Skip to main content

SETWorks

It's here: the next generation of SETWorks, built for you, your way! Current client? See what this means for you.

IDD software shaped to your organization

Most IDD software asks you to adapt to the system. SETWorks adapts to how your organization works.

SETWorks is purpose-built software for IDD and disability service providers, from single-site agencies to large multi-state organizations, so the administrative work runs itself and your team focuses on the people they serve.

Built for IDD

Nationwide leader in IDD software

Read the case studies →
20
Years built only for IDD
Not adapted from another healthcare model
1,000+
Funding sources billed
Waivers, counties, DVR contracts, and MCOs
40+
States
Providers running SETWorks nationwide
500,000+
Individuals supported today
Employment, day, community, case management, residential, personal care services and beyond
One connected platform

Everything you do, connected by design

Most systems connect features. SETWorks connects the underlying operation.

One entry fans out to seven outcomes: a staff member submits a progress note for Aron D. (community integration, 9:15 to 11:45 AM, 2.5 units, signed), and that single entry feeds staff workflow, compliance, supervisor alerts, billing, outcome reporting, Power BI and AI.

People, programs, services, staff, locations, authorizations, documentation, outcomes and financial activity share one common foundation. Information captured in one part of SETWorks is immediately useful everywhere it belongs.

Capture it once, use it everywhere.

One entry

A staff member documents a service on their phone.

Progress note · Aron D.
ServiceCommunity integration
Time9:15 – 11:45 AM · 2.5 units
GoalUses public transit · 4 of 6
SignatureSigned 3/14 · 11:52 AM
Submitted
Staff workflow
The documentation task closes and the next one appears
Compliance
Service log, signatures, and audit trail already attached
Supervisor alert
An underutilization of authorized units alerts a supervisor to review
Billing
Units priced and claim-ready, with no re-entry
Outcome reporting
Goal progress rolls into the ISP review and regularly scheduled reporting
Power BI
Your team builds dashboards from the same data
AI
Automatic QA completed, and patterns surface before the next review
Staff efficiency

Built for beyond the office

SETWorks has been built mobile first, so documentation happens smoothly where support happens, in the van, at the job site, out in the community. Staff record activities, notes, and signatures from any device, and it lands in the same record your billing runs on.

A direct support professional laughing with the person he is assisting during an in-home visit
In-home supports
Visit 2 of 4 · Tue 05/26/2026
EV
Elena Vasquez
Personal care · Auth #A-4471
1:12:40
On visit since 9:00 AM · Billable
Service tasks
Meal preparation
Completed 9:35 AM
Medication reminder
Completed 10:05 AM
Light housekeeping
In progress
Community outing
Not started
Add visit note
Goal progress · Elena Vasquez
Community navigation8 of 12
Meal preparation11 of 12
Documentation on time
96%
Notes signed the same day, this week
A direct support professional and the person he supports laughing together during an in-home visit, with SETWorks panels beside the photo: an in-home supports visit timer running at 1:12:40 with meal preparation and medication reminder already checked off, goal progress for community navigation and meal preparation, and 96 percent of notes signed the same day this week.
Operational flexibility

Getting there is part of the service

A ride, a job coaching visit, a day program session, an activity in the community. Every service is a connected chain of events, tied within the same record. Because it all is in one system, what was scheduled, what actually happened, and what's billable stay the same story.

A young man in work overalls running a laminating press in a print shop while a coworker works in the background
Visit note · Northgate Print
Draft
Aron Dooley · Job coaching
Steps done independently 7 of 8
Prompts used 1 verbal
Linked goal · Set up the machine with two or fewer prompts Sign and submit
Person-centered plan · Aron Dooley
Complete machine setup with 2 or fewer prompts
Note signed · 11:42 AM
Dana Whitfield
Attached to Aron's plan · Ready to bill
6th session this month On track
A young man in work overalls running a laminating press in a print shop, with SETWorks panels beside the photo: a draft job coaching visit note for Aron Dooley showing 7 of 8 steps done independently and 1 verbal prompt, the note signed at 11:42 AM and ready to bill, and his person-centered plan goal to complete machine setup with two or fewer prompts.
A billing specialist reviewing claims at a computer
Authorization utilization
Day habilitation1,851 of 2,080 units
Community integration612 of 1,500 units
Soft stop at 90%Hard stop at 100%
835 posted 214 claims matched automatically
Billing and revenue cycle

