Self-Guided Training Modules for Practice Management and Clinical Setup

The training modules below are for NEW Rethink Customers using both the Clinical Product Line and the Practice Management Product Line. The resources are streamlined to assist with training resources and action items paired with those resources that are specific to both Product Lines. These resources can and should be shared with current and newly hired administrative and/or clinical staff members using Rethink.

Below, you’ll see the title of the training, which staff members should be accessing the resources for that training and action items corresponding to the training to be completed. 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 below are:

 

Account Setup

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Resources

Action Items

Logging Into Rethink

Basic Information

Locations

Staff Member Settings

Roles

Permissions

Clinical Settings

Add a Staff Member Profile

Resource and Training Center Overview

Training Reports in Reporting Dashboard

Within the Company Account Tab

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add remaining locations

  • Create additional Staff Titles (if other users on account)

  • Add Active and Inactive Staff Statuses

  • Edit permissions for remaining roles (if needed at this time)

  • Complete ABC settings

  • Set Default Clinical Settings

Within Staff Members Tab

  • Add Staff Member Profiles

 

Staff Profile Setup and Scheduling Settings

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Resources

Action Items

Credential Types and Credentials

Pay Codes

Staff Member Settings

Setting up a Staff Profile

Scheduling Settings

 

Within the Company Account Tab

  • Add License/Credentials

  • Add Company Pay Codes

  • Add Staff Note Types (optional)

  • Define “Completed” Billable Appointment Requirements

  • Add Non-Billable Tags

    • If planning to schedule non-billable appointments in Rethink

  • Adjust Location and Place of Service options (optional)

  • Add Billable Tags (optional)

  • Add Custom Cancellation Types (optional)

  • Set Overtime Rules (optional)

Within Each Staff Member Profile in Staff Members Tab

  • Add Pay Codes to staff member profiles

  • Add License/Certifications to staff member profiles

  • Add Staff Notes (optional)

  • Add Attributes (optional)

  • Add Availability (optional)

  • Add Signature (optional)

  • Add Folders/Upload Files into Staff Filing Cabinet (optional)

Funder Setup

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below. If your organization has a billing specialist, some of these modules may be for them as well.

Resources

Action Items

Resources

Action Items

Adding Service Lines and Services

Setting Up Your Funders and Billing Codes

 

 

 

 

 

 

 

 

 

 

 

Within the Company Account Tab

  • Set up Service Lines and Services

  • Add Funders with Billing Codes and Rates

 

Client Report Templates

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Resources

Action Items

Creating Client Report Templates

Within Client Report Templates Tab

  • Assign Funders to Sample Session Notes

  • Assign Funders to Sample Treatment Reports

OR

  • Build your own Session Notes/ Treatment Report templates and assign funders

Client Profile Setup

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Resources

Action Items

Client Settings

Managing your Company's Referring Providers

Adding a Client

How to Add a Demo Client

Setting up a Client Profile

Within Company Account Tab

  • Add Active and Inactive Client Statuses

  • Add Client Note Types (optional)

  • Add Referring Providers (optional)

Within each Clients Profile in the Clients Tab

  • Add Clients with their Demographic Information

    • Add a Demo Client if not completed already

  • Add Funders

  • Add Diagnoses

  • Enter Authorizations

  • Add Staff Assignments

    • Depending on Role Permissions, staff must be assigned to client(s) in order to open an appointment on the scheduler

  • Add Client Notes (optional)

  • Add Contacts (optional)

  • Add Referring Providers (optional)

  • Add Availability (optional)

  • Add Folders/Upload Files into Client Filing Cabinet (optional)

Client Setup for Programming

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are meant for Clinical Supervisors (e.g., BCBAs, BCaBAs, SLPs, OTs, etc.). These modules review goal writing for both skill and behavior-based programs, data collection, data analysis, and treatment/funder reports.

Scheduling and Reporting

These action items only need to be completed when using Rethink’s Practice Management solution (Scheduling)

These modules are meant for Account Administrators or any staff needing the individual resources below.

Resources

Action Items

Mobile App Data Collection (session completion)

These action items only need to be completed when using Rethink’s Clinical solution (Data Collection)

These modules are for direct staff members (e.g., RBTs, Behavior Techs, etc.) needing to use Rethink for the purposes of data collection and session note completion.