Adding Staff Member Credential Types

From your Company Account, navigate to Staff Member Settings, then scroll to Staff Member Credential Types

• Click +Staff Credential Type to enter in a Credential Type that can be later mapped to a Credential

• Can Edit or Remove Credential Types within this field

• A Staff Member Credential Type allows you to categorize the types of credentials your organization needs

• The defaults within your account are examples and are up to each company to decide if they want to incorporate

• Defaults values may be edited

• Credential Types may be removed if they have not been assigned to any staff profiles

Adding Staff Member Credentials

Below Staff Member Credential Types are Staff Member Credentials (Under Company Account>Staff Member Settings)

• Click +Staff Credential to name the Credential, select the Credential Type, and add an optional description

• Can Edit or Remove Credentials within this field

• The defaults within your account are examples and are up to each company to decide if they want to incorporate. If any BT, RBT, and BCBA credential are used - recommended to click Edit and assign them the Credential Type of “Professional”

• Credentials can be removed if they have not been assigned to any staff profiles

• Credentials can be marked as inactive or active anytime

• Inactive Staff Member Credentials will not be available to select as options when adding to staff profiles

Staff Member Credentials throughout your Rethink account

Funder Services + Billing Code:

• Restricting by professional credential who can provide what services

Staff Member Profile > License/Certifications:

• Assigning licenses/credentials to staff profiles

• Staff Member Credentials will be added to Staff Member profiles with the option of entering an expiration date in order for Rethink to provide warnings when a credential will expire within 30 days or has already expired

• Staff Member Credentials will potentially be used in funder setup to restrict by professional credential who can provide each service as a way for Rethink to block anyone who is not credentialed to provide that service from accidently being scheduled

Set Roles & Permissions

Go to Company Account>Roles

Scroll down to Staff Member Info

• Users with “View” permission can only View Staff Credentials

• Users with “Edit" permission can Add/Edit and Delete Staff Credential Types

• Users can dismiss Credential warnings in the Staff Member List and within any staff member profile

Important: Once a credential warning has been dismissed the system will no longer flag an expired or credential that will be expiring within 30 days.

Block staff from verifying appointments if credentials are expired

Go to Company Account>Funders

Click Edit

Scroll down to Scheduling Rules