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One Client Record – OLD

One client record shared across your organization


A comprehensive client profile

Store extensive demographic data (DOB, gender, ethnicity, etc.), phone numbers, addresses, family information, guardianship status, languages spoken, mode of communication, primary identifiers (SSN, DMH, VR, medicaid, medicare, etc.), behavioral considerations, legal status, physical characteristics, primary/secondary/backup agency contacts, and so many more fields. Also supports creating custom fields to support unique needs of organizations.

One Record Shared Across All Programs

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

Referral dates, intake, initial consumer contact, annual plan, monthly/quarterly dates, and any other date - everything can be entered, tracked, and reminders set.

Keep a complete health record: Track basic health details, concerns, alerts, allergies, supportive equipment, vital signs, and much more.</p> <p>Also track medications, administer medications, view side effects, view interactions, generate doctor's orders, and much more.

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.

When data is entered, or imported from other systems, the system automatically validates data: * Addresses are automatically verified with USPS and corrected * ICD9/ICD10 diagnoses codes * Medicaid Numbers * Social Security numbers *And others!

Basic and state-specific incident forms are available in the system. Forms are generated and exportable to a variety of formats (PDF, Excel, Word, CSV, etc.) for printing or e-mailing.

Keep a complete history of medicaid spans/statuses with the additional ability to evaluate the current status and display it in an easily understood manner.


Setup schedules based on your program needs: By department/site, service, staff, and custom groupings.</p> <p>Staff can view schedules anytime, and export or print schedules for themselves and the consumers they work with.

Track Communication

Track any communication that occurs on behalf of a consumer: With a funding source contact, service coordinator, guardian, employer, boy scout leader, or any other.

What Our Clients Say ...

"Overall very happy with the formats we have created together ... some of the best visual format and information layout seen from a provider. Our expectations for ourselves are high and we are committed to having our service information be top notch, so thanks again for all your work with our agency to assist us in maintaining these high standards."

TINA Executive Director, ICAN

What Our Clients Say ...

"We've used 6 or 7 other systems, and the support with SET-Works is in a whole other universe. With other systems, don't expect that kind of support or you will be SORELY disappointed."

BRIDGET HASSAN Employment and Residential Services Director, Easter Seals UCP

What Our Clients Say ...

"I'm using this whole system. I'm pretty much paperless at this point! My staff absolutely love SET-Works."

Debra Brock CFPC

What Our Clients Say ...

"Everything promised has been delivered plus more. I am very impressed with SET-Works! Logging on outcomes and writing progress notes in the same place - that is great!"

Paula Smith Ray County

What Our Clients Say ...

"We used to have to enter data into 3 systems, and now SET-Works handles it all. It's so easy!"


What Our Clients Say ...

"Best move we've made in Franklin county for service coordinators and families! Billing Rejections have gone way down and it pays for itself just with the efficiencies gained."

Thomas Sinclair Executive Director at Franklin County DDRB

What Our Clients Say ...

"Thanks to SETWorks, our staff went from 38% billable to over 85% billable."

Todd Executive Director, Peninsula Services

What Our Clients Say ...

"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


Service authorizations tie everything together:  When staff complete daily logs, the logs are tied directly to authorizations in the system.  Behind the scenes, authorizations are tied to contracts and funding sources.  From there, submitting billing, and powerful reporting, are just a few clicks away.

• Capture all standard authorization data.
• Supports unit-based and outcome/milestone based authorizations.
• Automatically tracks authorization hours and sends reminders when the authorization runs low on hours or expires.
• Configure authorization hours on a daily/weekly/monthly basis.  The system automatically tracks usage per day/week/month, and displays exact usage when staff are completing their logs.
• Run reports to view historical authorization usage, and forecast new authorizations to help plan service delivery.

Authorization Outcomes/Milestones

Track all outcome/milestone data:
• Outcome/Milestone type
• Default rates
• Relevant Start/End dates
• Who the outcome/milestone was completed by, and when
• If applicable, if it was incompleted and why
• Generate invoices, ready to print or export into PDF


Track outcomes, goals, and any related data.  When consumers are in multiple services and have multiple sets of goals, each outcome/goal can be tied to an authorization, which simplifies daily log notes and prevents any chance of staff logging on incorrect goals.

Documentation/Daily logs

Billable and Non-Billable data-entry screens are configurable to each service.  Create recurring appointments, one-on-one records, group records, and others.

Configure individual prompts (Verbal Prompt, Object Prompt, and assessment data) per service, and effortlessly capture the prompt data per day.  Once captured, easily view progress on goals via easy-to-read daily and monthly reports.

Dynamic Forms – for auto-generating monthlies, quarterlies, etc.

Dynamic forms enables clients to go paperless.  Many state forms are also already available within SET-Works, and when not, we work with our clients to get their unique forms represented electronically.

Many types of forms are often reproduced in SET-Works:  Monthlies and Quarterlies, Surveys, Consent forms, Release of Authorization forms, Service Plans, and many more.

For monthlies/quarterlies:  SET-Works automatically pulls all your notes together, to make reviewing and adding comments quick and effective.

Forms can be auto-populated from any data throughout the system.

Unlimited space, and no limits on file size and type.  No catch!

Upload and organize an unlimited number of files of any file type.  All files are backed up & each revision is archived.  As with everything in SET-Works, all files are secure behind high-grade SSL encryption and stored on HIPAA compliant servers.

(Documents can also be attached to staff records, employer records, and at an organization level!)

We strive for SET-Works to be loved

We are only successful when our clients are. Having technology in place to operate agencies is becoming more and more essential for running a successful agency. We’re passionate about providing an incredible technology solution with an amazing team available to service each and every client.

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