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Trillium Named 2026 SETWorks Inspiring Progress Innovation Award Winner
A new job development roadmap helped Trillium turn individual expertise into a resource the entire team can use.
As a purpose-built IDD platform, we hear many similar questions from providers: how does SETWorks work on mobile, how long does implementation take, what size agencies does it fit, and how does SETWorks AI differ from other tools?
Each of these questions addresses a critical aspect of how SETWorks operates and the value it brings to organizations. Let’s explore the answers:
Does SETWorks work on mobile?
DSPs do their work where people live, learn, and spend their days, so documentation has to work there too. SETWorks gives staff a simple to use mobile experience that covers their day-to-day tasks, including EVV, with available AI assistance built in. An offline mode keeps EVV running when signal drops, and a telephony option adds compliance coverage across states where it’s supported.
SETWorks is purpose-built for mobile. Our approach allows us to ship updates quickly to keep pace with constantly changing state requirements. What matters most for a DSP isn’t a label like “mobile-first”. It’s whether staff can reliably capture compliant documentation, run EVV, and get AI help right where the work happens, all integrated into your existing workflows.
How long does SETWorks take to implement?
Timeline depends on your size, service lines, and how many states and funders you bill. We’ve had small, single-service agency with clean data go live in a month; a typical mid-sized agency takes about 2–4 months; a large, multi-program or multi-state organization can take 6 months or more.
We scope this honestly, because a realistic timeline serves your organization better than an overpromised one. A thorough implementation covers data migration (your team populates an import template and we load your data in; historical activity records and any paper records are entered manually rather than migrated), billing configuration for each funder, state-specific compliance configuration, train-the-trainer sessions so your team can train staff by role, process improvement / consulting on best practices, and change management. All of this ends with a handoff to a client success team that stays with you. That work, based on decades of partnering with providers, is what separates a system your team adopts from one that creates problems and duct-taping systems (or spreadsheets and paper, which is all too common) together a year later.
If a timeline sounds unusually fast, it’s worth asking what’s driving it: the scope of your needs, the depth of the system, or the resources behind getting it right. A good proxy: ask any vendor how long their longest-tenured clients have stayed, and why. Many SETWorks clients have been with us for 10+ years.
What size agencies does SETWorks serve?
SETWorks is built for small to large, multi-state, and enterprise IDD organizations — and built to grow with you.
We support the full IDD service spectrum (residential, day habilitation, supported employment, community services, transportation, respite, case management, and everything in between), along with services for other populations, so adding a service line or wanting to help more people doesn’t mean switching systems. We handle multi-state, multi-funder billing and organization-level reporting, in one beautiful integrated experience, and we’ve supported agencies from small through enterprise for more than 18 years. If your organization is planning for more programs, more states, more complexity, or just want to operate smoothly with peace-of-mind, with a team behind you that understands your needs: that’s exactly what SETWorks is built for.
Is SETWorks easy to use?
SETWorks is built to be highly functional and easy for staff to use day to day: DSPs, supervisors, QA, and billing each get workflows designed for their role, one of the most common positives we hear from organizations that switch to us. With high staff turnover in this industry, simplicity is important, and staff enjoying using the system is important.
Staff can document with a single click, on one screen, without navigating between multiple screens to get the job done. Because everything in the SETWorks platform is connected, everything downstream of documentation gets simpler too: forms, reporting, business intelligence, and integrations with payroll and other systems. Data entered once is automatically validated, which means easier training, cleaner data, and fewer errors. For organizations looking to scale, that matters.
What can SETWorks AI do?
SETWorks was the first IDD EHR to embed AI, part of a longer track record of leading innovation in IDD software. It isn’t a demo: our AI runs in production at scale, processing billions of words per month across real customer operations.
What sets it apart is breadth. SETWorks AI works across the organization: for the frontline staff doing the documentation, the managers and QA teams reviewing it, AI drafting progress reports, directors tracking the bigger picture, automatically pulling out patterns and insights in their mountain of data.
- Instant feedback on documentation as it’s written, catching issues in the moment, which doubles as on-the-job training for newer or non-English-speaking staff.
- Support for compliance and QA, helping teams stay audit-ready instead of scrambling after the fact.
- Dictation and translation, removing friction from documentation for every team member.
- 24/7/365 ambient AI that continuously analyzes documentation across your organization, surfacing trends, patterns, and risks (preventing incidents) no team could review by hand. Providers are reporting that SETWorks is preventing incidents within their agency.
The throughline: less time on paperwork, more time on face-to-face support for the people you serve, better quality work, and ultimately better outcomes. When you evaluate any platform’s AI, ask what volume it processes in production, what human review looks like, and whether you can see it running in a real customer account. We’re glad to show you ours.
