Monthly Support Webinar - August 2021 - Individual Records

Monthly Support Webinar - August 2021 - Individual Records

Billable Individual Activity Records Webinar

On August 25th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: 




The SETWorks Billable Individual Activity Record is ideal for 1:1 situations - where there are one staff and one client. The functionality makes it perfectly suited for employment program services. The simplicity of the Individual Record makes it easy to use on phones and mobile devices. 

The Individual Record allows users to: 
  1. Document on Outcomes and Goals, Action Steps and Tasks
  2. Assign a Job Placement
  3. Capture Job-Specific, Network, Funding Source, and Consumer Communications
  4. Create a Consumer at Work Record
  5. Complete Forms and Upload Files
  6. Track Mileage
The Individual Record is compatible with many reports within SETWorks. Our favorites are:
  1. Custom Report Builder - The Custom Activity Record Report can display Clinical Events that were recorded in a group activity record.
  2. Consumer At Work Report (Ad Hoc Report) - Great for viewing Consumer at Work records in one view.
  3. Staff Mileage Report Export - Shows Mileage information per Staff, including transportation, consumer, and authorization information, formatted for Excel.
  4. Activity Records Intervention Assessment Key Monthly Summary Report - View goal keys (intervention and assessment keys) in one summarized view.
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