KaleidaCare Management Systems
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KaleidaCare Solutions Getting Started

KaleidaCare has an agency-specific approach to implementing our technology solution. Once a contract is signed, an account manager from our team of Masters-Level Social Workers will be assigned to you as your ongoing KaleidaCare partner to assist you in working through the implementation process, outlined below:

Step 1:  Identify key individuals for implementation and the ongoing partnership liaison

Step 2:  Setup initial system and configuration options to meet your agency and program needs -configuring the database -determining features that will be implemented -setting reporting cycles

Step 3:   Jointly develop a specific timeline with dates for implementation and training

Step 4:   System Administrator will receive training (available through conference calls)

Step 5:  Strategic Implementation planning that determines -base-line data requirements -map the current agency workflow process for client information and design the agency process and workflow to input client information into the Solutions system

Step 6:   Generate Process Report Cycle Charts

Step 7:   System Administrator enters key staff into system -establishes user information -configures toolkits; such as: treatment plans, and progress notes

Step 8:  Finalize database configuration list

Step 9:   Database configuration is turned over to Account Manager

Step 10: : Finalize implementation process and training dates

Step 11:   Client information is entered (if needed prior to training)

Step 12:  On-site Training for 1-2 days by KaleidaCare Account Management Team

Depending on the schedules of your staff, a standard implementation process normally takes anywhere from 45-120 days. A non-standard implementation, one that might include an entire business practices reengineering, pilot testing and evaluation, pre-rollout customization, etc., can take considerable longer.

To ensure that you are benefiting from the kaleidoscope of information our Solution offers, we conduct 6-month check-up’s and business reviews. Please contact us for further information on this offering.

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