How to Edit Your Company Account

Step-by-step guide

1) How to View and Edit Company Account and Basic Information

2) How to Add or Remove Locations

3) How to Add and Customize Service Lines

4) Create your Staff Member Settings

5) How to Add and Edit Funders, Service Lines, and Billing Codes

6) How to Enter and Edit Client Statuses

7) How to Adjust your Employee Roles

8) How to Create Default Mastery Criteria and Default Prompts in Data Settings

9) How to set Appointment Reminders in Scheduling

Go to www.rethinkbehavioralhealth.com and Log in with your Username and Password.

1) How to view and Edit Company Account and Basic Information

A) Once you are logged in, click on Company Account:

B) To modify your company’s Basic Information, click Edit on the right-hand side of your screen:

C) The fields marked with an asterisk, * , indicate a required field. To upload your Company Logo, click Choose File at the bottom of the screen. Your logo will be visible on your company tab and when you download a Funder Report:

D) Once you have entered your Basic Information, Click Save.

2) How to Add or Remove Locations

A) Click Locations from the menu on the left to Add, Edit or Remove your site location(s):

Add several office locations
Add Multiple Therapy Centers
Enter your practices across numerous states

B) To designate a site as your main location, check the box for Main Locations, and Click Save:

3) How to Add and Customize Service Lines

A) Click Service Lines from the menu on the left to add a variety of services:

B) To add a service line, click + SERVICE LINE at the bottom of the screen:

C) To Edit an already existing service line, click Edit:

D) When adding or editing a Service Line, it is required to add the name of the service. The Description is optional. To assign a service line to clients and/or staff, check the box for ACTIVE. Click Save once you have finished:

4) Create your Staff Member Settings

A) Click Staff Member Settings from the menu on the left:

B) In Staff Member Settings, you will have the ability to add a staff title (+ Staff Title ), Edit, or Remove this titles:

C) Title Name and Role Type are required fields

You have the option to Edit, Remove, or Add Employee Types

Your account is set up with the default statuses: ACTIVE EMPLOYEE and INACTIVE EMPLOYEE. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click

“+ Staff Status”

Ex:

If you wish to have your Employee Status show as Active, be sure to check the box for: “Show as active”. If a staff member is no longer an employee, we recommend changing their status to Inactive. You will have the option to view your current employees by filtering between Active/Inactive Statuses.

Staff Member Settings also allows you to Add, Edit, and Remove Staff Member Pay Codes and Staff Member Mileage

5) How to Add and Edit Funders, Service Lines, and Billing Codes

Select “FUNDERS” from the menu on the left.
Click “ADD FUNDER” in the right-hand corner to add new funders.

For “FUNDER TYPE”, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click “Save”.

To edit an existing Funder, Click “View”.

Click “Edit”.

Modifications can be made from this page:
Click “Save”.

Once the Funder has been created/edited, you can add the Service Line(s). Click “View”. Then click the plus sign next to “SERVICE LINES”.

Here, you will have the option to select from the service line(s) you’ve previously entered. Use the drop down arrow to “Select a Service Line”. Then, select the “NPI number for Billing”. (Typically, the selection for the NPI will be “Agency NPI”.)

If you have established Client Report Templates, you have the option to add Billing Codes to the Service Lines listed for their corresponding Funders.

Once you click “Add Billing Code”, you will choose a template from the drop down arrow on this pop-up:

Making a Template selection will automatically populate the subsequent fields:

Click “SAVE”. Once you have saved your Billing Code, it will appear under the Service Line:

6) How to Enter and Edit Client Statuses

Select “CLIENT STATUS” from the menu on the left.
The standard statuses that will be originally assigned to your account will be “Active” and “Inactive”.
You can add a custom client status by clicking “+ CLIENT STATUS”

Some examples of Client Statuses can include:

ü Referral Request

ü Pending Authorization

ü In Assessment

ü Wait List

ü Etc…

To edit these statuses as Active or Inactive clients, click “Edit”

Check or uncheck the box next to “Show as active”

To remove a client status, click “Delete”

7) How to Adjust your Employee Roles

Select “ROLES” from the menu on the left.
When Rethink sets up your account, your staff will be assigned recommended Roles given their staff title. These Roles are designed to set limitations or accesses in regards to what the staff or parents can see when they log into their account.
[Ex: Front line staff, or Role 1 staff, are only granted access to viewing goals, viewing file cabinet, the ability to enter data, access to Resources and Training, and a view of the client(s) information to whom they are assigned to. Whereas, a Role 2 staff member, i.e.- BCBA will have access to Funder Reports, Editing goals, running reports, etc.]

These Roles are customizable to your preferences for certain staff. To do this, click “EDIT PERMISSIONS”.

Under “Edit Permissions”, you will be able to scroll through the different permissions and simply check or uncheck the boxes to adjust that Role’s access permissions.

To create a new Role, click “+ New Role” at the bottom of your screen

Enter the new Role Name and Description, Click “SAVE”

8) How to Create Default Mastery Criteria and Default Prompts in Data Settings

Click “DATA SETTINGS” from the menu on the left.
Use the drop down arrows to select numbers for Minimum number of trials, percentages, and consecutive sessions.

In Data Settings, you can also set Default Prompts. Click on “Add a New Prompt +”

ü Independent

ü Gestural

ü Partial Physical

ü Full Physical