Case Aide Services

Our trained Case Aides take administrative tasks off your hands.

Our trusted professionals, Case Aides, complete essential but time-consuming paperwork. You focus on what matters most: helping people.

Your dedicated Northwoods team handles items from records requests to visit summaries to behind-the-scenes documentation and more. Your agency and your team keep moving (and breathe a little easier). 

You set the priorities and deadlines. We deliver high-quality support that’s a seamless part of your day.

Hand off your paperwork. We’ve got it.

The Burden on Health and Human Services Professionals

Paperwork eats into your time and morale.

There’s a better way to work.

Health and human services turnover rates are as high as 60% in child welfare alone. The ideal industry average? 12%.

The Everyday Benefits of Case Aide Support

We provide flexible, scalable support that works at the rate you do.

Expand Capacity

Free up staff to spend more time with families, less with documentation

Support Well-Being

Lighten workloads to reduce burnout, stress, and turnover.

Meet Mandates

Receive timely, accurate, complete documentation that supports compliance and audits.

Improve Consistency

Deliver standardized, high-quality work that agencies can count on.

Boost Collaboration

Support internal teams and external partners with clear and concise documentation.

Strengthen Recruitment and Retention

Create a sustainable, attractive workplace for new and current staff.

Staff are actually able to shift their focus, provide the services and support, and share resources with families and children versus working hours on end on data entry and obtaining that documentation.”

TAMMY OSBORNE-SMITH, Director, Jackson County Job and Family Services

The Tasks You Can Offload to Case Aides​

We bring social services expertise to your agency, partnering with you and your teams. We’re here when you need us, whether it’s completing casework, supporting decisions, or coordinating with external providers.

Admin & Document Support

Free your team from time-consuming paperwork. Case Aides process, organize, and manage records to keep information accurate and compliant.

  • Document & Data Processing
  • State System Updates
  • Visit Documentation
  • Referral Support
  • Records Request
  • Transcriptions

Casework & Client Support

Give your team back time for client care. Case Aides schedule visits, track services, and coordinate with providers so caseworkers can focus on families.

  • Semiannual Review
  • Supervision Support
  • Community Resource Research
  • Transition Support
  • Placement Assistance

Case Analysis

Ensure accuracy and stronger decisions. Case Aides review case details, verify data, and prepare summaries that speed informed action.

  • Safety Assessment
  • Summaries
  • Family Assessment
  • Court Support & Discovery
  • Case Reviews & Research
  • Case Summary

Discover how agencies nationwide use Case Aide Services to lighten workloads and improve outcomes.

How Case Aide Services Works

Our Case Aides give you extra capacity by taking on routine documentation, record-handling, and case support. We integrate with your day. We follow your timelines. And we keep everything transparent from request to completion.

You can submit a request anytime via our secure portal, mobile app, phone, or text. It’s fast and simple.

You choose the timeline. We prioritize tasks based on your deadlines and deliver the work on schedule.

You can view real-time updates and communicate with your Case Aide Specialist in our portal. You know what’s done and what’s coming next.

You receive an email when your Case Aide has completed each task. Monthly reports give leadership full visibility into usage, task types, and provider engagement.

Health and human services demands a ton of paperwork, all day, every day. We get it. Case Aide Services helps you keep your head above water.

Who Are Our Case Aides?

Get to know us! Our Case Aides have walked a mile in your shoes. And we bring decades of experience to the table.

We understand what it’s like to balance client needs, court deadlines, and caseload pressure—because many of us have done it ourselves.

Real Results From Agencies Like Yours

Case Aide Services has relieved pressure from health and human services clients across the nation. We can’t tell you about it any better than they can.

See how Case Aide Services impacts the metrics that matter most.

Case Aide Support Spans Human Services Programs

If you’re in health and human services, then Case Aide Services has your back.

What started in child welfare now works across systems. Because no matter the program, the paperwork keeps piling up. Let’s clear it together. 

Case Aides do the time-consuming paperwork that really frees up social workers or the therapist to work with their clients.”

AMY DRAPCHO, Northwoods

Pair Case Aide Services With Traverse

Case Aide Services meets Traverse, our purpose-built health and human services software, to help you reclaim your time.

Organized Digital Cases

Traverse creates a centralized digital case file that both your team and Case Aide Specialists can access. Documents are organized, accessible, and audit-ready.

Streamline Administrative Support

With Case Aide Services embedded in your workflow, you can manage case information faster. Nothing falls through the cracks.

Modernized Service Delivery

As a duo, Case Aide Services and Traverse help you meet today and tomorrow’s demands with confidence. The results? More time for client care, fewer risks, a stronger workforce, and greater well-being.

Already using Traverse? Case Aide Services plugs right in.

Hand Your Paperwork to Case Aide Pros

Less burnout. Stronger teams.

Ready to relieve the paperwork pressure? We’d love to speak with you about how we can accommodate Case Aide Services into your and your teams’ workday.

FAQs: Case Aide Services

Case Aides help with records requests, visit documentation, referrals, court prep, audit support, and more. See the full list here!

Submit a request through our secure portal, mobile app, phone, or text. You set the deadline. We take it from there. Watch this video for an overview of our process.

No—agencies in behavioral health, adult and aging, and economic assistance also use Case Aide Services to lighten their documentation workload.

Yes. Our Case Aides are trained in health and human services documentation and workflows. They work within your systems and follow your processes.

No. Case Aide Services works with your existing tools and systems. If you do use Traverse, it integrates effortlessly.

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