Permissions

View

VIEW ALL sections in the Company Account

• Basic Information

• Locations

• Service Lines

• Staff Member Settings

• Funders

• Client Settings

• ABC Settings

• Data Settings

• Scheduling

• VB-Mapp

• *Billing Kareo Payers

• *Kareo Settings

*(self billing /outsourced billing customers only)

• Recommend giving this permission of the Company Account to “super users” of Rethink

• Does not allow access to view ROLES (separate permission is needed)

Open

Edit

Modify ALL data in the Company Account

• Does not allow access to Edit roles (separate permission is needed)

Open

Add Staff to Client

ASSIGN a staff member to a client or assign a client to a staff member

• This works when either in the client profile or the staff profile

• Users will not be able to assign a client to a staff member if they do not have access to that client’s profile

• This does not rely on the staff info or staff level access to assign a staff member, however, they willl not be able to view the profile of the staff unless they have access permissions enabled

Open

Remove Staff from Client

UNASSIGN a staff member to a client, or unassign a client to a staff member

View Reports

OPEN and VIEW funder reports within the client’s profile

DOWNLOAD and SAVE Funder Reports to Client Filing Cabinet

Funder Reports tab is the area in which Treatment Reports are written for the Client

Staff who do not write the Funder Report can still view a finished product of a Treatment Report without having access to this permission (within the client’s filing cabinet)

Open

Open

Add/Edit

WRITE/CREATE a treatment report for the Client within the Funder Report tab.

RENAME the report using the “action” icon after being created

Delete

DELETE any funder report within the Funder Report section of a Client’s profile

DELETE Session Notes at the appointment level.

This does not indicate whether a user will be able to see a funder report within the client’s file cabinet, for these permissions, please see “FILE CABINET” below.

Open

Open

Send to Contact

SEND Assessments through Rethink to the parent contact for the parent to view/edit

• Note: parent must have access to Rethink and the permission below to edit the assessment sent to them if needed to fill out

Open

• Sending to contact does not send an email, it flags it in the assessment tab

• Parents will not see things that are not sent to them even if they have “view” enabled

Edit

OPEN and EDIT the assessments

• Prerequisite includes access to client and client info to see Assessments

• If the VBMAPP has been added to a client, they are able to edit/create new assessments for that client

• Users are not able to edit “started/unfinished” MNA assessments if they do not have “CREATE MNA” enabled

Open

View

VIEW Assessments

• Prerequisite includes access to client and client info to see Assessments

• Does not allow for changes to be made

• Must be enabled in order to edit or send to contact

• Does not allow for “view” of MNA, see separate permission below.

Open

Apply VB-MAPP License to Client

APPLY the purchased VBMAPP license to a client

• Prerequisite includes access to client and client info to see Assessments

• VBMAPP licenses are purchased from the COMPANY ACCOUNT page prior to being able to apply the license

• This role permissions does NOT grant access to purchase the license, only apply

Open

 View Medical Necessity Assessment

VIEW the MNA

Create Medical Necessity Assessment

CREATE a new MNA for the client or edit an unfinished MNA

Delete Assessment

DELETE a VBMAPP or MNA assessment

View Goals & Videos

VIEW the client skill acquisition programs in the client program tab

VIEW the goals, mastery criteria, and any additional materials

Print/download the lesson plan

Would need to be enabled in order for users to see the program details in the app as well

Open

Edit Goal Details

EDIT or customize the client’s programs (in the client program tab).

Edits may Include: adding targets, edit goals/objectives, editing mastery criteria, automastery, and auto-fade settings, etc.

