Step-by-step guide
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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
A) Once you are logged in, click on
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Company Account:
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B) To modify your company’s
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Basic Information, click
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Edit
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on the right-hand side of your screen
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C) The fields marked with
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an asterisk, * , indicate a required field.
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To upload your Company Logo, click
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Choose File
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at the bottom of the screen.
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Your logo will be visible on your company tab and when you download a
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Funder Report
D) Once you have entered your Basic Information, Click
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Save
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2) How to Add or Remove Locations
A) Click
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Locations from the menu on the left to Add, Edit
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Remove your site location(s)
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ü :
- Add several office locations
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- Add Multiple Therapy Centers
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- 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”.
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