You can sign a record from a few different areas within SETWorks. This article will show you 4 methods.
Methods of Signing Records with Instructions
Activity Records (AR) index.
This view allows the ability to access multiple consumers, multiple staff, and a variety of other filters. This method limits to signing one AR at a time, requiring your PIN each occasion.
- Select Activity Records at the top of SETWorks.
- Select 'Sign as Staff' within the AR.
- Insert pin.
- Sign.
Consumer Profile.
This view allows the ability to access one consumer but all their ARs regardless of staff and service. This method limits you to signing one AR at a time, requiring your PIN each occasion.
- Select Consumers at the top of SETWorks.
- Select consumer profile.
- Select Activity Records tab in the list on the left.
- Select 'Sign as Staff' within the AR.
- Insert pin.
- Sign.
Sign and Close (sign & close) - Billable Group Activity Record
This view allows users to sign from within the (Billable Group) Activity Record. This method limits to signing one AR at a time, requiring your PIN each occasion.
Required privilege:
Is able to sign Billable Group Activity Records from within the Activity Record.
To sign a record using the save & sign feature, follow the steps below:
- First, ensure you are eligible to sign the record.
- Second, locate and open the Activity Record.
- Next, click the "sign & close" button rear the top right corner of the record.
- A pop-up dialogue will prompt for a PIN. Enter your PIN and select Submit.
In the instance that a user has more than one role assigned (generally not recommended) then the user will see a dropdown showing the roles that are allowed to sign the record. They can select which of the roles they want to sign as and then select "sign & close" to sign as that role. See the screenshot below for an example:
It is generally not recommended that you assign users more than one role at a time. If you have questions about managing roles and privileges, please contact
support@setworks.com
Review and Sign (Activity Records).
This view allows the ability to access multiple, multiple staff, and a variety of other filters (depending on privileges). This method allows you to sign multiple ARs at a time, requiring your PIN once.
- Select Add... from the 'select' dropdown on the mid-right of SETWorks.
- Select Review and Sign (Activity Records)
- Select filters as desired.
- Select 'Staff' on each AR.
- Insert pin.
- Sign.
NOTE: If you have access to view multiple staff, double check the details of the AR (such as staff name) to ensure you are signing correctly as yourself as 'Staff' or counter signing as 'Manager'.
Modifying ARs and Signature Removal
After a record has been counter-signed it generally becomes eligible for billing (TCM and certain services do not require signatures). Once billing has been submitted the record goes into a "billed for" status which prevents any further modifications.