Managing Intervention/Assessment Keys - Individual Activity Records

Managing Intervention/Assessment Keys - Individual Activity Records

How do I manage Intervention/Assessment Keys for Billable Individual  Activity Records? 

Administrators
Intervention/Assessment Keys are how SETWorks refers to the keys used in activity records that collect quantitative data.
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.
First identify which activity record type you're using by opening your billable documentation and checking the heading.
Individual and Group Activity Records manage I/A keys in separate utilities - there are separate Support articles to describe each.



Access I/A Key Utility - Billable Individual Activity Records

Settings > Provider Build > Utilities: Intervention/Assessment Key


Create and Configure I/A Keys

Select the tab: Intervention Keys or Assessment Keys
   Assessment:  Helps identify which outcomes, goals, or strategies were assessed during this day of service. Example: Completed, Not Applicable, Progress Made
   Intervention:  Typically consists of interventions provided during a service with an individual. Example: Verbal Prompt, Physical Assistance, etc. 

Service(s):  Select Service(s) 
Description:  Enter a description - this is what you want to call the key (e.g., Verbal Prompt)
Code (Abbreviation):  Enter a code - this is what appears within the documentation (e.g., VP)
Max Count:  Select an amount or enter 1 to appear as a checkbox - this is the max number a staff can use when documenting on the strategy
Sequence:  Select a sequence - this is what order the keys will appear within the activity record
Save Key to Selected Serve: Click to save.

Select the alternate tab (Intervention Keys or Assessment Keys) and repeat the steps.



Edit I/A Keys

Within the bottom table titled Review/Modify Keys, select the service from the dropdown.
Select Edit on the key of choice.
Modify as desired.
Update. 




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