accessing documents centralreach parent portal

How do clients login to the Central reaching client portal?

Login credentials can be established for a client via the Client Profile , or can be automatically enabled via client contact forms. Once the client receives their login credentials via email, they can visit login.centralreach.com and enter their username and password to access the Client Portal.

How do new centralreach users sign in and set up passwords?

New CentralReach users, including clients and generic contacts, need to have a primary email and date of birth in the Basics section of their Profile before being converted to a user. After they are converted to a user, they need to sign in to set a password. Click Forgot Password/First Time User?

How do I collect data in the client portal?

In the Clinical menu of the Client Portal, parents can collect data through sessions in learning trees. Parents can then access goals in learning trees and collect data in sessions by logging into the Client Portal.

What are the basic requirements for a new centralreach user?

New CentralReach users, including clients and generic contacts, need to have a primary email and date of birth in the Basics section of their Profile before being converted to a user. After they are converted to a user, they need to sign in to set a password.

Client Portal Client Portal Webinar

This video features a detailed overview of CentralReach’s Client Portal for practice management, including showing appointment schedules, signing timesheets, paying invoices, and setting up notifications.

Client Portal The CentralReach Client Portal Webinar

This video provides a quick overview of the Client Portal for caregivers to learn how to access learning trees, open sessions to collect data, review documents, and sign session notes.

Client Portal Welcome to the Client Portal Webinar

This clip includes a 3-minute introduction to the CentralReach Client Portal for clients and caregivers. Please note, this does not include data collection.

Contacts Connect Generic Contacts to Employees

The organization account, or users with the (Utilities > Bulk-Connect Employees & Employees) permission, can connect users to each other in the Contacts module.

Contacts How to View User Activity in CentralReach

Users with client-admin permissions can only view client history, which includes dates and times of appointment cancellations, invoice generations, and profile information updates.

Contacts Contacts Export File

A contacts’ file can be exported out of CentralReach from the Contacts module.

Contacts Contact Favorites List

Set up a favorite list of contacts to access contacts by filtering them in the contacts grid, and including them in the Favorites widget in your Dashboard.

Contacts Search for Contacts Using Labels

CentralReach offers the ability to filter contacts based on contact labels. Labels allow you to filter or exclude contacts based on the defined label criteria.

Contacts How to Find your Organization ID

When logged in to CentralReach with the organization account, view the organization’s ID on the left-hand side panel of the organization’s Dashboard, or by clicking the organization name on the top right corner.

Contacts Disable Employee Access Without Inactivating their Account

When a user is no longer employed with the organization, the user’s account may need to remain active for a period of time following their unemployment for payroll purposes.