Implementing CaraSolva
Discover the seamless process of implementing CaraSolva’s suite of solutions. No matter the agency size or project scope, we help you move from setup to success without the guesswork.
Step 1: Project Kickoff & Planning
The process begins with a collaborative meeting between CaraSolva’s Project Manager and your agency's key stakeholders.
Step 2: System Configuration & Setup
While you prepare your team, the CaraSolva team works behind the scenes to configure your organization's environment.
Step 3: Superuser Training
Your superusers receive comprehensive instruction from trainers with management experience in long term care settings, state regulations, and accreditation standards.
Step 4: Implementation & Go-Live
Once superusers are trained, the baton passes to the agency for the final push.
Step 5: Ongoing Partnership & Support
We support you long after the initial launch to ensure sustained success.
Step 1: Project Kickoff & Planning
The process begins with a collaborative meeting between CaraSolva’s Project Manager and your agency’s key stakeholders.
Discovery: We gather specific information about your agency’s structure and needs.
Scope: Develop and review the Statement of Work (SOW).
Strategy: Select the “Pilot Locations” for the initial rollout and finalize the project timeline.
Step 2: System Configuration & Setup
While you prepare your team, the CaraSolva crew works behind the scenes to configure your CaraSolva environment.
Database Setup: We establish standard settings and your agency database.
Training Environment: Creation of a “Training House” with training clients for risk-free practice.
Pharmacy Mapping: We create pilot locations, map them to your pharmacy, and verify pharmacy data accuracy.
Access: User accounts are configured for your Superusers.
Optional Integration Services At this stage, we can also configure EHR Integrations and Single Sign-On (SSO) if requested.
Step 3: Superuser Training
Your leadership team receives comprehensive instruction from trainers with management experience in agencies like yours, state regulations, and CARF/TJC/COA accreditation standards.
A. Program Administrator Training
Format: Two live, virtual sessions (up to 4 hours each).
Focus: A “Train-the-Trainer” format geared toward supervisors, nurses, and training departments.
Content: You are hands-on in your system while we make best practice recommendations and assist with agency-specific configuration.Â
B. Pharmacy Interface Training
Format: One live, virtual session (3–4 hours).
Focus: Geared toward nurses and supervisors.
Content: Accepting clients and medications from the pharmacy interface and implementing medication changes using real client records.
Summary: Your team receives approximately 12 hours of live training to ensure you are ready to hit the ground running.
Step 4: Implementation & Go-Live
Once leadership is trained, the baton passes to the agency for the final push.
Staff Training: The agency trains remaining employees using the “Train-the-Trainer” model. Use our on-demand video trainings and other resources to ensure success.Â
Final Config: Completion of client record configurations.
Launch: Pilot Locations Go Live.
Step 5: Ongoing Partnership & Support
We support you long after the initial launch to ensure sustained success.
Support: 24/7 US-based customer support–call or email a real person, anytime. Plus twice monthly live Q&As with our team and other users.Â
Self-Service: Access to the Video Training Library (LMS), FAQs, support wiki, and webinar archives.Â
Updates: Regular and universal feature releases with web demos plus user forums for enhancement requests.
Expansion: Ongoing support for the structured roll-out of remaining programs or locations.
Elevate your system at any time by adding additional modules–we follow the same live training support for any add-ons.Â
Want To Learn More?
Care Models Are Complex. Our Software Is Flexible. Many organizations don’t fit neatly into a single box. Whether you manage a hybrid agency, a specialized private duty nursing firm, or a unique residential program, the core need remains the same: safe, documented person-centered care. CaraSolva’s system is highly configurable. We can likely tailor a solution that matches your unique service model and compliance requirements.