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
1) Log in to www.rethinkbh.com :
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A) Click Staff Member Settings from the menu on the left:
B) In Staff Member Settings, you
Staff Titles: 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:
5) How to Add and Edit Funders, Service Lines and Billing Codes
A) Select Funders from the menu on the left:
B) Click Add Funder in the right-hand corner to add new Funders:
C) For Funder Type, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click Save:
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.
Once you click Add Billing Code, you will choose a template from the drop down arrow on this pop-up:
Making a Template selection will automatically populate the subsequent fields, or the information can be entered manually.
K) Click SAVE. Once you have saved your Billing Code, it will appear under the Service Line:
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, edit, or remove staff titles
Employee Types: You will have the ability to add, edit or remove employee types
Staff Member Status: You will have the ability to add, edit, or remove Staff Member Status
Staff Note Types: You will have the ability to add, edit or remove staff note types - Clinical, Scheduling, Assessment, Etc.
5)How to add in a Funder
*For Clinical use, you will need to have funders added in for the funder reports
*The account set up team will add in all funders if they are submitted on your account set up spreadsheet
A) Select Funders from the menu on the left:
6) Client Settings
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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7) How to Adjust your Employee Roles
A) Select Roles from the menu on the left:
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