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The training modules below are for NEW Rethink Customers using both the Clinical Product Line and the Practice Management Product Line. The resources are streamlined to assist with training resources and action items paired with those resources that are specific to both Product Lines. These resources can and should be shared with current and newly hired administrative and/or clinical staff members using Rethink.

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Table of Contents
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Account Setup

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Logging Into Rethink.

Basic Information.

Locations.

Staff Member Settings.

Roles.

Permissions.

Clinical Settings.

Add a Staff Member Profile.

Trainings and Resources.

Training Reports within the Reporting Tab.

Within the Settings Tab

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add locations (if needed)

  • Create additional Staff Titles (if other users on account)

  • Add Active and Inactive Staff Statuses

  • Edit permissions for Roles (if needed at this time)

  • Complete ABC settings

  • Set Default Clinical Settings

Within the Staff Tab

  • Add Staff Member Profiles

 

Staff

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Setup and Scheduling Settings

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Credential Types and Credentials.

Pay Codes.

Staff Member Settings.

Staff Profile Set Up.

Scheduling Settings.

Within the Settings Tab

  • Add License/Credentials

  • Add Company Pay Codes

  • Add Staff Note Types (optional)

  • Define “Completed” Billable Appointment Requirements

  • Add Non-Billable Tags

    • If planning to schedule non-billable appointments in Rethink

  • Adjust Location and Place of Service options (optional)

  • Add Billable Tags (optional)

  • Add Custom Cancellation Types (optional)

  • Set Overtime Rules (optional)

Within the Staff Tab

  • Add Pay Codes to staff member profiles

  • Add License/Certifications to staff member profiles

  • Add Staff Notes (optional)

  • Add Attributes (optional)

  • Add Availability (optional)

  • Add Signature (optional)

  • Add Folders/Upload Files into Staff Filing Cabinet (optional)

Funder Setup

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below. If your organization has a billing specialist, some of these modules may be for them as well.

Resources

Action Items

Understanding Service Lines and Services.

Setting Up Your Funders and Billing Codes.

Within the Settings Tab

  • Set up Service Lines and Services

  • Add Funders with Billing Codes and Rates

 

Client Report Templates

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Creating Templates.

Within the Templates Tab

  • Assign Funders to Sample Session Notes

  • Assign Funders to Sample Treatment Reports

OR

  • Build your own Session Notes/ Treatment Report templates and assign funders

Client Profile Setup

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Client Settings.

Managing Referring Providers.

Add A New Client.

How to Add a Demo Client.

Client Profile Set Up.

Within the Settings Tab

  • Add Active and Inactive Client Statuses

  • Add Client Note Types (optional)

  • Add Referring Providers (optional)

Within the Clients Tab

  • Add Client Profiles

    • Add a Demo Client if not completed already

  • Add Funders to each client profile

  • Add Diagnoses to each client profile

  • Enter Authorizations to each client profile

  • Add Staff Assignments to each client

    • Depending on Role Permissions, staff must be assigned to client(s) in order to open an appointment on the scheduler

  • Add Client Notes (optional)

  • Add Contacts (optional)

  • Add Referring Providers (optional)

  • Add Availability (optional)

  • Add Folders/Upload Files into Client Filing Cabinet (optional)

Client Setup for Programming

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are meant for Clinical Supervisors (e.g., BCBAs, BCaBAs, SLPs, OTs, etc.). These modules review goal writing for both skill and behavior-based programs, website data collection, data analysis, and treatment/funder reports.

Resources

Action Items

Logging Into Rethink.

Client Settings.

Add A New Client.

Program Library Overview.

Writing Custom Programs in the Program Library.

Skill Acquisition Programming.

Behavior Support Programming.

Data Collection on the Rethink Website.

Analyze Data.

Creating Funder Reports.

  • Create Active and Inactive client statuses (if not completed already in previous trainings)

  • Create Client Profiles (if not completed already in previous trainings)

Within Each Client’s Profile

  • Add-in all client skill acquisition programs and/or behavior plans (2-4 hours per client) within their profiles

    • Add targets/teaching steps to client programs

    • Add goals/objectives to behavior plans

Scheduling and Reporting

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Scheduling Resources.

Reporting.

Practice Management/Scheduling FAQs.

Within the Scheduling Tab

  • Begin scheduling and completing appointments

Mobile App Data Collection (session completion)

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are for any clinical staff members (e.g., BCBAs, RBTs, Behavior Techs, etc.) needing to use Rethink for the purposes of data collection and session note completion.

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