Open

View

VIEW programs from within the program library and supporting documents

Add Custom Goal

ADD custom programs to the program library for the entire company to utilize

Edit & Delete Custom Goal

EDIT and DELETE custom programs within the Program Library

EDIT a Rethink program to Create a custom program based on the Rethink Template

• If a program has been added to a client, a custom program within the program library cannot be deleted

• Any edits that they make within a custom program will have an effect on the client’s program

Open

Add Goal to Clients

ADD programs from the program library to the client’s profile

Remove Goal from Clients

REMOVE programs from the client’s profile

Enter Data

ENTER data for skill acquisition program and behavior support programs

DELETE their own data

MASTER targets/objectives within the data entry page

• Must be enabled in order for users to collect data on the app

• If Parents/Contacts (Role 5) have this permission enabled, there will not be an ability to discriminate which programs they can enter data for. Can be helpful for BCBAs/Supervisors to titled a program with “Parent Goal” so it is easier to discriminate which program to collect data

Open

Reorder Programs

REORDER the visual display of the programs within the data entry page

• Can only do within the data entry page on the website

Open

Delete Data Collected By Others

DELETE Collected data collected by other users

Users will always have the option to delete their own data, this role permission is not needed to delete OWN data

Open

Make Data Decisions

Make data decisions in regards to mastery criteria and mastering targets

Examples of data decisions:

Open

Open

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

• Important: Roles and staff members that have the “Make Data Decision” permission unchecked will still be able to collect data even if mastery criteria has been met.

Delete Own Data

Access to delete data for:

• baseline data

• skill acquisition data

• maintenance data

• behavior plan data

• phase change lines

• ABC data

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

• If needed, a role can have the ability to delete their own data but not delete others data

  Open

  

Unmaster Skill Goals and Targets

Access to UNMASTER targets in view data and unmaster a goal in the client program area

• Option is defaulted to be selected if the role already has Enter Data selected, but can still be de-selected

• When creating a NEW role, option is defaulted to de-selected

Run Reports

ACCESS the analyze data tab

CREATE graph reports

DOWNLOAD graphs

SAVE graphs to file cabinet

• For Role 5 (Parents/Caregivers) you may enable this permission for contact to view graphs for programs if not allowing access to collect data

• Pertains to the ANALYZE DATA tab, NOT regarding Funder Reports

Open

Edit/Save Reports

This permission is no longer valid

Delete Reports

This permission is no longer valid

View

VIEW files in the client’s filing cabinet

• Prerequisite for Client’s filing cabinet is is Client Access #15 and Client Info #13

• View function on a browser of a mobile device will download the file to the users device.

Open

Move & Copy Files

MOVE files within the file cabinet to other (or same) folders within the client’s file cabinet

COPY files within the file cabinet to other (or same) folders within the client’s file cabinet

Download Files

DOWNLOAD files from the file cabinet to their device

Upload Files

UPLOAD outside sourced files to the file cabinet

Delete Files

DELETE files from the filing cabinet

Deleting a saved-to-file cabinet graph/funder report or session note within the file cabinet does NOT delete it from its original source. These reports will be available where they originated from.

Open

Add/Edit/Move Folders

ADD additional folders,

EDIT the names of the current folders

MOVE the placement of folders

• Mark a folder as a shared folder (shared folders are meant for parents/contacts)

Billable and Non-Billable Session Note Folders will automatically be added to a Client Filing Cabinet after the first session notes are completed and saved for any client.

Open

Shared Folder Only (THIS SELECTION WILL RESTRICT VIEWING ALL OTHER FOLDERS)

ACCESS to the shared folders section of the filing cabinet ONLY

• Tip: This is great for parent portals! Additionally, also can be used for staff members (if staff has shared only, they will not be able to view the unshared folders)

• Prerequisite to this permission is VIEW

Open

Rename Files

RENAME the files within the folders

View Templates

View the client report templates

When viewing, users are able to pseudo edit (add in filler text), however, they are not able to permanently SAVE their edits unless the permission “Add/Edit/Duplicate Templates” is enabled.

