Map the task as it happens today.
Write down the source, repeated entry, searches, corrections and approvals. Identify who performs each step and who reviews the result.
Switching IDD agency software
Make the next system prove useful on the work your team already does.
Compare one recurring workflow, identify the records your team must retain access to, and agree who checks each handoff. Use what you observe to decide whether to plan a transition.
People verify the facts, review AI drafts and approve consequential actions.
Book a 30-minute compliance demo30 days free · Then $20 USD per person supported per month.
$0 setup for system initialization · Month-to-month · No long-term contract
Migration scope and costs are separately agreed.
The work behind the decision
Open work still needs an owner during a switch.
Your team still has open notes, visit exceptions, staff requirements and review deadlines. A useful evaluation shows how a specific task would work while keeping those responsibilities in view.
What your team can evaluate
Compare the process behind the feature list.
Identify what must remain accessible.
Inventory active records, signed documents, historical access and unfinished work. Confirm export formats and the scope LunahUP can accept before agreeing a transfer.
Use the same sample scenario.
Inspect the author’s and reviewer’s steps. Include missing information and a correction, then reopen the result. Keep available functionality distinct from an unverified connection or restricted pilot.
What to examine
Ask to see the saved result, not just the screen.
The homepage’s synthetic EVV example reopens the same visit after a saved cancellation. That is a bounded example of persistence. Each proposed migration or live integration still needs its own agreed validation.
A practical evaluation
See the steps. Compare the work. Decide the fit.
- 01
Scope a task and its records
Choose the recurring bottleneck and list what the author and reviewer need.
- 02
Compare it during the evaluation
Use sample data first. Check missing fields, permissions, correction steps and the saved result.
- 03
Plan the transition deliberately
Agree costs, responsibilities, records access and unfinished work before choosing a cutover date.
Confirm workflow availability, required approvals and the connections available for your agency. Nationwide service does not establish universal state or payer coverage.
Questions before the next step
Make the decision with the scope in view.
Can all of our records be migrated automatically?
A complete transfer is not promised without reviewing the source, export formats, history and validation responsibilities. Agree the supported scope and costs separately.
Should we stop using our existing system when the trial begins?
An evaluation alone does not establish that the transition is ready. Plan continuity, historical access and unfinished work with your responsible team before approving a cutover.
How do we compare pricing?
Review the complete written scope, including service, migration, connections, support and historical access. LunahUP’s approved offer is 30 days free, then $20/person supported/month, $0 system-initialization setup and month-to-month service.
A focused demonstration
Bring the workflow you want to improve.
Use the demo to compare a relevant task, its review steps and the questions to settle before a trial.
Book a 30-minute compliance demoUse sample data. No patient records needed for the demo.