Services
Essential Answers - Forms
What are essential answers on forms? Administrators Essential answers is a feature in SETWorks that allows you to make certain form questions and their responses visible from the forms grid. No more opening the form and scrolling, information will be ...
Form Severity
How do I change the severity level of a form? Form Severity All forms now have the ability to be marked as High Severity or Low Severity upon creation. All forms are a Normal Severity by default. Changing the Severity of a Form Navigate to the ...
Appointment Forms - The Workflow
What are Appointment Forms and how do I use them? Administrators Please review Appointment Forms - Configuring Appointment Forms to learn how to configure your system to use Appointment Forms. Appointment Forms Forms can be used to create calendar ...
Appointment Forms - Configuring Appointment Forms
How do I configure Appointment Forms? Administrators The Form Builder is used to create & maintain your agencies forms. Appointment Forms are just normal forms with a few additional settings configured, and therefore are configured in the Form ...
Assigning Services to Departments
Assigning Services to Departments Administrator This article will show you how to assign Services to a specific Department Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
Service/Phase Utility - Variable Rates
My Funder Allows for Staff to Bill Individualized Rates - How Do I Use the Variable Rates Feature in SETWorks? Administrators SETWorks has the ability to bill the same service at different rates based upon staff experience and training. Using ...
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. ...
Service/Phase Utility - All About the Service/Phase Utility
How do I create services and/or service phases? Administrators The Service/Phase Utility is used to create & maintain your agencies services and service phases. There are core components that are required to be configured in order to effectively ...
Service/Phase Utility - Getting Started
How Do I Add New Services for Billing? Administrators The Following will show you how to add or edit new Services for Billing. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...