The Twyll-CentralReach integration allows the flow of data between CentralReach's Enterprise system and Twyll. 

We currently interface the following records:

• Clients (aka Learners) into both CR and Twyll
• Staff (aka Employees) into both CR and Twyll
• Sessions (aka Appointments) into Twyll only.

Clients (Learners)

We can create clients (aka Learners) in either CentralReach or Twyll via a bidirectional interface between the systems. We allow the flow of the following data between the two (any data not interfaced will have to be entered after the profile is sent/received).  *-denotes required fields:

• First Name*
• Last Name*
• Preferred (Chosen) Name
• DOB*
• Gender
• Address

Sending Clients to CentralReach

In order to send clients that are created in Twyll into CentralReach, you can find a button at the bottom of the client profile:

Using this workflow will send some of the client profile to CR and create the client record there and will store the CR Client ID in the "External IDs" section!

Pulling Clients into Twyll

In order to pull the client from CentralReach into Twyll, you need to grab the ID from CR which you can find in either the contact URL or the client profile:

Copy that ID and within Twyll's Clients Page, use the "+ Add Client from CR" button.

Choose the clinic that you wish to add the client to from the list and paste the ID in the pop-up that appears!

Staff (Employees)

We can create staff in either CentralReach or Twyll via a bidirectional interface between the systems. We allow the flow of the following data between the two (any data not interfaced will have to be entered after the profile is sent/received).  *-denotes required fields:

• First Name*
• Last Name*
• Preferred (Chosen) Name
• Hire Date
• Email*
• Gender
• Phone
• Job Title

Sending Staff Profiles to CentralReach

If the staff has not already been sent to CentralReach (has a CR ID), you can send the profile at the bottom of the page:

 

Pulling Staff Profiles into Twyll

When pulling a staff profile from CentralReach into Twyll, you will need to choose a Clinic* and set up their Role and Access level. 

*Twyll has a 2-tiered org structure:

• Clinic representing sites and timezones
• Agency defining the organization

After choosing a clinic, you must enter the ID which you can find in CentralReach (in the same way you find the Client ID), and then choose the Role and Access level for the staff member:

Pulling Schedules into Twyll from CentralReach

Schedules can be pulled from CentralReach for a specific client into Twyll covering a 7-day time-range (the default is today and the next 7 days, but you can change that).

You can pull schedule information in 2 places in Twyll:

1. On the Sessions/Schedule home page
2. On the Client profile

Please Note, you must have an active curriculum on the client in order to schedule sessions for them, including this integrated workflow. For more information on curriculum workflows, check out our article here - Treatment Plans!

Sessions Home Page

Pulling the client schedule on the Sessions home page is easy. Click "Sync Schedule (CR)" on the top right:

Choose which client you want to pull the schedule for (NOTE - only clients with a CR ID will show up in this list):

Note - you will be able to see the last time the schedule was synced at the top, if it was synced.

Enter a date range (up to 7 days total of range) to pull Appointments for:

Client Profile Schedule Pull

When a client has a CR ID, you can pull the schedule for them on their profile via a button in the top right of the page:

Using that button will show the same modal as the homepage view, except the client is already chosen and can't be changed.

Note - Sessions that are ran in Twyll will not auto-convert the Appointment in CentralReach. You may need to follow your organization's process for those as needed.

FAQs

1. I am getting an error when trying to interface a record, what do I do?
   1. You should check the workflows listed above and if you're receiving an error, open a support ticket or using the in-Twyll Support Chat widget - see How do I get Twyll Support when there are issues?

Organizations can conveniently maintain a library of templated programs that curriculum-builders can use to source standardized programming for their client(s) allowing faster curriculum building while still allowing client-specific changes!

Program Templates can be found in the Curriculum Library section on the Twyll menu:

Who has access?

• Supervisors - have read-only access to the Program Templates page.
• Clinic Managers, Library Template Editors, and Agency Admins have the ability to create and edit Program Templates.

For more information on user roles, check out our Managing User Roles and Access article!

How are Program Templates Utilized?

Programs and the targets added to them in the Program Library will pull into the client's curricula as they are built, including the status that the targets are set in.

Additional Features

Program Templates allow using a Smart Text feature for automating the Client's Name when used in the curriculum. Using @NAME@ in the program or target fields will replace that text token with the client's name when it's pulled into a client's curriculum. Example below:

Program Tags are a powerful way to categorize and organize programs within a client’s curriculum. They make it easier to manage, identify, and filter programs across different areas of the platform — including the Curriculum view, ISE sessions, and Post Session Summaries (PSS).

This article explains how to create, manage, and use Program Tags effectively.

Access and Permissions

Program Tag functionality is available to the following roles:

• Supervisors

• Agency Admins

• Clinicians (limited to filtering within ISE and PSS)

Users must be logged in and have the necessary permissions for the tasks described.

