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, and 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:
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:
G) 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
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 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
ü Etc…
- Once you have added your default prompts, click “Save”.
- Use the arrows under “Change Position” to adjust the prompt hierarchy. Click the corresponding “x” next to a prompt you want to Remove.
- You have the option to add up to 8 different kinds of Prompts.
9) How to set Appointment Reminders in Scheduling
- Click “SCHEDULING” from the menu on the left.
- 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”.
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