It’s back-to-school season—and the perfect time to level up how you use (or could use) Traverse.
Whether your agency is already using Traverse or just starting to explore how it could fit into your workflow, one thing is clear: technology works best when everyone understands what it can really do.
Traverse is packed with powerful tools that support your staff, streamline documentation, and ultimately free up more time to focus on people. But with so many features built in, it’s easy for some of them to go under the radar—or never get fully activated in the first place.
That’s why we’re hitting the reset button and offering a quick refresher (or intro) to each Traverse module—so you can get the most out of the tools available to your team.
Document Management
The heart of Traverse: Capture, store, and organize case content in a secure digital file.
- Upload any type of content—documents, photos, audio, or video
- Tag and organize content automatically by client or case
- Quickly find what you need with full-text search
- Download entire case files with one click
Already using this? Make sure you’re using the full range of filters and search features to save time. Just learning about it? This is where it all begins.
Forms Management
Fill out, sign, and share forms from anywhere—no printer or fax machine needed.
- Autofill fields with existing client data
- Copy information you’ve entered on one form onto a new form to save time
- Send forms securely for signature and review
- Includes 40 hours of form maintenance each year to keep forms current
Did you know? Traverse includes the option for exact match forms, which replicates the original paper layout—perfect for compliance and communication with outside providers like hospitals and schools.
Case Discovery
Let AI do the heavy lifting so you can spend more time with clients, not case files.
- Summarize key details from lengthy histories
- See timelines and family connections at a glance
- Get quick answers to policy or provider questions
One of the most underused—but most powerful—modules. Case Discovery feels like a second set of eyes on your cases and allows users to save up to 2 hours per day.
Did you know...
Traverse includes nearly all modules out of the box.
Workflow
Automate how tasks and documents move through your agency.
- Route content to the right person automatically
- Assign due dates, flag items as high priority, and provide instructions to recipients
- Alert workers when action is needed
Some agencies use Workflow to manage supervisory review or escalate urgent tasks without clogging inboxes.
Traverse Connect
Secure collaboration for clients, families, and providers outside your agency.
- Share forms and gather signatures
- Let clients upload documents from any device
- Validate and file uploads automatically
Even if your agency uses another signature tool, Connect is fully integrated with Traverse—making things faster and easier for your team.
Traverse Reports
Turn real-time case data into performance insight.
- Track clients, cases, and teams
- Monitor activity and distribute work effectively
- Prepare for audits or compliance reports without spreadsheets
Why This Matters—For Everyone
Traverse isn’t just a software platform. It’s a system designed to reduce stress, simplify documentation, and help agencies keep up with the ever-growing demands of human and health services work.
If you’re already a customer, this is your chance to make sure you’re getting the full value.
If you’re just getting to know us, this is what you can expect from the Traverse experience.
The more modules you use together, the more time you save—and the more your team can focus on the work that really matters.
What's Next?
- Download our Traverse Module infographic to share or keep for reference
- Connect with our team for a demo or refresher
- Ask your Account Manager about the modules you’re using (and not using yet)
Whether you’re a seasoned Traverse user or just starting your search for better tech, we’re here to help you work smarter—not harder.
