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.






Most systems connect features. SETWorks connects the underlying operation.
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.
A staff member documents a service on their phone.
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 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.
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.
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.
Remittances post back against the claims that produced them, so denials are visible the day they land.
SETWorks integrates with any system that supports interfacing. Integrating systems eliminates duplicate data entry, saving your agency time and preventing errors.
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.
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.
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.
Intentionally engineered into the platform from the ground up.
Woven through every workflow: documentation, compliance, reporting, planning, training.
Trained on IDD-specific documentation, regulations, terminology, and workflows.
HIPAA-compliant by design. BAAs with every AI provider. Your data never trains another company's model.
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.
We take extreme care to ensure the safety of our clients’ data through the highest quality standards in both technology and infrastructure.
No two providers are the same
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
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
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
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
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
Screen-reader support and configurable layouts, built in from the start.
Software that stores, but doesn't help
Intentional AI is part of the foundation. It's already lightening documentation and compliance work, and we're just getting started.
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.
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.

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.

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.


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.