About Traverse
Traverse is a case management software from Northwoods Consulting Partners designed for health and human services agencies. It combines casework and client support, admin and document support, and a customer portal so caseworkers can manage their tasks efficiently from anywhere. Traverse aims to reduce administrative workload and simplify case file management within a secure platform. The software includes a Trust Center for secure data handling and features a user-friendly interface that allows caseworkers to communicate effectively with clients and colleagues. Key capabilities: Casework & Client Support Admin & Document Support Customer Portal Trust Center Secure Access Best for: health and human services professionals that need a centralized solution for case management and documentation tasks.
**Traverse** by Northwoods Consulting Partners is a cloud-based, commercial off-the-shelf (COTS) software designed specifically for human services agencies. Its primary purpose is to streamline document management, forms management, and mobility for caseworkers and social workers. Let’s delve into the key aspects of this software. ## User Interface and Ease of Use The user interface of Traverse is clean, intuitive, and well-organized. Its design prioritizes functionality and ease of navigation. Here are some notable features: **Simplicity**: Traverse avoids clutter and unnecessary complexity. Users can quickly access essential functions without getting lost in convoluted menus. **Role-Based Views**: The interface adapts based on user roles, ensuring that caseworkers, supervisors, and administrators see relevant information tailored to their responsibilities. **Mobile-Friendly**: The mobile app extends the same user-friendly experience to field workers, allowing them to access case files and input data seamlessly. ## Functionality and Features Traverse stands out due to its purpose-built features for human services agencies: **Document Management**: Traverse digitizes entire case files, eliminating paper-based processes. It allows caseworkers to upload, organize, and retrieve documents efficiently.
Pros & Cons
- +Efficient Case Management: Traverse digitizes case files, empowering caseworkers to work effectively.
- +Mobile Access: Field workers can access critical information on the go.
- +Data Discovery: Automated analysis surfaces essential case content.
- +Data Integration: Seamlessly imports data from external systems like Connections.
- +Customization: Allows for creation of custom forms to fit specific needs.
- +Workflow Automation: Offers established workflows for efficient case management.
- +Time-Saving Features: Automatic timeline generation and searchable content/case notes improve efficiency.
- −Learning Curve: Requires initial investment of time to master the system.
- −Minor Usability Issues: Some users identified small areas for improvement in the user interface.
Features
Key features
- Cloud-based solution.
- Document management.
- Forms management.
- Mobility features for social workers.
- Purpose-built for human services agencies.
Additional features
- Human Services, Social Services, Child Welfare, Adult & Aging, Economic Assistance, Child Support, Case Discovery, Mobility, Content Management, Document Management, Client Flow Management, Business Process Improvement, IT Service Delivery, IT Modernization
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Traverse
Traverse is a case management software from Northwoods Consulting Partners designed for health and human services agencies. It combines casework and client support, admin and document support, and a customer portal so caseworkers can manage their tasks efficiently from anywhere. Traverse aims to reduce administrative workload and simplify case file management within a secure platform. The software includes a Trust Center for secure data handling and features a user-friendly interface that allows caseworkers to communicate effectively with clients and colleagues. Key capabilities: Casework & Client Support Admin & Document Support Customer Portal Trust Center Secure Access Best for: health and human services professionals that need a centralized solution for case management and documentation tasks.
Traverse Details
Traverse's In-App Market Place
Does Traverse have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
39
Mini Apps
Adult & Aging
Including adult protective services
developmental disabilities
home and community-based care
long-term care
mental health
guardianship
and in-home supportive services.
Child Support
Including intake
establishment
engagement
collection & distribution
family investment
family support
locate
paternity establishment
and interstate.
Child Welfare
Including child protective services
investigation
intake
assessment
ongoing
case management
foster care
kinship
adoption
children’s mental health
and children’s behavioral health.
Economic Assistance
Including Medicaid
Supplemental Nutrition Assistance Program (SNAP)
Temporary Assistance for Needy Families (TANF)
cash assistance
child care assistance
workforce
energy
and LIHEAP.
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Efficient Case Management: Traverse digitizes case files, empowering caseworkers to work effectively.
- Mobile Access: Field workers can access critical information on the go.
- Data Discovery: Automated analysis surfaces essential case content.
- Data Integration: Seamlessly imports data from external systems like Connections.
- Customization: Allows for creation of custom forms to fit specific needs.
- Workflow Automation: Offers established workflows for efficient case management.
- Time-Saving Features: Automatic timeline generation and searchable content/case notes improve efficiency.
- Learning Curve: Requires initial investment of time to master the system.
- Minor Usability Issues: Some users identified small areas for improvement in the user interface.
Traverse's Support Options
Community Forums
https://www.teamnorthwoods.com/Community