Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AgencyOrganizer stands out by offering a blend of integrated features and functionalities that surpass expectations through cost efficiency, robust security, and extensive customizability across various operational domains. Its capabilities extend from seamless data integration to innovative Agency Management strategies, which support agencies in becoming more organized and achieving greater profitability and market presence. The platform ensures that all documents related to user cases and associates are stored securely, encompassing everything from emails to scanned files, thus eliminating the clutter and risks associated with physical document storage. Beyond document management, AgencyOrganizer also records essential information such as notes, phone calls, and appointments, enhancing overall productivity. Additionally, its built-in calendar and task tracking tools further streamline time management, allowing users to optimize their schedules effectively. With AgencyOrganizer, agencies can experience a comprehensive solution that not only meets their operational needs but also drives growth and efficiency in an increasingly competitive landscape.
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
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
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
Pricing Details
$20 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
Yes
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
No
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
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AgencyOrganizer
Website
www.agencyorganizer.com
Vendor Details
Company Name
SETWorks
Country
United States
Website
www.set-works.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory 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