Launching with Careforce
The steps from signed agreement to your first live call.
Careforce sets up and runs your first duty with you. You bring your workflow and approve what Angelica⟡ says. We build it, test it with you and roll it out in stages.
Launch steps
Sign the MSA and BAA
Careforce signs a Master Services Agreement and a Business Associate Agreement before it handles any protected health information.
Walk us through the workflow
In a one-hour onboarding session, your team shares its SOPs and shows how the work is done today. A 20 to 30 minute screen recording of a staff member working a case is the most useful thing you can share.
Connect your data and phone line
Send your member list by secure file transfer, or give Angelica⟡ and David⟡ their own logins to the portals the duty needs, the way you would set up a new staff member. Angelica⟡ gets a dedicated phone number. It can be a new local number, or you can forward or port an existing one.
Review and test
We build the duty. Your team reviews the script, places test calls and texts, and signs off.
Roll out in stages
The duty goes live for a small share of members first, then grows to 10%, 50% and 100% over three to ten days while both teams watch the results.
What to have ready
| Item | Why we need it |
|---|---|
| Your SOP or job aid | The script follows your process, not a generic one |
| Call scripts and message templates | Angelica⟡ starts from the wording your team already uses |
| Identity verification rules | For example, name and date of birth, or member ID |
| Common member questions | Angelica⟡ answers them from approved content |
| Handoff rules and destinations | Who takes a transfer, at which number or queue, and during which hours |
| Member list | At minimum, member ID, first name and phone number. Preferred language and consent flags help |
How long it takes
Most first duties go live three to five weeks after the agreement is signed. Each later duty takes two to five weeks, depending on the systems it needs. Outreach-only programs that work from a file can start sooner.
Test with synthetic data first
Do not send real member data until your Business Associate Agreement is signed.
Sending files
If your duty works from files, the setup is:
- Exchange a data dictionary and a sample file.
- Set up the secure file transfer endpoint and exchange keys.
- Map your fields and validate a test file.
- Schedule the recurring feed.
Careforce checks every file on arrival. Duplicates are merged, and records with missing fields or bad phone numbers come back to you in an exception file. Nothing is dropped silently. Outcomes go back to you in a status file.