VIEW ALL sections of the SETTINGS tab including:

• Basic Information

• Locations

• Service Lines

• Funders

• Client Settings

• ABC Settings

• Data Settings

• Scheduling

• VB-Mapp

Etc.…

• Recommend giving this permission to “super users” of Rethink

• Does not allow access to view ROLES (separate permission is needed)

Modify ALL data within the SETTINGS tab

• Does not allow access to Edit ROLES (separate permission is needed)

ASSIGN a staff member to a client or assign a client to a staff member

• This works when either in the client profile or the staff profile

• Users will not be able to assign a client to a staff member if they do not have access to that client’s profile (Prerequisite is Client Access)

• This does not rely on the staff info or staff level access to assign a staff member, however, they will not be able to view the profile of the staff unless they have access permissions enabled

Open

UNASSIGN a staff member to a client, or unassign a client to a staff member

OPEN and VIEW funder reports within the client’s profile

DOWNLOAD and SAVE Funder Reports to Client Filing Cabinet

Funder Reports tab is the area in which Treatment Reports are written for the Client

Staff who do not write the Funder Report can still view a finished product of a Treatment Report without having access to this permission (Supervisor saves copy within the client’s filing cabinet)

WRITE/CREATE a treatment report for the Client within the Funder Report tab.

RENAME the report using the “action” icon after being created

DELETE any funder report within the Funder Report section of a Client’s profile

DELETE Session Notes at the appointment level.

This does not indicate whether a user will be able to see a funder report within the client’s file cabinet, for these permissions, please see “FILE CABINET” below.

SEND Assessments through Rethink to the parent contact for the parent to view/edit

• Note: parent must have access to Rethink and the permission below to edit the assessment sent to them if needed to fill out

• Sending to contact does not send an email, it flags it in the assessment tab

• Parents will not see things that are not sent to them even if they have “view” enabled

OPEN and EDIT the assessments

• Prerequisite includes access to client and client info to see Assessments

• If the VBMAPP has been added to a client, they are able to edit/create new assessments for that client

• Users are not able to edit “started/unfinished” MNA assessments if they do not have “CREATE MNA” enabled

VIEW Assessments

• Prerequisite includes access to client and client info to see Assessments

• Does not allow for changes to be made

• Must be enabled in order to edit or send to contact

• Does not allow for “view” of MNA, see separate permission below.

APPLY the purchased VBMAPP license to a client

• Prerequisite includes access to client and client info to see Assessments

• VBMAPP licenses are purchased from the Settings page prior to being able to apply the license

• This role permissions does NOT grant access to purchase the license, only apply

VIEW the MNA

CREATE a new MNA for the client or edit an unfinished MNA

VIEW the client skill acquisition programs in the client program tab

VIEW the goals, mastery criteria, and any additional materials

Print/download the lesson plan

Would need to be enabled in order for users to see the program details in the app as well

EDIT or customize the client’s programs (in the client program tab).

Edits may include: adding targets, edit goals/objectives, editing mastery criteria, etc.

VIEW programs from within the program library and supporting documents

ADD custom programs to the program library for the entire company to utilize

EDIT and DELETE custom programs within the Program Library

EDIT a Rethink program to Create a custom program based on the Rethink Template

• If a program has been added to a client, a custom program within the program library cannot be deleted

• Any edits that they make within a custom program will have an effect on the client’s program

ADD programs from the program library to the client’s profile

This permission holds no current functionality

ENTER data for skill acquisition program and behavior support programs

DELETE their own data

MASTER targets/objectives within the data entry page

• Must be enabled in order for users to collect data on the app

• If Parents/Contacts (Role 5) have this permission enabled, there will not be an ability to discriminate which programs they can enter data for. Can be helpful for BCBAs/Supervisors to titled a program with “Parent Goal” so it is easier to discriminate which program to collect data

DELETE Collected data collected by other users

Users will always have the option to delete their own data, this role permission is not needed to delete OWN data

REORDER the visual display of the programs within the data entry page

Can only do within the data entry page on the website

Make data decisions in regards to mastery criteria and mastering targets

Examples of data decisions:

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

• Important: Roles and staff members that have the “Make Data Decision” permission unchecked will still be able to collect data even if mastery criteria has been met.

