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?
Agency Announcements
It would be great if users (administrators or designees based on permissions) had the ability to create agency announcements that would pop up upon login to SETWorks. The user receiving the announcement would have the click a checkbox acknowledging that
Calculated Fields
It would be a great option to have the ability to created calculated fields when building forms. Basically, it would include selecting 1 (or more) fields within a form to create a sum, difference, quotient, or product between multiple fields as well as
SETWorks July 2022 Client Newsletter
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MO-Specific: MO HIE Interest
Interested in connecting to the MO HIE? Missouri is again planning on receiving funding from the Centers for Medicare and Medicaid Services (CMS) to help providers connect to Missouri Health Information Exchanges (HIE)! Connecting to these HIEs (In
SETWorks EVV Status per State
NEW! EVV Status update per State State EVV Status 'Follow' your state-specific forum on the SETWorks Knowledge Base for real time updates. Questions? Contact us!
The SETWorks Essentials
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 June 2022 Client Newsletter
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New pricing for Electronic Visit Verification (EVV) Services
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SETWorks May 2022 Client Newsletter
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NEW! MO SE Job Supports Summary Report V3
Hi everyone, We've released an updated version of the MO SE Job Supports Summary Report to accommodate a few checkboxes (including Final Job Supports Billing and Invoice Attached), as well as matched the language on the current form version and included
Community Percentage reports
3 reports are available in the system to calculate community percentage based on data within the Activity Record. I ran all three of the reports and I'm having difficulty interpreting how the percentages are calculated. I attempted to add all notes,
SETWorks April 2022 Client Newsletter
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Most Discussed Topics
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
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
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
Utilizing Forms for Member Appointments
I would like to know how other agencies are keeping track of doctor, dentist, psych, etc. appointments through SETWorks. We have a form on SETWorks that is filled out by the staff person after the appointment. They currently take our old paper form TO
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