StoriiCare Implementation
StoriiCare implementation: structured onboarding, data migration and training to ease the transition.
StoriiCare implementation is the structured onboarding process that moves adult day and community-based care providers onto StoriiCare, whether from paper records or another software system. We have helped 300+ providers make the switch, with configuration, secure data import and training for both management and staff.
Getting started with StoriiCare
Reduction of paper costs, increased staff satisfaction, time savings, risk mitigation, workflow efficiency and enhanced person-centered care all help empower staff to implement change and should be effectively communicated.
Tip
Tips for a strategic & successful software implementation
Keep your project team small
Limit the core implementation team to essential members to streamline decision-making and avoid confusion during setup.
Include end users in testing
Have a group of end users who will test and provide feedback. Ensure each department is represented.
Establish StoriiCare champions
Appoint enthusiastic team members as "StoriiCare Champions" who can support peers and answer questions.
Communicate the ‘why’ clearly
Clearly communicate the reasons for change, why you selected StoriiCare and the benefits to staff.
Implement in phases
Roll out StoriiCare gradually to avoid overwhelm and allow for smoother transitions and adjustments.
Tailor training by staff role
Organize training sessions specific to each role so that every team member receives the most relevant guidance for their tasks.
Plan short-term goals
Plan and celebrate short-term goals. This provides tangible evidence of how the software is helping.
Clarify support
Ensure staff know how to access support and the process for delivering feedback is clear.
Our process
We tailor StoriiCare's onboarding to your organization's size, timeline and needs.
The steps below should give you a general outline of our onboarding and implementation process.
01
Welcome & Access
Clients receive a welcome email series with login credentials and step-by-step guidance to get started.
02
Pilot Program Support
For larger clients piloting StoriiCare, weekly feedback and configuration calls are held before the full launch.
03
Configuration Call
Clients schedule a session to customize and configure features to meet their organization’s specific needs.
04
Feature-Specific Training
Dedicated training is available for Group Portal, Form Builder and the StoriiCare Family app (if applicable).
05
Secure Data Upload
A secure storage link is provided for clients to upload their data for import into StoriiCare.
06
Marketing Resources
Clients receive promotional materials to help introduce StoriiCare to their community.
07
Training Rollout
Management training is conducted first, followed by staff training, to ensure a smooth transition.
08
Ongoing Support
Clients have continuous access to training call links, tech support, live chat, and a robust Help Center.
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