The training modules below are for NEW Rethink Customers using both the Clinical Product Line and the Practice Management Product Line. The resources are streamlined to assist with training resources and action items paired with those resources that are specific to both Product Lines. These resources can and should be shared with current and newly hired administrative and/or clinical staff members using Rethink.

Below, you’ll see the title of the training, which staff members should be accessing the resources for that training and action items corresponding to the training to be completed. 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 below are:

 

ACCOUNT SETUP

Training

Who is This Training For?

Resources

Action Items

Account Setup Training

Account Administrators

Logging into Rethink:

Logging Into Rethink

Basic Information:

Basic Information

Locations:

Locations

Staff Member Settings:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Roles:

Roles

Permissions:

Permissions

Clinical Settings within the Company Account:

Clinical Settings within the Company Account

How to Add a New Client: Add A New Client

How to Add a Demo Client

How to Add a New Staff Member:

Add A New Staff Member

Assigning Staff and Clients:

Assigning Staff and Clients

Parents Using Rethink:

Rethink Use for Parents and Caregivers

Resource and Training Center Overview:

Resource and Training Center Overview

Training Reports within the Reporting Dashboard:

Training Reports within the Reporting Dashboard

In The Company Account:

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add/Edit locations (if needed)

  • Create additional Staff Titles (if other users on account)

  • Add Active and Inactive Staff Statuses

  • Add Staff Note Types (optional)

  • Add Active and Inactive Client Statuses

  • Add Client Note Types (optional)

  • Edit permissions for remaining roles (if needed at this time)

  • Complete ABC settings

  • Set Default Clinical Settings

In Staff and Client Tabs

  • Add Staff Members

  • Add Clients

    • Add a Demo Client if not completed already

  • Pair staff and clients

  • Verify all needed staff can log in (if needed at this time)

 

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

Permissions:

Permissions

Pay Codes:

Pay Codes

Company Account Scheduling Settings:

Company Account Scheduling Settings

Creating Client Report Templates:

Creating Client Report Templates

  • Set-up Service Lines and Services

  • Add License/Credentials

  • Add Funders with Codes and Rates

  • Edit permissions regarding scheduling roles

  • Add Company Pay Codes

  • Assign Session Note templates to their Funder(s) OR build own Session Note templates in Client Report Templates

OPTIONAL

  • Add Non-Billable Tags

  • Add Referring Providers

  • Add Custom Cancellations

  • Add Billable Tags

  • Set Overtime Rules

STAFF AND CLIENT SETUP

Training

Who is This Training For?

Resources

Action Items

Staff and Client Setup Call

Account Administrators

Client Profile Set Up:

Client Profile Set Up

Staff Profile Set Up:

Staff Profile Set Up

Scheduling Tutorials:

Scheduling Resources

Practice Management Reports:

Reporting Dashboard: Practice Management Reports

Practice Management/Scheduling FAQs:

Practice Management/Scheduling FAQs

Action Items for Each Staff Profile:

  • Ensure General Info is filled out

    • Add Medicaid ID number for staff if applicable

    • Add NPI # to anyone that will need to be listed as a rendering provider on authorizations

  • Add Pay Codes to staff      

  • Enter Staff Certifications

OPTIONAL

  • Add Staff Notes

  • Add Attributes

  • Add Client Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Signature

  • Add Folders/Upload Files into Staff Filing Cabinet

Action Items for Each Client Profile:

  • Add Funders to Clients

  • Add Diagnoses to Clients

  • Enter Client Authorizations

OPTIONAL

  • Add Client Notes

  • Add Contacts

  • Add Referring Providers

  • Add Staff Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Folders/Upload Files into Client Filing Cabinet

Action Items for Scheduling and Reporting:

  • Watch/Read through resources

 

BCBA/SUPERVISORS TRAINING

Training

Who is This Training For?

Resources

Action Items

BCBA/Supervisors Training

Any staff responsible for creating client programming, analyzing data, making data decision, and writing treatment plans

Logging Into Rethink:

Logging Into Rethink

Accessing Your Clients:

Clients and Client Info For Supervisors

Health Assessment:

Health Assessment

Preference Assessment:

Preference Assessment

Skills Assessment:

Skills Assessment

Medical Necessity Assessment (MNA):

Medical Necessity Assessment

VB-MAPP Assessment:

VB-MAPP Assessment

Program Library Overview for Supervisors:

Program Library Overview For Supervisors

Writing Custom Programs in the Program Library:

Writing Custom Programs in the Program Library for Supervisors

Editing a Skill Acquisition Program:

https://youtu.be/QM02Fmm0IKk?si=eEMGMeVZEmWlkByb

Client Program Tabs

Editing a Behavior Reduction Program:

Behavior Support Essentials Video

Behavior Support for Supervisors

Data Collection on the Rethink Website for Supervisors:

Data Collection on the Rethink Website for Supervisors

Creating Custom Graphs for Supervisors:

Analyze Data For Supervisors

Writing a Treatment Plan:

Creating Funder Reports

Storing and Accessing Client Documents for Supervisors:

Client Filing Cabinet For Supervisors

Resource and Training Center Overview:

Resource and Training Center Overview

Training Reports within the Reporting Dashboard:

Training Reports within the Reporting Dashboard

Completing a Session on the Mobile App:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3509059624/Best+Practices+for+Rethink+s+Mobile+App

Mobile App Overview

How Observation Times and Interval Data is Calculated on the Mobile App

Mobile App Settings Explained:

Mobile App Settings Explained

Completing Session Notes:

Completing Session Notes and Verifying Appointments

Scheduling Tutorials:

Scheduling Resources

  • Add in all client skill acquisition programs and behavior plans (2-4 hours per client)

OPTIONAL

  • Watch/Read through scheduling resources

RBT TRAINING

Training

Who is This Training For?

Resources

Action Items

RBT Training

Front line staff that are providing direct services, collecting data on programs, and completing session notes

Logging Into Rethink:

Logging Into Rethink

Mobile App Data Collection and Settings:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3509059624/Best+Practices+for+Rethink+s+Mobile+App

Mobile App Overview

How Observation Times and Interval Data is Calculated on the Mobile App

Mobile App Settings Explained

Completing Session Notes and Verifying Appointments:

Completing Session Notes and Verifying Appointments

Accessing Your Clients for Direct Staff:

Client Information for Direct Staff

Viewing a Skill Acquisition Program for Direct Staff:

Client Program Tab for Direct Staff

Viewing a Behavior Reduction Program for Direct Staff:

Behavior Support Tab for Direct Staff

Data Collection on the Rethink Website for Direct Staff:

Data Collection on the Rethink Website for Direct Staff

Accessing Client Documents for Direct Staff:

Client Filing Cabinet for Direct Staff

Resource and Training Center Overview:

Resource and Training Center Overview

  • Collect Data