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Community Events - May 2026
May Events Recap In May, SETWorks hosted a series of events on the new Circle Community Platform. You can access the recordings from these events from the links below: Forms Builder: How-To - May 8, 2026 <br> ...Ratio Services Re-authorization Process
How can I make sure the correct ratio authorization is assigned for billing? Administrator, Billing Specialist This reauthorization process allows providers to define which staff to consumer ratios belong to which services and reauthorize existing ...Community Events - April 2026
April Events Recap In April, SETWorks hosted a series of events on the new Circle Community Platform. You can access the recordings from these events from the links below: Forms Builder: How To - April 17, 2026 <br> ...SETWorks Webinar - April 2026 - Impruvon eMAR Integration
Recording On April 15, 2026, SETWorks hosted a live webinar with software partner Impruvon Health to demonstrate the available eMAR Integration. You can view the recording from the link below: https://youtu.be/Il-ypN8oRLQ Additional Information If ...Electronic Billing - Charge Adjustments
How can I adjust claim or invoice charge amounts? Administrators, Billing The Charge Adjustment feature allows providers to reconcile differences between the original billed amount and the amount paid by a funder without modifying the original ...
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Deleting Activity Records
How do I delete Activity Records Administrators SETWorks allows Activity Records to be deleted by those roles that have permission to do so. Activity Records are an essential element to documenting and proving the service was provided according to ...Managing User Department(s)
How Do I Control What Department(s) Staff Belong To? Administrators In SETWorks Departments are used to control access to groups of consumers. Read the article below to learn more. Manage Departments - Control Which Departments a User Has Access To ...Authorization Overview
What is an Authorization? All users Authorizations are a key topic in SET-Works that describes the service(s) that a consumer is receiving. Authorizations can be viewed/added/modified from within the consumer record. Note: Authorizations should be ...Assigning Consumers to Departments
How do I assign my Consumer to a Department? All Users, Everyone There are privileges surrounding visibility and ability to assign consumers to departments. Terminology can be modified within SETWorks to better fit the needs of your organization. If ...Locked Records - User Feature Suspension
How Do I Edit A Record That Is Locked from Modifications? Administrators, Managers SETWorks administrators have the ability to allow a user to edit records that are past due. This will disable the "due date has passed" message and allow records to ...