Implementation process
Setup, import, training and customer success.
Carecenta onboarding materials describe a process that starts with portal setup after contract execution, followed by import of existing patient and employee records and training for users. The exact timeline depends on data readiness, user availability and the complexity of the organization.
Training is organized by role. Administrators, HR teams, case coordinators, billers and nursing supervisors can each receive training focused on the parts of the system they use every day.
Onboarding includes
- Portal setup and configuration.
- Patient and employee data import.
- Training sessions for core user groups.
- Documentation and knowledge base materials.
- Customer success assistance during transition and ongoing use.
1Confirm business model and portal setupCarecenta configures the portal around modules, users, agency size, locations and business rules.
2Import recordsExisting client/patient and employee records are prepared for import so the team can begin working from its real data.
3Train by roleAdministrators, HR, coordinators, billers and nursing supervisors learn the workflows that matter most to them.
4Go live with supportCustomer success and support help the organization continue tuning the system after launch.