View Consumer Information
Administrator, Manager
This article will explain how to view Consumer information in SETWorks.
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.
1. Click the Consumer Link in the top-left.
2. Search for a Consumer.
3. Click the name to open the Consumer Profile in a new tab or click anywhere on the row to open the Consumer Profile in the same tab.
4. Click Edit Record on the right side in the Consumer Profile to make any updates.
Related Articles
Configuring Consumer Benefit Information
How do I store and configure consumer benefit information? Administrators If your organization has a certified Benefit Planner on staff, this is for you! SETWorks offers a feature to help store and track consumer benefits to help track SSI and ...
Create a New Consumer
Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
View or Edit Authorizations
How do I view or edit an Authorization? Managers, Administrators SETWorks stores authorizations within the consumer's profile. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
Scheduling View in SETWorks
Overview SETWorks scheduling view makes it easy to create, view, and modify staffs and consumers schedules if using the group record. Scheduling view is designed exclusively for the billable group appointment and billable group activity record. It ...
Managing Intakes and Referrals in SETWorks
How can I utilize SETWorks to manage our intake and/or referral process? Administrators, Department Leads The process of providing a person your services always starts with a referral and intake. Your organization might receive a referral via paper ...