Service Isn't Showing on Record

Why isn't my service showing in the Activity Record dropdown?

All Users

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.

Within an Activity Record or Appointment of any kind, there are a few items to check if a service is not appearing within the dropdown. 

Troubleshooting Recommendations

Service/Phase Utility

Navigate to Settings > Provider Build > Utilities: Service/Phase Utility

1. Search through services, or use the search bar to ensure the service has been entered into the system. 

2. If the service does not appear on the list, check the Service Status: ALL and ensure it has not been made inactive

3. If you're using Group Activity Records, ensure the Group Service checkbox is checked.

4. If you're using EVV services, the Required for EVV checkbox may need checked depending on the privilege settings.

Departments

Navigate to Settings > User Maintenance: [select User experiencing issues]

1. Ensure the User has access to the department the individual is in.

    NOTE: If the user is not within the same department as the individual they are searching for, they may not have access to the service the individual is authorized to receive.

• Related Articles

• Service Isn't Showing on Record

  Why Isn't a Service Showing on Record? Administrator There are a few reasons why a service may not be showing. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the ...

• Intervention/Assessment Keys Aren't Showing in a Record

  Why aren't intervention/assessment keys showing in my Activity Records? (for Task Analysis) All users Intervention/Assessment keys (also known as Task Analysis prompts or I/A keys) are used in SETWorks to gather quantitative data on a ...

• Service Isn't Showing on Authorization

  Why isn't my service showing in the Authorization dropdown? Managers, Administrators 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 ...

• Authorization Isn't Showing on Record

  Why isn't my Authorization showing in the Activity Record dropdown? All Users 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 ...

• Service Types - Configuring Service Type

  How do I create service types? Administrators The Service Type Utility is used to create & maintain your agencies Service Types. Service Types are used to group like services together and are strictly used within the Billable Group Activity Record. ...