Recent Releases

Recent Releases

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New Features

 

Important to Know!

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New Features

 

Important to Know!

Status

Website

iOS

Android

 

1

New AI-Driven Medical Necessity Assessment

 

Improved Usability and Workflow Enhancements

  • Re-designed UI captures richer data per authorization and over time

  • No more double data entry for re-authorizations, MNA will auto-fill  

  • The new results screen provides more visibility into possible clinical gaps, a visual dose/response curve to support hours requested for payor and parent discussions, and more

 More Precise ABA Hours Recommendations

  • Driven by AI and tuned over time to ensure accuracy and optimization

  • Personalized to the client, provider, treatment plan and more

*Reminder: Client’s File Cabinet has PDF versions of any MNA completed or ‘in progress’ as of 11:59pm ET Friday, July 12. 

Live on Monday, 7/15/24

 

 

 

2

File Cabinet Updates

Tutorial: File Cabinet Updates: Session Note Folders

New columns and filters have been added to the Billable and Non-Billable Session Note folders in the File Cabinet to allow user more data visibility and to improve search capabilities

Released

3/30/2024

 

 

 

 

3

EVV Acknowledgement- Colorado

Users of our Sandata solution for the state of Colorado will be able to use the “evv acknowledgement” button in the appointment list to acknowledge Sandata’s exception codes.

Released 12/9/2023

 

 

 

 

4

Role restriction on BH Analytics

Unauthorized users will not be allowed to access any BH Analytics dashboards when assigned ‘Role 5’

Released 12/9/2023

 

 

 

 

5

Payroll and Billing Export Formatting Updates

Tutorial: New Excel Formatting Updates(coming soon)

Multiple fields of our exports containing numbers, dates, times, and text have had their formats updated.

Released 12/9/2023

 

 

 

 

6

Payroll and Billing Report Management Updates

Payroll and Billing Report Management Updates

  • Users who generate billing and payroll reports will now be able to view and download these reports right from their Rethink account.

  • Users may now run reports up to 181 days date range

 

Released 12/9/2023

 

 

 

 

7

Disable Role 5 Permissions

  • Company account and Reporting Dashboard permissions will no longer be options to select for the Default Role 5 Parent permission.

  • This update will eliminate access to company account settings and/or the reports in the Reporting Dashboard.

Released 11/18/2023

 

 

 

 

8

Post-MVP 2: (enhancement) Drag and Drop-Moving an Appointment to a Different Time in Month View

 

Error pop-up will no longer have ‘Ok’ button and will remain in view until user clicks anywhere on the page. This update will impact other similar error messages in scheduling such as those seen when trying to drag and drop a cancelled appointment, archived appointment, etc.

Released 11/18/2023

 

 

 

 

9

Post-MVP: Change Month View Pop-Up Messaging and UI

Updates to the above pop-up look as well as an update to the messaging to provide clearer instructions.

Released 11/18/2023

 

 

 

 

10

D&D/Edit Appointment Post-MVP Enhancement: Moving an Appointment w/ a SN Draft to Later Today

When editing the time of an appointment that has a session note draft to a future time on today’s date, user will receive notice that the session note will be removed. The removal will be reflected in the Audit Trail

Released 11/18/2023

 

 

 

 

11

Resizing an Appointment With Completed Verification/Session Note

Tutorial: Resizing Appointment Enhancements

When resizing an appointment with a completed parent/principal verification and/or completed session note, users with Edit Verified Appointments permission will be notified that changing the times of the appointment will not update the verification or session note timestamps.

Users without Edit Verified Appointments permission will not be able to resize appointment with completed verifications/session notes.

Staff verified appointments cannot be resized by any user.

Released 11/18/2023

 

 

 

 

12

Mobile Web Responsive
Tutorial: Mobile Web Responsive Tutorial

The mobile browser now is designed with more responsive UI, scaling better to various screen sizes.

Released 11/18/2023

 

 

 

 

13

(Resizing) Updated Error Messaging for Cancelled and Archived Appointments

When attempting to resize a cancelled or archived appointments, user’s will see the following error messages:

Cancelled appointments: Cancelled appointments cannot be moved to a different date or time.

Archived appointments: Archived appointments cannot be moved to a different date or time.

Released 10/21/2023

 

 

 

 

14

Resizing Appointments: Functionality Check and Messaging

Tutorial: Resizing Appointment Enhancements

When resizing an appointment, system will check for user permissions and display appropriate error messaging as needed (ie. according to client assignment, global lock, cancelled/archived appointment status etc.)

Released 10/21/2023

 

 

 

 

15

Resizing Appointments Without Verifications/Completed Session Notes

Tutorial:Resizing Appointment Enhancements

When resizing an appointment that has not been verified and does not have a completed session note, the system will check against all existing scheduling rules and errors as needed.

