Traverse Overview / Economic Assistance

Traverse® in Economic Assistance

The Next-Generation Document Management Solution for Success

Make complicated eligibility processes easier while supporting remote work, enabling client self-service, and gaining visibility into operations.

Greater Flexibility

Greater Flexibility

Allow caseworkers to shift between home and office work environments without losing productivity.

Fluid Process

Fluid Process

Enable clients to communicate, submit documents, and sign forms on their own time.

Better Oversight

Better Oversight

Allow supervisors to manage remote and distributed work.

Clearer Visibility

Clearer Visibility

View real-time information and metrics on individual caseworker and client activity.

Safer Access

Safer Access

Provide secure and reliable cloud-based access to case information from anywhere, reducing storage and paper costs.

Stronger Safety Net for the Most Vulnerable

Traverse helps enable client self-service and real-time collaboration for economic assistance agencies. Includes Medicaid, Supplemental Nutrition Assistance Program (SNAP), Temporary Assistance for Needy Families (TANF), Cash Assistance, Child Care Assistance, Workforce, Energy, and LIHEAP.

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Popular Features for Economic Assistance

Caseworkers have access to eligibility case information to support their work from anywhere.

Document Management

Intuitively collect documents and other case-related content and upload directly to an electronic case file. Retrieval is a breeze with case content filtered by date or content type.

Forms Management

Complete forms electronically (including an exact match of original forms provided by courts, hospitals, and other services providers) and digitally share forms for review or a signature. Traverse auto-fills basic information and autosaves progress. Forms are always up to date and reflect the most recent version.

Activities and To-Dos

Organize work in small units over the life of a case (like a new intake or redetermination). Track individual tasks, timelines, and documentation required to demonstrate eligibility.

Client Self-service

Through Traverse® Connect, workers can share documents and forms with clients and providers outside the agency, who use any device to securely submit the requested information directly into the electronic case file. 

Staff Management

Supervisors and administrators with permission can see worker activity in real time to provide oversight or help when a worker is out of the office.

Integration

Easily integrate with state eligibility systems through an integration platform as a service (iPass) leveraging connectors and APIs. Traverse allows for bi-directional data exchange to reduce duplicate entry.

Resources

Market Trends Report

Market Trends Report

Lessons From the Pandemic: Transforming State and Local Eligibility Programs

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Blog Post

Blog Post

Not Your Average Electronic Document Management System

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Blog Post

Blog Post

Engagement vs. Efficiency: Which Matters More for Economic Assistance? 

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Let’s Get Started

Contact us to learn how Traverse can help your agency.

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