Getting Started
What to expect when you switch to Cura OS
No IT team required. No operational disruption. A dedicated onboarding specialist guides your agency from day one, and most teams are fully live within six weeks.
The process
A clear path from contract to live
Every agency gets a named onboarding specialist. Here's exactly what the first six weeks look like.
Week 1–2
Discovery & Data Mapping
Your onboarding specialist meets with your admin team to map your current workflows, service lines, and client roster to the Cura OS configuration that fits your agency.
- Kickoff call with your onboarding specialist
- Current EHR and paper workflow audit
- Service line configuration (HCBS waiver, Day Program, CLE, etc.)
- Staff roster and credentialing data collection
- Medicaid billing codes and authorization structure mapped
Week 3–4
Configuration & Staff Training
Your agency's Cura OS environment is built out and your team is trained, DSPs on the mobile app, supervisors on the dashboard, and admins on reporting and billing.
- Agency environment fully configured and branded
- Client support plans and care records imported
- DSP mobile app training (in-person or video)
- Supervisor and admin dashboard walkthroughs
- Test shifts run with real client data
Week 5–6
Parallel Run & Go-Live
Your team runs Cura OS alongside your current system for a week, catching any edge cases. Then you go fully live, with your specialist on call for the first two weeks post-launch.
- Parallel documentation run to validate data integrity
- Real-time issue resolution with onboarding specialist
- Full go-live with billing and compliance active
- Post-launch check-ins at day 7 and day 14
- Handoff to ongoing Agency-Centered Support Team
Week 7+
Ongoing Support
After go-live, your agency moves to the Agency-Centered Support Team, available Mon–Fri, 9am–5pm, with a direct line to the people who know your setup.
- Dedicated Agency-Centered Support Team
- Direct contact, no ticket queues or chatbots
- Quarterly review calls for agencies on growth plans
- Product updates briefed to your team as they ship
Data migration
Your data moves with you
Your onboarding specialist handles the data migration entirely. Here's what transfers, and how.
Client support plans
Existing support plans, person-centered goals, and behavioral guidelines transferred directly into each client record.
Historical progress notes
Prior documentation history imported so your team has context from day one without hunting through paper files.
Staff profiles & credentials
DSP records, certification dates, training completions, and role assignments migrated from your current HR or EHR system.
Authorization records
Active Medicaid authorizations, approved units, and funder information configured per client before go-live.
Locations & programs
Service locations, program codes, and billing configurations set up per your state's Medicaid structure.
Scheduling templates
Recurring shift patterns and schedule templates recreated in Cura OS so coordinators aren't starting from scratch.
Migration is handled by your onboarding specialist via secure, HIPAA-compliant data transfer. No CSV exports required from your team.
No disruption
What doesn't change
The biggest fear with any software switch is operational downtime. Cura OS is designed to be adopted alongside your current system, your team goes live in parallel, not cold-turkey.
Billing stays the same
Your billing codes, claim submission process, and Medicaid payer relationships don't change. Cura OS outputs data in the format your billing team already uses.
Scheduling workflow stays familiar
Coordinators use the same shift-building logic they know. The tool is different; the process isn't.
DSPs keep their routines
DSPs clock in, document, and clock out, exactly as before. They just do it on a mobile app instead of paper or a cumbersome web portal.
State compliance requirements stay met
EVV, HIPAA, and Medicaid documentation standards are built into every step of the Cura OS workflow. Compliance doesn't require extra effort.
Your success team
A named person, not a ticket queue
Every agency gets a dedicated onboarding specialist from contract through go-live, the same person who knows your setup, your service lines, and your team.
Named onboarding specialist
The same person from contract signature through go-live. They know your agency, your quirks, and your setup.
Direct line, no ticket queue
Call, email, or message your specialist directly. No support tickets, no chatbot, no waiting for a queue to open.
Mon–Fri, 9am–5pm
Agency-Centered Support Team available every business day. Response time under 4 hours for non-critical issues.
Growth check-ins
Quarterly review calls for agencies actively adding clients or programs, so Cura OS grows with you, not behind you.
Common switching questions
Ready to see what switching looks like for your agency?
Get a personalized walkthrough and a migration plan scoped to your current setup.