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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 Sara?

Sara is an all-encompassing platform tailored for client communication and workflow management, acting as a pivotal center for various agencies, including state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services. It enhances efficiency by simplifying administrative duties, automating client interactions, and ensuring adherence to compliance standards, all while integrating smoothly with current case management systems. The software facilitates everyday tasks such as two-way texting and emailing, scheduling appointments and sending out reminders, generating automated case notes, collecting documents with e-signatures, administering surveys, and enabling HIPAA-compliant video conferencing. Additionally, it diligently chronicles and synchronizes communications with the agency’s official records, offers limitless messaging templates and workflows, and can be tailored to meet specific compliance and program requirements. Consequently, agencies can scale their operations effectively while maintaining consistent communication with their caseloads, which ultimately results in enhanced service delivery. Moreover, this versatility empowers agencies to rapidly adapt to the changing needs and challenges of their respective domains.

Media

Media

Integrations Supported

Amazon Web Services (AWS)

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Northwoods

Date Founded

1999

Company Location

United States

Company Website

www.teamnorthwoods.com/products/traverse

Company Facts

Organization Name

Sara

Date Founded

2010

Company Location

United States

Company Website

saraworks.com

Categories and Features

Human Services

Not specified

Categories and Features

Human Services

Not specified

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