Credential Types and Credentials. Done

Understanding Credentials and Credential Types

Credentials are the individual qualifications, licenses, or trainings that are required for employees in your practice. Behavior Technician, BCBA, and RBT are credentials that are pre-populated into your system as they are commonly used.

Credential Types are the “grouping” of the credentials you may have in your practice. Education, HR Compliance, Professional, and Training are credential types that are pre-populated into your system and should capture a broad range of credentials.

Adding Credentials and Credential Types to Your Settings Area

Step	Description	Helpful Knowledge
Adding Staff Member Credential Types	From Settings, Click Staff Member Settings and Credential Types Click Add Credential Type + to enter in a Credential Type that can be later used to categorize a Credential Can Edit or Remove Credential Types within this field	A Staff Member Credential Type allows you to categorize the types of credentials your organization needs The defaults within your account are examples and are up to each company to decide if they want to incorporate Defaults values may be edited Credential Types may be removed if they have not been assigned to any staff profiles
Adding Staff Member Credentials	From Settings, Click Staff Member Settings and Credentials Click Add Credential + to enter the Credential, select the Credential Type, and add an optional description Can Edit or Remove Credentials within this field	The defaults within your account are examples and are up to each company to decide if they want to incorporate. If any BT, RBT, and BCBA credential are used - recommended to click Edit and assign them the Credential Type of “Professional” If adding in Non-Professional Credentials, examples include HIPPA Training, Safety Care Training, CPR Training, etc. Credentials can be removed if they have not been assigned to any staff profiles Credentials can be marked as inactive or active anytime Inactive Staff Member Credentials will not be available to select as options when adding to staff profiles
Why are Credentials important to set up in your Rethink account?	Funder Services + Billing Code: Restricting by professional credential who can provide what services Staff Member Profile > License/Certifications: Assigning licenses/credentials to staff profiles	Staff Member Credentials can be used in funder setup to restrict by professional credential who can provide each service as a way for Rethink to block anyone who is not credentialed to provide that service from accidently being scheduled Staff Member Credentials will be added to Staff Member profiles with the option of entering an expiration date in order for Rethink to provide warnings when a credential will expire
Credentials in Roles & Permissions	To set up specific permissions regarding Credentials, go to Settings>Staff Member Settings >Roles, Click Edit Permissions under the appropriate Role and scroll down to Staff Member Info	Users with “View” permission can only View Staff Credentials Users with “Edit" permission can Add, Edit, and Delete Staff Credentials Users with “Dismiss Credential Warnings” can dismiss warnings when their credential will expire in 30 days or has already expired. Once a credential warning has been dismissed, the system will no longer flag an expiring or expired credential
Credentials in Funder Setup	To set up specific funder rules based on Credentials, go to Settings>Funder Settings, click View next to the appropriate funder, click Edit, then scroll down to Scheduling Rules	Can block staff with expired credentials from verifying appointments