Scheduler Role: Tutorials

Owned by Joy Helsel
Last updated: Jul 26, 2022
1 min read

Learn what is required to schedule staff & clients for appointments and how to use the scheduling features in Rethink.

Topic

Links

Good to Know

Topic

Links

Good to Know

Setting up Staff for Scheduling

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/2058518759

Staff will need the following completed, minimally:

  • General Information-Remember NPI, if needed for billing

  • Payroll-At least 1 active paycode

  • License/Certifications-Depending on funder requirements, staff should have a professional credential added.

Setting up a Client for Scheduling

https://rethinkautism.atlassian.net/l/cp/NHxMLT11

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/51225626

Depending on Funder set up of the Company Account, clients will need:

  • Demographics

  • Funder

  • Diagnosis

  • Authorization for service

Assignments of staff to clients or clients to staff should also be made on Client or Staff profile, depending on roles/permissions of staff.

Scheduling