Process
Go to the Billing Module and enter the Billing Tab:
https://members.centralreach.com/#billingmanager/billing/Select Filters on the left hand side of the screen:
Status: Entry Added:
Select your time range (We recommend doing this daily)
You can select “Yesterdayˮ if you are planning to audit your notes daily as they come in
Service Code → Service Type: Applied Behavior Analysis
Select all entries by clicking the box at the top left of the table.
Set your page size to 200 on the far top right of the table
Click Label Selected → “Bulk Exportedˮ
If you have not created a label for this purpose yet, make a new
Organization Label called “Bulk Exportedˮ
Click Actions → Bulk Generate Invoices
Select “Activity Statementˮ
This will bring you to a screen where you must select the Payers for Each Client and the Location it is billing from. NOTE: it does not matter what you select.
For “Send Fromˮ, select one of your locations, and then click the small blue button on the top right that says “Use same for allˮ
Now, a blue button will appear at the very bottom of the screen, click “Bulk
Generate Activity StatementsˮNow, go to Billing → Invoices
For the date range at the top, select the current day.
Open up the filters on the left side, and then click “Invoice Filtersˮ
Set the “Typeˮ filter to “Activityˮ
Set page size to 200
Now, select all Invoices by clicking the box on the top left of the table.
Click “Printˮ
Click the blue button on the bottom left labeled: ‘Generate PDFʼ
On the next screen, wait for the loading spinners to finish, then click
“Download AllˮIf some of the invoices are not finishing, it may be because the amount of invoices you selected on the previous screen was too large. Additionally, do not refresh when you are at this page. If it takes longer than 10 minutes for invoices to generate you may need to start over.
Once your PDF is downloaded, go to https://app.brellium.com/upload-note
Select the Question Set on the left labeled “CR Exportˮ
Click the box on the left to select your exported invoice.
Click Submit - and youʼre done!