The Client Record

Everything in SETWorks is person-centered through the client record. Every piece of an individual’s information can be viewed in one location, from guardian information, files, ISP, goals, authorizations, case notes and more.

A Comprehensive Profile

The client record is the home for all information about an individual, is shared across programs and includes:

Extensive demographic data
Communication preferences
Unlimited unique identifiers such as SSN and Medicaid IDs
Physical and behavioral characteristics
Custom fields to support unique provider needs
Event and milestone tracking
Designated staff access so they only see what they need to see

Health and Medication Administration Record (eMAR)

All of an individual’s health information in one place

Medication tracking and administration
Vital signs
Clinical events like sleep positioning and bowel movement tracking
Incident, accident and seizure reporting
Scheduling and documenting doctor visits and orders

Network Contacts

All contacts such as parents, guardians and doctors are entered and managed through the individual’s record

Unlimited File Storage

There are no limits on file storage in SETWorks

Upload and organize an unlimited number of files of any file type or size
Automatically add relevant records to an individual’s profile upon creation
Files are backed up and each revision is archived
Files are secure behind high-grade SSL encryption and stored on HIPAA-compliant servers.

Incident/Event Reporting

Create generic and state-specific incident/event forms, then export, print, or email them. For unique form needs, the SETWorks team can reproduce forms using our forms builder.

Service Plans

Manage hours used and goals for each unique authorization in real time

Goal Tracking

Simplify daily log notes and prevent staff logging on incorrect goals

Track outcomes, goals and related information by individual per service
Link goals to authorizations so only the correct goals appear when each service is being documented
Show an individual’s progress over time with goal reporting
Access an organization-wide view of goal progress of all individuals

Authorizations

Service authorizations tie everything together: When staff complete documentation, those notes are tied directly to authorizations in the system. In the individual’s profile, authorizations are linked to contracts and funding sources. This makes reporting and billing connected and easy.

Capture all standard authorization data including service hours/units, dates and funding sources
Supports unit or time-based and outcome or milestone-based authorizations
Milestone tracking with rates, complete/incomplete dates, invoicing and reporting
Automatically tracks authorization hours and sends reminders when the authorization runs low on hours or is about to expire.
Authorization hours can be limited on a daily, weekly or monthly basis.
Track usage by day/week/month, and display exact usage to staff when completing their logs
Run reports to view historical authorization usage, and forecast new authorizations to help plan service delivery

Forms

Go paperless with forms by auto-generating monthlies, quarterlies and more

Many common state forms are available in SETWorks and we are always adding more.
Monthlies and quarterlies, surveys, consent forms, release of information forms, service plans, incident and event forms are just a few examples of what we already have available in SETWorks.
For all forms, fields can be auto-populated from any data throughout the system, including notes. This makes reviewing and adding comments quick and effective.