SprigTools

Getting SprigTools

You don't install SprigTools — it installs itself. BlueSprig IT deploys the extension to managed Chrome browsers automatically, and it updates itself in the background whenever we release a new version. There is nothing to download, no ZIP file, and no Developer Mode.

Check that you have it

Open Chrome and click the puzzle-piece icon in the toolbar (top-right). You should see SprigTools in the list. You can also type chrome://extensions in the address bar and look for it there.

Pin it to your toolbar

In the puzzle-piece menu, click the pin icon next to SprigTools so it's always visible. The icon is red until you're on a CentralReach page where it can work — that's normal.

Don't see SprigTools? Contact us

If SprigTools isn't in your extensions list on your BlueSprig-managed Chrome browser, it hasn't reached your machine yet — let us know through the feedback & bug report form and we'll get you sorted.

To help us find your computer and push the extension to it, include a screenshot of your System Information with the System Name visible: press the Windows key, type System Information, press Enter, and screenshot the System Summary page that opens — the System Name row is what we need.

See both "CentralReach Power Tools" and "SprigTools"? Remove Power Tools

If you installed Power Tools by hand back in the download-a-ZIP days, you may have two copies: your old manually-loaded "CentralReach Power Tools" and the new managed "SprigTools". Keep SprigTools and remove the old one:

• Type chrome://extensions in the address bar and press Enter.
• Find the card named CentralReach Power Tools.
• Click Remove, then confirm.

The Signing ToolStable

The signing tool streamlines session note review and signing: it opens each note, finds your signature field, handles the attestation, saves, and moves to the next — while you watch progress and stay in control. There are two ways to use it:

Option 1: Cherry Pick

Select specific notes that are visible in the UI to sign.

Option 2: Batch Sign All

Queue ALL your unsigned notes for signing at once, regardless of what's visible on screen.

During Signing

Keyboard Shortcuts

Feature summary

Beta Features — What They Are & How to Turn Them OnBeta

Beyond the signing tool, SprigTools ships an opt-in note-writing beta: write and submit guided session notes straight from your schedule, get live audit suggestions and a Note Health score as you type, autocorrect for common typos, a floating session scratchpad, and a Note Shelf for drafting ahead of time. It's off by default — flip it on when you're ready:

1. Click the SprigTools icon in your Chrome toolbar (the puzzle-piece menu if it's not pinned).
2. Flip Beta features on. Open CentralReach tabs reload automatically to apply it.
3. The Session scratchpad toggle appears too — it's on by default; turn it off here any time.

Write & Submit a Session Note From Your ScheduleBeta

This is the recommended way to write session notes: start from a scheduled appointment, and the tool pre-fills the timesheet, guides the note, checks it as you type, then signs and submits for you.

1 · Convert an appointment

Open Scheduling → View my calendar and find your session. Unconverted appointments show a lightning bolt; converted ones show a checkmark.

Click the appointment, then click Convert in the details card.

Also works from the Home page: open Notifications & Checklists → Unconverted Billable Appts and click Convert next to the session.

2 · Check your session details, then Confirm

The Draft Editor opens on Session details, already filled from your schedule: client, date of service, time worked, place of service, and service address. Check them, then click Confirm session details — the tool fills the CR timesheet and opens the note right away.

3 · Pick the session summaries to include

CR requires session-summary data on the note, and picking it first is what puts your session data in front of you while you write. Tick the session(s) — you can select more than one — and hit Continue. If no session data exists for that date, the picker asks you to confirm that's correct instead.

4 · Write the note — with your session data in view

The editor moves to Session note, and your committed session data (each branch with its current data point) sits right above the Session Summary box — no more writing blind and checking the numbers after submitting. Multiple sessions show under their own headings. Picked the wrong sessions? The Select Session Summary button on the card reopens the picker to add, remove, or change them.

Then work top to bottom as usual: end time (pre-seeded from the timesheet), participation, parent status, the interventions you implemented, and your Session Summary. The audit panel on the right checks your writing as you go — see Audit suggestions & Note Health.

