Billable Group
SETWorks Webinar - September 2024 - Dissecting a Group Activity Record
Recording On September 18, 2024 SETWorks hosted a live webinar: Dissecting a Group Activity Record. You can view the recording below: https://youtu.be/AtN4oP3GbZQ Example Layouts: Simple / Streamlined Layout: Primary Features: Date Service Type OR ...
Group Completion Status Report
How can I view incomplete Billable Group Records in an Excel-compatible report? The Group Completion Status Report can be used to search for incomplete records. Note - This report supports the Billable Group Activity Record only.
Billable Group Records - Completion Status
On April 12th, 2024, SETWorks released a new feature for Billable Group Activity Records. The record completion status will now be displayed inside the activity record. Please see the video below for a brief overview: https://youtu.be/AzkFjawEJfQ ...
QA Comments
What are QA Comments? Administrators QA (Quality Assurance) comments are a way to leave feedback on billable group activity records and track the QA status to manage record completion. Administrators can leave feedback comments requesting changes to ...
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 ...
Adding Multiple Time Entries within the Group Activity Record
How do I add multiple time entries within the Group Activity Record? Direct Staff, Everyone Billable Group Activity Records allow for multiple time entries to be added for both staff and consumers. Perfect for when staff need to leave for an ...
February 1, 2022 Complete/Incomplete Logic Changes
Please review the following article if you received communication from SETWorks the week of January 10, 2022, regarding important changes to the Complete/Incomplete Logic on Billable Group Activity Records. What Changed? SETWorks discovered an issue ...
Billable Group Activity Record Complete/Incomplete Logic
How Does SETWorks Determine if a Record is "Complete"? Managers, Administrators SETWorks has two ways of assessing whether an activity record has enough documentation in order to be considered "Complete". The first is to check whether each consumer ...
Monthly Support Webinar - July 2021 - Group Records
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 ...
Mileage - Billable Group Activity Records
How do I record Mileage 2.0 on a Billable Group record? All users, Administrators Visit the Mileage - The What to learn about mileage privileges and options. Mileage can be documented directly within a Billable Individual record. Check other SETWorks ...
Managing Intervention/Assessment Keys - Group Activity Records
How do I manage Intervention/Assessment Keys for Billable Group Activity Records? Administrators Intervention/Assessment (I/A) Keys are how SETWorks refers to the keys used in activity records that collect quantitative data. Terminology can be ...
Create a Billable Group Appointment - The Basics
How do I create a Billable Group Appointment? One Time or Recurring? All Users Billable Group Appointments function differently than original and individual appointments in that they allow for multiple consumers and staff to be scheduled within one ...
Intervention/Assessment Keys - Customized per Consumer Goal (Billable Group Activity Records)
How do I customize Intervention/Assessment Keys per Consumer Goal? Managers, Admins Billable Group Activity Records allow for additional customization of Intervention/Assessment (I/A) keys. Once I/A keys are configured in the utility, they can be ...
Create a Billable Group Activity Record
How do I complete a Billable Group Activity Record in SETWorks? Direct Staff, Everyone Billable Group Activity Records function differently than Individual Activity Records in that they allow for multiple consumers and staff to be scheduled within ...