Client Report Templates is the area in which templates are built for different report writing (4 different types). To learn more about each type, refer back to our resources on Client Report Templates. This resource thoroughly explains each option available when making a template.
IMPORTANT: Some options explained below are ONLY available when creating certain types of templates. Those will be noted accordingly.
This resource will be organized by the field section on our template builder.template builder.
Custom Header
The custom header feature allows users to include up to five fields in the main header that will display on each page of the supported template types (Treatment Reports and Billable/Non-Billable Session Notes).
Users can turn off/on the Custom Header by checking “Custom Header” within the template builder interface. Once on, users can select up to five fields to be displayed (By default, the fields that will be checked off are Client DOB, Client Name, Client Member ID (Insured ID)). If custom header is off, those default fields will still display on notes.
Note: This is different than the auto populated fields that will appear on all saved session notes:
Client Name
Staff Name
Funder Name
Date of Service
Verified Start and End Time
Session Duration
Facility/Location assigned to client (can be omitted by updating your funder settings)
Service Line (can be omitted by updating your funder settings)
Service (can be omitted by updating your funder settings)
Default
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Text Input |
| Click on the words TEXT INPUT to edit and title what you’d prefer Leave text area blank on template for staff to complete when writing report Placeholder: If used in text field, will be seen on a completed report (staff can delete, edit, and/or add to it when writing report). Text saved will be saved on completed report Description: Words show under the text field, will not save on a completed report |
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Text Area |
| Staff will complete these texts boxes when completing the report for the client Editing the Text Area option for the template consists of 3 areas. Label Description: Words show under the text field, will not save on a finished report Placeholder: If used in text field, will be seen on a report (staff can delete, edit, and/or add to it when on the report). Text saved will be saved on completed report Text Formatting and the Tagging Feature options seen in images below are only available when making a Treatment Report Type of templates. Tagging feature allows already added information to the client’s profile to be entered into the text area for Funder Reports.   |
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Check Box |
| Click on the words CHECK BOX to change title To separate out the choices, use the “enter” button on your keyboard to make a new choice You can have as many choices as you need
Options that are not checked will not show on the report | Example of staff choosing 4 of the 6 options
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Radio |
| Click on the word RADIO to change title To separate out the choices, use the “enter” button on your keyboard to make a new choice You can have as many choices as you need Staff will only be able to select once choice from list This is a forced choice field |
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Select |
| Click on word SELECT to change title Appears as a drop-down when completing report To separate out the choices, use the “enter” button on your keyboard to make a new choice You can have as many choices as you need Staff will only be able to select once choice This is a forced choice field |
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Line Separator |  | Used to separate information on a report |  |
Section Title |  | Select the words SECTION TITLE to title the section with your own words |  |
Table |  | You can add/take away columns Placeholder text cannot be added to the boxes Boxes stay blank for staff to fill in on report |  |
Digital Signature | 
| Can choose for it to be a Staff or Parent signature option These are to be used for a signature IN PERSON Parent signature: Allows caregivers/parents to add a physical signature, also has a field for name/relationship, the name/relationship is a required field Note: Does not pull in from the staff profile, also does not transfer to the staff verify portion of an appointment To capture REMOTE parent/guardian signatures, select the Parent/Guardian Digital Signature box to review the option to “Allow remote parent signature” for this template. This is available for billable session notes only.  Note: for remote signatures to be an option, the user creating the template as well as the user who needs to capture the remote signature must have the appropriate permissions selected for their role. Refer to Permissions. for more information. |
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Custom Table (Only available in certain Template Types) |  | Updated version of Table with more functionality Rows and columns can be added in template and can be edited/removed when completing report Placeholder text can be added into boxes when making template to be visible to staff completing report or can be left blank for staff to fill in Staff can add more rows and columns to the already existing table if needing when writing the report More functionalities may include:
| Example of a custom table on a finished report with four of the options displayed:
