Recent Topics
Is there a way to keep the phase that was used at the time the appointment was set up?
During the convert to a progress note process, we are asked to select the phase even though we chose the phase at time we set up the appointment. Is there a way to keep the phase selected throughout the appointment through to the convert to progress
SETWorks October 2024 Client Newsletter
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File Acknowledgement in General File Storage
Utilizing the same framework established for acknowledging file within an employee/client record, allow for files uploaded in Provider Files to have same requirements. Would allow for distribution of staff procedures!
Monthly Data Review
What is everyone using to review data/progress from the programs/goals/objectives on SETWorks? We have a form created but we have to transfer data into the form which takes a lot of time. Would anyone be willing to share how they are reviewing data/progress
Incident Report Form and Incident Report
Hello- We are looking at changing our incident report form on SETWorks so it gives us more information and we can look for trends easier. Wondering if anyone is willing to share or show how they have their incident form is set up and what your incident
Department Schedule for DSPs and Supervisors
Hello - our supervisors continue to create and print a word calendar for each department monthly that indicates DSPs shifts. This is easy for them, doesn't take a lot of time, easy for DSP to know their shifts, and easy for all DSPs to know who is coming
Non billable services
Is there a report that can be run to print non-billable with consumer activities with the notes or justifications showing? We would like to be able to print these comments in a report.
24 hour records and services that span over the midnight hour
Is there a way to create a set of 24 hour appointments? For example, a person provides respite services for back to back 24 hour overnight respite, for 48 hours. To create an appointment for them, the time picker does not allow for times 12:00am-12:00am
SETWorks September 2024 Client Newsletter
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Lifesharing service change - PA
Good morning, Pennsylvania is changing the billing model for life sharing services to align more with the residential group home model of with/without day. Is there a plan to adapt the billing process to calculate this for life sharing services? Tif
SETWorks August 2024 Client Newsletter
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SETWorks July 2024 Client Newsletter
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Advanced Report Builder
Hi, is there a timeframe in which we can expect the Advanced Report Builder to be out of beta testing and fully functional? I am currently using it, but the reporting aspect has some quirks and errors. Having this report builder would be very helpful
Consumer Attendance and Reporting
Hi, We are currently utilizing Setworks for our residential billing portion through group activity records, which is great. However, we are looking at options to track days out of the program through the consumer attendance tracking to capture the reason
SETWorks May 2024 Client Newsletter
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SETWorks June 2024 Client Newsletter
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QA Workflow to Review and Sign activity group records
Hi! My organization is starting to implement SETWorks for a variety of community services (Hourly SCL, 24 Hour SCL, Group/Basic/Specialized Respite, Day Hab.) I am working on creating processes and am looking for some suggestions/tips for reviewing Group
Daily forms functions
I saw that this function was recently implemented, I am wondering how you would be able to extrapolate this information? Does this show up on the form list each time it is completed? I am just thinking about how we might be able to use this feature and
Activity Records
At our agency, we provide both CPS (Day Program Services) as well as Residential Services. In Pennsylvania, the (high vs Low) rate we can charge for Residential services is based on time spent in the day program. Currently, when completing an activity
Documentation Complete Feature Change Suggestion
Hey guys Idea for a change; The documentation complete view on ARs is somewhat misleading as it is showing an overall complete status for shifts where an individual comment was made HOWEVER outcomes/goals were not documented on. Would be good if we could
SETWorks April 2024 Client Newsletter
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SETWorks March 2024 Client Newsletter
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planned questions
Under planned questions we have a question that states: What activities were offered today? This has 10 to 9 specific things that we need to mark every day. Is there a way to add a mark all and they will all be marked so answering this question can be
Departments
Is there a report that I can run to get the departments a consumer is enrolled in where each department is in its own cell on the report and not lumped together like they are in the Demographics reports?
SETWorks February 2024 Client Newsletter
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Non-Billable
We would like to have the ability to do non-billable with a group as opposed to a single consumer. For instance: We need to account for why our consumers are absent from day program on poor weather days and we use the non-billable with consumer activity
SETWorks January 2024 Client Newsletter
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Limiting access withing a staff profile
I'm wondering if there is a way to give a role limited permissions within a section of a staff profile. We would like to hand off a task that would require someone to upload files to a specific set of folders but not have access to all the others. What's
SETWorks December 2023 Client Newsletter
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SETWorks November 2023 Client Newsletter
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Scheduling
As a DSP, I am able to see who is coming the next shift?
TCM activity records by day
Is there a report that shows the number of TCM hours logged by day? Thanks.
SETWorks October 2023 Client Newsletter
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SETWorks September 2023 Client Newsletter
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Alerts for task and meetings
Am I able to add email/text alerts for tasks? For example if I have a task due on the 12 of the month can I get a reminder on the 6th of the month.
Custom Form Reports
With regard to the new Custom Form Reports update, will there be a video tutorial on how to use the feature? I found the article, but would like more if possible. Thank you,
SETWorks August 2023 Client Newsletter
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SETWorks July 2023 Client Newsletter
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EMAR role?
What role does an employee need to be assigned to see the EMAR tab?
SETWorks June 2023 Client Newsletter
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