Case Management
Supporting the entire case management workflow
With SETWorks, service coordinators and executives are empowered to deliver a quality service through a case management platform designed specifically for their needs.
It's here: the next generation of SETWorks, built for you, your way!
Current client? See what this means for you.
Advanced case management notes
Writing case management notes is intuitive and easy in SETWorks.
- Select necessary information through drop-down fields
- Use pre-defined templates for each service
- Access an individual’s record information in a single click
- Automatically spellcheck
- Alert when certain words are used in notes
- Track character counts as the note is written
- Notify when there is late documentation
- And more!
Case load management
With no configuration needed, automatically ensure case loads are balanced.
- Track an estimated effort of coordinating individuals 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
Task Management
Create recurring tasks for all individuals according to the services they are receiving and assign them to staff.
- Staff are notified when tasks are becoming due or late
- Managers or admins can verify and sign-off on tasks
- Easily identify which tasks are at risk
- Run reports on staff and organization performance with tasks
Electronic Billing
In SETWorks, billing has features that make submission fast and targeted to the task at hand.
- Bill directly from SETWorks without an exporting or importing process
- Direct integration with your funder’s eBilling software program
- View live status of claims
- Display remittance advice, such as the 835, with the payment status of specific claims
- Resubmit billing, void, and make replacement claims
- Run pre-billing and post-billing reports
Reporting
SETWorks comes with an expansive report library with many export options to meet any organization’s needs. This includes QA, billing, HR, accounting, payroll, mileage and expenses, audits, accreditation outcome tracking, productivity reports, and much more.
Automatically track all your CARF or CQL outcomes and goals, making surveys and audits simple. Run a report for any date range to easily see how each of your departments or programs are performing.
Ready to simplify your case management workflow?
SETWorks is built to support staff and administrators from documentation through billing — all in one place.
Connect with our team to learn how it solves your specific needs and streamlines your workflows.
Schedule a Meeting