From service delivered to revenue secured

A woman smiling at her laptop while working, with SETWorks panels beside the photo: 835 remittances posted with 214 claims matched automatically, and authorization utilization showing day habilitation at 1,851 of 2,080 units and community integration at 612 of 1,500 units, with a soft stop at 90 percent and a hard stop at 100 percent.

Real time authorization utilization

SETWorks validates data as services are documented, including units used and units remaining, and notifies staff of errors that may lead to billing being rejected.

Stops before a claim generates

Claims auto-adjust for staffing ratios, staff training, acuity scores, and any other factor you configure. Hard and soft stops catch exhausted authorizations, missing signatures, and overlapping services.

Clean claims and 835 reconciliation

Remittances post back against the claims that produced them, so denials are visible the day they land.

Internal and external integrations

SETWorks integrates with any system that supports interfacing. Integrating systems eliminates duplicate data entry, saving your agency time and preventing errors.

Service documented
On mobile or desktop, at the point of service
Units checked live
Remaining authorization updates on the spot
Claim generated
Stops hold anything that would come back denied
835 posted
Remittance matched to the service that earned it
Revenue reconciled
Posted to accounting automatically
Operational visibility

Some systems make you guess.
This one just tells you.

  • Report on anything you track
  • Every field is reportable, even custom ones
  • Build your own reports without a ticket
  • Dashboards ready on day one
Program health
Documentation on time
Target >95%
97%
Authorization utilization
Target 85–95%
88%
ISP goals on track
Target >80%
84%
Clean claim rate
Target >97%
99%
Billable service hours by quarter
9.2k
10.4k
12.1k
13.6k
Q1Q2Q3Q4
Billable hours
13.6k
+12% vs last quarter
Claim denials
1.2%
↓ 8% vs last
Notes overdue
7
Across 4 programs
ISP reviews due
23
Next 30 days
Hours by program
Day services
4.8k
Residential
4.0k
Employment
2.7k
In-home
1.8k
Respite
0.9k
Transport
0.6k
AI-first foundation

Intentional AI where you need it

Four people in bowling league shirts laughing together, with SETWorks panels beside the photo: a staff comment about a bowling outing, an AI assisted review flagging spelling, goal linkage, observable detail and person-first language, and the accepted revision scoring 97 percent.

AI is part of the foundation of SETWorks, so it catches the gap in a note before it becomes an audit finding, routes the incident to the right manager, and drafts the review from what your team already documented.

AI that takes the next step

Workflows branch on what AI reads in the record. An incident note that mentions an injury routes to manager review; a goal marked unmet opens a follow-up task. You set the rules and the reading happens as documentation is completed.

Context that compounds

ISP goals, progress notes, incidents, schedules and billing sit in one connected system within SETWorks, enabling AI to read the whole record rather than a single field or an export. Every documented service adds to that context, and what AI surfaces gets sharper as you use it.

Four people in bowling league shirts laughing together while holding their bowling balls at a lane
Revision accepted
Group activity record · saved and logged
Hi @Jason Smith, I supported the group at the bowling alley today for a community outing tied to Larry's socialization goal (ISP 3.2). Larry greeted two peers without prompting and stayed with the group for the full 90 minutes.
Score97%
AI Assisted Review
Group activity record · 4 items flagged
Revised Comment Suggestion
Hi @Jason Smith, I supported the group at the bowling alley today for a community outing tied to Larry's socialization goal. Larry greeted two peers without prompting.
! Spelling
'Ally' is a friendship — the bowling one is an alley.
! Goal linkage
Name the goal — Larry's ISP goal 3.2, initiate greetings with peers.
! Observable detail
Add prompting level — payers need Larry's participation, not the group's.
i Person-first language
'Took everyone out' reads as custodial — try 'supported the group.'
Comments
Hi @Jason Smith, i took everyone out to the bowling ally for a great day of socialization.
✧ AI Review

How it's built

AI-native

Intentionally engineered into the platform from the ground up.

