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CentralReach is the practice management and EMR platform many ABA and autism-care providers run on. Each of your clients that uses it has its own CentralReach organization. Connect CentralReach for those clients, and Neo agents can work in it while they handle a ticket.

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What Neo can do with CentralReach

  • Create the CentralReach employee account for a new hire, after the Microsoft 365 account, from the same onboarding ticket
  • Deactivate an employee with a termination date when they leave
  • Find an employee and check their status, labels and custom fields
  • Give a new hire the labels and custom field values their role needs
  • Assign CentralReach tasks to a new hire or their team
With the matching permission groups on, agents can also work with schedules, files, patient records, billing and payroll. See CentralReach API for the permission groups and profiles.

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One connection per client

CentralReach issues API credentials per organization, so you connect it once for each client that uses it, and the connection belongs to that client’s company in Neo. An agent working a ticket for that company uses that company’s CentralReach organization.

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Next steps

Connect CentralReach

Get the CentralReach API credentials for a client and save them in Neo.