Open

Add/Edit/Duplicate Templates

ADD templates to the company account

EDIT templates (e.g. add funders, include more fields, add filler text, inactivate templates)

CREATE duplicates of the templates or the company account

Client Report Templates is an area where multiple types of templates are made and used in different areas of the account

• Treatment Reports

• Billable Session Notes

• Non-Billable Session Note

• Custom Behavior Plans

Open

Open

Delete Template

DELETE an existing template from the client report template list

 View/Download Client Reports

ACCESS to all client reports

This is regardless of client access chosen for this staff (#15)

Open

View/Download Staff Reports

VIEW staff member reports

DOWNLOAD staff member reports

This is regardless of staff member access chosen (#17)

This allows to view and download training reports for staff completing trainings (Intro to Autism and ABA and RBT Training) within Rethink

Open

View/Download Authorizations

VIEW and DOWNLOAD Expiring Authorizations and Authorization Utilization

View/Download Scheduling Reports

VIEW and DOWNLOAD the following reports:

• AUDIT TRAIL

• CANCELLATIONS

• STAFF PRODUCTIVITY

• BILLABLE HOURS SUMMARY

• CLIENT LOG

• SESSION LOG

View/Download Payroll Export

VIEW and DOWNLOAD the payroll export

View/Download Billing Export

VIEW and DOWNLOAD the Billing Export and BHPN Invoice

View/Download Funder Services

VIEW and DOWNLOAD the Funder services report

This report is a great way to audit your funder information for auditing rates, staff credentials connected and even rounding rules.

Open

 View/Download Parent Verification

VIEW and DOWNLOAD the Parent Verification form

This form is specifically for CA providers working with Regional Centers

Open

View/Download Staff Credential Report

VIEW and DOWNLOAD Staff Credential Report.

Access Resources & Trainings

ACCESS Intro to Autism and ABA Training

ACCESS RBT Training

VIEW and DOWNLOAD Resources defaulted by Rethink

• Prerequisite for the RBT Training is that the RBT box is checked within the individuals profile

• Must be selected to access Company Resources section, but also requires that Permission #21

• If this is enabled for role 5 (parent/contact), this role only allows the Intro to Autism and ABA training, and the Company Resources (if enabled).

Open

View Client Info

VIEW the client profile

• Must be enabled for opening appointments within scheduling, viewing clients programs, data entry, funder reports, viewing clients on the app etc.

• Not able to view client notes unless this is added (see below)

Open

Edit Client Info

EDIT ANY of the fields within the “client info” tab

Need this enabled to edit a client contact/send an invite to a parents

Open

Add New Clients

ADD in new clients for the account

VIEW and EDIT are required permissions for this as well

Open

Delete Clients

DELETE existing client profiles

VIEW and EDIT are required permissions for this as well

Deleted clients can be undelete

Open

View Notes

VIEW notes within the client’s notes section

If this permission is granted, users can still make notes “private”. If made private the note will be private to the author and anyone in the Role 4 position

Open

Add Notes / Edit Notes

ADD and EDIT notes within the client’s notes section

Delete Notes

DELETE notes created by anyone

VIEW notes is required for this permission

Open

 All Clients In All Locations

View ALL client profiles within the system; Search, open, and schedule appointments for ALL clients within the system

This permission is typically granted to staff who need to be able to view all clients within the company

Clients assigned to user

View only the client profiles manually assigned to the staff member; Search, open, and schedule appointments for clients manually assigned to the staff member

This permission requires clients and staff to be manually assigned to each other (assignment can be completed by anyone who has that permission)

All clients within user's Location(s)

View client profiles for clients assigned to the same location(s) the staff is assigned to; Search, open, and schedule appointments for clients assigned to the same location(s) as the staff member

Location assignments are done within the staff and client’s individual profiles. Assignments must match.

This option is typically meant for companies that have multiple locations

View Staff Info

VIEW staff members profiles

This permission does not affect staff reporting within the reporting dashboard

Open

Edit Staff Info

EDIT information within the staff info tab

Excludes: Payroll, Staff Credentials, Notes as those are their own permissions

Open

Add New Staff Members

ADD new staff profiles

View Payroll

VIEW staff payroll information added in their staff profile

Will also need ACCESS to view the staff profile

Open

Edit Payroll

EDIT staff payroll info in their staff profile

Will need access to VIEW the staff profile and VIEW payroll

Open

View Staff Credentials

VIEW the license/credential section of a staff profile

Will need access to VIEW the staff profile

Open

Edit Staff Credentials

ADD and EDIT staff credentials within a staff profile

Will need access to view the staff profile and view the staff credentials

Open