Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings
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When adding a new staff title, you’ll name the title and assign it to a Role
The account comes with 6 defaults roles that have default permissions already set (they can be viewed and edited in the Roles section). When adding a title to a role, consider who is recommended for that Role (i.e. Role 1 is recommended for Front Line Staff). That helps to determine what permissions are defaults for that Role.
Multiple titles can be in the same Role / have the same set of permissions
Staff cannot be assigned to multiple titles. You will need to make a new unique title and role if they have a combination of different permissions (i.e. an RBT who is also a scheduler)
Make sure the System Admin title always stays in there is always a title within Role 4 and someone at least one staff from your organization always resides within Role 4/System Admin titleis always in that title. You’ll always want “super users” who’ll have full accessibility.
Titles do not need to match clinical credentials. Clinical credentials can always be placed in a Staff Member’s profile regardless of what title they hold as a Rethink user
Use the DESCRIPTION field to clarify individuals who may fit in that title
You can also EDIT current titles to move into a different Role if needed
You cannot REMOVE a staff title if a staff is assigned to that title. You’ll need to edit the title field of the staff’s profile before deleting
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Statuses are created to identify the status of a staff member with the system. within the account. Status will be added to each individual staff profiles once they are created. A status can be considered an active status (staff set to that status are considered active) or an Inactive Status (staff set to that status are considered inactive and will not be able to log in), Here is where you can ADD, EDIT, or REMOVE a status.
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An Inactive staff status means the staff with that status, CANNOT log into Rethink
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When creating a new status, you will title the status and then identify whether that status will be considered an active or inactive status
Example: New staff Staff status is titled FORMER EMPLOYEE and you keep it as an inactive status. This means any staff within the account who has a status of former employee, cannot log into Rethink as that status is inactive
Status is set on the individual level within their profile
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Staff Note Types
Staff note types are created if wanting to use the notes section of a Staff member’s profile. The type name helps to organize the type of note being left within a staff’s profile.
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This section can be used for different reasons; and still requires a permission for the staff to see their own notes section of their profile
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Example 1: Supervisors use
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the staff notes section to leave notes to a direct line staff about communication notes during a meeting
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Example 2: HR uses the staff notes section to leave permanent records of staff infractions
The notes section within
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the profile functions like a post-it note or open notebook, not a session note, So note types should not be title by type of session (i.e. “Supervision Session Note”)
Access to view, edit or add notes to the notes section still requires a role permission
·NO notifications are provided when a staff note is left in a staff profileBe sure to provide permissions to the Staff Notes area for the different roles you want to be able to view or add/edit notes
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