Student Profile Setup and Maintenance
Student Profile Setup and Maintenance
Embedded Files
Inputting New Students
Inputting New Students
Terminology
Terminology
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
Resources
Resources
Instructional Slides: Inputting New Students (SOP)
CR Support Checklist: Inputting New Students: CR Support Checklist (MASTER-SOP)
Training Video: Coming Soon
Connections
Connections
Terminology
Terminology
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
Resources
Resources
Instructional Slides: Connections (SOP)
CR Support Checklist: Connections: CR Support Checklist (MASTER-SOP)
Training Video: Coming Soon
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