Creating Program Tags

Agency Admins/Clinic Managers can create and manage tags from the Tags Management Page.

To Create a New Program Tag:

1. Navigate to Tags Management

   

2. Click Add New.

3. Enter a Tag Name (required).

4. Optionally, add a Description.

5. Choose a Color to visually identify the tag (required).

6. Click Save.

Once saved, the new tag will appear in the Program Tags list and become available for use across programs and curriculums.

Adding Program Tags to a Curriculum

Tags can be added to programs within a client’s curriculum to group and organize related content.

To Add a Tag:

1. Open the Client’s Curriculum.

2. Locate the program where the tag should be added.

3. Click the 3-dot menu next to the program name.

4. Select Manage Tags.

5. Search for existing tags using the search field if necessary.

6. Select one or more tags to assign.

7. Click Save Changes.

The selected tags will appear directly under the program title within the curriculum.

Removing Program Tags from a Curriculum

If a tag is no longer relevant, it can be easily removed.

To Remove a Tag:

1. Open the Client’s Curriculum.

2. Click the 3-dot menu next to the tagged program.

3. Select Manage Tags.

4. Click the “X” icon beside any tag you wish to remove.

5. Click Save Changes.

The removed tag will no longer appear under the program nam

Filtering by Program Tags

Filtering by Program Tags allows users to focus on specific program categories across multiple areas of the system.

Filter in Curriculum View

1. Open the Client’s Curriculum.

2. Click Filters to expand the filtering panel.

3. Select one or more Program Tags to apply.

   • If no tags exist, the panel will display blank.

4. The curriculum will update to display only programs that match the selected tags.

Filter in ISE (In-Session Experience)

1. Join an ISE session.

2. Click the hamburger (☰) menu to expand the navigation panel.

3. Select one or more Program Tags.

   • If no tags exist, the view will be blank.

4. The session view will update to show only the targets associated with the selected tags.

Filter in PSS (Post Session Summary)

1. Open the Post Session Summary (PSS) after ending a client session.

2. Click Filters to open the filtering panel.

3. Select one or more Program Tags.

   • Select All includes all available tags.

   • Clear deselects all tags.

   • If no tags exist, the view will be blank.

4. The PSS timeline will update to display only the targets associated with the selected tags.

Best Practices

• Use consistent naming conventions for tags to improve searchability.

• Assign colors strategically (e.g., blue for communication goals, green for motor skills).

• Periodically review and remove unused tags to maintain clarity.

• Always save changes after adding or removing tags to ensure updates are reflected system-wide.

Twyll now offers a powerful enhancement to session video functionality — the Client Video Clip Library. This feature allows users to save, annotate, and organize video clips captured during sessions, making it easier to revisit key moments, train staff, provide feedback, and collaborate with families and care teams. Now, you can create a structured, searchable, and sharable video library directly linked to the client’s curriculum.

Key benefits include:

• More effective asynchronous feedback for staff
• Easier staff training and protocol demonstration
• Streamlined parent/guardian communication
• Improved video retrieval and organization

▪️ Save Clips From Sessions

You can save a specific segment of a recorded session video using one of two workflows:

• From the observation card: Links the clip directly to an observation, auto-fills Domain, Program, and Target

• Using the “+ Clip” button: Opens a general clip editor with optional curriculum metadata

  

Users can scrub through the video, define start and end times, and add:

• A title (required)
• Annotations or notes (optional)
• Tags (optional)
• Access permissions (required)

▪️ Organize and Search in the Curriculum Video Library

All saved clips appear in the client’s Curriculum Video Library, accessible via a new tab in the curriculum.

Each clip displays:

• Title
• Associated domain/program/target
• Tags
• Notes or annotations
• Observation author
• Access level (Private, Supervisors, Care Team, Guardian)
• Timestamp
• Video thumbnail

Users can search clips by title or filter by tags, domain, program, or featured status.

▪️ Annotate and Tag Clips

Clips can be categorized using pre-defined tags for easier search and context, including:

• Celebration/Success
• Staff Training
• Guardian Training
• Protocol Demonstration
• Novel Behavior
• Incident
• BIP Reference
• Assessment
• Client Overview

▪️ Notify Users of Clips Securely

Use the Notify option in the video’s context menu to:

• Select who can view the clip (individuals or groups)
• Set access type (View or Edit – where applicable)
• Add a custom message

• Notify selected users (via in-platform notifications)

  

▪️ Attach Clips to the Curriculum

Use the option 'Add to Curriculum' to add clips to specific programs and free operants in the curriculum

▪️Feature Important Clips on the Client Face Page

Mark clips as Featured Videos to highlight them on the top right of the client’s profile. Limit 10 clips per client.

▪️ View Clips Within the ISE

Pinned video clips can be set to "Show in Session" and will appear in the curriculum info panel in the ISE — allowing real-time reference during sessions.

