In this guide, users will learn:
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Completing a Session Note on the Mobile App
Steps | Helpful Information |
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 | You may have already completed this step if you are completing the session note in real time. You enter into an appointment to collect data for the client. |
2. Select the appointment  | |
3. Select the Notes tab and choose a template from the drop down menu  | This step is typically completed after data collection is recorded for this appointment. If you are unsure which template to use or do not see the template available, communicate with your internal supervisor / leadership team member. |
4. Complete the Session Note template by filling in the fields. Fields with an * are required |
Since session notes often need data attached, you will use the Daily Summary Sheet options found in the template to pull data into the note directly. View the information in the next column about each option to best decide which one to select.  | Include ALL data points: Includes all clinical data that has been recorded for the client on that date, whether the data was collected on the mobile app or website. (If the client has multiple sessions in a day it will lump all data together unless you clarify the Collected By section)
Include only LINKED data points: This option is typically only used when a session note is completed on the mobile-app. It Includes the real time data collected for that appointment only. (Recommended to choose this option when on the mobile-app, in session)
Checkbox: Check the box to link other clinical data entered for the same client and the same day. This will only be used when choosing linked data points.
Collected By: This will populate to the staff members name who is scheduled for this session when completing on the mobile-app |
5. Obtain Signatures as needed and move to verifying and Syncing session  | Completed session notes can be viewed in the client’s filing cabinet on the website |
Session Notes that are not completed when saved, will save as a draft. To learn more about draft options | |
Access and Recover Previously Saved Session Notes
Saving Session Note Improvements (Mobile Browser)
Completing a Session Note on the Website/Mobile Browser
Steps
1. Navigate to the Scheduling tab and open the appointment
2. Select the Session Note tab at the top and find the template
If you do not know which template to use or cannot find a certain template, communicate directly with your internal leadership team members/supervisor.
3. Complete the Session Note by filling in the fields. Fields with an * are required
Since session notes often need data attached, you will use the Daily Summary Sheet options found in the template to pull data into the note directly. View the notes in the next column about each option to best decide which one to select.
Include ALL data points: Includes all clinical data that has been recorded for the client on that date, whether the data was collected on the mobile app or website. (If the client has multiple sessions in a day it will lump all data together unless you clarify the Collected By section)
Include only LINKED data points: This option is typically only used when a session note is completed on the mobile-app. It Includes the real time data collected for that appointment only.
Checkbox: Check the box to link other clinical data entered for the same client and the same day. This will only be used when choosing linked data points.
Collected By: This will auto-populate to All Staff when completing this step on the website. Meaning all staff collecting data for this client on this date. Be sure to change it unless you want all data lumped together.
4. Select Submit Note
Session Notes that are not completed when saved, will save as a draft. To learn more about draft options and improvements Rethink made to saving session notes, refer to these guides:
, see the following guide: How to Access and Recover Previously Saved Draft Session Notes |
Saving Session Note Improvements (Mobile Browser)
Saving Session Note Improvements (Desktop)
Verifying an Appointment on the Mobile App
Steps | Helpful Information |
|---|---|
| Location Services will need to be enabled on the device in order for the system to geo-tag verification locations |
2. Select the applicable appointment  | |
3. Select the Verify tab at the top  |
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4. Verify your worked time by updating the start and end time and click the orange VERIFY  |
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Verifying an Appointment on the Website/Browser
Steps
Helpful Information
1. Navigate to the Scheduling Tab and Open your appointment
2. Navigate to the Verification options and select Staff
Obtaining a Parent Verification in Session on the Mobile App
Step | Helpful Information |
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2. Select the Verify tab | |
3. Scroll down to Parent | |
4. In person, have the parent sign the Signature field and you can enter details into the Parent Name & Relationship fields | |
5. Click Verify  |
Obtaining a Parent Verification in Session on Website/Mobile Browser
Step
Helpful Information
Select the Scheduling Tab and open your appointment
If your organization requires both a parent signature and a parent verification:
If parent signature is completed first, it counts for both signature and verification
If verification is done first, then they would need to sign the note as well
If your company provides parental access to Rethink, parents can verify appointments remotely (speak with your administrators).
2. Navigate to to the Verification options and select Parent
3. Have parent manually sign the Signature field and you can enter in the details into the Parent Name & Relationship fields
4. Select SAVE
Alerts / Determining Completed Appointments
Determining Completed Appointments on the Mobile-App | A completed appointment in the mobile app will display as “Completed” in the Calendar section  | Important: Check with your System Administrators to confirm which of the following requirements are needed for an appointment to be considered “complete”
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Determining Completed Appointments on the Website/Browser | All completed appointments will display in the Scheduling Tab with white lines across the appointment  The appointment status will display as Completed  | |
Alerts for Incomplete Appointments | Staff will be able to see from the Mobile App if appointments require further action to complete their company settings for a “complete” appointment.   |