Learn how Plum Dental Group's switch from Dentrix to CareStack streamlined operations and fueled growth.
As Plum Dental Group expanded to two states, they faced several operational challenges. The executive team identified that their current dental software, Dentrix, was causing significant issues. They had to deal with complex server management and a lack of data visibility across their locations.
Plum Dental invested significant efforts in researching a suitable solution to cater to their scaling requirements. After extensive exploration and careful consideration of all options, they identified CareStack's dental practice management software as a viable solution, which they expect will not only standardize and improve their operations but also serve as a catalyst for their upcoming growth phase.
“Now…we have a clear view of the data across all our offices.”
As we were growing, we needed 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.
CareStack’s Dental Software enabled Plum Dental to combine tasks across offices, streamline communication with users and patients, and employ robust analytics for practice management . These transformative changes propelled their growth, facilitating the addition of more locations seamlessly. Some key steps that ensured a seamless transition from Dentrix to CareStack:
CareStack’s training team worked with Plum Dental Group to identify user groups and create customized training plans for each group.
Users were provided a trial environment to try and learn workflows by themselves and gain confidence.
Generic Training Plans don’t work. Training users specifically for their functional roles significantly improves their confidence and readiness to switch to a new system.
CareStack’s training team worked closely with the Plum Dental team to design and implement training and onboarding plans
Identify project champions at Plum Dental to create the optimal transition plan
Clean up unwanted data, including old fee schedules and plans
Users were able to validate the data in a test environment of CareStack
Set up workflows for best results, including recalls and scheduling
Set up Forms, Logos and Social Media links for patient engagement