A cloud-based system for running your Disability Service agency more effectively and efficiently.

Organizations use SET-Works to manage their client records and all documentation and reporting needs, across all their programs.

SET-Works connects directly to funders, and interfaces with internal billing, payroll, and HR systems.

A cloud-based system for running your Disability Service agency more effectively and efficiently.

Organizations use SET-Works to
manage their client records and
all documentation and reporting
needs, across all their programs.

SET-Works connects directly to  
funders, and interfaces with 
internal billing, payroll, 
and HR systems.

Contact us at 816-605-5682 or sign up for a personalized demo »

What is SET-Works?

SET-Works...

...manages I/DD agencies

Benefit from the hundreds of features built for I/DD agencies.
Built from the ground up for Intellectual/Developmental Disabilities (I/DD) agencies, SET-Works has been created to manage entire agencies, from comprehensive client records, to service documentation through billing, accounting, HR, time keeping, document storage, payroll, and much more.
Learn more »

...manages Client Records

Manage the entire client record within SET-Works.  Go paperless.
All data - from basic demographics, extensive health and medication data, ISPs, authorizations, goals, files, forms, and much more - across all services and departments - are shared within one organized client record.

Unlimited Document Storage is included with every plan.
Learn more »

...handles all documentation needs

Supports all I/DD workflows:  For Direct Services and Service Coordination/Case Management.For Direct Service programs:  Employment services, Day services, Residential services, ISL's, ILS's, Community services, Home Skills, In-Home Support, Rehabilitation services, Transportation, and others - SET-Works supports specific documentation, scheduling, forms, timekeeping, and billing needs.

For Service Coordination/Case Management:  Built to support the entire service coordination workflow - log case notes, track client services, complete monthlies/quarterlies, auto-track due dates for key activities (e.g. quarterlies), auto-validation of data, electronically bill and reconcile billing (837/835 - replaces CMS1500), and much more.
Learn more »

...communicates with your accounting, payroll, and billing systems

Streamline operations and eliminate manual data entry.
We believe that enabling systems to talk to one another will help streamline operations, which in turn increases efficiency, decreases errors, increases productivity, and allows staff to spend more time serving their clients.

Learn more » 


...is secure

Have peace-of-mind that all your data is safe.
SET-Works uses enterprise-level security.  SET-Works is secure, is monitored 24/7, has redundant systems at every level, and backups occur multiple times per day.

Our expertise lies in effectively managing the system, so you can focus on providing great services.

Data entered into the system belongs to the agency.
Learn more »

...is loved ♥

Our clients love the benefits of SET-Works & the support we provide.
SET-Works is loved by agencies.  In fact, we would be more than happy to put you in contact with any one of our clients to ask them directly how SET-Works has impacted their organization.
"We've used 6 or 7 other systems, and the support with SET-Works is in a whole other universe... don't expect this kind of support with other systems or you will be SORELY disappointed."

- BRIDGET HASSAN, Employment and Residential Services Director, Easter Seals UCP
"SET Works is the best. It is user friendly, easy to learn, and they have the best customer service. It’s been a life-saver for us..."

- DUFFY PALMER, Senior Director, ARC of the Triangle
  

One complete client record across all services and departments

All data - from basic demographics, extensive health and medication data, authorizations, goals, files, and much more - across all services and departments - are shared within one organized client record.

Explore SET-Works for more » 

Handles unique documentation needs for all I/DD and MH services

Built for I/DD and MH from the ground up, SET-Works naturally supports daily/monthly/quarterly and annual documentation workflows.  Work is easily scheduled, attendance taken, goals documented on, and reports easily generated to get the output you are looking for.

Explore SET-Works for more »

Integrates with Accounting, Payroll, Funding Sources, and more

We strongly believe that enabling systems to talk to one another will help streamline operations, which in turn increases efficiency, decreases errors, increases productivity, and increases time spent serving the client.