Released 10/21/2023

 

 

 

 

16

Post-MVP: Drag and Drop-Cancelled Appointments Error Message Update

When attempting to drag and drop a cancelled appointment, error message has been updated to say: "Cancelled appointments cannot be moved to a different date or time"

Released 10/21/2023

 

 

 

 

17

Post-MVP: Drag and Drop-Moving an Appointment to a Different Time in Month View

When attempting to drag and drop an appointment to a different time within the same date in ‘Month’ View, users will see error message notifying them that time can only be changed in ‘Week’ view.

Released 10/21/2023

 

 

 

 

18

Editing Funder Reports: Including & Excluding Programs for Progress

User Guide: Including and Excluding Skill or Behavior Goals in Funder Reports

Include and exclude option for Skill Acquisition Progress, Behavioral Reduction Progress, Recommended Skills, Recommended Behaviors for funder report drafts and duplicates

Released 10/21/2023

 

 

 

 

19

Drag and Drop

  • On the Individual Calendar, users can drag and drop an appointment to change the scheduled date/times.

Released 9/9/23

 

 

 

 

20

Site-Wide Pop-Up Enhancements

  • Several pop-ups in the Scheduling, Company Account, Staff, and Client areas of the website have been updated with a new look!

Released 9/9/23

 

 

 

 

21

Client File Cabinet: Updated session note file name convention

  • A change was made to the file name convention for session notes in order to resolve an issue related to session notes not saving to the file cabinet.

  • The following 2 changes were made:

    • Session Note will now display as “SN”

    • Only first 5 letters of the service name will display

*More updates to follow that will allow users to see the following data in the session note table view of the file cabinet

  • Appointment Date

  • Service Line

  • Service Name

  • Billing Code

Released

8/19/2023

 

 

 

22

Edit Appointment Loophole Fixes

  • Updated logic to restrict users without Edit Verified appointment permissions to change appointment dates and times when there are verifications or session notes completed.

Released

8/19/2023

23

RBT Training Certificate and Company Logo

  • Per BACB requirements, provider logos are no longer permitted on Rethink Training Certificates. 

  • In the company account, the ability to upload the logo for the purpose of adding it to the RBT Training Certificate has been removed.

  • All Company Logos have been removed from completed RBT Training Certificates.

Released

8/19/2023

 

 

 

24

Uncancel Appointments

  • Provides users with permission the ability to uncancel previously cancelled appointments.

Released

8/19/2023

 

 

 

25

New Scheduler Permission- Cancel Appointments

  • The ability for admin to provide specific permission for users to cancel unverified and/or verified appointments.

Released

8/19/2023

 

 

 

26

Funder Combine Charge Updates

  • Appointments scheduled on the same day with a different place of service will be flagged in the billing export when the funder setting for combine charge is enabled.

Released

8/19/2023

 

 

 

27

Modifier Code Update for HHAeXchange

  • New functionality ONLY for customers using HHAeXchange

    • If the option ‘Yes’ is selected for field ‘Do you want to restrict which staff can provide this service or bill multiple rates for this service?' then the modifiers need to be added to the respective modifier fields for all credentials and removed from the ‘Billing Code for claims/invoices’ field. For clients using Kareo, if these changes are not made then this will result in claim issues

Released

8/19/2023

 

 

 

28

Sandata California

  • Sandata will now include the state of California

  • Sandata California works like the other States supported by Sandata.

    • one additional field for Sandata California is the Jurisdiction ID field on the Funder page

Released

8/19/2023

 

 

 

29

Funder Report Performance Improvements

  • Removal of Data Point Tool Tip.

    • User will experience better performance and a faster load time.

  • Additional spinner when user is downloading a funder report.

    • VIsual indicator showing the user that the report is downloading.

  • Disable the Download/Save to File Cabinet Button when page is loading.

    • Improved UX to indicate that the download is in progress. The download button will be grayed out to prevent the user from clicking multiple times when the report is downloading.

Released

8/05/2023

 

 

 

30

Remove "Beta" label from appointment reminders in the company account

  • The appointment reminder feature is no longer in beta so we have removed the “beta” label.

 

Released

8/05/2023

 

 

 

31

New Status Canceled-Rescheduled Updates

Rescheduled Cancelled Appointment Updates

  • When an appointment is rescheduled, a new status Canceled-Rescheduled will be assigned

  • Canceled appointments that are rescheduled will no longer be removed from the users calendar.

  • Restrict users from deleting appointments with status Cancelled-Reschedule

  • New status filter added to the Appointment List

  • Added messaging when users are canceling or deleting appointments using the Actions button in the Appointment list

  • Added records in Audit Trail to provide visibility of changes made to appointments with status Cancelled-Rescheduled as well as the Rescheduled appointment.

