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Step-by-step guide

How to Edit your Company Account

1) How to View and Edit Company Account and Basic Information

2) How to Add or Remove Locations

3) How to Add and Customize Service Lines

4) Create your Staff Member Settings

5) How to Add and Edit Funders, Service Lines, and Billing Codes

6) How to Enter and Edit Client Statuses

7) How to Adjust your Employee Roles

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

9) How to set Appointment Reminders in Scheduling

Go to www.rethinkbehavioralhealth.com and Log in with your Username and Password.

1) How to view and Edit Company Account and Basic Information

• Once you are logged in, click on “Company Account”.

• You will be brought to the ‘Basic Information’ page. To modify your company’s basic information, click “Edit” on the right-hand side of your screen.

• The fields marked with a, *, indicate a required field.

• If you wish to upload a personal Logo, click “Choose File” at the bottom of the screen. The logo is then able to be viewed when clicking on the company tab, and when you download a funder report.

• Once you have entered your Basic Information, Click “Save”.

2) How to Add or Remove Locations

• Click “LOCATIONS” from the menu on the left to Add, Edit, or Remove your site location(s)
• To Edit or Remove a company location. Simply click “Edit” or “Remove” on the right of your screen.

ü Add several office locations

ü Add Multiple Therapy Centers

ü Enter your practices across numerous states

• When you are editing a location, if you wish to designate that site as your main location, check the box for “Main Locations and Click “Save”.

• To add a new location, click “+ Location” at the bottom of the screen. Enter your information and click “Save”.

3) How to Add and Customize Service Lines

• Click “SERVICE LINES” from the menu on the left to add a variety of services.
• To add a service line, click “+ SERVICE LINE” at the bottom of the screen.
• To Edit an already existing service line, click “Edit”.

• When adding or editing a Service Line, it is required to add the name of the service. The Description is optional. If you wish to assign this service line to clients and/or staff, check the box for “ACTIVE”. Click “Save” once you have finished.

4) Create your Staff Member Settings

• Click “STAFF MEMBER SETTINGS” from the menu on the left.
• In Staff Member Settings, you will have the ability to add a staff title (+ Staff Title ), Edit, or Remove this titles.

• When adding or editing Staff Title, the Title Name and Role Types are required fields. Click the drop down arrow to select your Role type. (The Role you choose can be customizable.) Click “Save”.

• You have the option to Edit, Remove, or Add Employee Types

• Your account is set up with the default statuses: ACTIVE EMPLOYEE and INACTIVE EMPLOYEE. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click

“+ Staff Status”

Ex:

• If you wish to have your Employee Status show as 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.

• Staff Member Settings also allows you to Add, Edit, and Remove Staff Member Pay Codes and Staff Member Mileage

5) How to Add and Edit Funders, Service Lines, and Billing Codes

• Select “FUNDERS” from the menu on the left.
• Click “ADD FUNDER” in the right-hand corner to add new funders.

• For “FUNDER TYPE”, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click “Save”.

• To edit an existing Funder, Click “View”.

• Click “Edit”.

• Modifications can be made from this page:
• Click “Save”.

• Once the Funder has been created/edited, you can add the Service Line(s). Click “View”. Then click the plus sign next to “SERVICE LINES”.

• Here, you will have the option to select from the service line(s) 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”.)

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

• 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:

• Click “SAVE”. Once you have saved your Billing Code, it will appear under the Service Line:

6) How to Enter and Edit Client Statuses

• Select “CLIENT STATUS” from the menu on the left.
• 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”

• Some examples of Client Statuses can include:

ü Referral Request

ü Pending Authorization

ü In Assessment

ü Wait List

ü Etc…

• To edit these statuses as Active or Inactive clients, click “Edit”

• Check or uncheck the box next to “Show as active”

• To remove a client status, click “Delete”

7) How to Adjust your Employee Roles

• Select “ROLES” from the menu on the left.
• When Rethink sets up your account, your staff will be assigned recommended Roles given their staff title. These Roles are designed to set limitations or accesses in regards to what the staff or parents can see when they log into their account.
• [Ex: Front line staff, or Role 1 staff, are only granted access to viewing goals, viewing file cabinet, the ability to enter data, access to Resources and Training, and a view of the client(s) information to whom they are assigned to. Whereas, a Role 2 staff member, i.e.- BCBA will have access to Funder Reports, Editing goals, running reports, etc.]

• These Roles are customizable to your preferences for certain staff. To do this, click “EDIT PERMISSIONS”.

• 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.

• To create a new Role, click “+ New Role” at the bottom of your screen

• Enter the new Role Name and Description, Click “SAVE”

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

• Click “DATA SETTINGS” from the menu on the left.
• Use the drop down arrows to select numbers for Minimum number of trials, percentages, and consecutive sessions.

• In Data Settings, you can also set Default Prompts. Click on “Add a New Prompt +”

ü Independent               

ü Gestural

ü Partial Physical

ü Full Physical

ü Etc…

• Once you have added your default prompts, click “Save”.
• Use the arrows under “Change Position” to adjust the prompt hierarchy. Click the corresponding “x” next to a prompt you want to Remove.
• You have the option to add up to 8 different kinds of Prompts.

9) How to set Appointment Reminders in Scheduling

• Click “SCHEDULING” from the menu on the left.
• 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”.

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