View what systems we integrate with »

Accessible from anywhere, on any device, and is completely secure

SET-Works is available from a laptop, tablet, and phone, from the office, on-site, or at home - anytime.

The system uses military-grade security.  The servers are monitored 24/7, with redundant systems at every level, and backups occurring multiple times per day.

Explore SET-Works for more »

SET-Works is powerful, easy-to-use, and comprehensive

  
SET-Works streamlines data across an organization
Internally, SET-Works handles all service documentation needs, and data is shared from/to accounting, payroll, HR, billing, and other systems.
Externally, SET-Works is available to case coordinators and auditors, and interfaces with funders, gateways, and others.

What clients say about us

“Much of our success can be attributed to the SET-Works program.”

Tommy Cox
Director of Vocational Services, RHA Howell

“The SET-Works team replies to our needs in less than 24 hours... they have proven that they listen to us by implementing some of our suggestions.”

Jeannine Pavlak
Executive Director, NEBA

“I've been waiting on this since 1982!”

Mary Sullivan-Thomas
Executive Director, Community Opportunities

“I don’t always like work.  But I can't wait to go to work now to play with SET-Works!  I feel like Stuart on MAD TV!“”

Melissa
Supervisor, Person Industries

Loved by many agencies around you

Quick Answers:  The What, Who, and Why

What does SET-Works do?

SET-Works streamlines the management of clinical and financial information allowing agencies to deliver services more effectively and efficiently. SET-Works is used in many agencies as a proven replacement for paper forms, spreadsheets, access databases, customer relationship management (CRM) systems, and other tools for managing and processing information.

Who uses SET-Works?

SET-Works is used by a wide range of service organizations that support and care for people with disabilities and other service needs. Agencies serving one individual to thousands have chosen SET-Works as their primary tool for managing their services organization.
SET-Works assists agencies that provide a wide range of different services — employment services, residential, community, and day services, rehabilitation services, transportation, and more.

Why choose SET-Works?

In agencies across the United States, SET-Works has led to a significant amount of time saved, enhanced revenues, decreased expenses, improved financial and clinical audits, and a more effective and productive direct care workforce.

Want to hear directly from agencies using SET-Works?
We would be more than happy to put you in contact with our clients to ask them directly how SET-Works has affected their organization.

Simple to use

Advanced support for all services within the Intellectual/Developmental Disabilities (I/DD) industry

Whether you provide residential services, employment services, day programs, transportation, case management, or any other I/DD service -- anywhere in the United States -- SET-Works has you covered!
  
 
  

One client record shared across your organization

One client record, with simple configuration options to control access

Administrators, Managers, Day Program Supervisors, In-Home Staff, Job Coaches, and any other role have access to the same basic client record.  From there, viewing, creating, and editing functions are all controlled through configuration tools.  Through this, HIPAA-compliance is met and duplicate data entry is eliminated.

Profile and Demographics

Extensive profile and customizable fields.

Daily Documentation

Data-entry screens are configurable to each service.  Create appointments, one-on-one records, group records, billable and non-billable.  It's all here.

Person Centered Plan

Configurable Intake Workflows and the Dynamic Forms Builder enables the system to be configured to your needs.

Incident Reporting

Basic and state-specific incident forms are available in the system.  Forms are generated and are exportable to PDF or printed.

Network Database: Guardians, Emergency Contacts, etc.

All contacts related to the client are entered and managed through the system.  Contacts can be easily e-mailed, or mailing labels easily printed, and the data auto-populates on emergency reports and other reports.

Authorization Tracking

Service authorization tie everything together.  The system automatically tracks authorization hours and sends reminders when it runs low on hours or expires.  Billing and timesheets and calendars are just a click away.

Client Data:

Client Data:

Client Data:

  • Demographics
  • Authorization Tracking
  • Objectives / Outcomes / Goals
  • Incident Reporting
  • Network Contacts:  Guardians, Emergency Contacts, Hospitals, Doctor's, etc.
  • Health Data / eMAR / Doctor's Orders / Vital Signs / 
  • Consent Forms, Release of Information Forms, Disclosure Forms, Authorization Forms
  • Event Tracking: Annual Dates, Quarterly Dates, etc.
  • Scheduling
  • Consumer Demographics
  • Consumer Health Information
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer Demographics
  • Consumer Health Information
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer
  • Consumer

One shared client record across all your services.

Explore the sections below to discover how SET-Works supports your services.

The most comprehensive employment services system on the planet, built from the ground up to improve matches between clients and employers

Contact 
Management System

All data across services are shared within one organized client record.  Demographics, Guardians, Health/ Medications/Doctor's Orders, Electronic Forms, Scanned Documents, and much more.

Knowledge 
Management 
System

Built for I/DD services, SET-Works naturally supports common I/DD documentation workflows.  Work is easily scheduled, Attendance easily documented, and reports easily generated to get the output you are looking for.

Customer Relationship 
Management System

We strongly believe that enabling systems to talk to one another will help streamline operations, which in turn increases efficiency, decreases errors, increases productivity, and increases time spent serving the client.

Over 200 Reports available

Reports are available for nearly any purpose, from outputting basic documentation, to productivity reports, staff and client calendars, emergency reports, billing reports, and much more.

Staff depend on SET-Works to run their day programs

Default Schedules for clients
Complete all documentation in a group on one page
Write progress notes on goals, including task analysis/prompts
Print out schedules/calendars for clients and staff
Track authorization hours
Complete state-specific incident forms
Track and mark when medication was administered.  Easily view interactions and side effects.
Doctor's Orders

Staff depend on SET-Works to run their residential homes

Track attendance and print or export the data for billing
Default Schedules for clients
Complete all documentation in a group on one page
Schedule single and recurring appointments for staff and clients
Write progress notes on goals for each individual client, including task analysis/prompts, and easily view trends in progress on goals
Print out schedules/calendars for clients and staff
Track authorization hours
Complete state-specific incident forms
Track and mark when medication was administered (eMAR)
Doctor's Orders
Easily view interactions and side effects.

Use SET-Works on-the-go to support community services

Track Attendance
Default Schedules for clients
Complete all documentation in a group on one page
Schedule single and recurring appointments for staff and clients
Write progress notes on goals for each individual client, including task analysis/prompts, and easily view trends in progress on goals
Print out schedules/calendars for clients and staff
Track authorization hours
Complete state-specific incident forms
Track and mark when medication was administered (eMAR)
Doctor's Orders
Easily view interactions and side effects.

Supporting the entire Case Management workflow with:

Modernized Case Management Notes

It's a breeze for Support Coordinators to write their
notes.  The system has many functions to for quality control, such as
checks on length of message, spell checking, character counts, late
documentation support, and others.  Drives specific reporting on quality
control (length of message, spell checking, character checking, late
documentation support.

Electronically Bill directly to MO HealthNet

Electronically bill (automatically without exporting/importing).
Also view a live status of claims, and reconcile errors if they occur.
 All directly from within SET-Works.  Fully electronic claims, live status updates, notifications, 835
reconciliation, resubmitting, pre-billing/post-billing reporting, investigation
into errors, and more.

Reconciliation alone saves countless hours throughout a year.

Bypass CIMOR

Consumer demographics, waiver statuses, and authorizations automatically transfer
into SET-Works.  Many staff at agencies have exclaimed how difficult CIMOR can be and have thanked us extensively for how easy it is to use SET-Works in comparison.

Meets all reporting needs

SET-Works comes with 180 reports to meet any organization need,
from billing, HR, data integrity validation, accounting, payroll, mileage and
expenses, audits, accreditation outcome tracking, productivity reports, and
much more.

Export all reports into Excel, CSV, PDF, and other formats.

