Student Profile Setup and Maintenance

Student Profile Setup and Maintenance: Standard Operating Procedures

Inputting New Students (SOP)

Contact Forms: Efficient way to create user profiles
Payors: The financial party that reimburses for the services documented within CentralReach (i.e., District/Complex Area)
Contact Labels: These specific labels are attached directly to client and employee profiles, enabling efficient categorization and filtering of individuals within CentralReach.
Connections: The relationships between profiles that enable information sharing and workflow management.
Authorizations: A student’s IEP Services

Training Video: Coming Soon

Inputting New/Managing District Employees (SOP)

Contact Forms: Efficient way to create user profiles
Pay Codes: Set up and manage payroll classifications
Case Assignment: Process of officially linking a student (or "case") to the specific providers
Accessing CentralReach: Process of the user accessing their account once it has been created
In-Activating Employees: Process of transitioning a CentralReach profile from an "Active" status to an "Inactive" status.

Connections (SOP)

Case Assignment: Process of officially linking a student (or "case") to the specific providers
Interval Updates: Profiles, Connections, Appointments: Scheduled, bulk changes made to CentralReach to keep the system up-to-date