Switching and onboarding

Step 1

Start with a conversation

We’ll work through your current systems, service types and priorities with you. Together, we’ll agree the records to bring across, who will do each part of the move and the scope, cost and timing.

Step 2

Give your records a clear destination

Careborne’s migration workspace maps source fields to their new home, with assisted mapping where appropriate. You can review how available exports will fit before anything is imported.

Step 3

Check the move as it happens

Validation highlights records that need attention before import. Representative checks and reconciliation help the people responsible for the move confirm what has come across and resolve outstanding issues.

Step 4

Help the team feel ready

We’ll discuss roles, access, templates and service settings, and plan training around real tasks: recording a shift, preparing a handover or reviewing the home. Agree the support your team needs before go-live.

Step 5

Move with a shared plan

Agree a transition date and a support plan, with named owners for any outstanding checks. Everyone involved should know what happens next and where to turn with questions.

Let’s start with what matters to you.

Your current setup

Systems you use, number of settings, team roles and the records you need to retain.

Your priorities

What creates duplicate work, what managers chase and which reviews are hardest to prepare.

Your constraints

Contract dates, staff availability, data-export options and any procurement requirements.

Timing and migration scope depend on your source data and agreed work. Please don’t send care records through the public enquiry form.

A supported move to Careborne.