Creating Funder Reports.

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. The way in which Funder Reports are written is specific to the way in which the template was built and formatted. This resource will review those fields in more detail as they relate to completing a report

Table of Contents for this resource:

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

Open

Select from the TEMPLATES provided within the drop down menu.

• If there are no templates in the drop down, that means your administrators have either not made any templates or have not paired their templates with the funder/payor of this client

• Reach our to your administrators if that is the case, or use this resource if you are the administrator responsible for making templatesCreating Templates.

Select the SERVICE LINE

Select CREATE FUNDER REPORT

Open

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

Using 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, Downloading and Editing 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