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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Report
I'm looking for a report that captures the following: Consumer SETWorks ID # / Authorization / current rate for the authorization Does such a report exist? If not, is there a way I can capture this information? Thank You, Jerry
Service Phase Utility
When we perform an authorization upload from Pennsylvania's HCSIS system, the report contains unit cost. I manually convert that unit cost and enter the hourly rate into the Service/Phase Utility for each authorization. Is there a way that the upload
Agency Announcements
As an agency we have a need to get announcements out to employees for things such as yearly Open Enrollment for health benefits, COVID updates, etc. It would be valuable to us to have the ability to create important announcements that automatically appear
SETWorks March 2022 Client Newsletter
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Inactive Consumer and activity records
We had a consumer who was indicated as inactive on 3/5/2022. We then attempted to do a billable group activity record for that consumer for 3/5/2022 as well as earlier, but his name was not available in the consumer drop down in the activity record despite
2022 Support Webinar Schedule
Register to Attend! See 2021 Webinar Recordings
Follow up from User Group 2/16/2022
Hi everyone, A few changes are coming based on our conversation at the User Group on Wednesday: The goals from your goals tab will populate onto the Job Coaching Progress Report & Service Log. The terms ‘Notes’ and ‘Progress’ will be removed from the
Batch Edit Service Plan Questions
We have specific sets of Protocol/Custom Plan questions that accompany specific Authorizations. Each time a consumer adopts a new authorization, I have to visit the Batch Edit Service Plan Questions tool and attach each individual question for that authorization
SETWorks February 2022 Client Newsletter
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Discussion for User Group Feb. 16 - Job Coaching Progress Report & Service Log
Hi everyone, I have included a few form recommendations for the Job Coaching Progress Report & Service Log that have come our direction over the past few weeks. I'd like to discuss these at the next User Group on Feb. 16 at 3 pm ET/2 pm CT to maintain
Job Coaching Progress Report & Service Log - Auto-populating Interventions/Goals
Hi everyone, We've recently had the request to update the Job Coaching Progress Report & Service Log form to auto-populate interventions/goals from the goals tab of the individual's profile. Currently the process is to type or copy/paste the goals into
ATTENTION: Product Update - Complete/Incomplete Logic
ATTENTION: Product Update - Complete/Incomplete Logic An email will be delivered tomorrow to organizations impacted by this update. Please check your All Mail and Spam folders to determine if your organization is impacted. READ MORE HERE
SETWorks January 2022 Client Newsletter
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SETWorks December 2021 Client Newsletter
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Total Remaining Hours/Units on authorization option for Participants Page
It would be immensely helpful and convenient for staff if there was an option to display the total number of units used/remaining on the participants page as a selectable column. I do get a lot of feedback from staff that drilling into every case before
Authorizations
When you receive a new SDR for an active consumer , do you change the authorization code in the authorization information ? I’ve been doing that but realized it’s updating the previous logs and then making them incomplete ( because the dates are same,
Missouri EVV - Pending Credentials
MO EVV UPDATE - Pending Credentials SETWorks has organizations successfully configured to submit live data! We are still waiting to receive credentials from Sandata for quite a few MO organizations. If you have completed the Sandata training and have
Consumer Form Result Report / Department Form Result Report
These report options are somewhat limited due to having to choose one consumer/department or all. If the filter selections were checkboxes, users would be able to choose any number of specific consumers/departments on their caseload. We do have the
Form pre population
It would be helpful to have the ability for any or all fields on a completed form to populate other forms in the system as chosen by the person building the form. I've had the ability to do this in the past and it greatly decreases the margin of error
Missouri EVV - Pending Training and Credentials
MO EVV UPDATE - Pending Credentials SETWorks has organizations successfully configured to submit live data! We are still waiting to receive credentials from Sandata for at least 8 organizations. Credentials are issued a few days after required training
SETWorks November 2021 Client Newsletter
MO EVV - Complete Sandata Training
MO EVV UPDATE - Provider Training Required Provider Training is required to be completed before production credentials can be created. Please complete your required training ASAP and send your training certification to Sandata. We are unable to move
Missouri EVV - Provider Training Required!
MO EVV UPDATE - Provider Training Required Provider Training is required to be completed before production credentials can be created. If you did not receive an email from Sandata with details about required training, please email Sandata Technologies
Missouri EVV Sandata Checklist Appoved!
MO EVV UPDATE - Checklist Approved SETWorks has successfully submitted the Testing Checklist to Sandata and it has been approved. Next steps: Site Configurations Providers should now be receiving their Usernames and Passwords for Sandata's production
MO EVV Update - Testing Checklist Successfully Submitted
MO EVV UPDATE SETWorks has successfully submitted the Testing Checklist to Sandata. Next steps: Approval & Site Configurations
SETWorks Oregon User Group (10/21 11:00am PDT)
We're super excited to see everyone tomorrow at 11:00am (PDT) through this Zoom link. There are now eight providers using SETWorks in Oregon! For all the latest SETWorks Oregon-specific updates, please go to this page on the Knowledge Base and click Follow.
MO EVV Update - Testing Checklist to Sandata
MO EVV UPDATE SETWorks is on track to submit the testing checklist to Sandata this week.
Pre-Placement Progress Report - Job Coach Phone and Email
Hi everyone! Had a question - what should populate in these two fields (job coach phone and email)? Where would you expect this information to come from within SETWorks?
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