Support & Downloads

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Contact Info
198 West 21th Street, Suite 721
New York, NY 10010
youremail@yourdomain.com
+88 (0) 101 0000 000
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Managing Programs

Support for every I/DD program

Different I/DD programs across different funders and states vary significantly in terms of documentation and billing requirements - SETWorks was built from the ground up to handle these varying needs, and is customizable enough to handle individual agency differences as well. The SETWorks team works closely with every agency we partner with to ensure the system operates optimally for their needs.
managingprograms

Highlights

Employment Services

For over 10 years, SETWorks has been the cornerstone that has allowed many employment programs to succeed. We are passionate about providing the tools that enable organizations to effectively integrate clients into jobs and into the community.

Day Programs

SETWorks for Day Programs improves services and increases productivity through integrating all components of service delivery: Simplified scheduling, easy-to-complete progress notes, auto-generate monthly and quarterlies (and other forms), effortlessly manage client records, and much more.

Residential

Many factors are involved in running a successful residential program. From a management perspective, one of the hardest and most time-consuming aspects is keeping track of everything happening across (potentially) many locations – with staff, the clients, and the homes. SETWorks helps agencies succeed by providing a super simple interface for staff to use, while providing both staff and managers powerful tools to manage and oversee each and every part of the operation.

Community Services

Web-based systems alone provide the flexibility to do work from any place you like. SET-Works is securely accessible on any device with an internet connection, and therefore client records, phone numbers, prior notes, and everything you need to complete documentation is at your fingertips - on-site, at home, in the office, or from anywhere else.

In-Home/Respite Support and Personal Assistance

In the future, work will be able to be completed from anywhere. SET-Works is already there. Directly from the clients' home, staff can complete progress notes, fill out forms, review notes, and clients can fill out and sign forms electronically. Out of time? No need to head to the office - staff can save time and effort by going home for dinner, and completing work at their own leisure from home. As the work is completed, notes are instantly accessible by the manager for review and sign-off, and the service is instantly ready to be billed. Easy.

Transportation

SET-Works simplifies transportation services by providing a simple interface to log mileage, and to bill for the service.

Services

Employment Services

For over 10 years, SETWorks has been the cornerstone that has allowed many employment programs to succeed. We are passionate about providing the tools that enable organizations to effectively integrate clients into jobs and into the community.

Employer Database

Keep a database of all employers in your community and beyond:

Employer Profile 

For each employer, track basic contact information for the employer, and specific contacts at the employer.  Keep important notes on each employer to ensure every staff has the information they need.

Workplace Analysis 

Complete an extensive analysis of what it is like working at an employer, and what their requirements are in a hire.

Job Database

Job Openings 

Track job openings and all essential information related to the job.

Job Analysis 

Perform an extensive analysis on each job, detailing the position summary, duties, opportunities for customization, wage type, shift, wage rate, hours, day of week, education requirements, skill requirements, work environment, social interactions, and much more.

Job Search

Quickly find job candidates for a client by searching across all jobs in the system on many factors:  Opening date and status, job/position type, time commitment, location, and many other factors.

Customer Relationship Management

For job development and beyond, track all communication that occurs with each contact at an employer.  Then, run reports to view contacts across your organization, by staff, job type, client-relationship, and many other factors.

Job Placements

Track placements and all information related to the job:  Job type and duties, supervisor, benefits, schedule, wage & wage history, hired/termination date, event/milestone dates, job site health & safety, and more.

Employer/Client Map

View all employers on a map, and find employer candidates for specific clients based on client location and other details, then quickly find directions to the employer from the client or office.

Track all Authorization Lines, including Events/Milestones

Configure and track information for Events/Milestones/Outcomes (e.g. Discovery/Exploration, Placement, 30/60/90 Day Evaluation, Maintenance, etc.).  Run reports for each event by event type, staff, and other factors.

Generate Invoices

For funders that do not support electronic billing, generate invoices for each event/authorization line.