• baseline data

• skill acquisition data

• maintenance data

• behavior plan data

• phase change lines

• ABC data

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

• If needed, a role can have the ability to delete their own data but not delete others data

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

ACCESS the analyze data tab

CREATE graph reports

DOWNLOAD graphs

SAVE graphs to file cabinet

• For Role 5 (Parents/Caregivers) you may enable this permission for contact to view graphs for programs if not allowing access to collect data

• Pertains to the ANALYZE DATA tab, NOT regarding Funder Reports

This permission is no longer valid

This permission is no longer valid

VIEW files in the client’s filing cabinet

• Prerequisite for Client’s filing cabinet is is Client Access #15 and Client Info #13

• View function on a browser of a mobile device will download the file to the users device

MOVE files within the file cabinet to other (or same) folders within the client’s file cabinet

COPY files within the file cabinet to other (or same) folders within the client’s file cabinet

DOWNLOAD files from the file cabinet to their device

UPLOAD outside sourced files to the file cabinet

DELETE files from the filing cabinet

Deleting a saved-to-file cabinet graph/funder report or session note within the file cabinet does NOT delete it from its original source. These reports will be available where they originated from.

RENAME the files within the folders

ADD additional folders

EDIT the names of the current folders

MOVE the placement of folders

• Mark a folder as a shared folder (shared folders are meant for parents/contacts)

Billable and Non-Billable Session Note Folders will automatically be added to a Client Filing Cabinet after the first session notes are completed and saved for any client.

ACCESS to the shared folders section of the filing cabinet ONLY

• Tip: This is great for parent accounts! Also can be used for staff members (if staff has shared only, they will not be able to view the unshared folders)

• Prerequisite to this permission is VIEW

DELETE an existing template from the Templates list

View the Templates

When viewing, users are able to pseudo edit (add in filler text), however, they are not able to permanently SAVE their edits unless the permission “Add/Edit/Duplicate Templates” is enabled.

ADD templates

EDIT templates (e.g. add funders, include more fields, add filler text, inactivate templates)

CREATE duplicates of the templates

Templates is an area where multiple types of templates are made and used in different areas of the account

• Treatment Reports

• Billable Session Notes

• Non-Billable Session Note

• Custom Behavior Plans

ACCESS to all client reports

This is regardless of client access chosen for this staff (#15)

VIEW and DOWNLOAD staff member reports

This is regardless of staff member access chosen (#18)

This allows a user to view and download training reports for staff completing trainings (Intro to Autism and ABA and RBT Training) within Rethink

VIEW and DOWNLOAD Expiring Authorizations and Authorization Utilization reports

VIEW and DOWNLOAD the following reports:

• AUDIT TRAIL

• CANCELLATIONS

• STAFF PRODUCTIVITY

• BILLABLE HOURS SUMMARY

• CLIENT LOG

• SESSION LOG

VIEW and DOWNLOAD the Payroll Export

Navigate to Reporting>Scheduling>Payroll Export

VIEW and DOWNLOAD the Billing Export and BHPN Invoice

Navigate to Reporting>Scheduling>Billing Export

VIEW and DOWNLOAD the Funder Services Report

This report is a great way to audit your funder information for auditing rates, staff credentials connected and even rounding rules.

Navigate to Reporting>Scheduling>Funder Services

VIEW and DOWNLOAD Staff Credential Report

Navigate to Reporting>Staff Member Reports>Credential Report

VIEW and DOWNLOAD the Parent Verification form

This form is specifically for CA providers working with Regional Centers

Navigate to Reporting>Scheduling>Parent Verification Form

If you have the appropriate permissions and do not see this report, reach out to support@rethinkbh.com to get it added to your account

ACCESS Intro to Autism and ABA Training

ACCESS RBT Training

VIEW and DOWNLOAD Resources defaulted by Rethink

• Prerequisite for the RBT Training is that the RBT box is checked within the individuals profile

• Must be selected to access Company Resources section, but also requires that Permission #21

• If this is enabled for role 5 (parent/contact), this role only allows the Intro to Autism and ABA training, and the Company Resources (if enabled).

ADD in new clients for the account

VIEW and EDIT are required permissions for this as well

VIEW the client profile

• Must be enabled for opening appointments within scheduling, viewing clients programs, data entry, funder reports, viewing clients on the app etc.

• Not able to view client notes unless this is added (see below)

EDIT ANY of the fields within the “client info” tab

Need this enabled to edit a client contact/send an invite to a parents

DELETE existing client profiles

VIEW and EDIT are required permissions for this as well

Deleted clients can be undeleted

VIEW notes within the client’s notes section

If this permission is granted, users can still make notes “private”. If made private the note will be private to the author and anyone NOT in Role 4 (System Admin) position

ADD and EDIT notes within the client’s notes section

DELETE notes created by anyone

VIEW notes is required for this permission

VIEW ALL clients within the system; Search, open, and schedule appointments for ALL clients within the system

This permission is typically granted to staff who need to be able to view all clients within the company

VIEW only the client profiles manually assigned to the staff member; Search, open, and schedule appointments for clients manually assigned to the staff member

This permission requires clients and staff to be manually assigned to each other for viewing (assignment can be completed by anyone who has that permission)

VIEW client profiles for clients assigned to the same location(s) the staff is assigned to; Search, open, and schedule appointments for clients assigned to the same location(s) as the staff member

Location assignments are done within the staff and client’s individual profiles. Assignments must match.

