The training modules below are for NEW Rethink Customers using both the Clinical Product Line and the Practice Management Product Line. The resources are streamlined to assist with training resources and action items paired with those resources that are specific to both Product Lines. These resources can and should be shared with current and newly hired administrative and/or clinical staff members using Rethink.

Below, you’ll see the title of the training, which staff members should be accessing the resources for that training and action items corresponding to the training to be completed. Please be aware that the action items should be completed in the order they are presented. It is necessary for accurate system setup, as items build upon each other. Trainings listed below are:

ACCOUNT SETUP

Training	Who is This Training For?	Resources	Action Items

Training

Who is This Training For?

Resources

Action Items

Account Setup Training

Account Administrators

Logging into Rethink:

Logging Into Rethink

Basic Information:

Basic Information

Locations:

Locations

Staff Member Settings:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Roles:

Roles

Permissions:

Permissions

Clinical Settings within the Company Account:

Clinical Settings within the Company Account

How to Add a New Client: Add A New Client

How to Add a Demo Client

How to Add a New Staff Member:

Add a Staff Member Profile

Assigning Staff and Clients:

Assigning Staff and Clients

Parents Using Rethink:

Rethink Use for Parents and Caregivers

Resource and Training Center Overview:

Resource and Training Center Overview

Training Reports within the Reporting Dashboard:

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

Training	Who is This Training For?	Resources	Action Items

Training

Who is This Training For?

Resources

Action Items

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:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3066429441

Credentials and Credential Types:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067609111

Setting up Your Funders and Billing Codes:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3066101768

Referring Providers:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/2856551053

Permissions:

Permissions

Pay Codes:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067674664

Company Account Scheduling Settings:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067380022

Creating Client Report Templates:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3071311995

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

Training	Who is This Training For?	Resources	Action Items

Training

Who is This Training For?

Resources

Action Items

Staff and Client Setup Call

Account Administrators

Client Profile Set Up:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3071443002

Staff Profile Set Up:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3084782755

Scheduling Tutorials:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3174302227

Practice Management Reports:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3659825242

Practice Management/Scheduling FAQs:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/2214822030

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: