But here’s the good news: with CareLineLive, you’re not doing it alone.
Our goal is to get our customers up and running with CareLineLive as quickly and effectively as possible. The process will be simple, supportive, and tailored to you.
Transitioning with confidence
At CareLineLive, we’ve supported providers of all shapes and sizes – from brand-new start-ups to large agencies handling thousands of visits a week. Whatever your situation, we’ve designed a structured onboarding process that guides you step by step.
We don’t just give you software – we partner with you to ensure you’re set up for success from day one.
For customers looking to transfer data electronically from a previous management system, we will provide our data import spreadsheet templates which allows you to import static data like Client and Care Details and Important Contacts, Client and Carer Journal Entries and Reviews. We will guide you on how to populate them with your data and work with you to get the data imported in a timely fashion.
A smooth, structured onboarding journey
Your onboarding journey with CareLineLive is broken down into manageable, clearly defined steps, starting with two key things: a dedicated support team and access to our e-learning platform. From there, you’ll build confidence quickly and get the help you need at every stage.
Here’s what to expect:
- Onboarding session 1 (45 minutes): Learn the basics, create user accounts, set up teams, and input your first client and carer contracts. You’ll get instant access to self-paced training so you can build your skills right away.
- Pre-session learning: You’ll complete seven short e-learning modules (taking up to 2 hours total) and input basic data for a few clients and carers. Our team will also help you migrate your existing data using simple templates. Concerned about losing information? Don’t be. Most static data – from names and contact details to historic journal entries – can be imported quickly, and care plans and assessments can be uploaded as documents to each profile.
- Onboarding session 2 (2.5 hours): This is where the system really starts to come to life. You’ll learn how to create care schedules, make bookings, and assign tasks for your carers – right down to medication prompts and eMAR reports.
This session is also available as a time stamped pre-recorded video so that you also can opt to learn at your own pace. - Onboarding session 3 (up to 2 hours): Once you’re up and running, we’ll introduce you to invoicing, payroll, reporting and compliance tracking – unlocking even more of CareLineLive’s power to save you time and improve service quality.
And we don’t leave you after the training ends. Our support team is always on hand via phone and email, so you’re never left stuck or wondering what to do next.
Real providers, real success stories
Still feeling nervous? You’re not alone – and you’re in good company. Many of our customers started in the same position as you.
“We were impressed with the training you provided… You answered all our questions and took us through the product methodically and at a good pace.”
Julie Rees, Director, Here 2 Help Ltd
“CareLineLive continuously works with customer requests… putting the customer in a thought leadership position while CareLineLive innovate to meet the need.”
Ian Kibukamusoke, Director of Technology, Mega Nursing & Care
“We onboarded during the pandemic… even without completing training, the system was so easy to use we were able to get going straight away.”
Jinienei Welham, MD, We Simply Care
And the results speak for themselves.
“In 6 months we increased capacity by 25% and took on five new staff.”
Lynette Simpson, Owner, Cavendish Homecare
Integration made easy
Worried about compatibility with the other systems you rely on? CareLineLive integrates with commonly used platforms such as CM2000, Sage, and Xero, meaning your data flows smoothly and your operations remain efficient.
It’s worth it
Yes, switching systems takes some effort. But when that change leads to better communication, faster rostering, improved compliance tracking, and seamless invoicing and payroll – it’s more than worth it. And with CareLineLive’s expert onboarding and ongoing support, it doesn’t have to be difficult.
Let us help you take the leap. Because better care starts with better systems.
