Connect CentralReach.com to ARP

How to Connect CentralReach to AR Proactive

1. Create an employee user login to CentralReach for AR Proactive using:
   1. email: robot@arproactive.com
   2. name: AR Proactive
   3. tel. number: 773.669.7989
2. with following permissions:
   1. Insights > Revenue Cycle Management > Receivables report (needed for populating the AR Aging and Balance workflows)
   2. Contacts > Everyone (needed for Staff onboarding workflows)
   3. Files (needed for downloading reports we run) - we only need acccess to our User's reports, no other User's reports.
   4. You can limit / turn off the user's ability to enter data or make any changes in your CentralReach instance.
3. Connect the user with all Contacts: both new and existing, both active and inactive
   1. This is so that the Receivables report contains all balances for all clients.
   2. For new contacts
      1. Contacts > Utilities & Tools > Contact Forms > select your form(s) > Automation and Files > Connect To all contacts with View permissions
   3. For existing contacts
      1. Contacts > Utilities & Tools > Connect Clients 
      2. Choose employee: select the username you just created for AR Proactive
      3. Check Include in-active and Include generics
      4. Check all > select all XXX results
      5. Contacts > Utilities & Tools > Connect Employees/Generics
      6. Choose employee: select the username you just created for AR Proactive
      7. Check Include in-active and Include generics
      8. Check all > select all XXX results
4. Send the username and password to our team to connect 

How ARP uses the CentralReach "Receivables" report

• We run the report based on Date of Service (not first billed)
• For Insurance balances (i.e. non-Private): we use only the outstanding amount (meaning, we ignore any credits)
  • The reason is that each claim has to be worked independently from each other, regardless if this claim has an outstanding balance, and another claim has a credit balance.
  • Also, insurances usually recoup (take back) overpayments (credits).  They will not simply apply a credit to another outstanding balance.
• For Private balances (i.e. non-Insurance) balances: we use the net amount (meaning, outstanding minus credits)
  
  • The reason is that the responsible party only needs to know the net amount they owe, because the provider usually applies overpayments (credits) to other outstanding balances.