SETWorks, Self-Graded:
An Honest IDD Software Self-Assessment Using Our Own Rubric
Table of Contents
We built an IDD software rubric with 14 criteria to help agencies evaluate IDD software honestly, so we used it on ourselves.
Below is how SETWorks scores against each criterion, using the same 1–5 scale and the same standard we’re asking you to apply to any platform. Where we fall short of a 5, we say so. A rubric that only ever produces perfect scores for the company that wrote it isn’t worth your trust.
1. IDD Service Line Depth
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5 (Exceptional)
SETWorks was built exclusively for IDD and disability services from the ground up, not adapted from a general platform or a broader-market EHR. We support all IDD services and beyond - residential, employment services, day habilitation, community-based services, case management, (and many more services) - with workflow, documentation, and billing logic built specifically for each, across every state.
Our teams understand IDD, from implementation through support. This is the foundation SETWorks was built on, and it's where we're most confident scoring a 5.
2. State-Specific Compliance Fluency
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4 (Strong)
We maintain active compliance support across multiple states, with real depth in our core markets. We build standardized forms and reports, and the system can map and auto-populate standardized forms/report templates. But scored as a whole platform, our compliance fluency isn't yet uniform everywhere we operate. We meet requirements across every state we are in across documentation and reporting, but we like going the extra mile for our customers by automating forms and reporting and workflows - and we’re working every day to improve.
This category is especially challenging to perfect - requirements on providers go deep, and nuanced - standard documentation, billing, and reporting rules are supported, but not every requirement for every provider need is universally “coded” into the platform across every state. A 4 reflects where the platform stands today, not where any single product line within it stands.
3. Documentation Quality and Workflow
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4 (Strong)
SETWorks naturally requires billable documentation to be tied to authorizations and goal data, and data-entry screens have advanced validation to ensure documentation quality and to maximize compliance.
Our Case Note Auto Review AI and QA assistant are live and functional today, flagging missing elements and supporting audit-ready documentation as a real production capability (in addition to supporting staff training, staff satisfaction, and improving efficiency).
SETWorks clients often reach much higher states of compliance and quality of documentation than their previous state, but we have a high bar here. We're holding this at a 4 rather than a 5 because the broader vision for automated QA system-wide is in progress.
4. AI Maturity
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4 (Strong)
This is the criterion where "production vs. demo" honesty matters most, so we're holding ourselves to it. We’re leaders in AI within the IDD industry, though we have very ambitious goals on AI to help providers.
SETWorks has years of AI experience in our production system that our clients are getting significant value out of - that's real, verifiable AI, not a marketing claim. But we're not overstating it either: a 4 reflects significant and genuine impact on providers without yet claiming the full scope of what we believe AI can do across the platform and for this industry.
5. Implementation Methodology
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4 (Strong)
Our onboarding process is structured into three phases: Foundation, Consultation, and Go-Live. Each phase has defined durations and a dedicated Onboarding Consultant guiding organizations through configuration, workflows, and training specific to their state, services, and structure. Typical onboarding runs 12 to 26 weeks depending on organizational size and complexity, and we're upfront about that range rather than promising a timeline that doesn't hold up for larger or more complex agencies.
That transparency, paired with a genuinely structured methodology, provides the industry’s best, leading to long-term client retention. At the same time, we’re actively working on improving even further. We gave ourselves a 4, with work always in progress to continue enhancing our services.
6. Vendor Longevity and Track Record
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5 (Exceptional)
SETWorks got its start in the early 2000s through a partnership with an Easterseals supported employment program in North Carolina, and we've spent close to two decades understanding what it means to manage an entire IDD organization in one platform. We’re now a leading nationwide IDD software platform with significant expertise serving the entire country. SETWorks is an ANCOR Gold Partner and National APSE Partner with a long list of established industry relationships across every state.
Longevity specifically in the IDD space, not healthcare broadly, is one of our clearest strengths. We’ve weathered many storms across federal and state changes while most other systems in this industry have given up, closed doors, or moved to industries they think are easier. Not SETWorks - we’re here to stay and strive to be the best, most impactful partner to providers in the IDD industry.
7. Mobile Experience
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4 (Strong)
With new SETWorks, mobile capability has meaningfully leveled up: built for the way DSPs actually work in the field, not adapted as an afterthought from a desktop-first design. We're scoring this a 4 to reflect that real, current capability.
