Account Setup Training

Account Administrators

Logging into Rethink:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067511040

Basic Information:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3425501185

Locations:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3427696660

Staff Member Settings:

Client Settings:

Roles:

Permissions:

Clinical Settings within the Company Account:

How to Add a New Client:

How to Add a New Staff Member:

Assigning Staff and Clients:

Parents Using Rethink:

Resource and Training Center Overview:

Training Reports within the Reporting Dashboard:

In The Company Account:

• Add Basic Information in Company Account

  • Including a logo (optional)

• Add/Edit locations (if needed)

• Create additional Staff Titles (if other users on account)

• Add Active and Inactive Staff Statuses

• Add Staff Note Types (optional)

• Add Active and Inactive Client Statuses

• Add Client Note Types (optional)

• Edit permissions for remaining roles (if needed at this time)

• Complete ABC settings

• Set Default Clinical Settings

In Staff and Client Tabs

• Add Staff Members

• Add Clients

  • Add a Demo Client if not completed already

• Pair staff and clients

• Verify all needed staff can log in (if needed at this time)

Company Setup Call

Account Administrators

(If your organization has a billing specialist, they should attend this training call and complete Action Items items)

Understanding Service Lines and Services:

Credentials and Credential Types:

Setting up Your Funders and Billing Codes:

Referring Providers:

Permissions:

Pay Codes:

Company Account Scheduling Settings:

Creating Client Report Templates:

• Set-up Service Lines and Services

• Add License/Credentials

• Add Funders with Codes and Rates

• Edit permissions regarding scheduling roles

• Add Company Pay Codes

• Assign Session Note templates to their Funder(s) OR build own Session Note templates in Client Report Templates

OPTIONAL

• Add Non-Billable Tags

• Add Referring Providers

• Add Custom Cancellations

• Add Billable Tags

• Set Overtime Rules

Staff and Client Setup Call

Account Administrators

Client Profile Set Up:

Staff Profile Set Up:

Scheduling Tutorials:

Practice Management Reports:

Practice Management/Scheduling FAQs:

Action Items for Each Staff Profile:

• Ensure General Info is filled out

  • Add Medicaid ID number for staff if applicable

  • Add NPI # to anyone that will need to be listed as a rendering provider on authorizations

• Add Pay Codes to staff      

• Enter Staff Certifications

OPTIONAL

• Add Staff Notes

• Add Attributes

• Add Client Assignments

  • Staff must be assigned to client in order to open an appointment on the scheduler

• Add Availability

• Add Signature

• Add Folders/Upload Files into Staff Filing Cabinet

Action Items for Each Client Profile:

• Add Funders to Clients

• Add Diagnoses to Clients

• Enter Client Authorizations

OPTIONAL

• Add Client Notes

• Add Contacts

• Add Referring Providers

• Add Staff Assignments

  • Staff must be assigned to client in order to open an appointment on the scheduler

• Add Availability

• Add Folders/Upload Files into Client Filing Cabinet

Action Items for Scheduling and Reporting:

• Watch/Read through resources

BCBA/Supervisors Training

Any staff responsible for creating client programming, analyzing data, making data decision, and writing treatment plans

Logging Into Rethink:

Accessing Your Clients:

Health Assessment:

Preference Assessment:

Skills Assessment:

Medical Necessity Assessment (MNA):

VB-MAPP Assessment:

Program Library Overview for Supervisors:

Writing Custom Programs in the Program Library:

Editing a Skill Acquisition Program:

Editing a Behavior Reduction Program:

Behavior Support Essentials Video

Data Collection on the Rethink Website for Supervisors:

Creating Custom Graphs for Supervisors:

Writing a Treatment Plan:

Storing and Accessing Client Documents for Supervisors:

Resource and Training Center Overview:

Training Reports within the Reporting Dashboard:

Completing a Session on the Mobile App:

Mobile App Overview

How Observation Times and Interval Data is Calculated on the Mobile App

Mobile App Settings Explained:

Completing Session Notes:

Completing Session Notes and Verifying Appointments

Scheduling Tutorials:

• Add in all client skill acquisition programs and behavior plans (2-4 hours per client)

OPTIONAL

• Watch/Read through scheduling resources

RBT Training

Front line staff that are providing direct services, collecting data on programs, and completing session notes

Logging Into Rethink:

Mobile App Data Collection and Settings:

Mobile App Overview

How Observation Times and Interval Data is Calculated on the Mobile App

Completing Session Notes and Verifying Appointments:

Accessing Your Clients for Direct Staff:

Viewing a Skill Acquisition Program for Direct Staff:

Viewing a Behavior Reduction Program for Direct Staff:

Data Collection on the Rethink Website for Direct Staff:

Accessing Client Documents for Direct Staff:

Resource and Training Center Overview:

• Collect Data