Staff Profile Set Up
- Brittney Kalicki
- Danielle Lau
Understanding the Set Up Components for a Staff Profile
Certain features of a staff profile will impact your ability to schedule in Rethink. The process below outlines the required steps to complete a staff profile in preparation for scheduling. Start by navigating to “Staff Members” and selecting the staff members name you want to work on.
Step | Description | Helpful Knowledge |
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General Information | From Staff Members, Select your staff of choice, and click on General Information from the menu on the left. Click Edit to complete the required fields and any additional information you wish to include. Required fields will have an asterisk ( * ).  Click Save when completed. |
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Payroll | Click on Payroll from the menu on the left. Choose whether this particular staff member is hourly or salary. Entering in the $ per pay period or $ per hour is optional, dependent on what you want to see on your payroll export.  Assign one or more pay codes to each staff member in order for them to scheduled. Enter the Pay Code details, click Save.
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License/Certifications | Click on Licenses/Certifications from the menu on the left, Click +License/Credential then complete required fields indicated with an * and any non required fields that apply. View Expiring or Expired Credentials with Flag feature The flag feature is available in the Staff Profile > Licenses/Certifications section and in the Staff Member List Page. If a credential will be expiring either within the next 30 days or has already expired, Rethink will flag these automatically. Yellow Flag= Expiring Credential Within 30 days Red Flag= Credential has expired
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Optional: Staff Notes | Click on Notes from the menu on the left. Click “Add New Notes” to create a new Staff Note. Complete the following Required fields:
THEN Click Save |
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Optional: Attributes | Click on Attributes from the menu on the left, click Edit to fill out any and all optional information.
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Optional: Client Assignments | Click on Client Assignments from the menu on the left. Click Assign to add clients to a staff member. |
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Optional: Scheduler Preferences | Click on Scheduler Preferences from the menu on the left. In this tab you can set up the times that the staff is available. Days should be checked to indicate availability and Start/End times should be entered. The times that are set as UNAVAILABLE will appear grey on the calendar and you will get a warning if an appointment is being booked during this time but you will still be allowed to schedule. In the example below, Saturday and Sunday appear as grey because the staff is unavailable those days. |
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Optional: Signature | Click on Signature from the menu on the left. Write a signature and click Save. |
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Optional: File Cabinet | Click on File Cabinet under the Staff Members name. Click +Add New Folder, name the new folder, and click SAVE.
MODIFY FOLDER(S) Click Edit or Delete
UPLOAD FILES Click Upload File, select the folder you want the file to be in, and choose the file to be uploaded. Add optional tags for reporting purposes, and click Upload.
View, Copy, Download, Delete, Move, Rename, or Tag Files
Copy, Download or Delete Multiple Files Select the files you want to include in the action you need to perform, Select "Download, Copy or Delete.”
Search for file(s) by Keyword Filter for file(s) by Added By, Created Date, Tag, Tag Effective Date, and/or Tag Expiration Date |
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Optional: Preference Center | If your role permission allows, you can turn off Rethink’s HIPAA compliant recording of your activity by unchecking the box in the Preference Center
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