We are continuously working to improve our processes and value your feedback. Please share any suggestions or comments in your service desk ticket. Thank you for helping us serve you better.
Phase 2: Pre-Migration
- The HSP should review and update relevant user lists (Catalyst, SAP, GAIN Suite). Lists can be requested directly from the Catalyst Offboarding ticket for easy review.
- DATIS recommends that HSPs retain their privileges to user accounts in case any changes are needed and if data changes are made after data has been pulled, it is up to the HSP to reconcile with their new vendor system. It is advised that all users be restricted to read-only access to prevent this.
- Review the organization's data retention policy to determine the scope of data to be migrated to the new vendor system.
- HSPs are encouraged to communicate with OH's MH&A Centre of Excellence (COE) when migrating to a new vendor. DATIS can facilitate this connection as necessary.
- The HSP will download any test data needed directly through the Catalyst Data Download reports. Any HSP Catalyst Administrator can perform this task; if access is needed, request it via the service desk ticket.
- DATIS to provide the MDS to PDS 1.0 Mapping Standard document.
- These test data will then be imported by the new vendor into the new vendor system.
- Confirm with DATIS the last day of data entry into Catalyst and the duration of the blackout period.
- If Access Client Locks (ACL) are used in Catalyst, any staff that has Catalyst Reporter access can run the DD-21: ACL Report to confirm if any client restrictions are in place.
- A Case Notes and Attachment Request Form will be required to transfer any Case Notes and Attachments.
- Plan for a blackout period between the last day of entry into Catalyst and the start of data entry into the new vendor system for MH&A data.
Please notify your team of the following information before the migration:
- Once the blackout period begins, all activated users will have read-only access to client files and if they have reports access, will be able to still run reports including all Data Downloads (DD-01 through DD-21).
- Case Notes and Attachments will be extracted by the DATIS team. Due to the large volume of files most organizations have, this can take several business days.
Phase 2: Pre-migration Quick Links
Coming soon!
