Bring the records over
Use the supported CSV import workflow or the authorized AxisCare importer. Review source data and the mapping before it becomes part of the agency’s records.
Data import & portability
Move with a plan. Keep control of your data.
Bring your agency’s records into HeyHomeCare with an intentional transition. Review imported data and compare schedules before switching, with exports available when you need your data elsewhere.
See it in a demoFor private-pay home care · Works with AI offheyhomecareAgency workspace
Data import & portabilityMigration review
- 01Client recordsReview imported data
- 02Caregiver rosterReview imported data
- 03Schedule comparisonInspect differences
- 04CutoverChoose after validation
Connection availability and authorization are checked first.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Compare before cutover
The AxisCare transition supports a parallel run so the office can inspect differences before choosing the switch day. A new source of record is a deliberate decision.
Keep an exit path
Export agency data as CSV files. The agency retains a practical way to use its information outside HeyHomeCare rather than relying on screenshots or manual copying.
How it comes together
A clear next step. At every stage.
- 1
Prepare
Review the source system, files and migration scope.
- 2
Validate
Inspect imported records and supported parallel-run differences.
- 3
Choose the switch
Confirm the transition with the appropriate team.
Built around your agency
See your workflow, connected.
Walk through data import & portability with our team. We’ll show how it fits your agency’s people, process and business rules.