Is there funding available to assist providers in migrating to a PDS-compliant client management system (CMS)?
Yes, the COE will be intaking expressions of interest in one-time funding to support CMS migration for the 2025/2026 fiscal year. Please see this page for more details.
Which CMS should I pick? Can DATIS help with procurement?
DATIS cannot recommend a specific CMS, and cannot assist with procurement. If you need support with this work, please consider joining a vendor-specific Community of Practice meeting; these meetings occur every Friday at noon and are co-facilitated by CMHA Ontario and AMHO.
When should I begin this process?
Even if you have not yet selected your new vendor, or if you require further support to begin migrating, please submit a ticket with the PDS service desk to ensure Ontario Health is aware that you are working towards compliance.
Many service providers may not be ready to migrate to a new system, as this work can take significant time, effort and cost. After you submit your plan, DATIS will work with you to install necessary supports and establish the most appropriate migration timeline for your agency.
How do I migrate from Catalyst?
You may begin offboarding from Catalyst after you have selected and procured your PDS-compliant vendor. Catalyst offboarding should be performed as begin setting up your new system.
Please see our Catalyst offboarding knowledge base here.