Quality Control System to track organizational Outcomes

Automatically track all your CARF outcomes and goals, making
CARF surveys and audits easy.  Simply run a report for any date range to
see how each of your departments or programs are tracking.

Synchronizes with Direct Service Providers

Authorizations, monthlies, and other applicable information can
be electronically shared between the direct service provider and you.

Most established in Missouri

Many organizations are using SET-Works for their TCM and direct
service needs.  We'd be happy to put you in contact with any one of them.

We are billing experts

HIPAA-Compliant Electronic Billing

SET-Works provides a HIPAA-compliant web-based electronic billing solution for providers that have
funding agencies that accept standard electronic billing formats.

Supports global standards in electronic billing formats for Healthcare data

SET-Works utilizes the HIPAA EDI 837 Health Care Claim Transaction Set and the HIPAA EDI 835 Health Care Claim Payment/Advise Transaction Set.  For less-sophisticated funding agencies, SET-Works provides various billing reports and CSV export options for simplifying more manual billing processes.

Automated validation checks to ensure data is ready to be billed

SET-Works validates data as it is entered, as well as notifies billing staff of errors that may lead to billing being rejected.  Addresses are validated against the USPS database, medicaid statuses are validated, ICD9/ICD10 codes are validated, and much more.

Cost-effective

The SET-Works Billing/Claims Management solution is a cost-effective approach friendly to organizations ranging from 5 employees to thousands.

Features:

Fully electronic claims submissions, reconciliation & resubmitting of claims

Live status of submitted claims with instant detailed responses

Live support for reviewing and resolving claims errors

Complete archive of submitted batches/records

Compatible with most financial systems in addition
to paper-based invoices for traditional billing purposes

Pre-Billing and Post-Billing Reporting

  

SET-Works interfaces with a variety of different systems

We take extreme care to ensure the safety of our clients' data

Quality  
We notice the details

SET-Works employs the highest quality standards for the technology and infrastructure, with a track record of availability above 99.99%.

Data Security
Have peace of mind with redundancy at every level

Redundant power systems protect against power
surges and system failures, and 24x7x365 monitoring and maintenance ensures
consistent stability and reliability of the hardware.

To protect data in the case of critical system failures,
backups are captured and distributed to multiple secure locations multiple
times per day.

HIPAA Compliance
Audit-ready every day

SET-Works is HIPAA compliant at every level.

Cyber Security
You decide who sees your data

SET-Works is protected by enterprise-grade HIPAA compliant SSL security, and the system is maintained and monitored 24x7x365 to ensure optimal defense against any security threats.

No one sees your data without your permission.

Plans & Pricing

No credit card required. No risk, 30-day money back guarantee!

Starter

$15 /month
500 Data Points
1 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Professional

$30 /month
2000 Data Points
1 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Startup

$75 /month
5000 Data Points
3 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Business

$250 /month
15000 Data Points
10 Team Member
Priority Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan
Need more Data Points or Team Members? Please contact us.
Some of our wonderful clients:

Web Application

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Mobile App

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We work with a wide range of systems

We strongly believe that enabling systems to talk to one another helps streamline operations, which in turn increases efficiency, decreases errors, increases productivity, and increases time spent serving the client.  Regardless of what systems you use, we work hard to make sure we work with your system(s).

Electronic Billing:

Payroll:

Accounting:

Do you use other systems not listed?

Not a problem!  We work with a lot of other systems.  Contact us to discuss how we can integrate with yours.

Is SET-Works a great fit for your agency?
Sign up for a demonstration and find out:

Step 1: Fill out this form, call, or e-mail us.

Step 2: We will explore your needs, and if you would like, we will setup a web conference to demonstrate SET-Works and answer any questions you have.  A product and technical expert always attends to ensure we're prepared to answer both general questions and to dig into specific details.

Step 3: You're blown away by SET-Works, and we form a partnership with the goal of improving your organization.

We appreciate your interest.  You will be contacted shortly!

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 info@set-works.com
  816-605-5682
Explore SET-Works further »