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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 Foothold?

More than 25 years ago, one of our founders, serving as the IT Director for a prominent behavioral health and residential services organization in New York, recognized the urgent need for improved tracking and reporting of their services, leading him to create a case management system tailored for his agency. As time passed, two additional agencies collaborated in enhancing the software, allowing it to cater to the diverse needs of almost any human services organization across the nation. Currently, Foothold’s dedicated team and innovative software support hundreds of agencies not only throughout the United States but also in Guam and Puerto Rico. By leveraging our technology expertise combined with a deep understanding of human services, we remain committed to empowering agencies to concentrate on their core missions while providing them with the tools they need to succeed. Moreover, we strive to continually innovate and adapt our solutions to meet the ever-changing landscape of human services.

Media

Media

Integrations Supported

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

Integrations Supported

CaraSolva
Change Healthcare Data & Analytics
Snowflake
iPrescribe

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

On Request

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / 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

Foothold Technology

Date Founded

2000

Company Location

United States

Company Website

footholdtechnology.com

Categories and Features

Human Services

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

Categories and Features

Behavioral Health

Not specified

Care Coordination

Not specified

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
HIPAA Compliant
Meaningful Use Certified

HIPAA Compliance

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Remediation Management
Risk Management
Vendor Management

Human Services

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

Long Term Care

Claims Management
Clinical Care
EHR
Electronic Health Record
For Home Care Providers
For Nursing Homes
Geriatric Care
Patient Records
Staff Scheduling

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Invoice History
Patient Eligibility Checks
Practice Management
Remittance Advice

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
Patient Scheduling
Physician Management
Recurring Appointments
Staff Scheduling

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Patient Portal

Appointment Confirmations
Appointment Scheduling
Health Record Access
Intake Forms
Lab Results
Secure Messaging

Population Health Management (PHM)

Analytics
Data Storage
EMR/EHR Integration
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Utilization Tracking

Revenue Cycle Management

Accounts Receivable
Claims Management
Collections Management
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Scheduling

Social Work Case Management

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

Telemedicine

Appointment Reminders
Appointment Scheduling
Chat / Messaging
HIPAA Compliant
Video Conferencing

Therapy

Not specified

Value-Based Care

Not specified

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