Traverse Modules
Built for caseworkers. Trusted by health and human services agencies.
Traverse is a modular, cloud-based SaaS solution built specifically for health and human services agencies. More than just software, it’s a Northwoods system of engagement that helps your team work smarter and with less stress.
“Modules” are individual parts of the Traverse software that each handle a specific task, like managing forms or sharing documents. From documentation to mobility to analytics, Traverse adapts to how your agency works and what your community needs.
Its modules simplify casework, automate routine tasks, and support better outcomes across every program area. Technology should work for you—Traverse modules deliver.

Why Agencies Choose Traverse
Traverse is secure, mobile, and purpose-built to work wherever your team does.

Easily Integrated
Traverse supports bidirectional data exchange and integrates with your state case management systems and existing tools. It uses iPaaS, APIs, and connectors to streamline the process, reducing duplicate entry and improving efficiency.
Mobile
Traverse supports bidirectional data exchange and integrates with your state case management systems and existing tools. It uses iPaaS, APIs, and connectors to streamline the process, reducing duplicate entry and improving efficiency.
Secure
Traverse supports bidirectional data exchange and integrates with your state case management systems and existing tools. It uses iPaaS, APIs, and connectors to streamline the process, reducing duplicate entry and improving efficiency.
Traverse Modules
Use any Traverse module on its own or combine them to power your full documentation workflow.
Collect, complete, sign, and share forms electronically—anywhere, anytime.
- Autofill and autosave client data.
- Maintain original form design for accuracy (hospitals, schools, etc.).
- Securely share forms for review and signature.
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
Analyze digital case files with AI-powered insights, just like a seasoned social worker.
- Summarize key information to support decisions.
- Visualize timelines and identify related people.
- Answer policy and provider questions in seconds.
- Help clients connect to services faster.
Safely collaborate with clients and outside providers.
- Enable clients and providers to upload documents from any device.
- Send forms for review or signature.
- Verify uploaded documents.
- Use the portal for immediate collaboration.
Automate and streamline how case documents and tasks move through your agency.
- Automatically route content to the right person based on type.
- Assign due dates, flag items as high priority, and add instructions for workers.
- Send dated notifications to workers when they receive content.
Generate insights for performance and compliance.
- Track client, case, and admin data in one system.
- Eliminate manual spreadsheets.
- Share and distribute work evenly.
- Prepare for compliance reporting and audits.






Read Northwoods customer success stories.
Traverse Module Benefits
Traverse helps every role in your agency work smarter, not harder.
Agency workers need time—not tools that slow them down. Traverse modules help them complete tasks faster so they can focus on people.
- Upload, store, and retrieve case information from any location.
- Collect, complete, sign, and share forms electronically.
- View and full-text search organized, accessible electronic case files.
- Uncover case histories and make decisions faster.
You can’t manage what you can’t see. Traverse delivers instant insights into caseloads, trends, and team activity across programs.
- Monitor agency worker and client activity with real-time metrics.
- View case documents and navigate data across all program areas.
- Oversee remote and distributed teams without missing a beat.
IT teams deserve fewer fires to fight. Traverse modules integrate seamlessly and reduce strain.
- Lower infrastructure costs.
- Eliminate manual upgrades with automatic updates.
- Lighten support demands with cloud-based delivery.
Connect With Clients
Families shouldn’t have to jump through hoops. Traverse makes it simple to share documents and complete forms from the field or elsewhere.
- Allow clients to submit forms and documents securely from any device.
- Enable electronic signatures without agency visits.
- Build trust through simpler, more consistent communication.




Programs Traverse Supports
Traverse adapts to every program area's distinct documentation needs.
Adult & Aging
Support vulnerable adults and older populations through coordinated care:
- Adult protective services (APS)
- Developmental disabilities services
- Home- and community-based care
- Long-term care coordination
- Mental health services
- Guardianship support
- In-home supportive services
Child Support Services
Help families navigate financial and parental support systems:
- Intake and case establishment
- Parental engagement and locate
- Paternity establishment
- Family support and investment
- Collection and distribution
- Interstate case coordination
Child Welfare
Streamline every stage of child and family well-being:
- Child protective services
- Investigation, intake, and assessment
- Ongoing services and case management
- Foster care and kinship placement
- Adoption support
- Children’s mental and behavioral health
Economic Assistance
Enable access to vital benefits and self-sufficiency programs:
- Medicaid and SNAP
- Temporary Assistance for Needy Families (TANF)
- Child care and cash assistance
- Workforce and energy assistance
- Low-Income Home Energy Assistance Program (LIHEAP)
Ready To Modernize Your Documentation?
Let’s find out how Traverse modules can benefit your agency.
Traverse aligns with your processes and goals—without adding extra work for your staff. They’ll be glad you brought it onboard. Let’s talk!