Switch from ProviderSoft

Switch from ProviderSoft or spreadsheets

Move your current caseload without pausing the agency. Start with the work staff need now. Decide where each fact goes on the child record, and check the move before the switch date.

Create agency Ask about switching

Do not email an export of real records

For the first conversation, we need the names of your systems, rough record counts, and example fields with made-up values. We never need child or family information.

Why switch

Stop keeping the same facts in many places

Most agencies keep the same facts in several places: a case system, spreadsheets, shared drives, and paper trackers. Staff match them by hand.

Tiny Solutions is one app for all of Early Intervention, from referral to payment. Use the move to stop copying facts. You do not need to rebuild every screen from your old system.

List your sources

List every place that holds a fact you still need

Name each system, spreadsheet, shared drive, and tracker. For each field, decide which source is correct.

Separate current records from closed history
Mark data that someone must check before you trust it
Keep the export from your old system until the move is approved

Move first

Move what staff must use now

Start with the records staff must find, act on, or show as evidence while you switch.

Active and intake-stage child records
Current staff, their assignments, and their roles
Open referrals, plans, authorizations, and deadlines
Documents needed for current work

What can wait

Decide which history is worth moving

If you import everything, old duplicates and unused fields come with it. Keep rarely used history in the export from your old system until you need to search it here.

Closed records outside daily work
Duplicate attachments and old copies of reports
Fields that nobody owns or understands

Owners

Name one person for each decision

Before you move any records, decide who approves where each field goes, who checks records that do not fit, and where staff work during the switch.

The agency owner approves the switch date and how long to keep the old data
An operations lead approves what each field means
A security lead approves how the data is moved
Reviewers fix records that do not fit, without guessing

Check the move

The move is done when the agency can prove the records are right

Compare the old and new records one child at a time, by an identifier that does not change, such as the EI Child ID. Do not compare by the order on screen. Then have staff do a few real tasks with made-up data.

The number of records you expected matches the number moved
Each child, person on staff, and document is linked correctly
Staff find a child and name the next action
An export opens and reads correctly

How switching works

See for yourself whether Tiny Solutions fits your team

Tiny Solutions has no live connection to ProviderSoft and no importer that reads every system. We review the export from your old system before we promise a way to move it.

Try Tiny Solutions before you set a switch date

Create an agency, add made-up records, and see whether the child record fits the way your team works.

Create agency Ask about switching

Stop keeping the same facts in many places

Most agencies keep the same facts in several places: a case system, spreadsheets, shared drives, and paper trackers. Staff match them by hand.

Tiny Solutions is one app for all of Early Intervention, from referral to payment. Use the move to stop copying facts. You do not need to rebuild every screen from your old system.

Name one person for each decision

Before you move any records, decide who approves where each field goes, who checks records that do not fit, and where staff work during the switch.

The agency owner approves the switch date and how long to keep the old data

An operations lead approves what each field means

A security lead approves how the data is moved

Reviewers fix records that do not fit, without guessing

The move is done when the agency can prove the records are right

The number of records you expected matches the number moved

Each child, person on staff, and document is linked correctly

Staff find a child and name the next action

An export opens and reads correctly