The training modules below are for NEW Rethink Customers using the Practice Management Line (Only). The resources are streamlined to assist with training and Action Items (this aides with learning the platform) specific to the Practice Management Product. These resources can and should be shared with current and newly hired administrative and/or staff members using Rethink. Below, you’ll see the title of the training and which staff members should be accessing the resources in the corresponding training. Please be aware that the action items should be completed in the order they are presented. It is necessary for accurate system setup, as items build upon each other. Trainings listed within the table are:
ACCOUNT SETUP
Training | Who is This Training For? | Resources | Action Items |
|---|---|---|---|
Account Setup Training | Account Administrators | Logging into Rethink: Basic Information: Locations: Staff Member Settings: Client Settings: Client Settings within the Company Account Roles: Permissions: How to Add a New Client: Add A New Client How to Add a New Staff Member: Assigning Staff and Clients: Parents/Caregivers Using Rethink: |
|
COMPANY SETUP
Training | Who is This Training For? | Resources | Action Items |
|---|---|---|---|
Company Setup Call | Account Administrators (If your organization has a billing specialist, they should attend this training call and complete Action Items items) | Understanding Service Lines and Services: Understanding Service Lines and Services Credentials and Credential Types: Credentials and Credential Types Setting up Your Funders and Billing Codes: Setting Up Your Funders and Billing Codes Referring Providers: Managing Referring Providers in your Company Account Pay Codes: Cancellation Types, Billable Tags, and Nonbillable Tags: Cancellation Types, Billable/Nonbillable Tags, and Place of Services “Completed” Billable Requirements, Hours Shown on Calendar, & Overtime Rules: "Completed" Billable Requirements, Hours Shown on Calendar & Overtime Rules Staff Member Settings: Client Settings: Client Settings within the Company Account Creating Client Report Templates: |
OPTIONAL
|
STAFF AND CLIENT SETUP
Training | Who is This Training For? | Resources | Action Items |
|---|---|---|---|
Staff and Client Setup Call | Account Administrators | Client Profile Set Up: Staff Profile Set Up: Scheduling Tutorials: Practice Management Reports: Reporting Dashboard: Practice Management Reports Practice Management/Scheduling FAQs: | Action Items for Staff Profiles:
OPTIONAL
Action Items for Client Profiles:
OPTIONAL
Action Items for Scheduling and Reporting:
|