Authorization Overview Report - Best Practices

Authorization Overview Report - Best Practices

How can I effectively use the following reports? 

  1. Authorization Overview Report with Frequency Information
  2. Authorization Overview Report with Frequency Information, Units and Percentage
The Authorization Overview Report is a versatile report that can be used for a few different tasks: 
  1. Viewing hours used and hours remaining at a glance
  2. Finding consumers without Authorizations
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.

Here's how we typically recommend using these reports:

  1. Select a consumer.
  2. Set the From Date Range to any date before the earliest authorization begins. (In the example we use 1/1/2010)
  3. Set the To Date Range to any date after the last authorization ends. (In the example below we use 1/1/2030)
  4. Generate the report.


View the information within SETWorks, or export to another program such as Microsoft Excel for easy manipulation. 
The Hours, Hours Used, and Hours Remain columns display the total hours, amount of hours consumed, and amount of hours remaining, respectively. 

Use the Include all Consumers checkbox to display all consumers regardless of whether they have an authorization. 
If a consumer has no authorization, they will be displayed at the top of the report. 


    • Related Articles

    • Job Placement List Report Extended Content - Best Practices

      How can I use the Job Placement List Report Extended Content Effectively? Managers, Administrators This report can be used to report on consumer employment data. I.e. information from the Job Placements tab on the Consumer Profile.  Job Placement ...
    • Monthly Support Webinar - April 2021 - Reports

      Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below:  Topics Discussed Topics discussed include: How to access the Reports tab.  How to mark a Report as a favorite.  How to ...
    • Authorizations 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 ...
    • Employee Persons Served Report

      What's the logic behind the data in the Employee Person Served report?  All Users Authorizations are included on the report if the authorization span occurs within the filter date range. Career Consultant = Authorization > Assigned Staff - or - (if ...
    • Pennsylvania ResHab Re-authorization Process

      Overview For Residential (ReshHab) services in Pennsylvania, Consumers are typically authorized for three different Services. The Service codes can vary but Consumers are generally authorized for with day supports, without day supports, and an ...