Group Completion Status Report

How can I view incomplete Billable Group Records in an Excel-compatible report?

The Group Completion Status Report can be used to search for incomplete records. 

Note - This report supports the Billable Group Activity Record only. 

• Related Articles

• Billable Group Activity Record Complete/Incomplete Logic

  How Does SETWorks Determine if a Record is "Complete"? Managers, Administrators SETWorks has two ways of assessing whether an activity record has enough documentation in order to be considered "Complete". The first is to check whether each consumer ...

• Billable Group Records - Completion Status

  On April 12th, 2024, SETWorks released a new feature for Billable Group Activity Records. The record completion status will now be displayed inside the activity record. Please see the video below for a brief overview: https://youtu.be/AzkFjawEJfQ ...

• Creating Your First Report in the Advanced Report Builder

  Creating Your First Report in the Advanced Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced ...

• 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 ...

• SETWorks AI Assistant for the Advanced Report Builder

  SETWorks AI Assistant for the Advanced Report Builder The SETWorks Advanced Report Builder (beta) includes a SETWorks AI-powered assistant designed to simplify your reporting experience. This article will guide you on how to effectively use the AI ...