Traverse allows IHSS workers to simultaneously increase efficiency and engagement. Maria says they can spend more time getting to know their clients and coordinating services, and less time worrying about paperwork because what they need is always on hand.
Building relationships with recipients
"Each case we handle is unique, as well as each of our client's needs. For example, one client might want to appoint an authorized representative while another one requires paramedical services. Therefore, having immediate access to all our forms prevents delays in providing our clients with assistance when needed," Maria said.
She added that this real-time access "makes us look more professional in front of our clients and builds their trust in us, knowing their needs will not be delayed because of missing documentation."
Empowering workers with information
Workers can quickly familiarize themselves with key details of a case so they can focus on building deeper connections with recipients during visits. “It is important to review our clients’ cases before our home visits, so we get to know our clients’ medical conditions and have an idea of what to expect once we get to our clients’ homes, as well as knowing or having a sense of their abilities and limitations,” Maria said.
Security meets customer service
Lastly, Maria says being able to scan and upload documents directly into a case file in front of clients brings peace of mind. "Some of our clients have an assigned power of attorney or conservator, so now when they provide us with a copy of these documents, it's much easier and safer to scan it right away," she said. “By scanning documents directly into each case in front of clients, we save time, and it also limits the risk of important documents getting lost in the mail.”
"Because Traverse has a mobile app, not only can we use our iPad, but our phone as well to complete this process," she added.