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During decision making process invite key staff members from cross functional departments to bring questions and attend the product demo’s.

Readiness Checklist

Implementation Strategy:
- Pilot--If trialing the Rethink platform to determine if it is a fit for your organization
  - Test the system with a purposeful selection of learners, staff, locations
- Full Implementation--Adopting the Rethink platform into your organization
Identify key outcomes that will define what a successful implementation looks like
- Be prepared to share any unique scenarios with your organization that may impact implementation
- Create a matrix of staff by job title and job responsibilities to aide in the creation of roles and permission with Rethink
  - For example: RBT, Lead RBT, Student Analyst, BCBA, Senior BCBA, etc.
- Create a plan to communicate to your staff about the transition to using Rethink and get buy in
- Plan for stopping existing system: Overlap? Hard Stop Date?
Set realistic timelines to roll out the new software
- Adopt a “train the trainer” model
- Create internal training plans for new staff
Identify Internal Implementation Team Members
- Implementation team members should have knowledge across departmental areas: Finance/Payroll, Compliance, HR, Clinical, billing
- Based on size of organization, assign a Project Manager to oversee the implementation of multiple products or identify internal content area experts that will field all staff questions and reach out to communicate with Rethink’s Implementation Specialists
Identify Rethink Team Members
- Create a cheat sheet of the Rethink team members' contact information to guide you in reaching out for assistance
Review the Rethink technical specification requirements prior to purchasing new devices
- Identify if you will be purchasing devices for staff and if so what type

Clinical Specific Implementation Best Practice

Practice Management Specific Implementation Best Practice

Identify if staff will be entering programs in addition to their normal job responsibilities or if they will be given additional time, if so how much?
- Entering client programming takes, on average 2-4 hours/client
Create a plan for stopping previous data collection system. Will this be a hard stop date How will data be saved and pulled for sequential authorization and data analysis?
Have information from Funders on what is required in a Treatment Plan to be able to build and customize your report templates
Have your “content area expert” guide staff to Rethink’s Self-Help Center
- Have content area experts regularly solicit questions from staff regarding clinical features
- If questions cannot be answered by content area expert or Self-Help Center, content area expert(s) reach out to your Implementation Manager

Designate a System Administrator that will become the company’s Rethink Expert
Identify key members of your company’s implementation team that have knowledge and can make decisions on set up components specific to:
- Funder Contract Requirements which include Session note requirements
- Funder Billing Codes, Funder Rules, Rates
- Client Policy and Authorization Data
- Billing Reporting Needs
- Payroll Reporting Needs
- Scheduling Specific Set Up Needs such as Role and Permissions as well as other settings that will be geared toward your business operational needs
Identify Billing/Funder Set Up ‘expert’ who knows:
- Your service lines/specialty of services needed for reporting
- Your billing codes, rates & funder billing rules
Identify Staff HR/Payroll ‘expert’ who knows:
- Your desired pay codes & needs for payroll reporting
- Company and staff credentials for both tracking & billing requirements
Identify Client Set Up ‘expert’ who knows:
- Client general demographic information, availability, client policy information, diagnosis, and authorization needs
Rethink’s Practice Management Implementation process includes an Account Set Up Call, Company Set Up Call, Staff and Client Set Up Call, and an Optional Q&A (We have Self-Guided Modules in place of these calls, if desired)
- We have Self-Guided Modules for Scheduling and Reporting
Rethink uses Zoom for all customer meetings
- Need to be able to log into Zoom calls, have adequate microphone & speaker for these calls, and be able to share their screen, if needed
All key implementation team members should plan to attend the appropriate calls
The provider’s implementation team members should plan to block time and resources until the system is set up and ready for use
- Time can vary depending on how much data the customer has