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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

Logging Into Rethink. Done

Basic Information. Done Adding Basic Information

Locations. Done --Adding Locations

Staff Member Settings. Done --Creating Staff Statuses and Titles

Copy Of Roles. Done

Copy of Permissions. Done --Setting Role Permissions

Clinical Settings. --Clinical Settings

Add A New Staff Member. Done --Adding a Staff Member Profile

Trainings and Resources Overview. --Training and Resources Overview

Training Reports within the Reporting Tab. -Training Reports Overview

Within the Settings Tab

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add locations (if needed)

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

  • Add Active and Inactive Staff Statuses

  • Edit permissions for Roles (if needed at this time)

  • Complete ABC settings

  • Set Default Clinical Settings

Within the Staff 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

Credential Types and Credentials. Done

Copy Of Pay Codes. Done --Adding Company Pay Codes

Staff Member Settings. Done --Staff Member Settings

Copy Of Staff Profile Set Up. Done --Setting up a Staff Profile

Scheduling Settings. --Scheduling Settings

Within the Settings 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 the Staff 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

Understanding Service Lines and Services. Done --Adding Service Lines and Services

Copy Of Setting Up Your Funders and Billing Codes --Setting Up Your Funders and Billing Codes

Within the Settings 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

Copy of Creating Templates --Creating Client Report Templates

Within the 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

Client Settings. --Client Settings

Copy Of Managing Referring Providers --Managing your Company’s Referring Providers

Add A New Client. --Adding a Client

How to Add a Demo Client. --How to Add Demo Client

Copy of Client Profile Set Up --Setting Up a Client Profile

Within the Settings Tab

  • Add Active and Inactive Client Statuses

  • Add Client Note Types (optional)

  • Add Referring Providers (optional)

Within the Clients Tab

  • Add Client Profiles

    • Add a Demo Client if not completed already

  • Add Funders to each client profile

  • Add Diagnoses to each client profile

  • Enter Authorizations to each client profile

  • Add Staff Assignments to each client

    • 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, website data collection, data analysis, and treatment/funder reports.

Resources

Action Items

Logging Into Rethink. Done --Logging into Rethink BH

Client Settings within the Company Account --Client Settings

Add A New Client. --Adding a Client

Program Library Overview. --Program Library Overview

Writing Custom Programs in the Program Library. --Writing Custom Programs

Skill Acquisition Programming. --Writing/Editing Skill Acquisition Programming

Behavior Support Programming. --Writing/Editing Behavior Support Programming

Data Collection on the Rethink Website. --Data Collection on the Rethink BH Website

Analyze Data. --Analyzing Client Data

Creating Funder Reports. --Creating Funder Reports

  • Create Active and Inactive client statuses (if not completed already by the Admin team)

  • Create Client Profiles (if not completed already by the Admin team)

Within Each Client’s Profile

  • Add-in all client skill acquisition programs and/or behavior plans (2-4 hours per client) within their profiles

    • Add targets/teaching steps to client programs

    • Add goals/objectives to behavior plans

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

Copy of Scheduling Resources --Scheduling in Rethink BH

NEW UI Reporting: Practice Management Reports --Practice Management Reports

Copy of Practice Management/Scheduling FAQs --Practice Management/Scheduling FAQs

Within the Scheduling Tab

  • Begin scheduling and completing appointments

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 any clinical staff members (e.g., BCBAs, RBTs, Behavior Techs, etc.) needing to use Rethink for the purposes of data collection and session note completion.

Resources

Action Items

Logging Into Rethink. Done --Logging into Rethink BH

Video Overview of Mobile App --Video Overview of data collection and session completion on the Mobile App

Best Practices for Rethink's Mobile App. --Best Practice Recommendations for Rethink BH Mobile App

Mobile App Settings Explained. --Rethink BH Mobile App Settings Explained

How Observation Times and Interval Data is Calculated on the Mobile App. --Understanding How Observation Times and Interval Data is Calculated on the Mobile App

Completing Session Notes and Verifying Appointments.. --Completing Session Notes and Verifying Appointments

  • Collect Data / Complete appointments via the Mobile App

  • Sync Data to the Platform

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