Understanding Credentials and Credential Types
Credentials are the individual qualifications, licenses, or trainings that are required for employees in your practice. Behavior Technician, BCBA, and RBT are credentials that are pre-populated into your system as they are commonly used.
Credential Types are the “grouping” of the credentials you may have in your practice. Education, HR Compliance, Professional, and Training are credential types that are pre-populated into your system and should capture a broad range of credentials.
Adding Credentials and Credential Types to Your
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Settings Area
Step | Description | Helpful Knowledge |
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Adding Staff Member Credential Types | From |
your Company Account, navigate to Settings, Click Staff Member Settings |
,then scroll to Staff Member +Staff mapped  Image Added |
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| A Staff Member Credential Type allows you to categorize the types of credentials your organization needs The defaults within your account are examples and are up to each company to decide if they want to incorporate Defaults values may be edited Credential Types may be removed if they have not been assigned to any staff profiles
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Adding Staff Member Credentials |
Below From Settings, Click Staff Member |
Credential Types are Staff Member Credentials (Under Company Account>Staff Member Settings)Staff Credential name enter the Credential, select the Credential Type, and add an optional description Can Edit or Remove Credentials within this field
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| The defaults within your account are examples and are up to each company to decide if they want to incorporate. If any BT, RBT, and BCBA credential are used - recommended to click Edit and assign them the Credential Type of “Professional” If adding in Non-Professional Credentials, examples include HIPPA Training, Safety Care Training, CPR Training, etc. Credentials can be removed if they have not been assigned to any staff profiles Credentials can be marked as inactive or active anytime Inactive Staff Member Credentials will not be available to select as options when adding to staff profiles
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Staff Member Credentials throughout Why are Credentials important to set up in your Rethink account? | Funder Services + Billing Code: |
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will be added to Staff Member profiles with the option of entering an expiration date in order for Rethink to provide warnings when a credential will expire within 30 days or has already expiredStaff Member Credentials will potentially Set Scroll |
Credentials in Roles & Permissions |
Go to Company Account>Roles
To set up specific permissions regarding Credentials, go to Settings>Staff Member Settings >Roles,Click Edit Permissions under the appropriate Role and scroll down to Staff Member Info |
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/ Credential Types Credential in the Staff Member List and within any staff member profileImportant: or that will be expiring within 30 days.Block staff from verifying appointments if credentials are expired | Go to Company Account>Funders
Click Edit
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Credentials in Funder Setup | To set up specific funder rules based on Credentials, go to Settings>Funder Settings, click View next to the appropriate funder, click Edit, then scroll down to Scheduling Rules |
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Need more help?
Other related tutorials:
Staff Credential Report
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