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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CaseFlow® ensures that every detail is accounted for, preventing any oversights in your workflow. Keep track of all important deadlines and appointments seamlessly. Receive notifications for follow-ups required by external organizations you rely on. Instantly identify the next steps for any case at hand. Whether you’re using an iPad or smartphone, you can effortlessly upload new case details. Don't let being in the field hinder your paperwork—simply take a photo, note down the essentials, and continue your work. Caseworkers can maintain a sense of control and professionalism, as they are constantly reminded of upcoming tasks and can access case information instantaneously. Automation tools significantly reduce the time spent on documentation, streamlining the process. Your data remains secure, with encryption and backup solutions ensuring easy recovery. Role-specific access guarantees that team members have just the right information they need, eliminating unnecessary clutter. With robust reporting features, you can take a proactive approach to your responsibilities rather than merely reacting to situations as they arise. Stay informed about ongoing developments and make strategic decisions on where to direct your efforts. This system is specifically designed for effective case management in health and human services. With CaseFlow®, you can optimize your workflow and enhance your service delivery.

Description

SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies. What makes us different: SETWorks is purpose-built for disability service providers — not retrofitted from other industries. This specialization allows us to meet the unique compliance, billing, and reporting needs of organizations providing over 8K unique service lines across the U.S.. SETWorks empowers agencies to simplify documentation, strengthen data integrity, and enhance compliance while enabling data-driven decision-making. With the addition of SETWorks AI, providers gain even greater efficiency and consistency across workflows, freeing staff to focus on delivering person-centered, impactful services. Our HIPAA-compliant platform, supported entirely by a U.S.-based team, combines innovation, reliability, and deep industry expertise — helping organizations deliver better outcomes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADP Comprehensive Services No 
ADP Enterprise HR No 
Blackbaud CRM No 
CaraSolva No 
Elsevier Performance Manager No 
Microsoft Dynamics 365 No 
Paychex Flex No 
Paylocity No 
QuickBooks Online No 
Relias No 
Sage 200 No 
TeamBridge No 

Integrations

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

Pricing Details

$49 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CaseFlow

Founded

2017

Country

United States

Website

caseflow.global

Vendor Details

Company Name

SETWorks

Country

United States

Website

www.set-works.com

Product Features

Adoption Agency

Accreditation / Compliance Management No 
Automated Notifications No 
Case Management No 
Communications Management No 
Family Portal No 
Fundraising / Donations Management No 
Home Studies Management No 
Mobile Access No 
Online Checklists No 
Volunteer Management No 

Camp Management

Attendance Management Yes 
Billing & Invoicing No 
Customer Management Yes 
Food Service Management Yes 
For Campgrounds Yes 
For Summer Camps Yes 
Medical Management Yes 
Online Registration Yes 
Parent Portal No 
Program Management Yes 
Registration Management Yes 
Scheduling Yes 
Staff Management Yes 

Foster Care

Adoption Management No 
Automated Reminders No 
Available Families Database No 
Case Management No 
Checklists No 
Child Intake No 
Education Requirements Tracking No 
Family Portal No 
Foster to Adopt No 
Online Applications No 
Online Licensing Forms No 
Payments Tracking No 
Placement Management No 
Reporting No 
Respite Credits Tracking No 
Treatment Management No 

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling No 
Time Tracking Yes 
Training Management Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling No 
Volunteer Management Yes 

Product Features

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management Yes 

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