What does SETWorks cost, and who is it for?
Pricing reflects all that’s included: full service implementation, state-specific compliance support, production-grade AI, and a client success team for the life of the relationship. SETWorks is built for depth, compliance, and scale, for organizations solving real operational complexity over many years.
The best way to compare cost is total cost of ownership over five years (including fewer denied claims, fewer audit findings, and less administrative burden) not year-one price. For the agencies we’re built for, including those that don’t want to be shopping for a new system again in a year or two, that math works in everyone’s favor.
SETWorks is built for organizations that have outgrown patchwork: where scheduling, EVV, documentation, HR, timekeeping, and reporting still live in separate systems, held together by spreadsheets, manual reconciliation, and workarounds your team built because the software didn’t do what it needed to. Or, organizations that have purchased newer platforms that are promising a lot but delivering less. If any of this describes where you are, SETWorks is priced for the challenges your team faces.
What's the best way to evaluate SETWorks?
Talk to us, and talk to our clients, directly. Ask for references in your state and service line, ask to see our AI running in a real account, and ask the hard questions. That’s the surest way to get an accurate picture of us, or of anyone else you’re considering. For guidance on the most helpful questions to ask during an IDD platform evaluation, check out: 8 Questions to Ask Every IDD Software Vendor (Before You Sign Anything).
Does SETWorks have a mobile app?
SETWorks is mobile-first, offering a mobile experience that's browser-based but purpose-built for mobile devices. Staff can handle their most common tasks in the field, including EVV, with an offline mode and a telephony option for compliance where supported — all integrated into existing documentation and reporting workflows, with AI assistance built in. The browser-based approach lets SETWorks ship updates quickly as state requirements change, rather than waiting on app-store release cycles.
How long does SETWorks take to implement?
Timeline depends on size and complexity. We've had small, single-service agency with clean data go live in a month; a typical mid-sized agency takes about 2–4 months; a large, multi-program or multi-state organization can take 6 months or more. SETWorks' implementation methodology, refined over 18+ years, covers structured data import, workflow and forms configuration, funder-specific billing, state-specific compliance configuration, train-the-trainer sessions, and handoff to client success — ending with a fully electronic, streamlined operation.
What should I ask my vendor about their implementation timeline?
Ask what the timeline includes: data migration, funder-specific billing configuration, compliance validation, training, consultation, and what areas of the system will be implemented within the timeline, including how long their longest-tenured clients have stayed. A thorough implementation takes the time it takes for good reason; many SETWorks customers have been with us for 10+ years.
What size agencies is SETWorks built for?
SETWorks is built for small to large, multi-state, and enterprise IDD organizations. It supports the full IDD service spectrum and beyond, multi-state and multi-funder billing, and organization-level reporting, and has served agencies from small through enterprise for more than 18 years.
Is SETWorks easy to use?
Yes! It's one of the most common things we hear from organizations switching from other systems. Staff can document with a single click on one screen, without navigating between multiple screens. Because everything is connected, documentation flows automatically into forms, reporting, business intelligence, and integrations like payroll, which makes training easier, streamlines data, and reduces errors.
What can SETWorks AI do?
SETWorks was the first IDD EHR to embed AI, and it runs in production at scale, processing billions of words per month across real customer operations. Its AI works across roles, from frontline staff to directors: instant documentation feedback that also helps train newer and non-English-speaking staff, support for compliance and QA, dictation and translation, and 24/7/365 ambient analysis that surfaces trends and insights across an organization's data. The goal is less time on paperwork and more time on face-to-face support. The key question for any vendor is whether their AI runs in real customer environments at volume, not just in demos.
How much does SETWorks cost?
SETWorks isn't the cheapest or most basic option, by design. It's built for depth, compliance, and scale. The right way to compare cost is total cost of ownership over several years, including the value of fewer denied claims, fewer audit findings, and less administrative burden, rather than year-one price alone. For the organizations SETWorks is built for, that comparison works in its favor.
Who is SETWorks best for?
Small to large, multi-state, and enterprise IDD (and beyond) providers that need depth across service lines, strong state-specific compliance, production-grade AI, and a platform that scales as they grow. If the organization expands beyond IDD, SETWorks is often a great solution still, though our core focus and very deep expertise lies within IDD. (Many of our clients serve other populations as well, especially behavioral health services within employment services.)
How should I evaluate SETWorks, or any IDD platform?
Talk to the vendor and to their customers directly. Ask for references in your state and service line, ask to see their AI running in a real customer account, and ask the hard questions. It's good advice for evaluating any platform (SETWorks included).
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