Full support for IPS model

SETWorks works with many organizations that provide IPS services, and has the tools and reports that have helped them achieve great Fidelity scores.

Agency Production

Manage all aspects of agency production:

• Track production on an item-by-item level, and task-by-task.
• Complete prevailing wage surveys.
• Track agency-wide rates and rate changes, and adjust rates on a client-by-client basis.
• Manage which items/task each client is working on on any given date, preventing chance of data entry errors.
• Generate productivity reports showing output on a department-by-department and client-by-client basis, with aggregates.
• Generate billing reports.
• Track attendance and integrate with a payroll system.

Proud long-term sponsor of APSE nation-wide

SETWorks has been supporting APSE members for over 10 years with their employment services.

Day Programs

SETWorks for Day Programs improves services and increases productivity through integrating all components of service delivery: Simplified scheduling, easy-to-complete progress notes, auto-generate monthly and quarterlies (and other forms), effortlessly manage client records, and much more.

Scheduling

Full support for complex scheduling needs:

  • Schedule Groups
  • Assign staff to each group
  • Create recurring appointments
  • Easily move clients and staff between groups, and change attendance
  • Share calendars
  • Print schedules for both clients and staff
  • Automatic handling of scheduling conflicts to prevent double-billing
  • Auto-assigned authorizations, making billing effortless

Default Schedules

Simplify the scheduling process by creating default schedules for clients.  Supports creating multiple schedules for the same client, for different departments/programs/staff.

Progress Notes

Use data entry screens created specifically for group services:

  • Complete all progress notes for all clients in the group in one screen
  • View comments from other staff on the same screen
  • Log on clients and any goals being worked on during the group, including completing task analysis (e.g. verbal prompts), and viewing trends on goals
  • Quick glance into each client and staff schedule
  • As a manager/supervisor, quickly review staff comments
  • As a manager/supervisor/staff, easily send secure messages to the staff in the group

Monthlies/Quarterlies

Customize monthly and quarterly forms, auto-populate necessary information, automatically aggregate data for the month/quarter, and include all progress notes (and other helpful information) to quickly and effectively complete the forms.

Electronic Billing

The billing system is integrated into the scheduling system:  When each group is created, the system auto-assigns authorizations to each group.  Behind the scenes, authorizations are tied to contracts and funding sources.  Data entry is kept simple for staff, and billing becomes effortless.  Data never needs to be entered twice.

Tracking Client Health

Medications, medication administration, vital signs, scale assessments, incidents, doctor’s orders, and much more can be tracked within the client record.

Incident/Event Forms

Create generic and state-specific incident/event forms, then export, print, or e-mail them.  For unique form needs, the SETWorks team can reproduce forms using the advanced Dynamic Forms Builder.

Residential

Many factors are involved in running a successful residential program. From a management perspective, one of the hardest and most time-consuming aspects is keeping track of everything happening across (potentially) many locations - with staff, the clients, and the homes. SETWorks helps agencies succeed by providing a super simple interface for staff to use, while providing both staff and managers powerful tools to manage and oversee each and every part of the operation.

Tracking Attendance

Create attendance sheets, and easily mark when each client is in attendance/out of the program/hospitalized/not served/etc.

Scheduling

Full support for scheduling needs:

  • Schedule Groups
  • Assign staff to each group
  • Create recurring appointments
  • Easily move clients and staff between groups, and change attendance
  • Share calendars
  • Print schedules for both clients and staff
  • Automatic handling of scheduling conflicts to prevent double-billing
  • Auto-assigned authorizations, making billing effortless

Default Schedules

Simplify the scheduling process by creating default schedules for clients.  Supports creating multiple schedules for the same client, for different departments/programs/staff.

