SET-Works is everything you need to manage your organization

SET-Works is everything you need to manage your organization

Everything in one place - manage all programs, from intake through billing, payroll, accounting, document storage, and so much more.

The Consumer Record

Keep all client records electronic, and toss your paper records!

Store everything electronically, with peace-of-mind
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 well-organized client record.  For peace-of-mind, everything is backed up multiple times per day, and all changes are tracked.

Control access to viewing and editing each and every part of the record
Everyone within the organization - Directors, Administrators, Managers, Day Program Supervisors, In-Home Staff, Job Coaches, and any other role from any department - have access to the same client record.  Access to data within the client record is configurable via privacy and access controls.  Through this, HIPAA-compliance is met, duplicate data entry is eliminated, and paper records can be sent to the shredder!

Learn more about the client record »
Service Data

Manage all your services - log notes, authorizations, goals, monthlies, quarterlies, attendance... and see how beautiful it all connects!

Streamlining service delivery from intake through billing
SET-Works simplifies managing services by connecting all the pieces across your organization.  Behind the scenes, authorizations are tied to contracts and funding sources, making billing effortless.  Goals are tied to authorizations, and automatically pull into daily log notes, making documentation simple for staff.

Supports workflows unique to I/DD
SET-Works supports all the unique workflows, paper logs, forms, monthlies, etc. - needed for all services across I/DD and MH.  Being our primary expertise, SET-Works supports many specific state and funder forms.  The SET-Works team also works closely with each client to ensure the system is configured to support the clients' specific needs.  Through advanced tools, such as an advanced dynamic forms builder and extensive system configuration tools, the system is setup to support the unique needs of each client.

Learn more about how we support your services »
Electronic Billing

Electronically bill for services with a few clicks!

SET-Works is a complete electronic billing solution:  Submit claims, complete reconciliation, rebill, and void submissions.  The system is compatible with any funder that supports the global EDI standards.

The system automatically validates and shows potential issues with the claims - ICD9/10 codes, medicaid numbers, medicaid statuses, and many others. 

Learn more about Electronic Billing »

Communicates with accounting, payroll, billing, and other 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:

Accounting:

Payroll:

Do you use other systems not listed?

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

Reminders/Alerts

Set Reminders/Alerts

Reminders for any task
Set reminders for any task, across the entire system.  Example alerts:
• When authorizations are about to expire, or run out hours
• When staff training expires
• When a client record is updated (e.g. address, income change, etc.)
• When a job placement reaches a milestone (e.g. 30 day evaluation)
• When it's time to complete a monthly/quarterly review
• When the annual planning is to take place
• And so many more!

Batch-configure reminders
Configure reminders to apply to all clients across an organization, for any task, for individual clients or across programs - in just a few clicks!

This feature is invaluable for all services, and has become essential for Case Management/Coordination organizations that use SET-Works to keep track of tasks for each client.

HR

All the tools you need to manage staff across your organization.

Organizations use SET-Works for all HR operations:

Staff Profile
Store demographic and other information about each staff, including contact information, education history, job position, hire and termination dates, and much more.
Staff Training 
Track staff training, setup reminders, control access based on completed training, and run reports showing training across your organization.
Staff Timesheets
Timesheet information is automatically captured within the log notes entered by staff on a daily basis.  From there, timesheet reports are available with the click of a button.
Staff Goals
To support professional goals that staff may have, staff can enter goals and track them on a monthly/quarterly/annual basis by the staff and their manager.
Staff Notes &
Review
Perform staff reviews, and keep notes on staff performance.
Staff Incident
Reports
Log staff incidents and document action taken.  Configure incident types - medication errors, driving incidents, consumer conflicts, documentation errors, unprofessional behavior, and any other types.
Custom Forms
Reproduce internal staff forms within SET-Works, and capture staff signatures electronically.  Frequent forms are confidentiality agreements, policy documents, reviews, and others.
Document Storage
Upload employment papers, signed policy documents, and any other forms kept for staff.
Organizational Hierarchy
Enter who reports to who, and control access to specific staff information based on this information.
Payroll Integration
SET-Works connects to payroll systems either as a direct interface, or via an export/import process.  We have experience with a wide range of systems.
Unlimited Document/File Storage

Unlimited document storage - any file type, any size.  No extra cost.

Store and label an unlimited amount of files within consumer records, staff records, and at an organization level.  All files are secure behind the highest-grade SSL Security and stored on our HIPAA-Compliant servers.  Files are backed up daily and revisions of changes are kept.  Custom labels can be configured to easily find stored files.

HIPAA Compliant Internal Communication

Secure, HIPAA Compliant Messaging

Administrators, Managers, Day Program Supervisors, In-Home Staff, Job Coaches, and any other role are able to securely communicate with each other. When a message is sent users are notified via email that a secure message is waiting for them. In addition, Activity Records can be embedded within a message to streamline the reviewing process and avoid ambiguity.

Quality Control

Improve service delivery quality

Data Validation & Quality Reporting
The system automatically validates much data as it's entered, from spell checking, to validating and auto-correcting addresses as they are entered.  Reports are available to assist supervisors in efficiently reviewing staff logs.

Track Certification (CARF, CQL) and Organizational Outcomes
Configure organizational and certification outcomes via a simple tool.  Then, anytime, generate a report to see how your organization, and each program/department, is tracking against your outcomes.  See an issue?  Click any outcome to drill into the data behind the numbers.

Web-Based - Available anywhere, anytime, on any device

Available on laptops, tablets, and smartphones, from anywhere.

SET-Works is a cloud-based system and has been built to support any browser on any modern device.  The system uses proven technologies that are secure, fast, and scalable to support organizations that have 5 consumers to thousands.

