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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
A) Click Service Lines from the menu on the left: A "Service Line" in Rethink's system is the "Higher Level Program" that your "services" get connected to.
B) To add a service line, click + SERVICE LINE at the bottom of the screen:
C) To Edit an already existing service line, click Edit:
D) When adding or editing a Service Line, it is required to add the name of the service line. The Description is optional. To assign a service line to clients and/or staff, check the box for ACTIVE. Click Save once you have finished:
** If for reporting purposes you would need to distinguish a certain Service Line from another
then that would be reason to add a Service Line. For example, you may want to run reports
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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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:
G) Staff Member Settings also allows you to Add, Edit, and Remove Staff Member Pay Codes and Staff Member Mileage:
TIP: If you need a paycode that is "non payable" you can add N/A as a paycode in your system.
This can come in handy especially if your staff are scheduling many clients for a group and they only need
to be paid for 1 of the appointments.
5) How to Add and Edit Funders, Service Lines and Billing Codes
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