Most Discussed Topics
County Revenue Allocation
Has anyone discovered a way to easily map revenue in SetWorks? Specifically, I am wanting to bill the correct state counties but also record if any staff served clients from outside their default county. It is difficult since the WA Multi-County Billing
Negative Case Notes
Is it possible to create case notes that void out other activity records? I'm looking to add addendum case notes or records to previously billed out case notes for audit purposes.
Tech Assessment
Iowa Providers-Is anyone billing for Tech Assessment? If so, I would like to connect to billing process.
Assigning Activity Records to Staff
Hi there, I'm wondering if it's possible in Setworks to assign scheduled staff to complete an activity record for a client during a specified period. As we grow, we are looking to cross-reference staff schedules against missing client records to ensure