5 · Click "Fill & create in CR" — done

Everything from here is hands-off: the tool copies your draft into the real CR form, signs the note (with the "I agree" attestation), saves it, and submits the timesheet. When it's done you land back on CR's billing page — your new timesheet at the top of the list — with your Note Health toast in the corner.

H2019 & 616 Notes — Fee Schedules and the Sectioned EditorBeta

Sessions scheduled under H2019 (RBT/BT Direct Therapy) or 616 (RBT/BT Adaptive Behavior Treatment Protocol) convert from your calendar exactly like 97153 — with two additions. (TRICARE 97153 sessions also get their own guided form — see the changelog.)

1 · Pick the fee schedule

These payors need a fee schedule chosen before the note can start. Right after Convert, the choices from the CentralReach page appear in a picker — tap the one that matches the client's plan (options with modifiers, like HM, are labeled). Cancel keeps you on the standard CentralReach page instead.

2 · The 616 note: one section at a time

The 616 "TBC Session Note" is a much bigger form, so its editor breaks it into collapsible sections. Open one, fill it, and move on — each section gets a green check once it has what it needs, with a count of your picks.

Severe behaviors mirror the note's three columns — self-injurious, aggression, and other — each with its own "Other" text box:

3 · Every section, before you fill

Fill & create in CR stays off until every section is complete. The banner above the button always tells you exactly which sections still need something.

• Calm session? Picking Level 0 — no severe behavior observed lets the Severe behaviors section count as complete while empty. And if a behavior is checked alongside Level 0, a gentle notice asks you to double-check — it never blocks you.
• Event reporting: the "Which report" choice unlocks only when you've said a report was necessary.
• Treatment protocols get the same audit help as interventions: a checked protocol the summary never mentions raises the "not evidenced" suggestion with a sentence starter.

From there it's the flow you know: Fill & create in CR fills the whole note (including every "Other" text you wrote), signs, and submits. The 616 note has no session-summary picker step — that's normal for this note type.

Audit Suggestions & Note HealthBeta

While you type a Session Summary, the Audit Suggestions panel flags things a payer auditor would: passive voice, "NA", missing data references, no intervention named, formatting slips, and more.

• Note Health — every audited note gets a 0–100 score at sign time based on the flags still unresolved. Clean note = 100.
• Clean streak — consecutive clean notes. Time off never breaks a streak; only a note with unresolved flags does.
• The toast — right after signing you'll see your score for that note.
• Hand-signed notes count too — if you open a note and sign it yourself in CR, the audit still scores it.

Want the full list? See exactly what the audit checks below.

What the Audit ChecksBeta

Every rule runs on your computer, while you type — nothing you write is sent anywhere for checking. Flags come in two strengths: must-fix flags are the things payer auditors reject notes over, and advisory flags are style and clarity nudges. Unresolved flags at sign time are what set the note's Health score; you can always dismiss a flag that genuinely doesn't apply.

Four things every note must contain

These check that something is present in your Session Summary, not how it's worded. They run when you pause or finish a field — not against a half-typed sentence — so they won't nag mid-thought:

• Data referenced (must-fix) — the note cites the data collected: a ratio (18 of 24), a percentage (80%), or a count (12 trials). Unsupported time is not payable.
• Client response described (must-fix) — how the client responded to the intervention (responded, completed, complied, manded, protested…). Every payer requires the client's observable response.
• Intervention named (advisory) — the technique(s) delivered are named: DTT, NET, prompting, reinforcement, redirection, shaping, and so on.
• Goal linkage (advisory) — the session ties to a treatment-plan goal, program, or target.