(Words Custom Table could have been edited on the template)
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CLIENT
Options if Using Treatment Report Type
Options if Using Billable/Non-Billable Session Note
All Options Explained
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Client Name |  | This would pull from the Name that is in the demographics section of the Client Profile |  |
Gender |  | This would pull from the Gender listed in the demographics section in the client’s profile |
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Client Contact |  | This pulls in the contact that is in the Client’s profile NOTE: If client has multiple contacts in the system, it takes the first one ONLY If you did not place a contact into the system, this can still be used as open text fields for person writing the report If you have put multiple contact in the system and need both contacts to be there, use a text area (in default section above) instead of this option for staff to manually complete |  |
Client Address |  | This area pulls from the client’s address in the demographic section of their profile |  |
DOB |  | This area pulls from the client’s date of birth identified in the demographic section of their profile and will also automatically calculate their age when writing the report |
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Reason for Referral |  | If reason for referral was placed in the demographic section of their profile, this would pull the text from that area automatically. If not it can be used as an open text box |
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Diagnosis |  | This pulls from diagnosis information in the demographic information section of their profile It will only pull the first diagnosis on the list (not all) Physician information and NPI number are legacy fields, please check back for an update |  |
Client Medical Record # |  | This pulls from the client’s medical record number within their funder  |
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Skill Acquisition Progress (For Treatment Report Type ONLY) |  | Leave this area blank in template for staff to complete when writing report. With this option in a report, staff are able to pull in skill acquisition programs from the Current Tab of the Client Program area that currently have data of their profile (based on the start/end dates the end uses puts in) What displays regarding the program depends on HOW staff wrote the program for their client (image in the next cell may differ depending on how program was written) Edits to graphs are done when staff is completing the report NOTE: This option can only be used once in a report and pulls in all programs based on the dates the end user puts in (and in no specific order) |
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Behavior Reduction Progress (For Treatment Report Type ONLY) |  | Leave this area blank in template for staff to complete when writing report. With this option in a report, staff are able to pull in behavior support programs from the Behavior Support tab of their profile that currently have data (based on the start/end dates the end uses puts in) What displays regarding the program depends on HOW staff wrote the program for their client (i.e. antecedent strategies, consequent strategies, etc. - image in the next cell may differ depending on how program was written) NOTE: This option can only be used once in a report and pulls in all programs based on the dates the end user puts in (and in no specific order) |  |
Recommended Skills (For Treatment Report Type ONLY) |  | Leave this are blank in template for staff to complete when writing report. This option is for staff to pull in skills they are “recommending” for the future. This function is NOT an open text field, it pulls in programs that have been housed in the FUTURE tab of the Client Program. Programs WITH and WITHOUT data, but only the Goals/Objectives and Mastery Criteria. If preferred not to be used automatically, consider making a text box titled Recommended Skills and allow staff to manually list skills. |
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Recommended Behaviors (For Treatment Report Type ONLY) |  | Leave this are blank in template for staff to complete when writing report. This option is for staff to pull in behaviors they are “recommending” to target for the future. This function is NOT an open text field, it pulls in behavior programs that have Step 1 completed within the Behavior Support tab and no data collected. |
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Client ID |  | If a Client ID was added to the demographic section of their profile |  |
Diagnostic Code |  | N/A At this time, use the Diagnosis options discussed above | |
Insured ID |  | Pulls from the Insured ID # in the demographic section of their profile |  |
Daily Data Summary (For billable/non-billable types ONLY) |  | This option is available and used on billable/non-billable session note types of templates for data to pull from a session into a session note |
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STAFF
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Staff Assigned |  | NOTE: If this option is used in a Treatment Report Type Template, it will pull the staff who is writing the report If this option is used in a Billable/Non-billable Session Note option, it will pull the name of the staff assigned to the appointment Name appears as first and last, as well as, title within their profile (title associated to their Rethink profile, not necessarily their job title) |  |
