The March 2026 Client Newsletter ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

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March 2026

Welcome to the March 2026 Client Newsletter! We are excited to share new developments and monthly updates with you.

 

In this edition:

  • Where will SETWorks be next?
  • Tips and Tricks from the SETWorks Network
  • What's Happening in the World of AI? How to Measure ROI
  • Featured Feature: Accounts Receivable
  • Recommended Report of the Month: Activity Record Shift Taken
  • This Month with SETWorks: Fireside Chat with SETWorks CEOs
  • SETWorks Spotlight: Q4 2025 SETWorks Values Award

Brought to you by Julia Hefferon and Scout Dearth

Where will SETWorks be this month?

fl apse 2026 team-2
open minds team 2026-2

Amy, Lexi, and Heather at the 2026 Florida APSE Collaboration Summit in Vilano Beach, FL

Jeff, James, and David at the 2026 OPEN MINDS Workforce AI Summit in Clearwater, FL

We’ve had a great time at the conferences we’ve attended so far this year!  

Contact us if you’ll be at any of our upcoming events, we'd love to connect with you!

    • March 12-13 // NJACP Statewide Conference // Atlantic City, NJ

    • March 24-25 // PAR Spring Policy Conference // Harrisburg, PA

    • April 7-8 // Oklahoma APSE Conference // Oklahoma City, OK

    Tips and Tricks from the SETWorks Network

    💚 March is Developmental Disabilities Awareness Month

    🗣️ Use Dictation to Take Your Notes in SETWorks!

    🧠 Help Reduce the Stigma around Brain Injuries

    📝 How Does SETWorks Determine if a Record is "Complete"?

    ✴️ Disability Inclusion in 2026: What Employers Need to Hear

    ⛑️ Configure Clinical Events in SETWorks!

    💘 The February 2026 Client Newsletter

    Explore More!

    Monthly SETWorks Client Newsletter Headers

    SETWorks AI Just Got Smarter. Now What?

    SETWorks AI is now running on the latest models available, bringing your team faster processing and more advanced reasoning to quality assurance and documentation review.

     

    But as AI capabilities continue to improve, many providers are shifting their focus from what AI can do to how its impact should be measured. In disability services, the value of AI often shows up less in direct revenue and more in operational improvements—like reducing documentation time, strengthening compliance, and helping staff focus more energy on the people they support.

     

    Measuring the real ROI of AI isn’t just about cost savings—it’s about understanding how technology changes the way services are delivered.

     

    Not sure how to start measuring ROI? Read the full article to see our recommended metrics for your organization today.

    Get ROI on AI

    Featured Feature:
    Accounts Receivable

    The Accounts Receivable feature helps you track billing activity and outstanding balances more easily than ever before. 

    By creating organized accounting periods, the feature takes a snapshot of billing data and track charges, payments, and adjustments over time. Within each period, you can easily view balances at the consumer, account, and transaction level, giving you a clearer picture of what has been billed and what has been paid.

    Check It Out!

    Recommended Report of the Month:
    Activity Record Shift Taken

    Need to see which open shifts have been claimed by your staff? The Activity Record Shift Taken report displays shifts that were picked up using the Take Shift option on the Activity Records page over a selected time period.

     

    This report is helpful for organizations using Open Shift workflows to track when placeholder shifts are claimed and assigned to staff.

    Learn How to Access Reports Here

    This Month with SETWorks:
    Fireside Chat with SETWorks Co-CEOs

    We hope you can join us this month for a very special webinar, hosted by SETWorks co-CEOs, David Lindell and Henri McCracken! This will be a casual fireside chat where they will share a bit about SETWorks and answer any questions you might have – from how they started SETWorks to a certain feature you want to know more about.

     

    To help us prepare, please submit a question ahead of time!

    Join us at the next SETWorks Webinar!

    Wednesday, March 18 at 12 PM Central

    Presenter: David Lindell, Henri McCracken, co-CEOs at SETWorks

    👉  Reserve your seat today!

    Last Month's Webinar: SETWorks Can Do That: Add Ons for Your Org

    ⭐️ SETWorks Spotlight ⭐️

    Every quarter, SETWorks honors a team member who exemplifies the SETWorks values.

    griff

    In Q4 of 2025, the SETWorks Values Award was presented to Griff Young, Onboarding Consultant II at SETWorks!

     

    Before joining our team, Griff worked in the education and customer support fields. Since becoming a part of the SETWorks family in January of 2024, he has been a champion for our clients from their first day of onboarding through go-live!

    Thank you, Griff, for going above and beyond to support our clients and for being such an important part of our community at SETWorks!

    Share your knowledge with us at SETWorks!

     

    SETWorks hosts internal monthly Lunch 'n Learn sessions where we learn about various aspects of disability services. Whether you have started new services at your organization, achieved success with processes and features, or have insights into the impacts of changes and legislation, we want to partner with you to share your story!

    Let's Connect!

    The SETWorks Essentials

    Your usage at a glance: SETWorks Usage Summary

    How to use all things SETWorks: Monthly SETWorks Webinars
    You don’t want to miss this: SETWorks Product Updates
    🎁 Earn an exclusive gift and $1K toward your monthly SETWorks invoice

    Resources available to you: SETWorks Resource Guide

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