This resource will cover client statuses and client note types within Client Settings of the Company Account. The areas below are referring to settings that can be made for the profiles of clients you provide services to.
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An INACTIVE status means that the client cannot be scheduled for an appointment or have programming written
NOTE: If a previously active client becomes inactive, the clients profile, information, and data are still in Rethink for your records.
To create a new status, select + Client Status
From there, you can Name the Status and decide if that status is Active or Inactive then press SAVE
Example: a Discharged status would be marked as Inactive, meaning someone who is discharged as a client, would no longer be scheduled for appointments or have programming written for them
NOTE: The Demo? option is only to be used for the Demo status for the demo client placed within the account
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Client Note Types (optional)
Client note types (similar to staff note types) are created if wanting to use the notes section of a Client’s member profile. The type name helps to organize the type of note being left within a client’s profile.
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To leave a note type, select + NOTE TYPE, Name the note type, provide a description if needed, and keep it as active to use it. The select SAVE
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Client Custom Fields (optional)
You can create additional fields to appear within the Demographics section of client profiles and/or the client list page.
Additional Notes: Usually we recommend playing around in your system and going through all the modules/trainings. Then, if you realize there is a field that Rethink doesn’t already have that you would like added to your client profiles, add a Custom Field.
Click “+ Client Custom Field”
Type in the Label
Select the Type of Label you want this to be (Date, Drop-Down, etc.)
Click Check Name
Order: This is how it will appear within the client profile and client list page
Please note, only five custom fields can appear in the Client List Page for you to filter by