Traverse Software
Built for caseworkers. Trusted by health and human services agencies.
Northwoods Traverse software gives you a smarter way to engage with documentation and serve clients. It works seamlessly alongside your existing system of record.
Casework shouldn’t come with miles of paper, outdated tech, or preventable burnout. Traverse lets you find everything your team needs—forms, files, access, and collaboration—in one secure, cloud-based software system. It’s seamless for you and your team, not overwhelming.
Traverse is software designed with you and your agency in mind.
Documentation Is Dragging You Down
Too many systems. Too little time. Too much manual work.
Paper files, legacy systems, and disconnected databases make it difficult to keep up. Even tiny delays can create major backlogs when every visit and every form matters.
Workers lose valuable time. Leadership loses visibility. Clients wait longer for services.
When systems slow down your team, the cost isn’t just overtime—it’s missed care, lower morale, and poor retention.
Traverse solves your challenges with a centralized platform that supports your entire team, from the field to the office.
You handle the peoplework. We’ll handle the paperwork.
Software Built for Health and Human Services Work
All-in-one document management, forms management, and mobility.
Traverse helps human services pros document faster and collaborate more easily. You stay connected, no matter where the work takes you. It’s compliant, simple-to-use software that matches your daily reality.
Even better, it solves the problems that pop up in health and human services work again and again.
How Traverse Works
All-in-one document management, forms management, and mobility.
Here’s the primary Traverse flow:
- Collect case information or documents.
- Upload content to digital case files, with or without internet access.
- Complete forms, capture signatures, and route documents.
- Collaborate with team members and external providers.
- Track activity, progress, and case timelines in real time.
What You Can Do With Traverse
In a health and human services field? Traverse has you covered.
Accessible Anywhere
Access and upload documents and case information securely.
Cloud Based
Complete and share forms digitally.
Champions Collaboration
Interact with clients, providers, and team members.
User Friendly
Search within case files to locate what you need instantly.
Easy Access
Work online or offline from any device.
Support Workers
Gain up to 2 hours per day in recovered time.
Traverse Modules That Power Your Workflow
Help caseworkers, supervisors, and agencies work better every step of the way.
- Add Content: Upload documents and digital forms to consolidate case files immediately, whenever and wherever people provide them.
- Retrieve Content: Quickly find the information you need to process benefits, make decisions, and serve clients.
- Collaborate: Share and e-sign forms and files safely with coworkers, clients, and service providers to move cases forward fast.
From document management to forms to reporting, Traverse gives you modules you use separately or together.
Key Benefits for Your Agency
Traverse isn’t just user-friendly—it’s agency-ready.
Accessible Anywhere
It is web-based and mobile-friendly. Traverse works even in disconnected mode, so remote workers stay productive.
Cloud Based and Secure
Collaboration First
Share documents compliantly with supervisors, coworkers, providers—even clients.
Intuitive for All Users
Traverse has an easy-to-learn design, live chat, and in-app support that ensure fast onboarding.
Easily Integrated
Traverse is API-enabled to share data across case management and eligibility systems, reducing redundancies.
Support Workers
Gain up to 2 hours per day in recovered time.
Traverse has brought immediate support, assistance, and relief to our workers.
– Mae Major, Director of Children & Family Services, Seneca County Children’s Services, New York
Created for Everyone on Your Team
One tool. Agency-wide capabilities and unique benefits.
- Caseworkers: Work from anywhere, upload and find files quickly, and reduce time spent on documentation.
- Supervisors & Leaders: Monitor workloads, manage remote teams, and gain insights into service delivery.
- IT Teams: Reduce infrastructure demands, simplify updates, and lessen the support burden.
- Clients & Familes: Submit documents virtually, receive faster support, and build trust with caseworkers through communication.
Submit documents virtually, receive faster support, and build trust with caseworkers through communication.
Programs We Support
Northwoods builds Traverse for health and human services work across every program area.
