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SETWorks
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Custom Filter Utillity
How Can I Categorize Consumers or Medications with Custom Filters? Have you ever needed to add additional filtering or categorization to medications? Check out the Custom Filter Utility! This can be used for a variety of features, including ...2025 Year in Review
SETWorks saw quite a few exciting enhancements in 2025, check out our favorites below! 2025 SETWorks Product Year in Review Absent Button in Group AR This allows for users creating or updating billable group activity records to include staff and ...Invoice Payment Importer
How can I mass update payment information for Invoices? Administrators, Managers This feature allows for importing payment information on multiple invoices at one time. Settings > Provider Build > Maintain Privileges > Electronic Billing > Can import ...EMAR Sync Utility
EMAR Sync Utility Administrators This utility allows for manual syncing of users, consumers, and departments between the emar integration and SETWorks. This utility can also be used for checking sync errors. This utility is for use by providers with ...Electronic Billing - Claim Follow Up Notes
How can I track follow-up efforts on claim status? Administrators, Billing When claims get partially paid or denied and need follow up, or when you want to documentation around billing corrections, use the Claim Follow Up Notes feature to track your ...
Popular Articles
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 ...