🔐 Permissions & Access

When saving or sharing a video clip, users must assign an access level:

• Only Me
• Supervisors
• Care Team
• Guardians
• Clinic Managers

Note: Agency Admins automatically have view access to all clips.

🔅 Best Practices

• Use tags consistently to make clips easier to find later
• Add clear titles and notes for context
• Regularly review and update featured clips on the Client Face Page
• Use the Share modal to notify teammates when clips are relevant to training or care planning

🎥 New: Client Video Clip Library

Twyll now makes it easier to capture, organize, and share meaningful moments from session videos with the new Client Video Clip Library.

Clinicians and Supervisors can save key video clips from sessions, add context with notes and tags, and store them in a structured, searchable library directly connected to the client’s curriculum. They can also feature important clips to the client's homepage! This enables more effective supervision, streamlined coaching and modeling, and clearer collaboration with families and care teams — all without needing to rewatch full session recordings.

What this allows:

Faster, more effective asynchronous feedback for staff, easier training and protocol demonstration using real session examples, improved communication with parents and guardians, organized, and searchable access to important client video moments.

Clips can be securely shared with the right audiences, attached to curriculum programs, featured on the client profile, and even surfaced during live sessions for real-time reference.

The Client Video Clip Library helps teams turn session recordings into actionable, reusable insights that support better care and collaboration.

Read here for more information! 

We're excited to share that the updates we've been working on to bring new workflows and functionality, as well as some UI updates to the session list, are now live and in use! The updated sessions list:

1. Organization - Organizes your sessions in a more usable and clear format.
2. Finding Incomplete Notes - Allows you to quickly find session notes you still need to sign, either as a clinician or a Supervisor.
   1. Note - this also applies to Guardians if you're using our Guardian portal!
3. Offline Session Clarity - You can now make sure you're ready to run your day's sessions offline with offline caching indicators and sync options.
4. Video Recordings - Quickly identify which sessions have video recordings from the session.

How to take advantage of the new Sessions List

You don't have to do anything! Your "sessions" view that you use today is automatically updated with the new functionality, with a friendly guide to walk through some of the larger page differences.

Looking for more information?

You can find more information about the features and functionality of this update on the Navigating the Session Index article!

Minor bug fixes 

New Features

🎉 Client API endpoint gets a facelift

The field requirements for ethnicity and race for creating new or updating existing clients has been removed, and a default value of unknown will be applied if no value(s) are supplied. This reduces the barrier to entry for some external systems to program against our REST APIs.

For more information on what's changed, check out the PUT and POST operations under the Client APIs on our API spec which you can download from this support article.

Bug Fixes

🐛 When downloading charts from the client's curriculum, chart height and width are configured more appropriately. 

🐜 When editing documents, you can now change the font of text pasted in to match the rest of the document using the font editor. Make sure to choose "System Font":

🦟 The staff field is no longer included in the Quick Session scheduling workflow for a more streamlined workflow and to fix a rare issue.

🪳 Frequency and Rate charts for Programs/Targets and Free Operants now load properly in Documents using SmartTemplates.

🕷️ Target charts in documents now list the correct program title.

🐞 Some charts now more intelligently calculate the default Y-axis scaling for initial viewing.

🐛 Fixed an issue with some of the in-line editing of Program text fields in the Client Curriculum.

Upcoming Features

🔮 Session List - The updated Sessions list with some usability improvements and new features is coming very soon! Keep an eye out for a feature announcement for that! 

📣 Next-Level Notes: Your Session Note Coach Has Arrived!

New Features

🎉 Note Coach is Here: Elevate Your Session Notes!

Note Coach automatically revises session notes to enhance professionalism by correcting grammar and spelling errors. Provides both positive reinforcement and constructive feedback to help improve note quality over time, ensuring alignment with the standards of your ABA practice. 

Upcoming Features

✒️ Bulk Signatures are coming soon! Users will have the ability to select multiple session notes at once, preview each of the selected notes, and apply a signature to all session notes at once!

🗒️ We’re updating the Session Index to simplify starting sessions and tracking notes that are missing signatures.

Zipper is the interoperability framework developed by SpectrumAi which enables the seamless and automated exchange of ABA EHR data with external platforms, including practice management, HRIS, and scheduling systems.

Zipper supports the integration of the following:

• Curricula Bulk Imports
  • Client curricula (Learning Trees)
  • Curriculum libraries / templates
    
• Single Sign-On (SSO)
• Recurring Inbound Data to Twyll
  • Staff demographics and permissions
  • Client demographics
  • Client-staff care team associations
  • Client-guardian relationships
  • Session scheduling
    
• Recurring Outbound Data from Twyll
  • Session metadata, including times and travel distances
  • Session notes (encoded as a base64 PDF)

Additionally, we have a pre-built integration with the Lumary practice management system, with plans to integrate with additional partners later.

Zipper integrations are available as an add-on to Twyll.