Assign Staff to an Authorization
How do I assign a Staff to an Authorization?
Manager, Administrators
Staff can be assigned to a specific authorization. This is a good way to indicate that a specific staff person is responsible for ensuring that authorization is being used and monitored.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Staff Assignment Privileges
Settings > Provider Build > Maintain Privileges > Authorizations:
Show Staff dropdown in Authorization window
Access Staff Assignment in Authorizations
1. Click on the Consumers index.
2. Select your consumer to open their profile.
3. Select the Authorization tab.
4. Select the desired Authorization to open and edit.
5. Select the Assigned Staff dropdown.
6. Select the desired staff name from the dropdown option to apply.
7. Update.
How do I notify staff they've been assigned to an authorization?
We have a notification for this! Contact our Support Team through the Knowledge Base or by emailing support@set-works.com to enable.
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