All Activity Records
File Acknowledgement
What is File Acknowledgement? Files that are uploaded into SETWorks can be required to be acknowledge by staff prior to staff documenting on the applicable consumer. Video https://youtu.be/_of4QaeLRS4 Privileges Settings > Provider Build > Maintain ...
SETWorks Webinar - July 2023 - Scheduling
On July 19th 2023, SETWorks hosted a live webinar about the Scheduling View in SETWorks. You can view the recording from the link below: https://www.youtube.com/watch?v=DfX0ZqL0BIw Privileges required to use these features: Scheduling Settings > ...
SETWorks Webinar - March 2023 - Mileage
On March 15th 2023, SETWorks hosted a live webinar about Mileage in SETWorks. You can view the recording from the link below: https://youtu.be/kGtZxvWKr5k References: Mileage - The What Configuring Mileage Rates Mileage - NonBillable Activity Records ...
Activity Record History
How do I view an audit log of an Activity Record? All Users Activity Record history serves as an audit log and allows users to view activity of an activity record. About Activity Record History All new updates to an activity record will be saved to ...
Monthly Support Webinar - August 2022 - Scheduling
Scheduling Webinar On August 31st 2022, SETWorks hosted a live webinar about Scheduling. You can view the recording from the link below:
Monthly Support Webinar - June 2022 - Billability
Billability Webinar On June 29th 2022, SETWorks hosted a live webinar about Billability. You can view the recording below: Featured Reports Staff Billability Report
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 ...
Billable Percentage versus Billability - The What
What is the difference between Staff Billable Percentage and Billability? Staff Billable Percentage is a performance indicator of Direct Support Professional (DSPs). DSPs are the primary way IDD agencies make money in a fee-for-service delivery ...
Billability - The How
How do I configure and calculate Billability? Billability allows organizations to think beyond a typical Billable Percentage and include activities they wish to incentivize or encourage, exclude activities they want to see minimal amounts of, and ...
Sign & Close
How Do I Use the Sign & Close Feature to Sign My Activity Record? Administrators, All Users Sign and Close (sign & close) - Billable Group Activity Record This view allows users to sign from within the (Billable Group) Activity Record. This method ...
Intervention/Assessment Keys - The What
What are Intervention/Assessment Keys? All Users Intervention/Assessment (I/A) Keys are how SETWorks refers to the keys used in activity records that collect quantitative data. They appear in the data collection portion of SETWorks - the Activity ...
Create an Original Appointment - The Basics
What is an appointment? How do I create an Appointment? One-Time or Recurring? Managers Appointments allow you to put a placeholder on the calendar. An appointment does not require many details aside from staff, date and time, and subject. ...
Transferring Activity Records to a Different Authorization
Staff documented on the wrong Authorization - how do I fix this? Administrators - [advanced] On occasion, staff have accidentally documented on the wrong authorization for a period of time. This could be because they did not see the correct ...
Activity Record (creation limits) - Weekend / Holidays
How does it work to limit Activity Record creation when we have a holiday or weekend? Administrators Activity Records have limits set via privileges to control how far back or forward Activity Records can be created. By default, weekends and ...
Add an Addendum to a 'locked due to billing' Activity Record
Can I modify a 'locked due to billing' Activity Record? All Users After an activity record has been locked for billing, the content of the note is no longer able to be modified. However, it is still possible to create an addendum to the locked note, ...
Create an Activity Record - The Where
Where can I access and create Activity Records within SETWorks? Direct staff, Everyone You can create a new record from a few different areas within SETWorks. This article will show you 5 different methods of creating a record. There are a several ...
Billable vs. Non-Billable
What's the difference between billable and non-billable records in SETWorks? Billable records are used for tracking interactions between staff and consumers and can be used to bill a funding source for reimbursements. Non-billable records are used ...
Signing Activity Records v2.0
How do I sign my activity record? All Users, Direct Staff, Everyone You can sign a record from a few different areas within SETWorks. This article will show you 4 methods. There are a several different ways to sign an activity record (AR) in ...
Activity Records & Signature Workflow
What happens when I sign an Activity Record? 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 ...
Deleting Activity Records
How do I delete Activity Records Administrators SETWorks allows Activity Records to be deleted by those roles that have permission to do so. Activity Records are an essential element to documenting and proving the service was provided according to ...