Client Filing Cabinet For Supervisors

Owned by Carolyn Garlick
Last updated: Jan 05, 2022
3 min read

The client filing cabinet is located within the client’s individual profile. The filing cabinet is a storage location for files created both on the Rethink platform and uploaded from a staff members personal files.

  • Access to a client’s filing cabinet requires a permission (VIEW)

  • How a staff member can engage with files within the Client’s filing cabinet are additional permissions

    • e.g. download files, upload files, delete files, etc.

 

The Client’s Filing Cabinet consists of ALL FOLDERS and SHARED FOLDERS

All Folders - Folders with files shared between staff members / staff who have access to the filing cabinet

  • The filing cabinet defaults to 4 Folders within the ALL FOLDERS section

  • More folders can be added if permissions allow

Shared Folders - Typically reserved for Contacts (parents/caregivers)

  • Folders can be added to this section if permissions allow

  • The folder is then assigned to the parent/contact within the Client’s profile

 

ADDING FOLDERS

To add a new folder to the Filing Cabinet, select ADD NEW FOLDER

 

 

 

NAME the Folder and decide if it will be housed within the All Folders section or Shared Folders section


Some Folders will automatically be created following actions completed on the platform:

  • When Billable Session Notes are completed for a client, those will be saved in a new SESSION NOTES folder

  • When Non-Billable Session Notes are completed, those will be saved in NON-BILLABLE SESSION NOTES folder

  • When graphs are created in the Analyze Data tab of a clients profile and saved to filing cabinet, a CHILD PROGRESS folder will be created

  • When treatment reports are written within the Funder Report tab of a client’s profile and saved to the filing cabinet, a FUNDER REPORTS folder will be created

  • When Assessments are completed within the Assessment tab of a client’s profile and saved to the filing cabinet, an ASSESSMENT folder will be created

None of the above folders will be viewable until the action is completed.

 

UPLOADING FILES

Files can be uploaded to the folders within the Filing Cabinet

  • Uploading a file requires a permission

  • Files can be videos, word documents, PDFs, and images

 

Engaging with files may include VIEW, COPY, DOWNLOAD, DELETE, MOVE, RENAME, and/or TAG

 

 

QUESTIONS? Contact Support@rethinkbh.com