Traverse Modules
Document management is just the beginning.
Traverse is a cloud-based, modular, SaaS solution purpose-built for human services agencies. The software provides document management, forms management, and mobility.
Easily Integrated
Easily integrate Traverse with state case management systems, existing document management systems, and other agency solutions using an integration platform as a service (iPass) leveraging connectors and APIs. Traverse allows for bi-directional data exchange to reduce duplicate entry.
Mobile
Regardless of location or connectivity, workers use the Traverse mobile app to complete electronic forms, capture documents, take photos automatically tagged with the date of clients or living conditions, and capture audio and video.
Secure
Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. We use only FedRAMP-compliant and HIPAA-compliant services. Data is encrypted in transit and at rest.
Modules
Traverse has modules that can be used separately or together to meet your agency’s specific needs.
Scan, upload, and capture documents, audio, video, and photos to the electronic case file.
- Quickly find and filter case content by date or content type, or by using full text search.
- Redact text on content items
- Download the entire case file in one click
- Access case files across the agency from one application
Collect, complete, and sign forms electronically from anywhere.
- Auto-fills basic information and autosaves progress
- Exact match of the original forms provided by hospitals, schools, and other services providers
- Digitally share forms for review or a signature
Reads and analyzes the entire case file like a social worker would.
- Saves time in decision-making by summarizing key information from all case content
- Presents major life events and people mentioned in the case
- Answers workers’ questions about agency policies, procedures, and providers
- Connects clients to services faster
Workers securely collect and share documents and forms with clients and outside providers.
- Clients and providers use any device to securely upload case documentation
- Share forms or signature externally
- Verify documents uploaded
Configured to automatically route content and forms over the life of the case.
- Work items are automatically routed based on content type to a worker or pool of workers
- Add optional due date, recipient, and comments
- Workers get notifications with due dates when content is routed to them
- Streamline processes to ensure compliance and timeliness
Unlock data to help with compliance and other reporting needs.
- Reporting on client, case, and administrative data
- No manual effort or separate spreadsheets are required
- Share and evenly distribute work
- Prepare for compliance reporting and audits
Supported Programs
Traverse can support an entire agency or specific agency programs that require case management.
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.
Traverse Benefits
To make the biggest impact, everyone in the agency needs tools to help them work efficiently and effectively in every aspect of their jobs, every single day.
- Upload, store, and retrieve documents and case information from anywhere
- Collect, complete, sign, and share forms electronically
- View and full text search organized, easily accessible electronic case files
- Uncover case history and make decisions faster
- Access real-time information and metrics on individual caseworker and client activity
- Gain visibility into individual case and client documents and navigate through data across program areas
- Manage remote and distributed work in real time
- Ease the administrative burden on IT
- Reduce infrastructure costs
- Automatic upgrades so your system is always up to date
- Clients use any device to submit documents and complete forms without visiting the agency
- Workers securely share selected case file documents with clients
- Workers send forms to clients for electronic signatures
