Creating Templates.

Templates is an area of the platform where templates for different types of reports can be created. Access to view, add, and edit the templates within this tab is a permission that can be set within Roles.

Within the Templates tab, templates can be made for:

• Billable and Non-Billable Session Note Templates.: These templates are made so that clinical staff can complete a session note at the end of a scheduled Billable or Non-billable appointment. These reports are then completed at the appointment level.

• Treatment Report Templates. : These are made so that clinical staff can write a Funder Report (i.e. authorization report, progress report, etc.). These reports are then completed in the Funder Report tab of a client’s profile.

• Behavior Plan Templates. : These are made so that clinical staff have a customized template for information in a written behavior plan. Rethink also has a prepopulated template for behavior plans, so this type of template often is not needed. These reports are then completed in the Behavior Support tab of the client’s profile.

This additional resource explains the function of every option that can be placed in a template: Template Builder Options Explained.

If you’d like to use the sample templates that have been provided in the templates area for you, you can assign your funders to those existing templates once your funders are in the system.

• You can also edit, duplicate and rename those sample templates if appropriate (all done via the lightning bolt to the right of the template)

• We do not recommend deleting those sample templates if you would ever like to use them (if even for reference) again in the future

To assign existing Templates to new and/or additional funders:

1. Select the lightning bolt next to the template you’d like to assign
   
   

Open

2. Select Manage Funders

Open

3. You can select one funder or multiple funders from the list that populates by using “ctrl”