Signature Checkbox |  | NOTE: This pulls in Staff name, Staff title, date of selection/submission Often used under a signature box placed in a template |  |
Licensure/Credential |  | This pulls from the license/credential within the staff members profile and is typically used under a Digital Signature field
The Certification # does not pull in with this field NOTE: It will only pull if the credential is selected as DEFAULT in the staff members profile |
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PROVIDER
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Name |  | Leave blank on template for it to automatically pull in information when in report. Click on the word NAME to change the title (E.g. Name of Provider) This will populate from the name of the provider/company within |
Settings>Basic Info |  | |
Address |  | Leave blank on template for it to automatically pull in information when in report. This will automatically pull the information from the location attached to the Client in their profile. The location within a Client’s Profile is originally made in the |
Settings>Locations section of Rethink |  | |
Phone |  | Leave blank on template for it to automatically pull in information when in report. This pulls from the phone number within the location associated with the Client. If the phone or fax was not entered into the location within the |
Settings section of Rethink (as it is originally not a required field), nothing will populate NOTE: if this field is used BOTH phone and fax numbers MUST be added in order to save the report |  | |
 | Leave blank on template for it to automatically pull in information when in report. This refers to the email corresponding to the location assigned to the client (in the demographics section of their profile). Information about said location is within the |
Settings section of Rethink If an email was not originally entered when making the location within |
Settings>Locations, nothing will populate |  | |
Agency NPI |  | Leave blank on template for it to automatically pull in information when in report. This refers to the group NPI that is listed within |
Settings>Basic Info |  | |
Federal Tax ID |  | Leave blank on template for it to automatically pull in information when in report. This refers to the federal Tax ID number that is listed within |
Settings>Basic Info |  |
FUNDER
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Funder Name |  | Leave blank on template for it to automatically pull in information when in report. This would automatically pull in the funder information that is attached to this Client (what funder is listed in their profile) Note: If multiple funders are added to a client, the FIRST funder that was added will pull into this field. |  |
Funder Address |  | Leave blank on template for it to automatically pull in information when in report. This will pull from the address of the Funder that is attached to the client. Funder address information is inputted in the |
Settings section of Rethink |  | ||
Case Manager |  | Leave blank on template for it to automatically pull in information when in report. This would pull from the case manager listed within the Funder for this client  |  |
Insurance Subscriber |  | Leave blank on template for it to automatically pull in information when in report. This would pull from the Insured’s Name listed within the Funder for this client  |  |
CUSTOM
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Upload Graph |  | Leave blank for the end user to upload a graph into their report This function allows for outside graphs (custom or ones not made within Rethink) to be pulled into a report. They must be uploaded from the device, not Rethink. NOTE: Files must be JPEG or PNG files ONLY You can select the words UPLOAD GRAPH and rename what the graph may be if appropriate (e.g. ABLLS Graph) | The image uploaded from the device would show with the words Upload Graph (or whatever it was renamed as) to the left. |
BILLING
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Place of Service (intended for Billable and Non-Billable Session Notes Only) |  | This will pull from the place of service noted on the appointment |  |
Location (intended for Billable and Non-Billable Session Notes Only) |  | This will pull from the chosen located on the appointment | |
Address (intended for Billable and Non-Billable Session Notes Only) |  | This will pull from the address linked to the appointment |  |
Billing Code/Modifier (intended for Billable and Non-Billable Session Notes Only) |  | This will pull from the code associated with the appointment NOTE: if this is made a required field, BOTH modifiers would need input (can input N/A) This is also based on the credentialing of the staff |  |
Behavior Functions and Strategies
Section is only available for Behavior Plan Template Type
Please see resources on Custom Behavior Plan Templates to familiarize yourself with this type and why once would use it
Option | Visual on Template | Notes about Functionality | Visual on Saved Report |
|---|---|---|---|
Function/s of Behavior |  | Appears as a drop down menu where multiple functions can be selected |  |
Antecedent Strategies |  | Leave blank on template for staff to complete when writing a behavior intervention plan within Behavior Support NOTE: This will just be an open text box for staff to complete |  |
Consequence Strategies |  | Leave blank on template for staff to complete when writing a behavior intervention plan within Behavior Support NOTE: This will just be an open text box for staff to complete |  |