Adult & Aging
Support vulnerable adults and older populations through coordinated care:
- Adult protective services (APS)
- Developmental disabilities services
- Home- and community-based care
- Long-term care coordination
- Mental health services
- Guardianship support
- In-home supportive services
Child Support Services
Help families navigate financial and parental support systems:
- Intake and case establishment
- Parental engagement and locate
- Paternity establishment
- Family support and investment
- Collection and distribution
- Interstate case coordination
Child Welfare
Streamline every stage of child and family well-being:
- Child protective services
- Investigation, intake, and assessment
- Ongoing services and case management
- Foster care and kinship placement
- Adoption support
- Children’s mental and behavioral health
Economic Assistance
Enable access to vital benefits and self-sufficiency programs:
- Medicaid and SNAP
- Temporary Assistance for Needy Families (TANF)
- Child care and cash assistance
- Workforce and energy assistance
- Low-Income Home Energy Assistance Program (LIHEAP)
What’s the Value of Traverse?
Measurable time and cost savings come from Traverse at your agency.
- Save up to $50 daily per worker on overtime and mileage.
- Regain 2 hours per day.
- Reduce turnover—saving around $54,000 in replacement costs per worker.
- Cut time spent searching files and preparing for audits.
- Speed document signatures from months to days—even hours.
- Lighten the load on county IT and reduce storage costs.
- Reduce disaster risk from paper file loss.
Implementation Services Set You Up for Success
We guide you through every stage, from first login to long-term adoption.
Our dedicated team brings a consultative, human-centered approach to every Traverse implementation. We work alongside you to understand your processes and create lasting change. You’re ready to equip internal champions with what they need to excel now and into the future.
Even better, it solves the problems that pop up in health and human services work again and again.
Northwoods Traverse services are comprehensive:
Change management & project planning
Business process discovery
Forms building & taxonomy development
Data integration & document migration
Staff training & ongoing learning support
Year-round support & customer success
Traverse + Case Aide Services = Stronger, Smoother Work
One modernizes documentation. One lifts the administrative burden. The pair transforms how your agency works.
Like all dynamic duos, Traverse and Case Aide Services bring out the best in each other.
Traverse streamlines your documentation through flexible, cloud-based software that’s easy to learn. Case Aide Services expands your team’s capacity by taking on time-consuming paperwork behind the scenes.
When your agency combines them—digital software and human-powered help—you see faster results. Your teams are stronger and less likely to burn out. And you have a more sustainable approach to casework without overload.
Like peanut butter and jelly or milk and cookies, Traverse and Case Aide Services simply work better together.
See What Traverse Can Do For Your Agency
More time and lower costs? Let’s do it.
Traverse is more than software—it’s a smarter way to serve. Proven time savings, ironclad security, and full implementation support bolster any health and human services role, anytime.
You and your team stay on top of things, from instant e-signatures in courtrooms to notes in the field. You rest assured knowing you’re audit-ready and HIPAA and FedRAMP compliant. Traverse doesn’t just help today; it scales with your agency for the long haul.
Join the agencies already using Traverse to build more sustainable workdays and better outcomes for everyone. We’d love to speak with you!
FAQ: Traverse
We purpose-built Traverse as a system of engagement for health and human services. Unlike generic systems, Traverse supports encrypted mobile access, in-field form completion, and real-time collaboration. It doesn’t burden your IT team.
Yes. Traverse is API-enabled and built to complement, not replace, your core systems. It gets rid of duplicate data entry and enhances interoperability across platforms.
Traverse works on any device and features offline functionality. Caseworkers can securely upload forms, capture signatures, and update case notes. That’s true even if they’re without internet access because of its cloud backbone.
Yes. AWS powers Traverse, which meets strict HIPAA and FedRAMP compliance standards. All data is encrypted at rest and in transit. In other words, your data is protected whether users are sharing or storing it.
Implementation timelines differ based on your agency’s size and goals. Northwoods provides full support, including training, change management, and ongoing customer success. We walk you through for a smooth rollout.
Traverse includes live chat, in-app learning, and direct access to our support team. We also help train change champions to sustain success. You don’t have to be tech-savvy to use Traverse.
Traverse includes tools to track documentation timelines, team productivity, and case progress. You can report on performance and outcomes with confidence, making it a wise investment.
Yes. Streamlining documentation and reducing administrative burden are its hallmarks. Paperwork and tech fatigue drive burnout and turnover. Traverse gives you more time and control, improving morale and retention.