How do I upload a Progress Note on CR Essentials? (for RBTs)

1. Login to CR Essentials: Access the platform at https://app.cressentials.com/.

2. Navigate to Calendar: Click on "Calendar" located on the left-hand side of your screen.

3. Select a Client: Choose a client from the drop-down list at the top right of your screen. Your calendar displaying all sessions for the selected client will appear.

4. Add a Progress Note:

   • Ensure the correct client is selected at the top of your screen.
   • Click on the session for which you want to add a note.
   • A pop-up window will appear.
   • Click on Notes.
   • Select ALL RBTS MUST USE THIS: 97153 Progress Note.
   • The Progress Note form will display on your screen.
   • Fill in the note with the relevant information.
   • If the BCBA was present: Ensure to click the BCBA Present tab.
   •  Make sure all required fields are filled out to enable BCBA approval.
   • Click "Save."