How do I add a progress note in CR Essentials? (for BCBAs)

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

• Navigate to Forms, Data and Time: Click on "Forms, Data and Time" located on the left-hand side of your screen.

• Select a Client: Choose a client from the drop-down list at the top right of your screen. This will display the calendar showing all sessions for the selected client.

• 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 the applicable note from the list:
    • BCBA 97151 Progress Note
    • BCBA 97155 Progress Note
    • BCBA 97156 Progress Note

• Complete the Progress Note:

  • The Progress Note form will appear on your screen.
  • Fill in the note with the relevant information.
  • Skip over the data collection for skills and behaviors.

• Save the Progress Note:

  • Click "Save."