Scheduler Role: Tutorials

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

Add A Staff Member for Scheduling

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

Adding Funders to a Client Profile

How to Add Client Diagnosis

Entering Authorizations

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

Scheduling How To Videos

Downloading Rethink BH App

Mobile App Video Tutorial

Scheduling Tutorials

 

 

 

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