Ubiquitous

Woven through every workflow: documentation, compliance, reporting, planning, training.

Built for IDD

Trained on IDD-specific documentation, regulations, terminology, and workflows.

Secure

HIPAA-compliant by design. BAAs with every AI provider. Your data never trains another company's model.

Less administrative burden

Nobody has to remember what happens next

In SETWorks, anything in the system can set work in motion. Custom workflows revolve around everything from incident reports, expiring authorizations, unsigned progress notes and more. Once configured, notifications, tasks, and reviews can fire on their own, so follow-up doesn't depend on whoever happened to notice.

Workflow: ProgressNote — AI documentation review
Update Clear Draft Actions ▾ Execute Mode: Advanced
Step 1 Add Step
Event - Data Changed
Triggers when Progress Note is Submitted
Branch - Multiple Condition AI Branch AI
Prompt: Documentation review
Context: progress note, ISP goals, service log
This AI branch evaluates the selected prompt and routes the workflow to one of the specified options based on the AI response.
Meets standard
Action - Update Fields
Marks the note Ready for billing
Missing goal link
Action - Complete Form
Creates task for Role Staff to tie the note to an ISP goal
Needs detail
Action - Send Secure Message
Sends to Program Supervisor for review
Catalog
Actions Branches
Yes/No Branch Multiple Condition Branch Yes/No AI Branch Multiple Condition AI Branch Approval Branch Generic Branch Wait For

Software built around your programs

Operational flexibility
Every program you run has its own ever-evolving funders, forms, and rules. In SETWorks, your team configures the pages, fields, lists, and workflows to match your services, and those changes can happen the day the requirements do.
Employers
Employer
Job type
Select option
Employer status
Select option
Search
Picture
Name
Parent employer
Employer types
City, State
+
⋮⋮
RM
Ridgeline Market
Ridgeline Grocers
Employer
Sun Prairie, WI
View
⋮⋮
CH
The Calloway Hotel
Employer
Madison, WI
View
⋮⋮
KF
Kestrel Field Concessions
Kestrel Hospitality
Employer
Madison, WI
View
⋮⋮
NP
Northgate Print
Employer
Sun Prairie, WI
View
Add a column
City, State
Job types
Active placements
City, State
Operational visibility
Every field you configure is reportable the moment it exists. Build the report you need in a few clicks, no data warehouse, no export to a spreadsheet, no waiting on anyone to create the report for you.
Documentation status
All programs · week of Aug 4
Notes due today
18
Awaiting signature
7
ISP reviews this month
24
Day habilitation
46 of 52
Community integration
38 of 40
Employment support
22 of 31
Personal care
18 of 18
Less administrative burden
Because all aspects of running your organization from scheduling, documentation, compliance, and billing all live in the same system in SETWorks, information only needs to be entered once and then everything downstream is already done.

Any additional administrative work is then not necessary since nothing needs to then be rekeyed, reconciled, or chased between disconnected tools.
New individual admitted
Intake workflow · M. Delgado
Running 6 tasks created
Collect signed consent forms
Intake coordinator High Due 10 Aug 05:00PM
Verify Medicaid eligibility
Billing High Due 12 Aug 09:00AM
Build ISP goals and service plan
Case manager Normal Due 14 Aug 12:00PM
Assign transportation route
Operations Low Due 14 Aug 03:00PM
2 more
Security and compliance

Security you can trust, access you control

We take extreme care to ensure the safety of our clients’ data through the highest quality standards in both technology and infrastructure.

Admin Center
Settings Modules Features SSO Permissions
Users Departments
User permissions
Feature
Permissions
Can manage all organization tasks
( Role contains State Manager ) or Role contains Admin
Can sign service notes
Role contains Job coach
Can view incident reports
Department contains Residential
Can sign service notes
Any staff member
Job coach and above
Program supervisor only

Access controls, down to the field

Set permissions at the user, department, and role level, with two-factor authentication and your own password rules. Everyone sees exactly what their job needs.

