recurring appointments from several different screens. Navigate to Scheduling Module Click on View My Calendar from the drop down...

  • Adding a Recurring Appointment

    Navigate to Scheduling Module Click on View My Calendar from the drop down menu Click on date and time for upcoming appointment Specify Appointment Details Date and Length of appointment- Start and en...

  • Adding and Removing Organization Scheduling Labels

    Users can create and add scheduling labels both from View as Grid and View My Calendar . Scheduling labels can be created from both Org accounts and Employee accounts. Navigate to the Scheduling Modul...

  • Practice and Apply

  • Quiz- Adding Appointments

    Read each question and answer choice carefully and choose the best answer.

  • Edit Existing Appointments

  • Editing Existing Appointments

    Editing Existing Appointments Changes in scheduled appointments may occur often so CentralReach allows users to change appointments as needed. Users can modify a single appointment or a recurring seri...

  • Cancel an appointment

    Appointments are canceled from the calendar when the appointment was scheduled and confirmed but never occurred due to a client or employee cancellation. Users can also add a reason for cancellation t...

  • Delete a Single/Recurring Appointment

    Appointments are deleted from the calendar when the appointment was added by error or with an error. All deleted appointments may be reviewed in the Schedule Audit Report. Navigate to Scheduling Modul...

  • Practice and Apply

  • Quiz- Editing an Existing Appointment

    Read each question and answer choice carefully and choose the best answer.

  • Convert & Audit Appointments

  • Converting Appointments

    Converting From View My Calendar Navigate to the appointment that has been worked Click on the to the left of the appointment title Review the appointment details and scroll to the bottom of the times...

  • Auditing Converted & Unconverted Timesheets

    The Scheduling Module offers many filters and tools to aid agencies in auditing for things like converted and unconverted appointments double-booked appointments and appointments booked with no servic...

  • Downloading and Printing Calendar Feed

    Users can print schedules in different layouts directly from the calendar view depending on current needs. Navigate to the Scheduling Module and select View My Calendar. Click on the search bar and ty...