Self-Guided Training Modules for PRACTICE MANAGEMENT ONLY NEW USERS
The training modules below are for NEW Rethink Customers using the Practice Management Line (Only). The resources are streamlined to assist with training and Action Items (this aides with learning the platform) specific to the Practice Management Product. These resources can and should be shared with current and newly hired administrative and/or staff members using Rethink. Below, you’ll see the title of the training and which staff members should be accessing the resources in the corresponding training. 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 within the table are:
ACCOUNT SETUP
COMPANY SETUP
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 Pay Codes: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067674664 Company Account Scheduling Settings: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3067380022 Staff Member Settings: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3066331202 Client Settings: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3221651482 Creating Client Report Templates: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3137765772 |
OPTIONAL
|
STAFF AND CLIENT SETUP
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 Staff Profiles:
OPTIONAL
Action Items for Client Profiles:
OPTIONAL
Action Items for Scheduling and Reporting:
|