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:

How to Add a New Client:

How to Add a New Staff Member:

Assigning Staff and Clients:

Parents/Caregivers Using Rethink:

• Add Basic Information in Company Account

  • Including a logo (optional)

• Add location(s)

• Add Staff Titles

• Add Staff Statuses (active and inactive)

• Add Client Statuses (active and inactive)

• Edit permissions for Roles being used

• Add Clients

  • Add Demo Client (if appropriate)

• Add Staff

• Pair staff and clients

• Verify staff can log in (when needed)

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:

Pay Codes:

Company Account Scheduling Settings:

Staff Member Settings:

Client Settings:

Creating Client Report Templates:

• Set-up Service Lines and Services

• Add License/Credentials

• Add Funders with Codes and Rates

• Add Company Pay Codes

• Add Non-Billable Tags

• Assign Session Note templates to their Funder(s) OR build own Session Note templates

OPTIONAL

• Create Additional Client Note Types

• Create Additional Staff Note Types

• Add Referring Providers

• Add Cancellation Sub-Types

• 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 Staff Profiles:

• 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 Client Profiles:

• 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