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:
Document on Outcomes and Goals, Action Steps and Tasks
Assign a Job Placement
Capture Job-Specific, Network, Funding Source, and Consumer Communications
Create a Consumer at Work Record
Complete Forms and Upload Files
Track Mileage
The Individual Record is compatible with many reports within SETWorks. Our favorites are:
Custom Report Builder - The Custom Activity Record Report can display Clinical Events that were recorded in a group activity record.
Consumer At Work Report (Ad Hoc Report) - Great for viewing Consumer at Work records in one view.
Staff Mileage Report Export - Shows Mileage information per Staff, including transportation, consumer, and authorization information, formatted for Excel.
Activity Records Intervention Assessment Key Monthly Summary Report - View goal keys (intervention and assessment keys) in one summarized view.
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Billable Group Activity Records Webinar On July 28th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: The SETWorks Billable Group Record is the most full-featured record in SETWorks and ...
Employment Webinar On September 28th 2022, SETWorks hosted a live webinar about Employment. You can view the recording from the link below: https://youtu.be/jMJcwo0NQdM Topics Discussed Employers Job Placements Activity Records Individual Consumer ...
Annual Reporting Webinar On January 26th 2022, SETWorks hosted a live webinar about Annual Reports. You can view the recording from the link below: Featured Reports: Demographics Dashboard Served, based on Records Consumers Served Dashboard Job ...