Concierge Onboarding Service

Let COALA Set It Up for You

Already have years of records, staff files, resident information, and compliance documents? You don't have to enter everything yourself.

You run the home. We'll help with the setup.

What We Set Up

We Can Help You Set Up

From facility records to staff files, our team can help organize and enter your existing information into COALA.

Home & Facility Information

Administrator Records

Resident Profiles

Staff Files

Training & Certification Records

Licenses and Expiration Dates

Medical and Emergency Information

Existing Compliance Documents

Policies and Facility Records

Other COALA Setup Information

How It Works

A simple, supported process

01

Tell Us What You Need

Let COALA know what records or areas of the platform you need assistance setting up.

02

Securely Provide Your Information

Provide the documents and information needed to complete the requested setup.

03

COALA Organizes Your Account

A COALA team member helps enter and organize the information within your account.

04

Review & Verify

You review the completed setup and verify that all information is accurate.

Your responsibility: The provider remains responsible for reviewing and confirming the accuracy and completeness of all information entered into COALA.

In-Person COALA Onboarding

Want Help Getting COALA Set Up? We'll Come to You.

Choose the level of hands-on help that fits your home. A $25 reservation fee secures your appointment and is applied toward the total cost.

Quick Start

$299one-time

MOST POPULAR

COALA Setup Plus

$499one-time

WE SET IT UP FOR YOU

Done-for-You Setup

$899one-time

In-person visit duration
2 hours
Half Day
approx. 4 hours
Full Day
approx. 8 hours
Platform walkthrough
Care Home Setup Assistance
Resident File Help
1 resident file
Staff File Help
1 staff file
Document upload & organization
Compliance tools review
Staff trained
Admin/Licensee only
Admin/Licensee + up to 2 staff
Document migration
Enter expiration dates
Organize files
Post-setup walkthrough
Questions & support
Participants
Admin/Licensee only
Admin/Licensee + 1 additional staff member
Admin/Licensee + up to 2 staff

A $25 reservation fee secures your appointment and is applied toward your selected setup package. Appointments are subject to availability.

Spend Less Time Setting Up. Start Using COALA Faster.

Let our team help turn your existing records into an organized COALA workspace.

Select a package above to book your in-person setup appointment.

Request Setup Assistance

Tell us about your setup needs

Fill out the form below and our team will reach out to coordinate your concierge setup.

COALACOALA

2880 Zanker Rd
San Jose, CA 95134

Contact

General / Company Inquiries

coalateam@gocoala.com

Technical Support

support@gocoala.com

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