Your complete Panacea change management guide

We know your team may have questions about the upcoming switch to Panacea. We’ve pulled together a helpful change management guide to support you to feel confident in the transition.

Wondering where to start?

Step 01 - Define the ‘why’ of the switch and agree on measures of success

Description
Preparation and alignment is key in managing any change. We recommend you:

  • Work closely with your team to align on why this change will solve your teams’ pains and how it will enable better quality of care for your clients

  • Agree what success looks like for you and your business, including metrics, key milestones and plans of communication

Each document we’ve provided includes our suggested ‘why’ for moving to Panacea and how you can tailor that ‘why’ for different audiences and teams.

Supporting materials

Getting Started FAQs

Step 02 - Communicate the switch to Panacea directly to your team and address any questions immediately

Description
We recommend that you communicate the switch to your wider internal teams. Some partners have had success in holding a team meeting to directly communicate the transition plan. Use this opportunity to build excitement - but also address critical questions immediately.

Supporting materials

Email template

Getting Started FAQs

Step 03 - Transition your data and workflows into the Panacea platform

Description
With any digital transformation, there comes the need to migrate key data points from your existing systems to Panacea. From existing care plans and tasks to contacts and client profiles, it’s important to identify what information needs to move over. 

During this process, it’s equally as important to review the data that’s being transferred to your new system and ensure both its accuracy and quality.

Supporting materials

Implementation checklist

Step 04 - Monitor success, maintain open communication with teams and celebrate progress

Description
Monitoring success + progress along the way is key in ensuring the change to Panacea is sustainable. As part of this, it’s key to maintain open communication with teams, celebrate their early wins and get them comfortable with Panacea through trainings. Plus regularly reviewing and measuring progress against the implementation checklist will ensure a seamless transition.

Supporting materials

Tutorial videos

Implementation checklist

We can’t wait for your team to meet us! Let’s do this - together!