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.
Traverse Modules That Power Your Workflow
Help caseworkers, supervisors, and agencies work better every step of the way.
- Documentation overload is a leading cause of burnout and turnover.
- Mandates, audits, and referrals swallow the time you want to spend helping people.
- Staff are leaving—and paperwork is largely to blame.
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.
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
Case Aide Services is a type of managed services that takes on time-consuming administrative tasks so workers and agency case aides can prioritize face-to-face work with families. Our only focus is completing administrative tasks so workers can count on us.
Records, Referrals, & Provider Coordination
Gather, request, and route the records and referrals you rely on.
Records Requests
We contact external service providers to request health, behavioral, court, legal, or education records.
Placement Assistance
We call for availability and complete placement paperwork using your child summary and provider list.
Referral Support
We initiate referrals for services and submit the required documentation to providers.
Court Support
We research housing, food assistance, and other local resources to help families access support.
Case Documentation & Data Entry Support
Complete and organize the documents that keep your cases accurate, compliant, and audit-ready.
Visit Documentation
We connect with workers after client visits to draft notes for review and completion.
Assessment Support
We draft assessment content to support your planning and decision-making.
Case Summaries
We provide a draft overview of key information requested for a case or person.
Document and Data Processing
We call for availability and complete placement paperwork using your child summary and provider list.
Internal Case Management Support
Stay focused and organized through transitions, reviews, and daily workflows.
Supervision Support
We participate in case review meetings, take minutes, and identify where we can help with follow-ups.
Case Research
We find answers using your system’s information when someone has a question about a case.
Case Audit Support
We help you meet state-mandated documentation requirements by assisting with audit prep and review.
Transition Support
We support the tasks necessary to transfer a case between workers or program stages.
Court Preparation Support
Manage behind-the-scenes court prep so you can focus on testimony and outcomes.
Court Support
We handle the administrative tasks that support court documentation when you prepare for hearings.
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.
- Hold health and human services expertise
- Know the strict document demands of child welfare, adult services, and more
- Match your agency’s workflow and tools
- Undergo Northwoods leadership supervision and support
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 benefits 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.
- Adult & aging
- Adult protective services
- Behavioral health
- Behavioral child support
- Developmental disability
- Economic assistance
- Income eligibility
- In-home support services
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.
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.