Once a contact is created in CentralReach, the contact cannot be deleted from the system.
#EVV DASHBOARD HOW TO#
Please note, removing user access only prevents the user from logging into CentralReach and does not make them inactive.Ĭlick here to learn how to disable permissions.Ĭlick here to learn how to deactivate or reactivate a contact. In their dashboard, click Profile and select Basics.Navigate to the Contacts module and select the contact.Please reach out to your CentralReach representative for questions. However, if the employee is made inactive (or has been deactivated) during the following billing period, there will not be a charge for that employee, unless they were reactivated during that billing period. It is recommended to remove the user’s permissions while their account is still active to prevent access to any modules or information, while being able to complete all internal, administrative work related to the user before deactivation.Īfter removing the employee’s access, there will still be a charge for the current billing period. 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.Īctive contacts can still log into CentralReach until their account has been deactivated. Click Save this view as a filter to save this view.Click the x next to the label name to remove the filter from the list.Click the drop-down next to the label name and select Switch to Exclude, to exclude the contacts with that label from the list.Once a label filter is applied, the label name will be added on top of the contacts grid.Click Organization Labels to view all of the labels your organization has created.
Or, click the funnel icon to expand the left-hand side panel, and click the Labels tab.Enter the name of the label you want to filter contacts by, in the search bar.Click here to learn how to assign labels to contacts.Click here to learn how to create labels.Labels allow you to filter or exclude contacts based on the defined label criteria. Click Save Activity and the activity will be shown in the Activity & Call Log widget in the contact’s DashboardĬentralReach offers the ability to filter contacts based on contact labels.Click the checkbox next to the contact name, to share the call/activity log with the contact you are creating it for.Network permissions still apply, meaning the client must be in your co-worker or outside provider’s network in order for them to view the notes.Share the note with colleagues in your organization, your entire network (outside providers included), or keep it private.Visible: define who can view the activity:.Or, click Profile on top of the Dashboard, and then click Activity/Call Log under the “Profile” tab.Click here to learn how to add a widget to the Dashboard.Hover over the “Activity & Call Log” widget and click the icon.Navigate to the Contacts module and select Everyone.Activity notes can be added to any contact in CentralReach, via the Activity & Call Log widget in a contact’s Dashboard.
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