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The training modules below are for NEW Rethink Customers using the Clinical Product Line (Only). The resources are streamlined to assist with training and Action Items (this aides with learning the platform) specific to the Clinical Product. These resources can and should be shared with current and newly hired administrative and/or clinical staff members using Rethink. Below, you’ll see the title of the training and which staff members should be accessing the resources in the corresponding training. Please be aware that the action items should be completed in the order they are presented. It is necessary for accurate system setup, as items build upon each other. Trainings listed below are:

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Training

Who is This Training For?

Resources

Action Items

Account Setup Training (Clinical Product Only)

Account Administrators

Logging into Rethink:

Logging Into Rethink

Basic Information:

Basic Information

Locations:

Locations

Staff Member Settings:

Staff Member Settings

Roles:

Roles

Permissions:

Permissions

Clinical Settings within the Company Account:

Clinical Settings within the Company Account

How to Add a New Client: Add A New Client

How to Add a Demo Client

Client Profile Set Up:

CLINICAL ONLY Client Profile Set Up

How to Add a New Staff Member:

Add A New Staff Member

Staff Profile Set Up:

CLINICAL ONLY Staff Profile Set Up

Assigning Staff and Clients:

Assigning Staff and Clients

Resource and Training Center Overview:

Resource and Training Center Overview

Training Reports within the Reporting Dashboard:

Training Reports within the Reporting Dashboard

Creating Treatment Report Templates:

CLINICAL ONLY Creating Client Report Templates

Parents/Caregivers Using Rethink:

Rethink Use for Parents and Caregivers

Within Company Account

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add remaining locations (if needed)

  • Create Staff Titles (if other users)

  • Add Active and Inactive Staff Statuses

  • Add Staff Note Types (optional)

  • Add Active and Inactive Client Statuses

  • Add Client Note Types (optional)

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

  • Complete ABC settings

  • Set Default Clinical Settings

Within Client Tab

  • Add Client(s) and complete their profile setup

    • Add a demo client if needed not completed already

  • Attach the Sample Funder to each client’s profile

Only complete the profile setup pieces needed for the Clinical Product (as noted in resources)

Within Staff Members Tab

  • Add Staff and complete their profile setup

Only complete the profile setup pieces needed for the Clinical Product (as noted in resources)

  • Pair Staff and Client(s)

  • Verify staff can log in after sharing the Logging Into Rethink Resource with staff

Within Client Report Templates

  • Build your Treatment Report Templates

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