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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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- Referral Request
- Pending Authorization
- In Assessment
- Wait List
- Etc…
C) To edit Edit or Delete these statuses as Active or Inactive clients, click Edit or Delete:
D) Check or uncheck the box next to
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Show as
...
- To remove a client status, click “Delete”
active:
7) How to Adjust your Employee Roles
A) Select
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Roles from the menu on the left
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:
B) 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.]
C) These Roles are customizable to your preferences for certain staff. To do this, click
...
Edit Permissions:
D) Under
...
Edit Permissions
...
,
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you will be able to scroll through the different permissions and simply check or uncheck the boxes to adjust that Role’s access permissions
...
:
E) To create a new Role, click
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+ New Role
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at the bottom of your screen:
F) Enter the new Role Name and Description, Click
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Save:
8) How to Create Default Mastery Criteria and Default Prompts in Data Settings
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