Coverage

Coverage

What is Coverage and how do I manage it in SETWorks? 

For Administrators 
Coverage allows the assignment of specific consumers to a specific user to further limit access beyond departments. Privileges must be enabled to view or manage coverage.
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.

Coverage Privileges

IMPORTANT PRIV: Settings > Provider Build > Maintain Privileges > Consumer Index: 
Coverage must exist to be able to access the consumer record.

Settings > Provider Build > Maintain Privileges > Staff Management:
Enable Coverage (displays the Coverage tab on the Home Page & enables Coverage in Staff Management).
Enable the Coverage tab within Staff Management.
Is able to edit Coverage in Staff Management.

Access Coverage

  1. Click on the Staff Management  two silhouettes icon in the top right of the navigation bar.
  2. Select the Coverage tab.
  3. Click on the manage coverage button.


Manage Coverage

There are a few options of making assignments. 
  1. By staff - where a staff member is selected and all relevant consumers are assigned to that staff
  2. By consumer - the relevant staff are assigned to the consumer.


Other Information

  1. Coverage is not affected when a consumer is made active or inactive.
  2. Coverage is not affected when a consumer changes departments.
  3. Manually unauthorizing users will remove their coverage altogether.
  4. Coverage is also removed when a user's account is automatically unauthorized according to Provider Profile settings or lack of login (after 90 days). 

Coverage and Billable Group Records

What if there are multiple clients in the same record but I only have coverage for one of them?

If a user has coverage assigned to only one of the consumers in a group record, SETWorks will hide the goals section for the consumer(s) they don't have access to. Instead of the consumer's name, the "[No Access]" message will be displayed as a placeholder. 


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