Step-by-step guide
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.
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1) How to view and Edit Company Account and Basic Information
A) Once you are logged in, click on Company Account:
B) To modify your company’s Basic Information, and click Edit on on the right-hand side of your screen:
C) The fields marked with an asterisk, * , indicate a required field. To upload your Company Logo, click Choose File at the bottom of the screen. Your logo will be visible on your company tab and when you download a Funder Report:
D) Once you have entered your Basic Information, Click Save.
2) How to Add or Remove Locations
A) Click Locations from the menu on the left to Add, Edit or Remove your site location(s):
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D) When adding or editing a Service Line, it is required to add the name of the service. 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:
4) Create your Staff Member Settings
A) Click Staff Member Settings from the menu on the left:
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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:
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D) To edit an existing Funder, Click View:
E) Click Edit:
F) Modifications can be made from this pagepop-up:
G) Once the Funder has been created/edited, you can add the Service Line(s) or Case Managers. Click
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View:
H) Click the 
sign next to SERVICE LINES to select from the
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services you’ve previously entered. Use the drop down arrow
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to Select a Service
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Line. Then, select the
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NPI number for Billing
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. (Typically, the selection for the NPI will be “Agency NPI”.)
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:
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
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Funder.
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Once you click
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Add Billing Code
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, you will choose a template from the drop down arrow on this pop-up:
Making a Template selection will automatically populate the subsequent fields
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, or the information can be entered manually.
K) Click SAVE. Once you have saved your Billing Code, it will appear under the Service Line:
6) How to Enter and Edit Client Statuses
A) Select
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Client Status from the menu on the left
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:
- 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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