Streamlining Services to Support Families

Challenges

Manual paperwork used to be a burden for Ericka when responding to intakes. She had to be prepared for every possible circumstance, which meant carrying around huge amounts of paperwork and hoping she had the form she needed. If not, it delayed her ability to coordinate services.

Solution

Ericka uses Traverse to work with clients and supervisors to complete and get signatures on forms electronically and from anywhere. She can also surface current and historic case information, such as medical reports or police reports, to determine whether there’s enough concern to open a case.

“Being able to dig back through, click on something, and learn some information from it has been really beneficial when it comes to determining whether we have enough concern that we need to open a case or we’ve already taken enough steps to back off based on patterns in the family.”

Results

Ericka can streamline services faster. She can walk out of a family’s house with all the documents and information she needs to do what they were talking about in the moment. She can quickly complete referrals and releases of information and make better decisions for the safety of the kids.