Progress Notes

Effectively supports both individual and group services:

  • Complete all progress notes for all clients in the group in one screen
  • View comments from other staff on the same screen
  • Log on clients and any goals being worked on during the group, including completing task analysis (e.g. verbal prompts), and viewing trends on goals
  • Quick glance into each client and staff schedule
  • As a manager/supervisor, quickly review staff comments
  • As a manager/supervisor/staff, easily send secure messages to the staff in the group

Client Finances

Track finances for clients:

  • Keep multiple accounts per client
  • Track deposits and expenses
  • Generate transaction reports
  • Upload scanned receipts and other documents

Home Finances

Track finances for residential homes:

  • Keep multiple accounts
  • Track deposits and expenses
  • Generate transaction reports
  • Upload scanned receipts and other documents

Home Communication

Staff can share information and discuss topics related to the home they work in.

Home File Storage

Scan and upload documents related to each home.  As with document storage in SETWorks, there are no limits on file size nor type.

Monthlies/Quarterlies

Customize monthly and quarterly forms, auto-populate necessary information, automatically aggregate data for the month/quarter, and include all progress notes (and other helpful information) to quickly and effectively complete the forms.

Tracking Client Health

Medications, medication administration, vital signs, scale assessments, incidents, doctor’s orders, and much more can be tracked within the client record.

Learn More about the Client Record

Electronic Billing

The billing system is integrated into the scheduling system:  When each group is created, the system auto-assigns authorizations to each group.  Behind the scenes, authorizations are tied to contracts and funding sources.  Data entry is kept simple for staff, and billing becomes effortless.  Data never needs to be entered twice.

Learn More about Electronic Billing

Incident/Event Forms

Create generic and state-specific incident/event forms, then export, print, or e-mail them.  For unique form needs, the SETWorks team can reproduce forms using the advanced Dynamic Forms Builder.

Staff Timekeeping & Payroll Integration

  • Staff attendance is effortlessly tracked as part of daily progress notes.
  • Configure Payroll Earnings Codes, enabling SETWorks to automatically categorize all time entered to correspond with the payroll system configuration (e.g. Regular Hours, Weekend, Night Attendance, Holiday, Sick, Vacation, etc.).
  • Configure exact Weekend shifts and Night Attendance hours on a day-by-day and home-by-home basis.  SETWorks automatically handles re-categorizing hours to accommodate different pay rates.
  • Enter Staff Pay rates on a staff-by-staff and Payroll Earnings Code basis.
  • Automatically handles overtime, including calculating weighted overtime.
  • Integrate with any payroll system supporting integrating with other systems.  Generate import/exports files.
  • Generate timesheet reports to validate staff times and isolate scheduling issues.

Community Services

Web-based systems alone provide the flexibility to do work from any place you like. SETWorks is securely accessible on any device with an internet connection, and therefore client records, phone numbers, prior notes, and everything you need to complete documentation is at your fingertips - on-site, at home, in the office, or from anywhere else.

Scheduling

Full support for complex scheduling needs:

  • Schedule Groups
  • Assign staff to each group
  • Create recurring appointments
  • Easily move clients and staff between groups, and change attendance
  • Share calendars
  • Print schedules for both clients and staff
  • Automatic handling of scheduling conflicts to prevent double-billing
  • Auto-assigned authorizations, making billing effortless

Default Schedules

Simplify the scheduling process by creating default schedules for clients.  Supports creating multiple schedules for the same client, for different departments/programs/staff.

Progress Notes

Effectively supports both individual and group services

  • Complete all progress notes for all clients in the group in one screen
  • View comments from other staff on the same screen
  • Log on clients and any goals being worked on during the group, including completing task analysis (e.g. verbal prompts), and viewing trends on goals
  • Quick glance into each client and staff schedule
  • As a manager/supervisor, quickly review staff comments
  • As a manager/supervisor/staff, easily send secure messages to the staff in the group

Monthlies/Quarterlies

Customize monthly and quarterly forms, auto-populate necessary information, automatically aggregate data for the month/quarter, and include all progress notes (and other helpful information) to quickly and effectively complete the forms.