8. Integration Ecosystem
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5 (Exceptional)
SETWorks connects EVV, eMAR, payroll, eBilling, and state/funding systems into one integrated ecosystem, plus HL7 support for broader health data interoperability. The point of an agency choosing SETWorks isn't stitching together point solutions; it's being able to run everything from one connected platform, and our integration depth backs that up.
SETWorks’ ability to make any datapoint instantly available to our reporting, business intelligence, and AI layer is very unique in this industry.
9. Billing / RCM Capability
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5 (Exceptional)
We’ve scored as a whole platform the same way we approached state compliance fluency. SETWorks offers real, native billing and RCM capability today, which is unique in the IDD industry. This includes Medicaid and waiver billing, seamlessly handling manual billing (with invoices and spreadsheets), significant automation around QA and billing processes, hands on billing and revenue services for our clients, and payroll.
Similarly, SETWorks has more than 10 years of expertise with electronic billing (eBilling) across the country, handling thousands of nuances across thousands of services. If something needs to be billed, we know how to do it.
10. Total Cost of Ownership
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4 (Strong)
Our pricing model is intentionally simple, and once ROI calculations are done, it quickly becomes a no-brainer. Subscription fees are based on the total number of people served in a year, split by residential versus non-residential. SETWorks largely doesn’t operate in modules, and each individual served is only counted once, even if supported across multiple programs.
11. Reporting and Analytics
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5 (Exceptional)
Real-time analytics and business intelligence are core to SETWorks, not an add-on. This includes complex compliance reporting, reporting built around the state, and funding systems agencies actually answer to.
Any piece of data can be combined, actioned on, transformed, and reported on - even data coming from outside systems (integrations) - including to give access to our AI. This is genuinely one of our strongest areas across SETWorks, scoring us a 5. Reporting and analytics can be an afterthought in other platforms (and it shows).
12. Support
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5 (Exceptional)
We maintain a dedicated, experienced support team. Support quality is consistently one of the things agencies tell us matters most when they're comparing platforms, particularly agencies who've experienced the alternative elsewhere. Much of our team is from the IDD industry or has years of experience serving IDD providers, so we speak the language, know the best practices, and understand how to solve the challenges providers face.
13. Security and Privacy / Data Ownership
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5 (Exceptional)
SETWorks holds SOC 2 and NIST 800-171 compliance, is HIPAA-compliant, and is SSA-approved. This is a meaningfully strong compliance posture for a platform handling this kind of data.
In addition, our data remains entirely within the US, setting us apart from many of our competitors who operate with teams overseas or offshore. Studies indicate that there is a 4x increase in the risk of PHI leakage associated with these practices. Security and privacy is critical, and we take it seriously.
14. Ease of Use and Staff Adoption
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4 (Strong)
With all the turnover in this industry, simplicity for staff is critical. SETWorks is extremely easy to use for DSPs and other staff, with most actions being able to be done on the home screen, with very few clicks.
Average score: ~4.0 out of 5. No platform, including ours, should earn a perfect score across every category, and if it does, that’s a reason to question the rubric, not the platform. We built this evaluation tool to help agencies see past demos and sales pitches to what matters day to day. Holding ourselves to it, limitations included, is the only way it earns your trust.
What's next?
Ready to see it all in one place?
SETWorks is built to manage your entire organization, from client records to billing to compliance, without juggling multiple systems.
Connect with our team to learn how our purpose-built software platform created specifically for disability services can empower your agency.
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Frequently Asked Questions (FAQ)
How do I choose an IDD software?
A demo is a useful first step, but it shouldn't be the only input in your decision. Demos are typically built around clean sample data and best-case scenarios, so they don't always reflect what your team will be working with day to day. Pair demos with a consistent set of evaluation criteria (like the 14 covered in this rubric) and specific, real-world questions about implementation, compliance updates, and ongoing support, so you're comparing platforms on substance, not just first impressions. Check out our list of 8 key questions to ask during a sales demo!
What is the best IDD software?
There isn't one best IDD software platform. The right fit depends on your service lines, state requirements, and where your current operations are breaking down. A platform that's excellent for a residential-focused agency may not be a perfect fit for one running VR or employment services, for example. Use a structured rubric to score any platform you're considering against the criteria that matter most for your organization, rather than relying on rankings or vendor claims alone.
What should I look for in IDD software?
Look for a platform that connects your operations rather than adding another disconnected system to the pile. Documentation, billing, EVV, and reporting should all work together without manual re-entry. Beyond that, look closely at state-specific compliance support, how implementation and ongoing support actually work in practice, and whether the platform was purpose-built for IDD service delivery or adapted from a more general system.
