Why SET-Works?
Who we are and what we do
Who we are
We have been in business for over 12 years supporting the Disability Services
industry with our solution, SET-Works. SET-Works is our Integrated Electronic
Management system, which was created from the ground up for the Disability
Services industry. It is accessible securely online, and is used by many providers
around the nation to manage their services. We specialize in effectively tracking
consumer data in services spanning Employment Services, Residential, Day Services,
Case Management, Transportation, and more, and assist with many internal
functions within Electronic Billing, Timesheets, Staff Management, and Reporting.
We love serving this industry and improving the delivery of services nationwide!
Our headquarters are in Kansas City, MO.
Our Clients
SET-Works is used by many provider organizations across the nation as the
primary tool for managing their organization.
We have users in the states colored blue:
(North Dakota – you’re next!)
Our Clients - What they say
“The partnership we have with SET-Works is wonderful. They're so quick to
respond to our needs and are so easy to work with. One of the services
within SET-Works we built along with the SET-Works team and they were
phenomenal.”
– Missy Johns, Director of Employment & Community Services, LOQW, Inc.
"Much of our success can be attributed to the SET-Works program."
– Tommy Cox, Director of Vocational Services, RHA Howell
"You guys are the best and you make our jobs so much easier. Gotta have
SET-Works!"
– Cynthia Stevens, Program Manager
What is SET-Works?
We support your services:
• Individual Tracking
• Employer Management,
Workplace & Job Analysis
• Residential
• Authorization Tracking
• Case Management
• Noted Events (Incidents,
Accidents, Seizures)
• Consumer Health & Network
• Medication Administration
• Electronic Forms & Electronic
Signatures
We support your organization:
• Staff Management/HR
• Organization Hierarchy
• Extensive Reporting
• Shared Calendars
• Electronic Billing
• Audit-proof
• Data Security
• A valuable partnership –
personalized time and care to
ensure your organization is
successful
The value we provide
The Partnership
We see all our clients as partners, and
they do the same with us. While many
companies provide a relatively fixed
product, our unique model ensures
SET-Works is the ideal solution for every
client we take on, always. SET-Works is
inherently customizable, and our teams
have been specifically designed to
encourage partnering with our client
directors and staff to help SET-Works
solve the problems they face and
improve what they do, even as they grow
and the landscape changes.
The Guarantee
We challenge every client to
measure the impact SET-Works
has on their organization. Then,
we meet as often as needed to
review progress, and celebrate in
the areas doing great and
address the areas where there is
room for improvement.
We do everything we can to make
sure every client is successful
and receives maximum benefit
from SET-Works.
Why organizations choose SET-Works?
Service provider organizations choose SET-Works to manage their disability services
and organizations. Because our system has been proven over and over again to
increase efficiencies, increase quality of services provided, and lower operating
costs, our clients are excited about the integration of SET-Works into their
organization. The improvements are achieved through the web-based SET-Works
system that is available to staff anywhere, and includes an extensive individual
portfolio, authorization and goal tracking system, electronic billing, staff
management and timesheets, and extensive reporting capabilities. Our clients also
see the collaboration with the SET-Works team as an invaluable resource to ensuring
their needs continue to be met electronically as their organization grows and
changes.
Digging deeper: SET-Works Overview
Our clients love how simple
SET-Works is to use!
SET-Works can be accessed
securely via any computer,
tablet, or phone, from the
office, on-site, or at home.
Every staff receives their own
secure login, and are
assigned roles, with each role
having privileges that are
configurable throughout the
application.
Every user has their own calendar, which is shared with other
staff, supervisors, and managers. Everything can be done from
the calendar – appointments, documentation, time tracking.
The system has hundreds of
validation points, making sure
the work being done is
accurate, and of the best
quality.
Digging deeper: Daily Staff Documentation
Staff perform their daily
documentation on what we
call “Activity Records”.
Different types of Activity
Records exist for different
needs.
Once documented, staff
electronically sign the record,
and the manager reviews the
work and then counter-signs.
One Activity Record Type: Effortlessly document on
outcomes and goals with intervention and assessment
keys that are relevant to your services. Over time,
easily track how the individual is trending on each goal.
Activity Records are simple,
but powerful. They allow
automation of a lot of tasks,
from electronic billing, to
timesheets, authorization
tracking, reviewing and
signing documentation, and
viewing trends.
Digging deeper: Employer Management
Track your employers and manage
detailed profiles for each.
Perform Workplace and Job Analyses
to ensure the ideal job is found for
every individual.
Track contacts, placements,
wage and benefit information,
upload files, and so much more.
Digging deeper: Going Paperless
Make your forms electronic
by utilizing the extensive
individual profile features
available within SET-Works.
Many state forms are also
already available within SETWorks, and when not, we
work with our clients to get
their unique forms
represented electronically.
Digging deeper: View Reports and
Trends
View trends on various individual data points, such as
individual goals and strategies, and track organizationlevel trends.
Over 160 reports are available to meet nearly any
reporting need. When not,
we work with our clients to
get their unique forms
represented electronically.
Digging deeper: Electronic Billing
Effortlessly bill to any
funding source through
SET-Works.
Once submitted, the
records will be locked so
no changes can be made
to them.
Simply create a batch, select the records to be
submitted, and click submit. That’s it!
Digging deeper: Manage Staff
Our clients also manage their HR
functions through SET-Works.
Each staff has their own SET-Works
account and extensive profile.
Perform annual reviews, set staff
goals, create staff notes, receive
notifications when certifications expire,
upload and tag files, and so much
more!
Client Support
Technical Support
We work standard business hours, but
we understand a lot of documentation
happens outside of work hours at home
or in the office, and so we’re flexible.
Client staff can contact us through
e-mail, phone, or via our internal SETWorks Support System, anytime.
All our staff are US based and experts on
SET-Works and the industry.
Executive Support
Aside from staff having technical
questions, from time to time
client executive or directors will
have reasons to contact us
ranging from operational queries,
to requests for new features
within SET-Works, to just
bouncing ideas off of us. To
support executives, we assign
dedicated support staff to them
with direct numbers and e-mail
addresses.
Typical Setup Overview
The below timeline is a typical example of the setup process, intended to help you plan.
Week
1
1
1-2
2
2
2-3
2-3
4
Event
Initial Setup Meeting
Review & Sign Contract
Client Completes Provider Build Spreadsheet
Setup & Configure SET-Works for Client
Training of Superusers (“Train the Trainer”)
Superusers trains staff, with help as needed
Create & Implement key metrics (KPIs)
SET-Works Go-Live
Responsibility
SW/Client
SW/Client
Client
SW
SW/Client
SW/Client
Client
SW/Client
Est. Hours
2
2
8**
20**
7
14
4
NA
Following the go-live, we schedule a weekly call with you for as long as you need to ensure
everything is running smoothly for your organization.
** May vary significantly depending on current process and needs
And there is so much more!
THANK YOU
FOR YOUR TIME
“I’ve been waiting on this since 1982!”
– Mary Sullivan-Thomas, Executive Director,
Community Opportunities