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Case Management Software for Human Services

Simplify your workflow and amplify your impact with a platform built for real-world case work. The TraxSolutions® Case Management module helps you document critical interactions, create goal-driven action plans, and track meaningful outcomes—all in one secure, configurable system.

Whether you’re conducting assessments, leading counseling sessions, or coordinating intervention plans, our tools are designed to support your mission—so you can focus on what matters most: helping people move forward.

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Streamline Your Services with TraxSolutions® Case Management Software

Built for Case Workers to Document, Plan, and Deliver Better Outcomes

Key Features

Centralized Client Profiles

  • Maintain complete participant records including demographics, history, and service interactions.
  • Easily access all relevant data from a single, secure location.
  • Eliminate disconnected data and gain a holistic view of each client’s journey.

Configurable Intake, and Assessment Forms

  • Build tailored forms for enrollment, risk assessments, service plans, and more.
  • Capture the data that matters most for your program and funding requirements.

Service Planning & Outcome Tracking

  • Set individual goals, create service plans, and monitor progress over time.
  • Track measurable outcomes and demonstrate impact across programs.
  • Align services with theory of change frameworks to visualize progress and long-term impact.

Integrated Reporting & Compliance Tools

  • Easily generate reports for audits, grants, and internal reviews with real-time data.
  • Control access to sensitive case data with user-level permissions and 2-Factor Authentication.
Product sheet

Real-Life Impact: Case Management in Action

Empowering Professionals with Purpose-Built Tools

At nFocus Solutions®, we empower organizations committed to helping families, individuals, and children thrive. By equipping your team with powerful data tools, you can make informed decisions that support stability, self-sufficiency, and long-term impact.

Case Study: Trellis Society

Based in Calgary, Trellis Society delivers high-impact social services for families and individuals facing complex challenges. By using TraxSolutions Case Management, Trellis:

  • Tracks detailed counseling and casework notes
  • Maps service delivery to identified community needs
  • Demonstrates impact to funders through reliable reporting
Trellis Society’s team utilizes outcome-driven metrics to support sustainable growth and ensure their programs adapt to evolving community priorities.
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