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What is Traverse?

Having well-organized, accurate, and clear data is crucial for understanding clients and driving meaningful change. Traverse is a cloud-based document management solution specifically designed for human services organizations, emphasizing the management of documents and forms alongside mobility features. Utilizing the powerful infrastructure provided by Amazon Web Services (AWS), Traverse guarantees thorough security, dependable disaster recovery, and consistent operational uptime. For an organization to realize its full potential, it is essential that every member of the team has access to the tools necessary for performing their roles efficiently and effectively on a daily basis. By implementing Traverse, users can obtain valuable insights into particular client cases and documents, while effortlessly navigating data across different program areas, which ultimately enhances the delivery of services. This level of accessibility and systematic organization can greatly boost the overall effectiveness of operations within the agency, leading to improved client outcomes and streamlined workflows. Moreover, the integration of such a system empowers staff to focus more on client interactions rather than administrative tasks, resulting in a more impactful service experience.

What is SETWorks?

SETWorks is the leading EHR and case management platform built for organizations supporting people with disabilities. At SETWorks, we believe technology should make it easier to focus on people, not paperwork. That’s why we built a cloud-based Electronic Health Record (EHR) and case management platform designed specifically for disability service providers. From service delivery and documentation to billing, reporting, and analytics, everything works together seamlessly in one place. SETWorks AI adds another layer of efficiency, helping agencies minimize errors, streamline processes, and stay compliant while empowering staff to focus on what truly matters — people. Proudly headquartered in Kansas City, Missouri, our entirely U.S.-based team combines industry expertise with responsive, personalized support. What sets us apart: SETWorks isn’t adapted from another industry — it’s engineered for disability service agencies from the ground up. That means better alignment with complex requirements, more intuitive workflows, and a deeper focus on outcomes. SETWorks empowers providers to operate efficiently, maintain compliance, and deliver person-centered care powered by trusted technology.

Media

Media

Integrations Supported

ADP Comprehensive Services
ADP Enterprise HR
Amazon Web Services (AWS)
Blackbaud CRM
CaraSolva
Elsevier Performance Manager
Microsoft Dynamics 365
Paychex Flex
Paylocity
QuickBooks Online
Relias
Sage 200
TeamBridge

Integrations Supported

ADP Comprehensive Services
ADP Enterprise HR
Amazon Web Services (AWS)
Blackbaud CRM
CaraSolva
Elsevier Performance Manager
Microsoft Dynamics 365
Paychex Flex
Paylocity
QuickBooks Online
Relias
Sage 200
TeamBridge

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Northwoods

Date Founded

1999

Company Location

United States

Company Website

www.teamnorthwoods.com/products/traverse

Company Facts

Organization Name

SETWorks

Company Location

United States

Company Website

www.set-works.com

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

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