How to Add A Client

To add a new client, follow the steps below:

1) Select the Client area from your Rethink main menu

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2) To Add a New Client, select ADD NEW CLIENT + in the upper right hand corner of your screen: 

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3) Enter in the client's Demographics to create their HIPPA protected Electronic Health Record. The fields marked with a " * " are required: 

4) Click Next to navigate to Client Contacts page in the wizard OR Skip Contacts & Save button to create a Client Profile without any Client Contacts.

*To add in Contact information such as a Parent or Guardian click ADD NEW CONTACT:

*Enter Contact Details and Click on ‘Add’ to Save the Contact.

*Note: You will see Parent Invite check-boxes only after you enter Email Address. You will see Invite to TheraWe Parent Portal if you have TheraWe (Parent Engagement Portal) turned on for your account.

5) After adding the Client Contacts, Click on Save to create a Client. You can see the client created within the Clients List. See below steps to enter additional information to the clients.

6) To Add Diagnosis Information, Select Diagnosis from the menu on the left:

7) Enter Insurance, Private Pay or Other funding sources for the Client by selecting Funders from the menu on the left. Click ADD FUNDER:

8) Enter the Funder Information from this page:

9) Scroll down on this pop-up and click Add to save the Funder Information. Fields marked with a " * " are required:

10) Add billing codes and Authorization information by selecting Authorizations from the menu on the left:

11) Assign Staff Members and Substitute Staff for this Client by selecting Staff Assignments from the menu on the left: 

12) Add or Remove Staff Members listed in your Company's Account:

13) Enter the Client's Availability and Staff Member Preferences by selecting Scheduling and clicking Edit: