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Funder Reports is a location within a Client’s profile where treatment report writing is completed for the client. (E.g. Progress Reports, Initial Authorization reports, Re-Authorization Report, etc.)

Funder Reports are created from treatment plan templates made within the Client Report Templates area. Those templates are then paired with the funders/payors of said client with whom reports will be written.

If there are no templates available for you to use to write a Funder Report, either see the templates resource and create a template (if you have th permissions to do so), or contact your administrators to complete said task.

Generating a Funder Report

When ready to create a Funder Report for the client, you’ll navigate to the client’s profile and select Funder Reports

Select ADD FUNDER REPORT

Select from the TEMPLATES provided within the drop down menu.

Select the SERVICE LINE

Select CREATE FUNDER REPORT

See notes above if there are no templates to choose from

Complete the Funder Report by filling out the sections within the template

NOTE: The sections displayed within the Funder Report were based on how your administrative team created the template. There will be several fields that pull in data regarding the staff, client and organization automatically, that is per the template, but there will be other fields that require further completion/anecdotal information.

Please see further areas of this resource to review certain features of the report in more detail.

Pulling in Programs and Clinical Data into a Funder Report

There are four fields that can exist within a template that will pull in either programs and/or programs with data that have been added to the client’s profile in Rethink. See the option below to know which fields will pull from which areas of the clients clinical programming sections

Field

Image

Use

Skill Acquisition Progress

  • All skills acquisitions programs located within the Current Tab of the Client Program section will pull in here

  • After typing in the dates and completing the filter options, select Preview and all programs will pull in

  • Graphing Filters available for display:

  • Individual filter to each graph display can be made even after selecting preview

  • This field is only placed in a template once. Any skill program that pulls in that is not preferred to have on the completed report can have “don't include on report” selected

Behavior Reduction Progress

  • All behavior plans with data collected will pull in with this field

  • All details that were placed within the behavior plan within Behavior Support will also display

  • Graphing Filters available for display:

  • This field is only placed in a template once, any behavior plan that pulls in that is not preferred to have on the completed report can have “don't include on report” selected

Recommended Skills

  • If completed, this field will pull from the Future Tab of the Client Program section. These goals typically do not have data collected as they are recommended for further intervention

Recommended Behaviors

  • This field pulls from behavior plans in the Behavior Support section that have Step 1 completed, but do not have any data collected

Custom Graph and Custom Table Fields

Custom Graph

If Custom Graph option is added to a report template, outside files can be uploaded to include into the report

Custom Table

If Custom Table was used within the template, see How to Use the Custom Table Feature for additional information of how this feature can be used within your Funder Report

Saving and Downloading a Funder Report

Once all fields of the Report are completed, select SAVE.

  • You can always edit the Report further if needed (add to it and save a new version)

  • If fields with asterisks are not filled out, draft versions will not save

Note: the report automatically saves every few minutes, so the Save As option only populates if a version has been automatically saved or previously manually saved

Once SAVED, a report can be:

  • Further Edited (EDIT FUNDER REPORT)

  • DOWNLOADED (into a word document or a PDF)

  • SAVED TO FILING CABINET

NOTE: If a report is saved to a word document, FURTHER EDITS can be completed outside of the Rethink platform

  • Examples: Adding outside assessment information to the report, editing fonts, adding in additional visuals or graphs, etc.

Additional actions may be completed from the Funder Report landing page (depending on permissions). This is done via the lightning bolt next to a listed report.

  • RENAME a report

  • DELETE a report

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