Wording the audit flags

These highlight the exact words in your text, with the reason — and a one-click fix where one exists:

• "NA" / "N/A" (must-fix) — write what actually happened in the session; "NA" is never acceptable.
• Vague filler (must-fix) — "worked on…", "good session", "did well", "made progress", "client was engaged" — phrases that prove nothing to an auditor. Describe the specific program, what the client did, and the data.
• Passive voice (advisory) — "was provided", "were prompted" → name who acted: "RBT provided…".
• Subjective language (advisory) — "seemed", "appeared", "happy", "frustrated" — replace interpretation with the observable behavior you saw and measured.
• Informal or judgmental wording (advisory) — "kiddo", "threw a tantrum", "refused to cooperate", trait labels — use neutral, professional, observable language.
• Reads like 97155 (advisory) — "modified the protocol", "real-time change" — that's protocol-modification (97155) language; a 97153 direct-session note documents plan implementation.
• Abbreviations (advisory, one-click fix) — "w/", "b/c", "w/o", "&", "approx" are offered their spelled-out replacements.
• Extra spaces (advisory, one-click fix) — runs of repeated spaces collapse to one.

Session times and dates

The structured session-details fields get their own checks, shown as notices in the editor:

• Reversed time range (must-fix) — Time To at or before Time From. Either direction of this error bills the wrong units.
• Late entry (advisory) — the session was 2 or more days ago. Notes entered more than 24 hours after service need an explicit "late entry" notation — a payer requirement.
• Implausible duration (advisory) — under 15 minutes (less than one billable unit — likely a data-entry slip) or over 8 hours (check for an AM/PM mix-up, which doubles the span).

Checked against your checkboxes

Beyond the text itself, the audit cross-references the note's structured fields against a hand-curated vocabulary of 24 interventions (19 on the standard direct-session note, 5 more on 616 TBC notes). It works in both directions:

• Checked but not evidenced — an intervention (or, on 616 notes, a treatment protocol) you checked but never mentioned in the summary raises a suggestion; one click inserts a compliance sentence starter (e.g. "I implemented discrete trial teaching (DTT) by …") for you to complete, and the flag clears itself once the sentence exists.
• Mentioned but not checked — describing a technique whose box is unticked (a token board counts as Visual supports, for instance) offers the one-click nudge to tick the matching box.

The matching understands clinical prose — "reinforced GF's appropriate behaviors" counts for Reinforcement of appropriate behaviors, initials and all — and negations ("did not implement…") never count as evidence. Both directions are advisory and dismissible.

Autocorrect While You TypeBeta

Common typos fix themselves as you type — in every note text box and in scratchpad jots. Finish a word with a space or punctuation and slips like teh → the, recieved → received, or tokn → token are corrected on the spot. Everything runs on your computer; nothing you type is sent anywhere.

• Every fix shows an Undo chip under the text box (e.g. tokn → token · Undo). Click Undo to put your word back — and autocorrect will leave that word alone until you reload the page. It never argues twice.
• Names are never touched. Anything capitalized — client names, initials like GF — is off-limits on purpose, and so are typos with more than one likely fix. Those keep Chrome's red underline instead: right-click the underlined word for spelling suggestions.
• It knows your vocabulary. ABA terms like manding, stimming, and intraverbal are recognized, not "corrected" into other words.
• Jots: the last word goes in as typed. Pressing Enter saves your jot exactly as written — corrections only happen at spaces, so the tail word is never rewritten behind your back.
• Rather spell it yourself? Turn autocorrect off with the toggle in the extension popup — the red-underline spellcheck stays either way.

The Session ScratchpadBeta

A floating jot pad that lives on every CentralReach page — capture moments during the session, then pull them into your note afterwards.

1. Click the Scratchpad pill (bottom-left of any CR page). Drag it somewhere else if it's in your way — it remembers where you put it. The open pad moves too: drag it by its header bar.
2. Name the session (e.g. Billy AM) and hit Start scratch.
3. Jot as you go — each jot is timestamped. Collapse the pad between jots.

Pull jots into your note

When you open a draft later, your scratches appear in the Scratch Notes rail next to the editor. Insert jots one at a time or all at once — they land in your Session Summary, where you edit them into narrative.

The Note Shelf — Draft Ahead of TimeBeta

Opening Billing → New Timesheet greets you with your Note Shelf: drafts in progress, your scratch notes, and a client search to start a new draft. Drafts autosave on every keystroke and stay on the shelf until you finish and submit them.

FAQ & Troubleshooting

Changelog

What's changed, newest first. The extension updates itself — you're always on the latest version listed here.