Below are steps to get started for your Kick Off in the Company Account. Make sure to review all steps and make any changes before additional staff get started.
Step-by-step guide
1) Log in to www.rethinkbh.com :
A) Once you are logged in, click on Company Account:
B) To modify your company’s Basic Information, and click Edit on the right-hand side of your screen:
C) The fields marked with an asterisk, * , indicate a required field. Other fields that you may want to add in:
- Time Zone - Make sure this is set to the appropriate time zone
- Logo - To upload your Company Logo, click Choose File. Your logo will be visible on your company tab and when you download a Funder Report.
- If this is an International Account, please check the box. This checkbox will allow you
D) Once you have edited or added 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:
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:
D) You have the option to Edit, Remove, or Add Employee Types:
E) Your account is set up with the default statuses: Active and Inactive Employee. To add additional statuses (ex – Maternity leave, Medical leave, etc.) Click + Staff Status:
F) For Employees that are 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:
5) How to Add and Edit Funders, Service Lines and Billing Codes
A) Select Funders from the menu on the left:
B) Click Add Funder in the right-hand corner to add new Funders:
C) For Funder Type, select the following options: Insurance, Private Pay or Other. Enter the name of the Funder and optional subsequent details. Click Save:
D) To edit an existing Funder, Click View:
E) Click Edit:
F) Modifications can be made from this pop-up:
G) Once the Funder has been created/edited, you can add the Service Line(s) or Case Managers. Click View:
H) Click the 
sign next to SERVICE LINES to select from the services 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”.):
I) Click the 
sign next to CASE MANAGERS to add the name of an active Case Manager:
J) If you have established Client Report Templates, you have the option to add Billing Codes to the Service Lines listed for their corresponding Funder.
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, or the information can be entered manually.
K) Click SAVE. Once you have saved your Billing Code, it will appear under the Service Line:
6) How to Enter and Edit Client Statuses
A) Select Client Status from the menu on the left:
B) 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:
- Referral Request
- Pending Authorization
- In Assessment
- Wait List
- Etc…
C) To Edit or Delete these statuses as Active or Inactive clients, click Edit or Delete:
D) Check or uncheck the box next to Show as active:
7) How to Adjust your Employee Roles
A) Select Roles from the menu on the left:
B) 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.]
C) These Roles are customizable to your preferences for certain staff. To do this, click Edit Permissions:
D) 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:
E) To create a new Role, click + New Role at the bottom of your screen:
F) Enter the new Role Name and Description, Click Save:
8) How to Create Default Mastery Criteria and Default Prompts in Data Settings
A) Click Data Settings from the menu on the left.
B) Use the drop down arrows to select numbers for Minimum number of trials, percentages, and consecutive sessions:
C) In Data Settings, you can also set Default Prompts. Click on Add a New Prompt +:
D) You can choose up to 8 different prompt levels. Once you have added your default prompts, click Save:
E) Use the arrows under Change Position to adjust the prompt hierarchy. Click the corresponding “x” next to a prompt you want to Remove:
9) How to set Appointment Reminders in Scheduling
A) Click Scheduling from the menu on the left:
B) If you wish to set Appointment Reminders, be sure to select “On”.
- Select the amount and time(s) of your appointment notifications.
- Select the range of hours on your Calendar that you want these appointment reminders to occur between.
- Click Save.
Need Help? Contact us at Support@rethinkbh.com
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