Demonstration only — do not enter real patient information.

Taking a small number of design partners for paid pilots this quarter. Talk to us
OurCareBook
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Integrations and data import

Start with what you have. Connect when you're ready.

Every system can export a spreadsheet, and every client comes with paperwork. That's all you need to be up and running this week — no migration project, no IT team, and you keep the tools you use today.

Available today

Three ways in, no integration project required.

Spreadsheet import

Export clients, medicines or staff from your current system as CSV or Excel. We match the columns — including other systems' abbreviations — show every row before saving, and skip anyone already here.

⏱ About 15 minutes for 100 clients

Paperwork folder

Drop up to 50 discharge summaries, prescriptions and care plans at once. They're sorted by client and read by the intake agent; a person confirms each one before anything reaches the record.

⏱ About 1 minute per document to check

Staff and family invites

Import your staff list and each person gets an email invite with the right role. Families and caregivers join from a link, and only see their part.

⏱ Minutes

Where your data lives today

The systems our customers come from, and how each connects.

Now means you can do it in the product today. Planned is on our roadmap. On request we build with a customer who needs it.

Home-care and agency software

WellSky, AxisCare, AlayaCare, HHAeXchange, Axxess, KanTime, MatrixCare

  • Client, medicine and staff export → spreadsheet importNow
  • Direct connection to your system's APIOn request

Hospitals and health systems

Epic, Oracle Health (Cerner), MEDITECH

  • Discharge summaries and printouts → paperwork folderNow
  • Continuity-of-care documents (C-CDA) families download from MyChartPlanned
  • Family-authorised connection to the hospital record (FHIR)Planned
  • Admission and discharge alerts through a health information exchangeOn request

Senior living, nursing and adult day

PointClickCare, MatrixCare, Yardi, ALIS, Eldermark, TurningPoint

  • Resident and medication exports → spreadsheet importNow
  • Marketplace connection (e.g. PointClickCare)On request

Aging and disability programmes

WellSky Aging & Disability (SAMS), PeerPlace, state systems

  • Participant exports → spreadsheet importNow
  • Programme reporting exportsPlanned

HR and payroll

Workday, ADP, UKG, Paychex, Gusto, BambooHR, Rippling

  • Staff roster export → staff import with invitesNow
  • Automatic staff sync (SCIM) through your identity provider — new hires invited, leavers lose access the moment they're deactivated. Workday reaches us through Okta or Entra ID.Now
  • Direct connection for payroll systems without an identity provider (ADP, Gusto, Paychex)Planned

Sign-in and identity

Google Workspace, Microsoft Entra ID (Office 365), Okta, Rippling, JumpCloud, OneLogin

  • Email sign-in linksNow
  • Sign in with Google or MicrosoftPlanned
  • User provisioning and deprovisioning (SCIM 2.0)Now
  • Company single sign-on (SAML)On request

Calendars and messaging

Google Calendar, Outlook, Apple Calendar; text messages

  • Appointment calendar feedPlanned
  • Text-message alerts for incidentsPlanned

Your own tools

Zapier, Make, a data warehouse, your own software

  • Full export of your data, any timeNow
  • API and webhooksPlanned

Product names belong to their owners. Listing a system doesn't mean a partnership with its maker.

Your first week

From export to everyone working, in days.

  1. 1

    Day 1

    Export and import

    Clients, medicines and staff from your current system. We sit with you for the first one.

  2. 2

    Days 1–3

    Paperwork in

    Drop each client's folder. Coordinators check what the intake agent read — minutes per client, not hours.

  3. 3

    Week 1

    Everyone joins

    Staff accept their invites; families and caregivers join from a link. Nothing to install.

  4. 4

    When you're ready

    Connect deeper

    Staff sync from HR, sign-in with your company accounts, hospital connections — one at a time, each with a signed agreement first.

Safe by design

Moving care records is sensitive. We treat it that way.

Your file stays in your browser

Spreadsheets are read on your computer. Only the column headings go to the AI to match them — never a row.

A person approves every record

Imports are previewed row by row; paperwork is confirmed item by item, in a named person's name.

Agreements before connections

No live connection to another system carries client data until a business-associate agreement is signed.

No lock-in

Keep your current system. Export everything from OurCareBook whenever you like.

Tell us what you use today.

We'll show you your own export going in — with the names changed — on a thirty-minute call.

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