Electronic Billing

The billing system is integrated into the scheduling system:  When each group is created, the system auto-assigns authorizations to each group.  Behind the scenes, authorizations are tied to contracts and funding sources.  Data entry is kept simple for staff, and billing becomes effortless.  Data never needs to be entered twice.

Learn More about Electronic Billing

Tracking Client Health

Medications, medication administration, vital signs, scale assessments, incidents, doctor’s orders, and much more can be tracked within the client record.

Learn More about the Client Record

Incident/Event Forms

Create generic and state-specific incident/event forms, then export, print, or e-mail them.  For unique form needs, the SETWorks team can reproduce forms using the advanced Dynamic Forms Builder.

In-Home Support and Personal Assistance

In the future, work will be able to be completed from anywhere. SET-Works is already there. Directly from the clients' home, staff can complete progress notes, fill out forms, review notes, and clients can fill out and sign forms electronically. Out of time? No need to head to the office - staff can save time and effort by going home for dinner, and completing work at their own leisure from home. As the work is completed, notes are instantly accessible by the manager for review and sign-off, and the service is instantly ready to be billed. Easy.

Scheduling Appointments

Staff can schedule themselves on their own calendar within SETWorks, or if you so choose, managers/supervisors can setup appointments for their staff.

  • Create recurring appointments
  • Share calendars
  • Print schedules for both clients and staff
  • Automatic handling of scheduling conflicts to prevent double-billing
  • Auto-assigned authorizations, making billing effortless

Progress Notes

Complete all documentation required:

  • Write progress notes on goals, and as needed, mark customizable interventions needed (e.g. Verbal Prompt, Object Prompt, Hand-over-Hand, etc.), as well as assessments (e.g. Pass, Fail, etc.)
  • View goal progress charts to get a quick glance at how the client is doing on each goal
  • View client and staff schedules
  • As a manager/supervisor, review staff comments
  • As a manager/supervisor/staff, easily review notes and provide feedback to the staff via secure messages

Monthlies/Quarterlies

Customize monthly and quarterly forms, auto-populate necessary information, automatically aggregate data for the month/quarter, and include all progress notes (and other helpful information) to quickly and effectively complete the forms.

Electronic Billing

The billing system is integrated into the scheduling system:  When each group is created, the system auto-assigns authorizations to each group.  Behind the scenes, authorizations are tied to contracts and funding sources.  Data entry is kept simple for staff, and billing becomes effortless.  Data never needs to be entered twice.

Learn More about Electronic Billing

Tracking Client Health

Medications, medication administration, vital signs, scale assessments, incidents, doctor’s orders, and much more can be tracked within the client record.

Learn More about the Client Record

Incident/Event Forms

Create generic and state-specific incident/event forms, then export, print, or e-mail them.  For unique form needs, the SETWorks team can reproduce forms using the advanced Dynamic Forms Builder.

Transportation

SETWorks simplifies transportation services by providing a simple interface to log mileage, and to bill for the service.

Log Mileage

Log mileage and all details on the transport:

  • Odometer readings
  • From and to locations
  • Note company car details, commuting, client presence
  • Extra notes

Mileage History and Billing Reports

Reporting options:

  • Configure reports to handle various transportation billing methods
  • View number of transports completed per client per day
  • View distances, rates, and aggregates on a staff by staff basis
  • Filter data based on company car, commuting, client presence, and other factors

Electronic Billing

The billing system is integrated into the scheduling system:  When each group is created, the system auto-assigns authorizations to each group.  Behind the scenes, authorizations are tied to contracts and funding sources.  Data entry is kept simple for staff, and billing becomes effortless.  Data never needs to be entered twice.

Learn more about Electronic Billing

Other Services

The SETWorks platform is customizable to support a wide range of I/DD services.  If you have any questions on whether SETWorks would help your agency with your services, we would be more than happy to jump into SETWorks with you and take it step by step.  SETWorks effectively supports I/DD services across North America.

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