The system is updated invisibly ("over-the-air") on a weekly basis, without impact to users.  The frequent updates ensures the system is up-to-date on all security and device requirements.

Simple to use, for any user
Client Portal for Support and Community

View help documentation and interact via the SET-Works community to learn and share tips

Upon signing up, every client has access to the SET-Works Client Portal, providing every staff with full access to help documentation, interacting with the SET-Works technical team for support and sharing ideas, and interacting with other agencies to learn from and share tips.

We help our clients succeed

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.

"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

One client record shared across your organization

The Client Record

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!

Health & Medication Administration Record (eMAR)

Keep a complete health record:  Track basic health details, concerns, alerts, allergies, supportive equipment, vital signs, and much more.

Also track medications, administer medications, view side effects, view interactions, generate doctor's orders, and much more.

Network: 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.

Incident Reporting

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.

Medicaid Data

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.

Schedules

Setup schedules based on your program needs:  By department/site, service, staff, and custom groupings.

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.

Track Consumer Events

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

Automatic data checking & correction

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!

  

Service Plan & Documentation

Authorizations

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

Goals

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.

  

Forms

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.

  

Secure Document Storage

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!)

  

Support for every I/DD program

Employment Services

For over 10 years, SET-Works 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
SET-Works 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
SET-Works has been supporting APSE members for over 10 years with their employment services.

One shared client record across all your services.

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

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Day Programs

SET-Works 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.
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 SET-Works team can reproduce forms using the advanced Dynamic Forms Builder.
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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.  SET-Works 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.

"Simplicity is the ultimate sophistication.” ~ Leonardo da Vinci'
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 SET-Works, 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 SET-Works team can reproduce forms using the advanced Dynamic Forms Builder.
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Staff Timekeeping & Payroll Integration
  • Staff attendance is effortlessly tracked as part of daily progress notes.
  • Configure Payroll Earnings Codes, enabling SET-Works 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.  SET-Works 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.  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.

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 SET-Works team can reproduce forms using the advanced Dynamic Forms Builder.
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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 SET-Works, 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 SET-Works team can reproduce forms using the advanced Dynamic Forms Builder.
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Transportation

SET-Works 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 »
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Other services

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

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Supporting the entire Case Management workflow

Advanced Case Management Notes
It's a breeze for Support Coordinators to write their notes.  In addition, there are a multitude of features to simplify writing notes and for quality control:
  • Simple drop-down fields for selecting necessary information
  • Use pre-defined templates for each service
  • Single-click to access client record information
  • Spell-checking
  • Character counts
  • Manage late documentation
  • Many others!
Electronic Billing
  • Electronically bill directly from SET-Works (without an exporting/importing process)
  • View a live status of claims
  • Parses remittance advice (835 reconciliation), letting you know what has been paid, partially-paid, and not paid
  • Resubmit, Void, and make Replacement Claims
  • Run pre-billing and post-billing reports
  • Manage late documentation
  • Many others!
Automatically sync with the state system
Consumer demographics, Medicaid eligibility, waiver status, services, and other information automatically syncs on a nightly basis with SET-Works.
Meets all reporting needs
SET-Works comes with over 200 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/CQL outcomes and goals, making CARF/CQL 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.
Auto-track due dates
SET-Works automatically creates recurring tasks for all clients according to the services they are reciving, and automatically handles assigning them to staff.
  • Tasks are assigned based on the service(s) a client is receiving
  • Staff are notified when tasks are becoming due
  • Managers or a "fileroom" can verify and sign-off on tasks
  • View lists of tasks becoming due
  • Easily identify which tasks are at risk
Case Load Management
With no configuration needed, SET-Works automatically helps ensure case loads are balanced:
  • Track an estimated effort of coordinating clients through assigning a configurable "weight" or "acuity" score.
  • View size of case loads on a coordinator-by-coordinator basis, showing total load based on estimated effort, and averages.

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

For manual billing, generate invoices and unit reports

Generate invoices with a few clicks:

  • Invoice for completed outcomes/milestones/benchmarks (e.g. job placement)
  • Invoice for hourly services (e.g. job coaching)
  • Invoice for maintenance and transportation services
  • Keep a historical record of all invoices
  • Export or e-mail invoices directly from SET-Works
  • Invoices tie back to client data (authorizations, etc.), allowing powerful reporting capabilities

For manually entering data into billing systems, generate Unit Reports directly from SET-Works to significantly decrease data entry errors and increase billing efficiency.

SET-Works interfaces with a variety of different systems

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

Quality  
Details matter - expertly created and maintained

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.

Access Controls
You decide who sees your data, internally and externally

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.

Infrastructure specifics

SET-Works servers are located in a Tier III Business Class hosting facility.  The hosting facility offers:

  • 24x7x365 monitoring by network engineers for maintenance, support, and for immediate response in case of system failures
  • High capacity power capability with N+1 redundancy
  • Multiple high capacity on-site diesel generators
  • High availability, redundant network infrastructure with blended bandwidth from multiple providers and a dedicated dark fiber network
  • Certified SSAE-16 Type II, PCI, HIPAA, NIST, Safe Harbor
  • Maintains the highest standards of physical and network security, with biometric access controls and secondary PIN
  • Continual updating of firewall
  • Load balancing capabilities to handle expansion and scalability
  • Employs Best of Breed Hosting Technology to ensure highest reliability and performance

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:

Accounting:

Payroll:

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.

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 if we can integrate with yours.

Go back up

Web Application

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Mobile App

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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.

We would love to demo SET-Works to you!

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