What staff need on day one.
Active residents, identity and safety details, allergies, and current medication orders. Each is reviewed with your administrator before it becomes active.
Switching to Everstead
Move your records once, on a date you choose.
A person moves your active residents and current medications, checks them with your administrator, and hands you a go-live date. Your old system goes read-only that day.
The sequence
Four steps, with a date at the end.
Every step has a named owner and a written outcome. Nothing starts until scope, timing, and cost are agreed.
- 01
Walkthrough
Forty-five minutes on your current documentation and the same work in Everstead.
- 02
Configure
Shift times, roles, permissions, and note templates are set up and approved by your administrator.
- 03
Move and check
Active residents and current medications are migrated, then reviewed line by line with your administrator.
- 04
Go live
Staff chart in Everstead from the date you set. The previous system becomes read-only.
What moves
The migration is bounded on purpose.
Everything a shift needs on day one is moved and verified. Older history is preserved without being re-keyed, because an unbounded migration is a promise nobody can keep.
History you must keep.
Records outside the agreed window are kept as a read-only archive you can retrieve, rather than re-entered into the new system.
No screen-scraping, no guessing.
Migration uses facility-approved exports and source records. Everstead does not scrape your old system or invent a value it cannot source.
Go-live day
One system for charting, from a known date.
The overlap is deliberately short, and the boundary between old and new is unambiguous for every staff member on shift.
- One place to chartFrom go-live, new notes and medication entries are made in Everstead only.
- The old system is readableIt stays available for retrieval and is not used for new entries.
- Staff know the dateAdministrators receive the go-live date and staff instructions in writing beforehand.
- A named contactOne person at Everstead is responsible for your facility through the first 90 days.
Who does what
Responsibilities are written down before anything moves.
- Facility exportFacilityProvide approved exports or source records from your current system.
- Migration and checksEversteadMove the records, flag duplicates, missing details, allergies, and medication conflicts.
- Record verificationTogetherYour administrator confirms active residents and current medications before they become active.
- Templates and permissionsTogetherYour administrator approves note sections, signature rules, and who may author, review, and sign.
- Go-live dateFacilityYou choose the date and tell staff. Everstead works to it.
Before any resident data
Required checks come first.
Security risk review, vendor agreements, access testing, backup recovery, and clinical review are completed before a facility uses real resident information. None of it is treated as done until it is implemented, tested, and reviewed.
Now onboarding Arizona facilities
Get a switching plan for your facility.
Book a walkthrough and leave with a written plan: what moves, who does what, and a proposed go-live date.