Switching systems sounds scary.It starts with a written plan.
Whatever brought you here, a sunsetting product, a renewal coming up, or software that stopped keeping up, the move itself shouldn't be the obstacle. You get a written plan with dates before you sign anything, free data migration, and a 90-day guarantee: if it isn't working for your team, you walk away owing nothing further.
Keep treating. We handle the move.
Plan (before you commit)
We map your current data, workflows, and integrations, and hand you a written migration plan with dates.
Move what matters first
Active cases, plans of care, therapist rosters, and facility settings, so treatment continues without a gap.
Go live with Coach
Therapists ramp with Coach, the training feature built into Compliance Agent: discipline-specific content packs and practice scoring. Your team is confident before their first signed note.
Backfill & verify
Historical documentation lands next, with validation reports proving completeness. Your old system can then be retired.
Frequently asked questions
How long does a switch actually take?
You get a written plan with dates before you sign anything. Active cases, therapist profiles, and facility configuration move first so treatment never pauses; historical documents follow.
What does the migration cost?
Data migration is free when you switch to CareDocs.ai. You get a named engineer, a migration plan, and validation reports showing everything arrived.
What exactly does the 90-day guarantee cover?
If CareDocs.ai isn’t working for your team in the first 90 days, you walk away owing nothing further, and on request we return your data in standard formats. The risk of that promise sits with us, not with you.
Our current vendor is sunsetting our product. Does that change anything?
It makes timing matter more. If your platform is being retired or force-migrated, you’re switching either way. The question is whether you land on a system chosen by your team, with AI built in from day one.
Do our therapists need retraining?
Coach, the training tool built into Compliance Agent, covers it: your therapists get discipline-specific content packs with practice scoring, so the whole team ramps quickly, with progress you can see.
Get your migration plan first. Start today.
Tell us what you run today and we'll map the move, with dates, before you commit to anything. Every month you wait is another month of hours nobody gets back.