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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 Collaborate?

Collaborate was created in conjunction with non-profit organizations to effectively meet their case management needs. It streamlines a wide range of tasks, from Intakes and Services to Outcomes and Reporting, all while providing expert assistance throughout the process. This platform automates tedious manual tasks and transitions all paper documentation into a digital format. Organizations can customize Client Intakes and other components to fit their specific requirements. Collaborate efficiently organizes all your documents and can automatically extract pertinent Case information into them. It also enables the collection of Electronic Signatures from both clients and service providers, including those needed for telehealth services. Users can delegate Tasks to others and set deadlines for completion. Monitoring these deadlines is easy with a personal Calendar that offers SMS or email notifications for specific Tasks. Additionally, upcoming services can be viewed directly on your Calendar, ensuring that all appointments and deadlines are efficiently managed. This comprehensive approach enhances productivity and ensures that no critical element is overlooked in the case management process.

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

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

On Request
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SETWorks

Company Location

United States

Company Website

www.set-works.com

Company Facts

Organization Name

Network Ninja

Date Founded

1998

Company Location

United States

Company Website

collaboratesoftware.com

Categories and Features

Human Services

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

Categories and Features

Human Services

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

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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