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Below are steps to get started for your Kick Off in the Company Account.  Make sure to review all steps and make any changes before additional staff get started.

Step-by-step guide

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1) Log in to www.rethinkbh.com :

A) Once you are logged in, click on Company Account:

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B) To modify your company’s Basic Information, and click Edit on the right-hand side of your screen:

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C) The fields marked with an asterisk, * , indicate a required field. Other fields that you may want to add in:

• Time Zone - Make sure this is set to the appropriate time zone
• Logo - To upload your Company Logo, click Choose File

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• .  Your logo will be visible on your company tab and when you download a Funder Report

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• If this is an International Account, please check the box.  This checkbox will allow you 

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D) Once you have entered edited or added your Basic Information, Click Save.

2) How to Add or Remove Locations

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A) Click Locations from the menu on the left to Add, Edit or Remove your site location(s):

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B) To designate a site as your main location, check the box for Main Locations, and Click Save:

 

 

3) How to Add and Customize Service Lines

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for ABA only services or Speech only services. If you have questions about this please contact 

Rethink for assistance.

 

4) Create your Staff Member Settings

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A) Click Staff Member Settings from the menu on the left:

B) In Staff Member Settings, you will have the ability to add a staff title (+ Staff Title ), Edit, or Remove this titles: 

C) Title Name and Role Type are required fields: 

D) You have the option to Edit, Remove, or Add Employee Types:

E) Your account is set up with the default statuses: Active and Inactive Employee. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click + Staff Status:

 F) For Employees that are Active, be sure to check the box for: Show as active. If a staff member is no longer an employee, we recommend changing their status to Inactive. You will have the option to view your current employees by filtering between Active/Inactive Statuses:

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D) To edit an existing Funder, Click View: 

E) Click Edit:

F) Modifications can be made from this pop-up:

G) Once the Funder has been created/edited, you can add the Service Line(s) or Case Managers. Click View:

H) Click the sign next to SERVICE LINES to select from the services you’ve previously entered. Use the drop down arrow to Select a Service Line. Then, select the NPI number for Billing. (Typically, the selection for the NPI will be “Agency NPI”.): 

I) Click the sign next to CASE MANAGERS to add the name of an active Case Manager:  

J) If you have established Client Report Templates, you have the option to add Billing Codes to the Service Lines listed for their corresponding Funder.

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K) Click SAVE. Once you have saved your Billing Code, it will appear under the Service Line:

6) How to Enter and Edit Client Statuses

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A) Select Client Status from the menu on the left:

B) The standard statuses that will be originally assigned to your account will be Active and Inactive. You can add a custom client status by clicking + CLIENT STATUS:

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C) These Roles are customizable to your preferences for certain staff. To do this, click Edit Permissions:

D) Under Edit Permissions, you will be able to scroll through the different permissions and simply check or uncheck the boxes to adjust that Role’s access permissions:

E) To create a new Role, click + New Role at the bottom of your screen: 

F) Enter the new Role Name and Description, Click Save: 

8) How to Create Default Mastery Criteria and Default Prompts in Data Settings

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A) Click Data Settings from the menu on the left.

B) Use the drop down arrows to select numbers for Minimum number of trials, percentages, and consecutive sessions:

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C) In Data Settings, you can also set Default Prompts. Click on Add a New Prompt +: 

D) You can choose up to 8 different prompt levels. Once you have added your default prompts, click Save:

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A) Click Scheduling from the menu on the left:

B) If you wish to set Appointment Reminders, be sure to select “On”. 

• Select the amount and time(s) of your appointment notifications.
• Select the range of hours on your Calendar that you want these appointment reminders to occur between.
• Click Save.

Need Help? Contact us at Support@rethinkbh.com 

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