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AlayaCare Data Migration

Rubi Works offers efficient, accurate data migration services for AlayaCare that keep disruptions low and reliability high.
May 1, 2022 by
AlayaCare Data Migration
Rubi Works LLC, Luka Bajic

Switching to AlayaCare? The data migration is the hard part.

Most home care agencies we talk to don't struggle with the AlayaCare platform itself — they struggle with getting their data into it. Legacy clinical platforms (ClearCare, MatrixCare, Axxess, homegrown Access databases, a folder of Excel files) all have their own export quirks, missing fields, and peculiar data shapes. AlayaCare's DIT (Data Import Tool) expects a specific format, and the gap between "what your legacy system exports" and "what AlayaCare DIT wants" is where months of project delays hide.

We've done AlayaCare migrations from dozens of source systems. The process is the same every time because the pattern is what makes it predictable.

What makes AlayaCare migrations unique

Unlike generic ERP migrations, AlayaCare migrations have to respect clinical workflow integrity — care plans, visit history, credentials, authorizations, and billing all have to tie back to the right people and payers. Getting the structure right matters as much as getting the data right.

Our 8-phase AlayaCare migration method.

Every AlayaCare migration we run follows the same 8 phases. Predictability is what keeps projects on schedule — not clever tricks.
Rubi Works — AlayaCare Data Migration practice
graph LR P1[01 Discovery] --> P2[02 Mapping] P2 --> P3[03 Preparation] P3 --> P4[04 Merging] P4 --> P5[05 DIT Generation] P5 --> P6[06 User Testing] P6 --> P7[07 Go-Live] P7 --> P8[08 Post Go-Live] P6 -.->|Revisions| P3
Fig 01 · Eight-phase AlayaCare migration flow

The phases.

01 — Discovery / data surveying Identify every legacy system holding clinical or operational data, the SMEs who own each one, and the extraction method we'll use (native export, custom report, direct database connection, or RPA for systems without exports).
02 — Data mapping Translate each legacy field to its AlayaCare equivalent. Where AlayaCare has required fields the legacy system doesn't track, we decide on defaults or flag the gap for the agency to resolve.
03 — Data preparation Clean, dedupe, normalize, and sanitize the extracted data — phone number formats, date formats, state abbreviations, credential names, gender codes, anything AlayaCare is strict about. Done now so go-live isn't a day of error messages.
04 — Data merging Consolidate multiple sources into one unified set. If the agency has client data in three places (legacy EMR + Excel + a billing tool), we reconcile them into one authoritative version before loading.
05 — AlayaCare DIT generation Produce the formatted DIT files AlayaCare expects for staging-environment import. Our tooling handles the specific layout, encoding, and field ordering requirements.
06 — User testing Load into AlayaCare staging, run agency stakeholders through validation — does a sample client look right? does billing reference the right authorization? does the caregiver assignment match expectations? Feedback loop iterates until everyone signs off.
07 — Go-live Final migration into production, typically executed a week after user testing signs off. Timed to minimize operational disruption (weekends or off-hours).
08 — Post go-live support We stay available for additional data additions, bulk updates via the AlayaCare API, corrections flagged after first-week use, and the inevitable "we missed this field" follow-ups.

Source systems we've migrated from.

  • ClearCare — full client, caregiver, visit, and billing history
  • MatrixCare — clinical documentation, care plans, authorizations
  • Axxess — operational and financial history
  • Kinnser — home health and hospice data
  • HomeCare HomeBase — rare but we've done it
  • Legacy Access databases — custom homegrown tools built by retired IT admins
  • Excel / CSV dumps — for agencies that never had a real system to begin with

Frequently asked questions.

How long does a typical AlayaCare migration take?

Small (1 branch, <500 active clients): 4-6 weeks. Mid-size (multi-branch, 500-2000 clients, clinical history): 8-12 weeks. Enterprise (nationwide, 5000+ clients, multi-system consolidation): 3-6 months.

Do we have to move ALL historical data?

No — usually we recommend moving active clients + the last 12-24 months of visit history, and archiving the rest. AlayaCare's import time scales with data volume, and most agencies don't need 10 years of old visits searchable in the new system.

What about active authorizations and open billing?

Both are migrated with explicit care. Authorizations carry their remaining hours and expiration dates; open billing carries its status, payer, and outstanding balance so you can continue collection without a reset.

Can you help us during AlayaCare implementation, not just data?

Yes. Many of our migration engagements expand into broader AlayaCare implementation support — configuration, training, integration, and change management. See our Solutions for AlayaCare page.

Let's put this to work for your team.

Book a 30-minute call. We'll walk through your current stack and show you exactly how we'd approach your situation.