Self-Guided Training Modules for PRACTICE MANAGEMENT ONLY NEW USERS

Owned by Brittney Kalicki
Last updated: Aug 25, 2023 by Danielle Lau
2 min read

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

Training

Who is This Training For?

Resources

Action Items

Training

Who is This Training For?

Resources

Action Items

Account Setup Training

Account Administrators

Logging into Rethink:

Logging Into Rethink

Basic Information:

Basic Information

Locations:

Locations

Staff Member Settings:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Roles:

Roles

Permissions:

Permissions

How to Add a New Client: Add A New Client

How to Add a Demo Client

How to Add a New Staff Member:

Add a Staff Member Profile

Assigning Staff and Clients:

Assigning Staff and Clients

Parents/Caregivers Using Rethink:

Rethink Use for Parents and Caregivers

  • Add Basic Information in Company Account

    • Including a logo (optional)

  • Add location(s)

  • Add Staff Titles

  • Add Staff Statuses (active and inactive)

  • Add Client Statuses (active and inactive)

  • Edit permissions for Roles being used

  • Add Clients

    • Add Demo Client (if appropriate)

  • Add Staff

  • Pair staff and clients

  • Verify staff can log in (when needed)

 

 

COMPANY SETUP

Training

Who is This Training For?

Resources

Action Items

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:

Understanding Service Lines and Services

Credentials and Credential Types:

Credential Types and Credentials

Setting up Your Funders and Billing Codes:

Setting Up Your Funders and Billing Codes

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:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Creating Client Report Templates:

https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3137765772

  • Set-up Service Lines and Services

  • Add License/Credentials

  • Add Funders with Codes and Rates

  • Add Company Pay Codes

  • Add Non-Billable Tags

  • Assign Session Note templates to their Funder(s) OR build own Session Note templates

OPTIONAL

  • Create Additional Client Note Types

  • Create Additional Staff Note Types

  • Add Referring Providers

  • Add Cancellation Sub-Types

  • Add Billable Tags

  • Set Overtime Rules

 

 

STAFF AND CLIENT SETUP

Training

Who is This Training For?

Resources

Action Items

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:

  • Ensure General Info is filled out

    • Add Medicaid ID number for staff if applicable

    • Add NPI # to anyone that will need to be listed as a rendering provider on authorizations

  • Add Pay Codes to staff      

  • Enter Staff Certifications

OPTIONAL

  • Add Staff Notes

  • Add Attributes

  • Add Client Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Signature

  • Add Folders/Upload Files into Staff Filing Cabinet

Action Items for Client Profiles:

  • Add Funders to Clients

  • Add Diagnoses to Clients

  • Enter Client Authorizations

OPTIONAL

  • Add Client Notes

  • Add Contacts

  • Add Referring Providers

  • Add Staff Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Folders/Upload Files into Client Filing Cabinet

Action Items for Scheduling and Reporting:

  • Watch/Read through resources