Parent Verification Form Report

Step 1: Click on Reporting Dashboard>Parent Verification Form

• Users with permission “View/Download Parent Verification” will be able to view/download this report

• If you have the appropriate permissions and do not see this report, reach out to support@rethinkbh.com to get it added to your account

Step 2: Select Funder(s), Client(s), Locations(s) Appointment Type(s), and Report Month

• Must select at least one funder

• If Clients are left blank, report will pull all clients with the selected funder

• If Location is left blank, report will pull all clients in all locations with the selected funder

• Appointment Type options include Billable, Nonbillable, and Travel

  • Will default to Billable type appointments

• Must select one Report Month before generating the report

Step 3: Appointment Requirements

• The Appointment Requirements will be auto selected based on what you have chosen under the company account>scheduling section to require for billable sessions to be considered complete

  • You can remove or add requirements as needed

• Only pull over appointments that have Parent Verification

Step 4: Select Download PDF File or Save to File Cabinet

The PDF will generate separate pages per client showing the following information:

• Required labeling for regional centers, client name, UCI # if entered in client demographics page, vendor name (company name), vendor # (from Funder setup), phone number on company account page, month/year selected for report

• The chart will show the date of service, location of service selected on the appointment level, name and credential of staff providing services, description of service (service name), service/billing code, start/end times of appointments, parent verification as obtained on appointments

• The back of the form will include language required for regional centers, parent name, signature, and the date. This is captured based on the last parent verification

See Sample PVF:

Open

• If “Save to File Cabinet” is selected, the appropriate PDF will save to the client’s filing cabinet under the Folder “DDS-Parent Verification Form Folder” showing the month you ran it for and the date the report was pulled

• Can print form/send to regional centers