TRE is implementing a new, streamlined Customer Relationship Management (CRM) system that we are calling TRE Vault. Our goal is to improve TRE’s internal and external case management processes for staff, providers, and members.
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View enrollment status and important updates
- Communicate directly with their assigned coordinator
- Upload required documentation
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Track due dates (if already active with TRE)
- Access helpful tools and resources
Beginning September 1, 2025, the portal will be available to new members entering the intake process. This initial phase is designed to support new members by streamlining communication and documentation during enrollment. 
Beginning February 2, TRE will extend Vault portal access to existing members currently receiving waiver services. With Vault, you can view your case status, share documents, and send secure messages to your coordinator. Your coordinator will guide you during your next in‑person monitoring visit or CSR to set up access.