Released

8/05/2023

 

 

 

32

Client and Staff Search Field Updates

(Individual and Appointment List)

Client and Staff Search Field Update (Scheduler)

 

  • Search fields are now more flexible and will provide results that exactly match user entry based on first and last name.

  • This update eliminates names that were displayed if they “contained” any of the characters that were typed into the search fields.

 

Release Date:

7/26/2023

 

 

 

33

Tellus EVV-KY
Tellus EVV- KY

 

  • Updated fields to match KY EVV standards from Tellus default specifications

  • New fields will display in the Pipeline Delimited Billing Export.

Release Date:

7/26/2023

 

 

 

34

Tellus EVV-PA

Tellus EVV-PA

  • Updated fields to match PA EVV standards from Tellus default specifications

  • Can download file with fields in the Reporting Dashboard in Billable Export under “Download Now” button under Pipeline Delimited (EVV)

Release Date:

7/26/2023

 

 

 

35

Unarchive Appointments

Tutorial: Unarchive Appointments (Website-Desktop Only) Tutorial

  • Allows users with permission to unarchive appointments that were auto archived by the system.

Release Date:

7/8/2023

 

 

 

36

Scheduler Start/End Time Formatting Updates

Tutorial: Scheduler Start/End Time Field Updates

  • Increased flexibility to enter minimal start and end time inputs when creating, editing appointments and staff verifications.

Release Date:

7/8/2023

 

 

 

37

Auto complete for reason codes drop down list

Tutorial: Autocomplete for EVV reason codes drop-down list

  • Allows users to see auto-populated suggestions in a drop down list most similar to what they are typing in the Reason Code(s) field, so that they do not need only rely on the side scroll to find a reason code.

Release Date:

7/8/2023

 

 

 

38

Appointment Reminders Enhancement

Tutorial: Appointment Reminders Tutorial (Website)

  • Users and client contacts with appointment reminder settings enabled will now receive a new appointment reminder, if the date or time of an appointment is changed after an initial courtesy reminder is sent.

Release Date:

7/8/2023

 

 

 

39

Sandata Multiple Funders Connected to EVV Vendor Enhancement

https://rethinkautism.atlassian.net/wiki/spaces/BP/pages/3657007170

  • Users have the ability to add in multiple funders to their EVV vendor

  • Accounts for funders with different medicaid ID’s to show up as a success in the appointment list

Release Date:

6/24/2023

 

 

 

40

Option to Exclude Staff Home and Client Home Values in Appt Location Drop Down

Customize Appointment Location Field Values in Scheduler

  • Provides users the option to exclude Staff Home and/or Client Home from displaying in appointment location drop down value list.

Release Date:

6/10/23

 

 

 

41

Location filter updated for Client Demographics/ Staff General Attribute Reports

  • The location filters will now control the clients or staff displayed in the respective reports.

 

Release Date:

6/10/23

 

 

 

42

Update Appointment Session Note Buttons to remain static on the page (Core application)

  • This refinement fixes an issue reported by customers using the upgraded “Core” application.

  • The session note Action buttons at the top of the session note form will remain static and will no longer disappear from the page when users scroll.

 

Release Date:

6/10/23

 

 

 

43

Update Print Browser Styles so users can utilize built in Browser print functionalities (Core application)

** Printing Schedules is NOT a Rethink platform feature and we do not support web browser print functionality.

Please refer to your web browser of choice documentation to learn more about their printing settings.

  • This refinement fixes an issue reported by customers using the upgraded “Core” application.

  • Users will now be able to by default print in landscape mode when using the browser print function on Chrome, Firefox and Edge browers in the Individual and Group Calendar and Appointment List.

 

Release Date:

6/10/23

 

 

 

44

Ability to use spell check with session notes (Core application)

** Spell Check is NOT a Rethink platform feature. Please check your web browser spell check settings.
  • Users will now see red underline under words that may not be spelled correctly.

  • When users right click on the red underline words they will see a list of spelling recommendations.

 

Release Date:

6/10/23

 

 

 

45

Updated messaging in Scheduler

Tutorial: Updated Error Messaging for Scheduler Client/Staff Access

  • Clearer messaging provided when users click on appointments in their calendar they do not have permission to access

Release Date:

6/10/23

 

 

 

46

Travel Appointment Driving From Location Refinement

  • The Driving From location field will no longer reset when client home option is selected and the client assigned is updated.

 

Release Date:

6/10/23

 

 

 

47

Client Contact Registration Status

Tutorial: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/edit-v2/3602087937?draftShareId=202474d5-6b9f-4ec3-bd63-d86d92076e7b