Client Settings.
- Carolyn Garlick
- Rachael Keizur
- Danielle Lau
- Kaitlyn England
This resource will cover client statuses, client note types, and client custom fields within the Client Settings of the Settings tab. The areas below are referring to default settings that can be made for the profiles of clients you provide services to.
Client Status
Navigate to Settings>Client Settings>Statuses
Each client has a status in their profile that can be changed/determined on an ongoing basis. This area is to make all possible status options to be used within the clients profile throughout their time with the Provider. Most often, Active and Inactive statuses are used for clients, however, you can create your own statuses for clarifying company specific reasons for a status of a client (e.g. onboarding, discharged, etc.). You would then make those customized statuses be active or inactive.
An ACTIVE status means that scheduling for the client and programming for the client can occur
An INACTIVE status means that the client cannot be scheduled for an appointment or have programming written
NOTE: If a previously active client becomes inactive, the clients profile, information, and data are still in Rethink for your records.
To create a new status, select Add Status +
From there, you can Name the Status and decide if that status is Active or Inactive then press SAVE
Example: a Discharged status would be marked as Inactive, meaning someone who is discharged as a client, would no longer be scheduled for appointments or have programming written for them
NOTE: The “Demo?” option is only to be used as the Demo status for the demo client placed within the account
Client Note Types
Navigate to Settings>Client Settings>Note Types
Client note types (similar to staff note types) are created if wanting to use the notes section of a Client’s profile. The note type name helps to organize the type of note being left within a client’s profile.
The section functions like a post-it note or open notebook, NOT a session note
This section can be used for different reasons; and still requires a permission for the staff to see these in a client’s profile they have access to
o Example: Supervisors use this section to leave notes about communication that occurred over the phone with a parent - The Note Type might be PARENT COMMUNICATION
NO notifications are provided when a note is left in a client’s profile
To leave a note type, select Add Note Type +, name the note type, provide a description if needed, and keep it as active to use it. Then select SAVE
Client Custom Fields
Navigate to Settings>Client Settings>Custom Fields
Client Custom Fields is an optional component which allows users to create additional fields to appear on client profiles. It is recommended to come back to this area once you have had a chance to work in Rethink if you then realize there is additional information you would like seen on client profiles.
Click Add Custom Field +, enter the label/title, and choose the field type (drop down, date, radio button, etc.). Click Check Name.
A user can create as many custom fields as needed but only 5 can show in the Client List Page view for filtering purposes
Please note, you can always remove a custom field but you can only edit custom fields that do not have any information attached to clients.
