Case Study: Why ROOT™ Periodontics & Implant Centers switched from Open Dental to CareStack

Problem

Navigating Operational Complexities Across Multiple Locations

Dr Patel and his team realized they needed a unified platform to centralize operations across all their locations. Their previous system, Open Dental, was a desktop-based solution, leading to patient and referral information fragmentation, causing operational hurdles and inefficiencies. The team grappled with multiple logins, unexpected system blocks, and the inability to schedule patients across various locations seamlessly. The need for a comprehensive solution that could streamline their operations and enhance patient scheduling was all they were looking for.

Solution

Embracing Operational Excellence with CareStack

The search for centralized, all-in-one, cloud-based dental practice management software brought them to CareStack. Referred by a satisfied CareStack customer, Dr. Patel, Dana, and other executive team members conducted an evaluation, completed their due diligence, and determined that CareStack best fit their requirements. ROOT could effortlessly centralize operations, ensuring seamless scheduling, unified patient information, and eliminating system blocks and multiple logins. They onboarded their first location in Dec 2019 with CareStack.

Impact

Revolutionizing Periodontal Care with Streamlined Operations

Today, ROOT stands as a testament to operational excellence and superior patient care. The integration of CareStack’s comprehensive solutions has empowered ROOT to overcome previous challenges, ensuring seamless operations across all locations. The ability to efficiently schedule and centralize patient and referral information has significantly enhanced the patient experience, reinforcing ROOT’s commitment to providing exceptional periodontal care.

They also use CareStack’s referral portal to communicate and share patient information with their 400+ referral providers in a HIPAA-compliant way.

User Training and Onboarding

CareStack’s training team worked with ROOT Periodontics & Implant Center to identify the different user groups to create customized training plans for each group.

1. Training Plans

CareStack’s training team worked with ROOT Periodontics & Implant Center 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 to a new system.