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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SETWorks May 2023 Client Newsletter
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The SETWorks Essentials - All in one place!
The SETWorks Essentials How to use all things SETWorks: Monthly SETWorks Webinars You don’t want to miss this: Product Updates Earn $1K: Referral Program Resources Available to you: Resource Guide Your usage at a glance: SETWorks Usage Summary
SETWorks April 2023 Client Newsletter
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SETWorks March 2023 Client Newsletter
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Scheduling
How can I create a schedule that all managers can be able to see?
Tasks: Start Dates for Recurring Tasks
Hi! I'm curious to hear how other organizations manage the Tasks feature for paperwork that is due on a recurring basis. Some of these tasks are easier to manage than others; for example: due dates for Quarterly Progress Reports don't change, so we can
Deleting/Removing Tasks for Former Employees
Does anyone know if there is a way to delete tasks that were assigned to a former employee (other than viewing all tasks and deleting them one by one)?
Batch Edit Service Plan Questions
It would be extremely helpful if there was a way for the system to automatically attach Batch Edit Service Plan Questions to the activity record as soon as an individual is assigned an authorization. We have specific questions set up for each authorization
SETWorks February 2023 Client Newsletter
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Custom Document Reports
I know that the Build Custom Document Reports option is being developed and tested. Is there a foreseeable timeframe when this may be released and trained?
User Roles email
Is there or can there be a way to have User Roles included in Messages so that we can send messages directly to those falling within a specific user role? This would be helpful when having to inform individuals who share a user role when there are changes
Iowa Community
This Forum is for Iowa users to communicate. Feel free to create as many topics as you would like and be sure to "Follow" for updates.
SETWorks January 2023 Client Newsletter
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SETWorks 2022 Year in Review Product Video!
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SETWorks December 2022 Client Newsletter + Product Video!
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SETWorks November 2022 Client Newsletter
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Activity Records
How do I print the Activity Records?
Department Tasks
I understand that there are both user and consumer tasks in the system. It would be helpful to have a department task as well. We are looking to find ways to add DSP shift responsibilities to the system, but using the user task or calendar proves to
Organizing Tasks
We have really embraced the use of Tasks, and as a result we now have 58 active tasks available. Several of them are actually duplicates, because the same Tasks for different programs have different assigned staff types or timelines. To make Tasks easier
SETWorks October 2022 Client Newsletter
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SETWorks September 2022 Client Newsletter
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Using Question Types / Question Options across multiple forms
It would be very helpful if we were able to create a Question Type with question options that can be copied and used on multiple forms. We have several forms that contain the same question type and Options, but have to recreate it each time we build a
California EVV is now available in SETWorks!
SETWorks is now compatible to submit EVV data to Sandata for California organizations! If your organization would like to use SETWorks to track your EVV data, please contact us at support@setworks.com or clientsuccess@setworks.com to get started. CA
SETWorks August 2022 Client Newsletter
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Tracking overtime across pay periods.
When a work week crosses pay periods, is there a way to track hours worked from prior pay period week for use in calculating OT in current week?
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