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

These modules are meant for Account Administrators or any staff needing the individual resources below.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

Account Setup Training Video

Logging Into Rethink.

Basic Information.

Locations.

Staff Member Settings.

Roles.

Permissions.

Clinical Settings.

Add a Staff Member Profile.

Trainings and Resources.

Training Reports within the Reporting Tab.

Within the Settings Tab

Add Basic Information in Company Account
- Including a logo (optional)
Add locations (if needed)
Create additional Staff Titles (if other users on account)
Add Active and Inactive Staff Statuses
Edit permissions for Roles (if needed at this time)
Complete ABC settings
Set Default Clinical Settings

Within the Staff Tab

Add Staff Member Profiles

Staff Setup and Scheduling Settings

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

Staff Setup and Scheduling Settings Training Video

Credential Types and Credentials.

Pay Codes.

Staff Member Settings.

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/4194271255

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3095429331

Within the Settings Tab

Add License/Credentials
Add Company Pay Codes
Add Staff Note Types (optional)
Define “Completed” Billable Appointment Requirements
Add Non-Billable Tags
- If planning to schedule non-billable appointments in Rethink
Adjust Location and Place of Service options (optional)
Add Billable Tags (optional)
Add Custom Cancellation Types (optional)
Set Overtime Rules (optional)

Within the Staff Tab

Add Pay Codes to staff member profiles
Add License/Certifications to staff member profiles
Add Staff Notes (optional)
Add Attributes (optional)
Add Availability (optional)
Add Signature (optional)
Add Folders/Upload Files into Staff Filing Cabinet (optional)

Funder Setup

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below. If your organization has a billing specialist, some of these modules may be for them as well.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

https://youtu.be/uBsdby0Y_Ak

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3100312006

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3097494071

Within the Settings Tab

Set up Service Lines and Services
Add Funders with Billing Codes and Rates

Client Report Templates

These modules are meant for Account Administrators or any staff needing the individual resources below.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

https://youtu.be/_zWMUu5MGXI

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3167551588

Within the Templates Tab

Assign your Funders to Sample Session Note Templates
Assign your Funders to Sample Treatment Report Templates

OR

Build your own Session Notes/ Treatment Report templates and assign funders

Client Profile Setup

These modules are meant for Account Administrators or any staff needing the individual resources below.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

Coming Soon!

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3261825190

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3166306305

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3084747561

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3262316545

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3097460825

Within the Settings Tab

Add Active and Inactive Client Statuses
Add Client Note Types (optional)
Add Referring Providers (optional)

Within the Clients Tab

Add Client Profiles
- Add a Demo Client if not completed already
Add Funders to each client profile
Add Diagnoses to each client profile
Enter Authorizations to each client profile
Add Staff Assignments to each client
- Depending on Role Permissions, staff must be assigned to client(s) in order to open an appointment on the scheduler
Add Client Notes (optional)
Add Contacts (optional)
Add Referring Providers (optional)
Add Availability (optional)
Add Folders/Upload Files into Client Filing Cabinet (optional)

Client Setup for Programming

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are meant for Clinical Supervisors (e.g., BCBAs, BCaBAs, SLPs, OTs, etc.). These modules review goal writing for both skill and behavior-based programs, website data collection, data analysis, and treatment/funder reports.

Training Video	Individual Resources	Action Items

Training Video

Individual Resources

Action Items

https://www.youtube.com/watch?v=3cFZtasjExo

Logging Into Rethink.

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3261825190

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3084747561

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3089989737

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3089989921

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3143335997

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3137798958

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3093856264

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3099230599

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3092906007

Create Active and Inactive client statuses (if not completed already in previous trainings)
Create Client Profiles (if not completed already in previous trainings)

Within Each Client’s Profile

Add-in all client skill acquisition programs and/or behavior plans (2-4 hours per client) within their profiles
- Add targets/teaching steps to client programs
- Add goals/objectives to behavior plans

Scheduling and Reporting

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Training Videos	Individual Resources	Action Items

Training Videos

Individual Resources

Action Items

https://youtu.be/Am6KgiFdCwY

https://www.youtube.com/watch?v=lGSy2Bz16J8

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3196026881

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3831758849

https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3172958222

Within the Scheduling Tab

Begin scheduling and completing appointments

Mobile App Data Collection (session completion)

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are for any clinical staff members (e.g., BCBAs, RBTs, Behavior Techs, etc.) needing to use Rethink for the purposes of data collection and session note completion.