2024 Year in Review

2024 Year in Review

SETWorks saw quite a few exciting enhancements in 2024, check out our favorites below!

2024 Year In Review - Product Highlights



Forms

We now allow you to select contacts from the consumer's profile and pre-populate their contact details right into your form. We support adding all types of contacts and you can enable this in the form builder today!

With the new form status feature, you can customize the status options to fit the use of your forms. Stay organized and easily see the status of the forms you create.

On the home page, staff can see at a glance which consumers have forms they need to complete. Use cancel when a consumer is absent or click to complete the form.

We now support assigning a form to a plan question. This will require a form be completed when the specific Plan Question is answered. Forms can be tied to the Plan Question as a whole, or it can be tied to individual answers.

Activity Records

QA comments are a way to leave feedback on records and track the status to manage record completion for signature approval. Administrators can leave comments requesting changes to documentation and track the resolution for each record.

Info
This feature is only compatible with the billable group activity record.

We now display a completion status at the top of the record as well as throughout so you can easily tell which components are missing documentation and which are not.

Info
This feature is only compatible with the billable group activity record.

Manage Invoices

You now have the ability to download multiple invoices at once via a zip file we send to your Message Center. You can also create a new auth line from within the invoice editor and this gets added to the consumer's profile.


We're already working hard on new features for next year so be sure to check the monthly newsletters and weekly Updates to stay up to date on everything SETWorks has to offer!



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