Organization Configuration

These checklist(s) outline the setup requirements for each CareSuite application after initial system deployment and organization onboarding. Use them to scope out your organizations needs as your use of the CareSuite ecosystem evolves.

Application-Specific Setup Checklist Sections:

CS Admin Application

• Initial configuration

• Post-onboarding setup

CS Care Application (most complex)

• Initial application setup

• Post-onboarding configuration (per organization):

  • Project creation

  • Intake survey configuration

  • Project roles

  • Case statuses

  • Referral statuses

  • Document storage

  • Email/SMS notifications

  • Public intake forms

  • Optional integrations (Send Safely, CareDove)

CS Contact Application

• Initial application setup

• External services (IVR system, SMS service provider, Mapbox)

• Post-onboarding configuration:

  • Contact roles

  • Agents setup

  • Contact and referral workflows

CS Resource Application

• Initial application setup

• External services (211HSIS Taxonomy API, Algolia)

• Database initialization

• Post-onboarding configuration:

  • Service areas

  • Taxonomy sync

  • Resource roles

  • Annual update cycle

  • Resource management

  • Search functionality

Client Portal Application

• COMING SOON!

Provider Portal Application

• Post-onboarding configuration (provider invitations, profiles, referrals, dashboard)

Cross-Application Configuration

• Team access management

• Integration testing