Why SET-

Works?

Who we are and what we do

Who we areWe 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 ClientsSET-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 provideThe PartnershipWe 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 GuaranteeWe 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.

The system has hundreds of validation points, making sure the work being done is accurate, and of the best quality.

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.

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.

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.

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.

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 SET-Works, 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 organization-level 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 BillingEffortlessly 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 StaffOur 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 SupportTechnical SupportWe 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 SET-Works Support System, anytime.

All our staff are US based and experts on SET-Works and the industry.

Executive SupportAside 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 OverviewThe below timeline is a typical example of the setup process, intended to help you plan.

Week Event Responsibility Est. Hours1 Initial Setup Meeting SW/Client

21 Review & Sign Contract SW/Client 21-2 Client Completes Provider Build Spreadsheet Client 8**2 Setup & Configure SET-Works for Client SW20**2 Training of Superusers (“Train the Trainer”) SW/Client

72-3 Superusers trains staff, with help as needed SW/Client 142-3 Create & Implement key metrics (KPIs) Client 44 SET-Works Go-Live SW/Client

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 YOUFOR YOUR TIME

“I’ve been waiting on this since 1982!”– Mary Sullivan-Thomas, Executive Director, Community Opportunities