On Demand Practice Management Company Account Set Up
- Joy Helsel
- Dawn Mackey
Welcome to Rethink Behavioral Health! Below are the On Demand Practice Management Company Account Set Up Resources to help you get started in your account. Follow the steps below to set up and customize your account for your Practice Management implementation. Once you've watched the video and reviewed all resources, please schedule a time to meet with your Practice Management Implementation Specialist to review your account and complete a practice management implementation plan.
STEP 1 : WATCH VIDEO OF THE OVERVIEW OF PRACTICE MANAGEMENT COMPANY ACCOUNT SET UP AND REVIEW SELF-HELP TUTORIALS:
Training Category | Training Link | Description |
Required Company Account Set Up Items |
| Overview of all required company account set up items that users will need to complete in order to schedule Basic Info, Locations, Service Lines and Services, Funders and Billing Codes, Staff Member Settings, Company Pay Codes, Scheduling Preferences. Roles and Permissions |
Funders and Billing Codes | Text version of Funder Set Up shows how to add funder billing codes | |
Referring Providers | Lean how to add referring providers. | |
Client Report Templates
| Learn now to add billable and non billable session notes | |
Client Report Templates | Learn how to add new Funders to an existing Client Report Template | |
Client Filing Cabinet: Session Notes | Learn about the File Cabinet permissions and How the Session Note Folder works. | |
Client Profile: Funder Assignments | Learn how to assign a Funder to a client | |
Client Profile: Diagnosis | Lean how to add a diagnosis to a client. | |
Client Profile: Authorizations | Videos- How to Copy Authorizations/Add Multiple Services 2:02 | Learn how to Add/ Edit and add multiple services to an authorization at a time.
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Staff Profile: Add Staff Member | Add A Staff Member for Scheduling https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/14319735 | Learn how to add a new staff member |
Staff Profile: Adding Staff Paycodes | Learn how to assign paycodes to staff | |
Staff Profile: Adding License/Certifications | Learn how to manage and track credentials |
STEP 2: LOG IN, REVIEW & ADJUST COMPANY ACCOUNT SETTINGS
STEP 3: COMPLETE STAFF MEMBERS SET UP FOR PRACTICE MANAGEMENT:
General Info (ensuring NPI & Medicaid ID are added if needed per your funder requirements)
Pay codes
License/Certifications
Assignments (optional, depending on roles/permissions)
Availability (optional)
STEP 4: COMPLETE CLIENT SET UP FOR PRACTICE MANAGEMENT
Demographics (with address)
Funder
Diagnosis
Referring Provider (if desired/needed)
Authorization
Availability (optional)
STEP 5: COMPLETE BILLABLE SESSION NOTE TEMPLATES (Nonbillable Session Notes are optional)
Ensure templates are attached to funders.
STEP 6: BEGIN SCHEDULING & COMPLETING APPOINTMENTS
https://rethinkautism.atlassian.net/wiki/spaces/BH/pages/2676588754