Traverse keeps the content of your case files organized and accessible. When you add content, anyone with access to the case can see it instantly. Traverse can also analyze your case content to help you make informed decisions about the families you serve.
Once you log in, you'll see different pages for your user, the cases where you're an assigned worker, and the people within those cases. Below are some tasks to help you get started.
Reviewing your assigned cases
On the page you see when you log in (plant icon), the Cases tab shows your assigned cases. These cases either come from your system of record or your agency creates them.
Click on a case in the list to open it.
Reviewing case content
Once you open a case (green folder icon), the Content tab shows all case content. Content can be connected to cases, clients, and service providers. Clients and service providers are called people in Traverse.
Click on a content item in the list to open it.
Click on a client connection in the side panel (in purple) to open that client's page.
Adding your own content for a client
Once you open a client's page (purple person icon or profile photo), the + New button lets you add content, such as scans, uploads, and forms.
