Case Study: How Plum Dental Group transitioned from Dentrix to CareStack to grow their operation
Plum Dental
200+ Staff Members
Connecticut & Rhode Island
120+ Providers
25 Locations and growingProblem
As they were growing rapidly across two states, the executive team at Plum Dental Group realized that using Dentrix would become more cumbersome with additional server management effort and reduced visibility into data across offices.
Solution
After extensive research, the Plum Dental team finalized on CareStack to help them in their next stage of growth and to standardize and optimize their operations.
Benefits
The all-in-one bundle of capabilities that CareStack offered helped Plum Dental to centralize activities across their locations, communicate with users and patients across locations, and monitor practice operations with analytics. This significantly boosted their subsequent growth, and helped them acquire and add more locations to their group.
..show us the data across all our offices.
As we were growing we needed a software that could show us the data across all our offices. We did not want to own or manage the servers ourselves, which we had to do with Dentrix.
Dan Katz
CEO, Plum Dental GroupUser Training and Onboarding
1. Training Plans
CareStack’s training team worked with Plum Dental Group to identify the different user groups to create customized training plans for each group.
2. Self Paced Trials
Users were provided with a trial environment to try and learn workflows by themselves and gain confidence.
CareStack University
Generic Training Plans don’t work. Training users specifically for their functional roles significantly improves their confidence and readiness to switch over to a new system.
Being able to look at schedules easily and understand where there are holes, challenges and training opportunities... That was an early win.
Dan Katz
CEO, Plum Dental GroupStreamlining the Conversion Process
CareStack’s training team worked closely with Plum Dental team to design and implement training and on-boarding plans
Create an A-Team
Identify project champions at Plum Dental to create the optimal transition plan
Data Cleanup
Clean up unwanted data including old fee schedules and plans
Data Validation
Users were able to validate the data in a test environment of CareStack
Best Practices
Set up workflows for best results including recalls and scheduling
Brand Setup
Set up Forms, Logos and Social Media links for patient engagement
Ensuring a Successful Transition
- Our training team worked with Plum Dental Group to identify the user profiles and groups, created customized training plans, took full training sessions and provided trial environments for self-learning
- Our support and implementation team members guided the Plum Dental Group users through day-1 of cut-over for a smooth onboarding at every location
- We ensured continuity and operational excellence through the 60-day free Customer Success Program post go-live
- Always available Chat and Voice based support, along with text and video-based learning resources to help users as new locations were added.
Keep Reading
All Posts