HIPAA compliant
Encrypted at rest and in transit
99.9%+ uptime

Security you can hand to your compliance officer

Backed up to the minute, monitored continuously, and hosted in independently certified data centers, with a full audit history on every record and every field.

Why new SETWorks

Built from twenty years of listening to the industry

No two providers are the same

See how

Operational flexibility

No two providers run a program the same way, despite our hopes! Configure pages, fields, forms, and workflows around each program. Your own administrators make the changes, no development queue.

Hard to access data

See how

Operational visibility

Every field is reportable from day one. Dashboards and KPI cards, out of the box. Your data belongs to you. Extract, transform, or connect your own BI tools and get it whenever you want.

Staff time going to paperwork

See how

Less administrative burden

Tasks, alerts, and escalations trigger from any data point, so no one has to remember what happens next. Signatures, staff initials, and billing detail are captured once, at the point of service.

Audit findings and breach risk

See how

Security and compliance

Permissions set at the user, department, and role level. Full audit history on every record and every field. Support and development stay in the US, because every offshore hand on your data is another PHI breach waiting to happen.

Ongoing staffing crisis

See how

Staff efficiency

Software your newest hire can actually use, on any device. Activities, notes, and signatures land in the same record your billing runs on.

Software that ignores accessibility

See how

Accessibility

Screen-reader support and configurable layouts, built in from the start.

Software that stores, but doesn't help

See how

AI-first foundation

Intentional AI is part of the foundation. It's already lightening documentation and compliance work, and we're just getting started.

See all seven pillars in action

Onboarding, support, and your team

Powerful technology, proven ways to use it

Christa, SETWorks Manager of Professional Services
Christa, SETWorks Manager of Professional Services

SETWorks is more than just software, it comes with a team who knows your industry.

Flexibility alone isn't enough. SETWorks pairs a deeply configurable platform with specialists who know disability services, people who have onboarded hundreds of mission-driven organizations and seen how providers across the country solve the same operational challenges. We help you identify what's unique to your organization, what should be preserved, what can be simplified, and where proven practices make it better.

100%
US-based team
100%
US-based support
For current SETWorks clients

Same name, completely rebuilt software

For twenty years, our clients have shared their dreams and their vision of what this software should be. The new platform was built from that feedback, and we are incredibly excited to make those dreams come true.

Client stories

Achieve more with SETWorks

Since implementing SETWorks, we've seen a 10% increase in billability. That's the time staff spend actually working with a person, not just driving to them or writing notes about them.

Katie Blumhorst
Katie Blumhorst, CESP CEO, Capabilities
Employment services · Day programs
5,000 individuals · 66 Ohio counties · 200 staff
Read the case study →
Capabilities community club members at the Mercer County Court House

SETWorks gave us clarity in so many areas — from authorizations, to billing, to staff time. The amount of insight we've gotten from using this software has been huge.

Nathan Hundt
Nathan Hundt Program Operations Director, Aptiv
Employment · Day services · Community living
1,600 individuals · 35 Wisconsin counties · 225 staff
Read the case study →
Two young men in an Aptiv workshop, smiling at the camera

With SETWorks, we are able to maintain well above 90% compliance — even on days that we have limited staffing or kids are coming and going very quickly.

Stephanie Martindale
Stephanie Martindale, RN, BSN, CPN Community & Autism Services Nursing Director, ChildServe
Community services · Day programs
5,800 individuals · Iowa · 1,500 staff
Read the case study →
A group of ChildServe staff and young people on a playground, arms raised
Cover of the AI Readiness Playbook for Disability Service Providers, with the SETWorks Artificial Intelligence logo
Free resource

AI Readiness Playbook

Staff are already experimenting, and some may be using unapproved tools. A step-by-step framework across People, Process, and Policies to get ahead of it — safely, confidently, and without disrupting daily operations.

Stop working around your software