This option is typically meant for companies that have multiple locations

VIEW and EDIT staff availability within a staff profile

Will need access to view and edit staff info

VIEW and EDIT staff appointment reminders within a staff profile

Will need access to view and edit staff info

VIEW the license/credential section of a staff profile

Will need access to VIEW the staff profile

ADD and EDIT staff credentials within a staff profile

Will need access to view the staff profile and view the staff credentials

DISMISS the credential warnings (or flags) for the staff member’s credential expiration

Will need access to edit a staff profile and view and edit the staff credentials

VIEW staff profiles

This permission does not affect staff reporting within the reporting dashboard

EDIT information within the staff information tab

Excludes: Payroll, Staff Credentials, Notes as those are their own permissions

ADD new staff profiles

VIEW staff payroll information added in their staff profile

Will also need ACCESS to view the staff profile

EDIT staff payroll info in their staff profile

Will need access to VIEW the staff profile and VIEW payroll

Edit Opt-In for Rethink to record log Staff activity to help identify and resolve support related issues

Allows users to decide if they wish to opt in or out of the HIPAA-compliant recording tool that will allow our support and development teams to have better visibility of steps users have taken during their sessions that may result in technical issues.

By Default- Only Role 4 users will have this permission selected. The staff preference center is designated for administrators with Role 4 permission to have control over which user account Rethink will capture recordings.

By default, all staff members will have the option “I am OK with Rethink recording my log in activity to help identify and resolve support related issues.” checked.

All recordings are HIPAA compliant and are used for the sole purpose of being able to resolve support related issues in a timely and efficient manner.

VIEW ALL Staff within the system

VIEW staff who share the same location

Staff locations are set within the staff’s individual profile

VIEW their own profile ONLY

VIEW notes added to the staff notes section

If this permission is granted, users can still make notes “private” when writing the note. If made private, the note can only be viewed by the creator and anyone under Role 4/System Admin.

ADD and EDIT the notes added to the staff’s notes section

Must be able to view notes

DELETE notes within the staff’s notes section

Must be able to view notes

VIEW the staff file cabinet within the staff profile

MOVE and COPY files within the file cabinet

DOWNLOAD files from the file cabinet

UPLOAD files from an outside source to the staff file cabinet

VIEW must be enabled

DELETE files from the staff file cabinet

VIEW must be enabled

RENAME files within the staff file cabinet

VIEW must be enabled

ADD folders

EDIT existing folders

MOVE folders within a staff profile

VIEW must be enabled

Add/Edit/Move Folders For All Staff Members

VIEW must be enabled

ADD Roles to the Settings>Staff Member>Roles section of Rethink

EDIT permissions for existing Roles

User must have the permission to view the Company Account

Typically a permission only set for super users/Role 4

VIEW the Behavior support plans

Is needed to see plan details on website and mobile app

ADD/CREATE new behavior plans

EDIT existing behavior plans

VIEW the company resources that were added to this section

VIEW and DOWNLOAD are needed for each subsequent permission

MOVE and COPY files within the Company resources folders

DOWNLOAD files from the Company Resources section

UPLOAD files to existing folders within the company resources section

DELETE files from the company resources section

ADD and EDIT folders within the company resources section

Also allows users to delete folders

Grants ACCESS to the “Individual” calendar within the scheduler

The clients that the user is able to search for depends on their Client Access permissions (#15) and the staff the user is able to search for depends on their Scheduler Permission (#25)

Grants ACCESS to the “Group” calendar within the scheduler

The clients that the user is able to see depends on their Client Access permissions (#15) and the staff the user is able to see depends on their Scheduler Permission (#25)

Grants ACCESS to the “Appointment List” view of the scheduler, which can be filtered and downloaded to an excel spreadsheet.

This view is commonly used for reporting purposes

The clients that the user is able to search for depends on their Client Access permissions (#15) and the staff the user is able to search for depends on their Scheduler Permission (#25)

VIEW own user appointments

This permission allows the user to see only their own user calendar

To determine what client’s the user can search, open, and schedule appointments for, refer to section #15 Client Access

VIEW own user appointments and the calendars of other staff members assigned to the same location

This permission allows the user to see other staff members calendars as long as they’re assigned to the same location

To determine what client’s the user can search, open, and schedule appointments for, refer to section #15 Client Access

VIEW all staff in all locations

This permission allows the user to see other staff members calendars

To determine what client’s the user can search, open, and schedule appointments for, refer to section #15 Client Access

VIEW Calendar of the option selected within the drop down menu

Required permission for viewing the scheduler and appointments within the mobile app

View appointments and to see appointments within the app

ADD staff signatures, parent signatures, and session notes

Parent portals (ROLE 5) will not be able to add session notes with this permission

Have the ability to see any appointment and/or session note activity history at the appointment level.

