How to Add Clients to the TC Agendas in Central Reach:  For Providers

​

1. First, accept the ‘invite’ to be connected to your region(s)/team(s) contact in CR (this step will need to be completed 1 time only).

• Click on the Contacts icon and then choose ‘Invite Requests’               

• Locate your region/team contact (you may have to use the search bar if you have many) then click ‘Accept’.

               

   2. Ensure your Region(s)/Team(s) are set as a ‘Favorite’ in your CR account (this step will need to be completed 1 time only).

• Go To Contacts

• Search for your region/team contacts

• Open the contact

• Click the start next to the place for the profile picture

            

Two Easy Ways to Access and Add to Your Agenda

​

Option #1: 

• When you login, your favorites will be on your dashboard.  Click the Region/Team TC Agenda in your favorites.

• Locate Notes & Forms in your widgets and click on the agenda you wish to add to (each agenda is ONE week).

• You will add clients to the sections called ‘Other Agenda Additions 1-5’ or ‘Other Agenda Additions 6-10.’

• Add ALL requested information for each client.

• Click SAVE at the bottom of the page. NEVER CLICK LOCK AND SAVE!! 

 

Option #2: 

• Go to your files module in CR

• Locate the agenda you want to add to (text search by region/team, date of agenda, or words in the title) and click on the title to open it.

• Click on ‘Note & Form’ at the top of the screen.

 

• You will add clients to the sections called ‘Other Agenda Additions 1-5’ or ‘Other Agenda Additions 6-10.’

• Add ALL requested information for each client.

• Click SAVE at the bottom of the page. NEVER CLICK LOCK AND SAVE!! 

​

Printable Guidance Document