We've onboarded agencies with 200+ patients. Here's exactly what happens from your first call to your first live shift.
We learn about your agency: how many caregivers, how many patients, what systems you currently use, and any specific compliance requirements in your province.
Answer questions about your agency. Tell us what isn't working.
Map out your exact onboarding plan. Assign your onboarding specialist.
Your onboarding specialist imports your patient list, care plans, and staff roster. If you're on paper, we work from PDFs or scanned documents.
Send us your patient list and staff roster in any format.
Build all patient profiles, care plans, and user accounts. You review and approve.
We configure your compliance settings: province, medication protocols, incident report types, family portal access levels, and notification preferences.
Review configuration. Flag anything that doesn't match your workflows.
Adjust and finalize all settings.
Caregivers receive a text message with a download link and a 4-minute video walkthrough. The video covers: clock-in, logging a care note, and viewing a medication schedule.
Forward the text to your caregivers. Answer questions.
Host a 30-minute group video call for any staff who want it. Provide a printed quick-reference card (EN and FR).
Real shifts start flowing through the system. Your admin dashboard is live. Families receive their portal access links. Your first GPS-verified shift appears in real time.
Run your normal operations. Watch the data appear.
Monitor your first 48 hours. Fix anything immediately.
After your first full week, we review your data together. We'll show you your first compliance exports, identify any workflow gaps, and answer questions from your team.
Show up for a 30-minute review call.
Deliver your first compliance package and show you how to generate it yourself going forward.
The app requires zero training for core tasks. Clock-in, log a note, check meds — each is under 3 taps. During our pilot, adoption was over 95% within the first week. Average caregiver age in our pilot was 52.
We've done it. Our record is 287 patients migrated in 18 hours. You send us your files. We build everything. You review and approve. No disruption to your active shifts.
The app works offline. If a caregiver loses connection mid-shift, everything continues locally and syncs when connection returns. Our uptime SLA is 99.9% and our current uptime is 99.97%.
We don't consider onboarding complete until your team is consistently using the platform. Your onboarding specialist stays available for 60 days post-launch. No other vendor does this.
Yes, but not new ones. The app runs on Android phones 4+ years old (Android 8.0+) and iPhones 5+ years old (iOS 13+). If you have caregivers without smartphones, contact us — we have a workaround for rural agencies.
Contact us and we'll export all your data in CSV and PDF format within 24 hours. Your data is yours. We do not hold it hostage and there is no cancellation fee.
Yes. Many agencies run a parallel period (1–2 weeks) where they use both systems simultaneously. We actually recommend this for agencies with more than 50 patients.
Every pilot agency gets a direct phone number for their onboarding specialist during the first 30 days. After that, our support line is available 7am–10pm EST, 7 days a week.
The first step is a 15-minute call. No commitment. We'll tell you exactly what your onboarding would look like.
Book Your Discovery Call →