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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 initial set up of your account and get you ready for maximum functionality! As you work yo...

  • How to use this course

    This course consists of several branches that make up a learning tree. Each branch contains useful information that will assist you in learning the material. To navigate through the course you will ne...

  • Introduction To CentralReach - Navigating Dashboard & Icons Course v.11.17

    This section of the course is designed to familiarize you with navigation within your CentralReach system. You will discover each of the modules you have available and what kind of tools and functiona...

  • Navigating Your CentralReach Dashboard & Icon

    Tips for Navigation Customizing landing page to ensure maximum workflow efficiency Using widgets within a client profile to view most pertinent information on screen Implementing & utilizing labels an...

  • Understanding your CentralReach Dashboard & Widgets

    CentralReach Dashboard Your CentralReach Dashboard is customized to better fit your organizational needs. Upon logging in you will be taken to your Dashboard which contains multiple widgets. Similar t...

  • Setting & Modifying CentralReach Notifications

    If desired notifications can be sent to your email or your phone when changes are made to the schedule and other parts of CR. If you would like to set these notifications return to the Dashboard and c...

  • Adding and Removing Widgets From The Dashboard

    From the main dashboard click on the grid icon on the upper right side. Choose the widget that you would like to add. If you do not see the widget on the list it is already visible on the dashboard. T...

  • Module Icons Explained

    The module icons within CentralReach allow you a visual representation of all of the modules that can be accessed within the system and provide you with a quick way to navigate across them. They are l...

  • CentralReach Navigation Practice and Apply

    Widgets: Drag and drop one or more widgets from the top to the bottom of the screen Find the trashcan icon and remove a widget Find the grid icon and add the widget to the dashboard Modules: Click on ...

  • Learning Opportunity

  • Quiz - Navigating Your CentralReach Dashboard & Icons

  • Permissions Training Course v.2.18

    This section of the course is designed to familiarize you with permissions how to use system permission groups and how to create custom permission groups. Permissions allow you to give specific access...

  • Segment 1: Accessing the Permissions Module

  • Accessing the Permissions Module

    Accessing The Permissions Module ___________________________________________________________________________________________________________________________ Please note: This permission is only grante...

  • Learning Opportunity

  • Quiz - Accessing the Permissions Module

  • Segment 2: Permissions Overview

  • Permissions Overview

    Permissions Module Overview Navigate to Find the Permissions Filters along the top left of the screen All Shows both System and Custom permission groups existing in the organization account System Sho...

  • Learning Opportunity

  • Quiz - Permissions Overview

  • Segment 3: Using Default Permission Groups

  • Using Default Permission Groups

    Review System Permission Groups System Permission Groups Shows only permission groups created by CentralReach The permissions granted in these groups cannot be edited by the organization Navigate to C...

  • 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 - Using Default Permission Groups

  • Segment 4: Creating Custom Permission Groups

  • Creating Custom Permission Groups

    Create A Custom Permission Group From An Existing System Group ___________________________________________________________________________________________________________________ Recommendation: Centr...

  • Learning Opportunity

  • Quiz - Creating Custom Permission Groups

  • Segment 5: Adding Employees To A Permission Group

  • Adding Employees To A Permission Group

    Adding Employees To A Permission Group Navigate to the Users tab Use the search bar to Search for an employee s name Search for an employee label You may also click on the Browse all employees not add...

  • Learning Opportunity

  • Quiz - Adding Employees To A Permission Group

  • Segment 6: Review Employee Permissions

  • Review Employee Permissions

    Review Employee Permissions Navigate to Choose Enter in the name of the employee whose permissions you would like to audit will appear next to the permission lists where no permissions have been grant...

  • Learning Opportunity

  • Quiz - Review Employee Permissions

  • Contact Labels Training Course v.12.17

    This module of the course will introduce you to contact labels and show you how to create edit and assign labels at both the organization and private level. Contact labels within CentralReach allow yo...

  • Segment 1: Labels Permission

  • Contact Labels Permission

    Organizational Contact Labels Permission There are several different types of label permissions within CentralReach however the one being discussed in this course is specific to the Contact Labels. Th...

