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What is SETWorks?

SETWorks is the leading EHR and case management platform built for organizations supporting people with disabilities. At SETWorks, we believe technology should make it easier to focus on people, not paperwork. That’s why we built a cloud-based Electronic Health Record (EHR) and case management platform designed specifically for disability service providers. From service delivery and documentation to billing, reporting, and analytics, everything works together seamlessly in one place. SETWorks AI adds another layer of efficiency, helping agencies minimize errors, streamline processes, and stay compliant while empowering staff to focus on what truly matters — people. Proudly headquartered in Kansas City, Missouri, our entirely U.S.-based team combines industry expertise with responsive, personalized support. What sets us apart: SETWorks isn’t adapted from another industry — it’s engineered for disability service agencies from the ground up. That means better alignment with complex requirements, more intuitive workflows, and a deeper focus on outcomes. SETWorks empowers providers to operate efficiently, maintain compliance, and deliver person-centered care powered by trusted technology.

What is AgencyOrganizer?

AgencyOrganizer exceeds expectations with its all-encompassing features that promote cost savings, strong security measures, and a high degree of customizability for various operational needs. Its functionalities range from smooth data integration to cutting-edge Agency Management solutions, enhancing organizational efficiency for agencies and boosting their chances of increased profitability and market visibility. The platform is adept at securely preserving all essential documents related to the user's cases and associates, covering everything from emails to scanned files, thereby mitigating the risks linked with physical document management and reducing clutter. Beyond document management, AgencyOrganizer provides tools for recording notes, phone calls, appointments, and additional activities, establishing a central hub for all agency operations. Additionally, with its built-in calendar and task management features, AgencyOrganizer helps users effectively plan their schedules and manage their obligations, making it a crucial tool for any agency aiming to succeed in today's competitive environment. This comprehensive approach not only enhances operational efficiency but also allows users to concentrate on what truly matters: providing outstanding service and driving growth forward. Ultimately, AgencyOrganizer stands out as an essential partner in fostering agency success and innovation.

Media

Media

Integrations Supported

ADP Comprehensive Services
ADP Enterprise HR
Blackbaud CRM
CaraSolva
Elsevier Performance Manager
Microsoft Dynamics 365
Paychex Flex
Paylocity
QuickBooks Online
Relias
Sage 200
TeamBridge

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$20 per month

Supported Platforms

SaaS

Supported Platforms

Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

SETWorks

Company Location

United States

Company Website

www.set-works.com

Company Facts

Organization Name

AgencyOrganizer

Company Website

www.agencyorganizer.com

Categories and Features

Human Services

Case Management
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

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