Implementation · 1 to 8 week plan
Live in 1 to 8 weeks.
Behavioral health EMR implementations don't have to be 6-month projects. Navix gets your facility operational with full data migration, training, and optimization. Simpler deployments wrap in a single week. Larger multi-program facilities run on the full 8-week plan below.
A walkthrough of the plan, the team, and the milestones.
Behavioral-health-experienced customer success. Real engineers on data migration. Role-based training that lands in days. No six-month projects.
01 / 04 5phasesFrom discovery to optimization
Discovery, configuration, training, go-live, optimization. The same plan, scaled to your scope.
02 / 04 Daysto onboardTraining lands in days, not weeks
Most teams find Navix's UX intuitive enough that role-based training wraps in a single sprint.
03 / 04 ParallelrunningOld system stays live
Run on both stacks until your team is comfortable on Navix. No forced cutover.
04 / 04 2 wkspost go-liveDedicated optimization with your CSM
Forms, automations, reporting, and process refinements after the cutover. Real use, real tuning.
Five phases. Predictable timeline.
The same plan runs your facility — scaled to scope. From discovery to optimization, every phase has named owners and a clear deliverable.
- 01Week 1discover
Discovery & planning
Kick-off with your operations leads. Map your current workflows, integrations, forms, and reporting needs. Identify must-have integrations — labs, billing, payroll. Review your data migration plan.
- Workflow + form mapping
- Integration scope confirmed
- Data migration plan signed off
- 02Week 2 – 3build
Configuration & data migration
Your customer success team configures your Navix instance — locations, programs, user roles, custom forms, templates. We pull data from your existing EMR via API or CSV import. Pre-built integrations get activated.
- Locations, programs, roles configured
- Custom forms + templates built
- CallTrackingMetrics · CallRail · Lynk Diagnostics live
- 03Week 4 – 5train
Training & parallel running
Role-based training for clinicians, admissions, billing, and leadership. Most teams find Navix's UX intuitive enough that training lands in days, not weeks. We run parallel — your old system stays live while your team gets comfortable on Navix.
- Role-based training delivered
- Recorded sessions for new hires
- Parallel running across both stacks
- 04Week 6live
Go-live
Cutover happens at a scheduled time, with the customer success team standing by. Most facilities go live with zero operational disruption. Day-of escalation channels are open for any edge cases.
- Scheduled cutover window
- CSM + engineer on standby
- Slack + phone escalation open
- 05Week 7 – 8tune
Stabilization & optimization
Two weeks of dedicated optimization with your CSM. We fine-tune custom forms, build the automations your team wants, configure reporting, and address any process refinements that surface in real use.
- Forms + automations refined
- Reporting configured
- Process tweaks shipped from real use
Real humans, dedicated to your launch.
Four roles. One team. Behavioral-health-experienced people on the line during cutover and the two weeks after.
CSM Customer Success Manager
Your single point of contact through implementation and beyond. Senior, behavioral-health-experienced.
Engineering Implementation Engineer
Handles data migration, integration mapping, and technical configuration. Available throughout deployment.
Training Clinical Trainer
Runs role-based training for your clinical team. Recorded sessions available for new hires post-launch.
On-call On-call escalation team
Real humans on Slack and phone during cutover and the two weeks after. No ticket queue.
See your implementation plan
Map your timeline, integrations, and migration in 30 minutes.
Schedule a 30-minute conversation. We'll map your timeline, integration needs, and migration plan in detail.
- Behavioral-health-experienced CSMs
- API + CSV data migration
- Slack + phone during cutover · no ticket queue