Complete an Activity Record (Billable Individual) - The How

How do I complete a Billable Individual Activity Record within SETWorks?

Direct Staff, Everyone

Creating and completing billable activity records (AR) is the SETWorks way of completing documentation for services. Billable Individual Activity Records are best used for 1 to 1 services (one staff per client).

There are a several different ways to create an activity record (AR) in SETWorks. Depending on how your SETWorks is configured, your view of Billable Individual Activity Records may be slightly different. Reach out to your manager to learn more about how to fill out your activity records to completion and what exactly is required by your organization to fulfill documentation.  Always refer to the direction provided by your SETWorks administrator above the information in the following article. 

Terminology can be modified within SETWorks to better fit the needs of your organization. Your activity records may be named something else in your SETWorks site. Reach out to your local administrator to assist in translation. 

Completing a Billable Individual Activity Record

Time:  Select the start and end time from the time picker icons.

Date:  Select the date. Select the down arrow to open the calendar icon.

Department:  Filter by Department

                        NOTE: The selection here further limits the list of consumers.

Consumer: Select consumer.

Authorization: Select applicable authorization.

Goals: Complete the documentation for each goal/step. If applicable, fill out the Intervention and Assessment keys. 

Additional Comments: Complete additional comments text box, if applicable.

Save. Select your save options: Save, Save and Sign, etc.

If you see additional fields or check boxes on your activity records, please contact your manager or local administrator to understand how your organization uses these elements to collect documentation details. 

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