  • Learning Opportunity

    Please complete the following items

  • Quiz - Labels Permission

    Please complete the quiz below

  • Segment 2: Private Labels

  • Private Labels

    Private Labels Private labels are created and utilized within one user s account and are unique to that account. All accounts other than the main organization administrative account will have the abil...

  • Learning Opportunity

    This learning opportunity can only be completed from an account other than the main administrative account.

  • Quiz - Introduction to Contact Labels

    Please complete the following quiz

  • Segment 3: Creating Labels

  • Creating Labels

    Creating Labels Private labels can be created by anyone from their own accounts and Organization Labels can only be created within the main administrative account or from an account in which permissio...

  • Learning Opportunity

    Please complete the following checklist before continuing on to the next segment

  • Quiz - Creating Labels

    Please complete the short quiz below

  • Segment 4: Parent Labels

  • Parent Labels

    Parent Labels Parent labels allow the user to create customized folders and increase search functions throughout CentralReach. Think of parent labels as a main folder that other sub folders can be add...

  • Learning Opportunity

    Please complete the checklist below

  • Quiz - Parent labels

    Please complete the short quiz below

  • Segment 5: Assigning Labels

  • Assigning Labels

    Assigning Labels Labels can be assigned automatically using Custom Contact forms. For more information on the use of Custom Contact Forms please download and complete the Custom Contact Form Course lo...

  • Learning Opportunity

    Please complete the checklist below

  • Quiz - Assigning Labels

    Please complete the following short quiz

  • Segment 6 Using Labels to search and filter

  • Searching and Filtering

    Searching and Filtering Labels allow you to search and filter throughout various modules in CentralReach. To search within the contacts module click within the search box and begin typing. The search ...

  • Learning Opportunity

    Please complete the items listed below

  • Quiz - Searching and Filtering

    Please complete the short quiz below

  • Custom Contact Forms v.8.18

    The focus of this module is Custom Contact Forms. These forms generate new CentralReach user accounts bring automation to connections labels tasks permissions and much more! Course Objectives Modify E...

  • Permissions and Prerequisites

  • Permissions and Prerequisites

    Permissions Required: Add New Clients Using Custom Forms Add New Employees Using Custom Forms Add New Generics Using Custom Forms Utilities Manage Meta-Data Utilities Manage Organization Forms Contact...

  • Creating Custom Contact Forms

  • Creating Custom Contact Forms

    Creating Custom Contact Forms Navigate to the Contacts module Select Utilities & Tools Select Contact Forms Select Client Form: Generates a client account Client accounts will not incur a monthly char...

  • Employee Custom Contact Form

  • Employee Custom Contact Form

    Employee Contacts: Generate Accounts for New Employees Details Navigate to Details Form Link: N/A (URL to access Forms outside of CentralReach) Form Type: Employee (Type of Contact Form) Accessibility...

  • Client Custom Contact Form

  • Client Custom Contact Form

    Client Contacts: Generate Accounts for Clients Details Navigate to Details Form Link: Post URL on website for service inquiry Form Type: Client (Type of Contact Form) Accessibility Public: Establishes...

  • Generic Custom Contact Form

  • Generic Custom Contact Form

    Generic Contacts: Generate Accounts for New Applicants Details Navigate to Details Form Link: Post URL on website for applicants Form Type: Generic (Type of Contact Form) Accessibility Public: Establi...

  • Learning Opportunity

  • Creating Meta Data (Custom Fields)

  • Creating Meta Data (Custom Fields)

    Creating Meta Data (Custom Fields) Navigate to the Contacts module Select Utilities & Tools Select Meta-data Settings Select Field Title : Name of Meta Data Contact Type : Specifies Contact Type Clien...

  • Learning Opportunity

  • Quiz - Custom Contact Forms & Meta Data

  • Clinical Employee Onboarding v.1.18

  • 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

    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 in...

  • Learning Opportunity

  • Quiz - Adding A New Employee

  • Segment 3: Adding Employee Basic Information

  • 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 empl...

  • Learning Opportunity

  • Quiz - Adding Employee Basic Information

  • 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

    Making Employee Connections Recommendations : 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...

  • 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

  • Clinical Client Onboarding v.4.18

  • 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