centralreach parent portal

What are the best practices in the centralreach client portal?

This video features step-by-step instructions on best practices in the CentralReach Client Portal, including communications, setting parent goals, and enabling parent data collection. If playback doesn't begin shortly, try restarting your device.

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.

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.

How to access client portal?

To access the Client Portal, clients must receive login credentials from their organization. Login credentials can be established for a client via the Client Profile , or can be automatically enabled via client contact forms.

What is client portal?

The Client Portal is CentralReach’s web portal for organizations’ end clients. The portal is designed with an easy to navigate user experience, menus, and features tailored specifically for end clients to access their account information.

What is client portal schedule?

The Client Portal Schedule menu provides clients with access to view all of their scheduled appointments. The Appointments widget in the Dashboard menu also provides quick access for clients to view their upcoming appointments.

Can clients view files on the client portal?

Clients can securely preview, download, share, and upload files via the Client Portal. All files are saved and can be viewed in the Files menu. The Files widget in the Dashboard menu also allows quick access to new and recently added files and a link to upload new files.

Can credit cards be saved in client portal?

Please note, credit cards saved in the Client Portal are not accessible in clients’ profiles from the organization account unless they have already been added to the client’s profile.

What is client portal?

The Client Portal is CentralReach’s web portal for organizations’ end clients. The portal is designed with an easy to navigate user experience, menus, and features tailored specifically for end clients to access their account information.

How to access client's main menu?

Main Menu: the client’s main menu can be accessed by clicking the top left corner client photo or face image icon. From here, the client can access their account profile to view their contact and login information, SSO settings, set up notifications via email or text message, and view, add, and update their scheduling availability.