• A new record will be added to the Audit Trail table when any of the following actions are completed: Create Appointment, Modify Appointment, Staff Verification, Parent Verification, Create Session Note, Modify Session Note.

• The Global Lock field will display in the audit record if the user with the global lock permissions was able to make changes during the global lock period, or if the user with non global lock permissions was given an exception during the global lock period.

View the verification address on the staff and parent signatures

Must be enabled to add appointments

ADD/CREATE appointments or appointment series

Edit the appointment details of an Unverified appointment

Needed to cancel appointments

Allows users to Bulk Cancel appointments in the Appointment List view of the Scheduler (If the Appointment List has been selected as a Schedule Views permission)

Examples of edits: Scheduled start/end time, date, service, location, paycode, client/staff member

Note: Users do not need this to edit session notes, they are able to edit their own session notes at any time

Cancel unverified appointments

Allows users to Bulk Cancel unverified appointments in the Appointment List view of the Scheduler (If the Appointment List has been selected as a Schedule Views permission)

• Unverified appointments are defined as: Appointments not in “complete” status OR appointments that do not have a Staff Verification or a Parent Verification

• Users may cancel appointments with existing session notes and principal verification

Cancel verified appointments

Allows users to Bulk Cancel verified appointments in the Appointment List view of the Scheduler (If the Appointment List has been selected as a Schedule Views permission)

• Verified appointments are defined as: Appointments with existing staff or parent verification

• Appointments with a Complete Status may NOT be cancelled

• Users with cancel verified appointment permission by default will also be able to cancel unverified appointments

Allows staff to uncancel a previously cancelled appointment

• If the “Allow staff to uncancel appointments” toggle is OFF in the Settings>Scheduling>Uncancel Reasons section of Rethink, then this permission will not be visible

• "View Calendar" and "View Appointments" permissions will be auto-selected IF they are not already selected

Delete unverified appointments

Allows users to Bulk Delete appointments in the Appointment List view of the Scheduler (If the Appointment List has been selected as a Schedule Views permission)

Allows staff to unarchive auto archived appointments if an appointment becomes auto-archived by mistake or if a user decides to reverse the change

• Auto-archived appointments occur if certain details from an appointment are updated after the appointment has been created. These details may include a staff member or client change. The purpose of auto-archiving an appointment is to ensure that any data or session notes tied to the original appointment are not lost if updates are made and are able to be retrieved, if desired.

• If the “Allow staff to unarchive auto archived appointments” toggle is OFF in the Settings>Scheduling>Unarchived Reasons section of Rethink, then the permission will not be visible

• "View Calendar" and "View Appointments" permissions will be auto-selected IF they are not already selected

Edit verified appointment details Including: Staff verified time, service, location

Note: Once an appointment has a session note, or staff signature or parent signature, the date of the appointment is not allowed to be changed, please reach out to Rethink Support

Delete verified appointment details

Note: Deleting a verified appointment does not delete a session note from the file cabinet. Users will need to delete the session note from the file cabinet with a “delete files” permission above

Allows users to Bulk Verify appointments in the Appointment List view of the Scheduler

Needs ability to Edit Appointments in order to Bulk Verify and add a Signature

Needs Appointment List as a Scheduler Views Permission

We do NOT Recommend giving this to parent profiles, this may cause some issues as parents would be able to accidentally verify the incorrect appointments.

Approve appointments to be sent to your EVV vendor in the Appointment List view of the Scheduler

Verify EVV appointments on the browser and attach a reason code

Access and restore previous session notes on the appointment level.

• For further details, see How to Access and Recover Previously Saved Draft Session Notes.

Manually lock all staff schedules as of a specific date and the ability to make exceptions for specific users when needed.

• Only staff with the scheduler role permission “Staff: All Staff in All Locations/ Clients: Based on User’s Client Access” may be provided Global Lock Permissions.

• Global Lock rules do not apply to users with Global Lock Permissions.

• Global Lock Exception grants only the added user as an exception, even if the user normally has access to add/edit/delete appointments for other staff.

• It is recommended to provide the Global Lock permission to limited staff.

Request Remote Parent Signature

Request parent/guardian signatures on a session note remotely

• This permission applies to Billable Session Notes only

• This permission will be defaulted for Role 2, 3, and 4

• This permission will not be available for Role 5 (Parent Accounts)