Onboarding
Seamless Transition
With CareStack, the onboarding process is tried and tested, built on best practices, and delivered by dental practice management experts to enable a smooth transition experience.
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Kick-off Meeting
- Our Sales team will introduce you to our Implementation team.
- We identify key stakeholders at both sides, priorities, and the go-live date.
- You will be assigned an Implementation Lead who will be with you until you go live.
- We also baseline the key implementation goals and success metrics.
- Your Implementation Lead schedules the kickoff call.

Planning and Analysis
- You will be given access to a Demo Environment to start your learning path.
- Your team will also gain access to CareStack University, which is our consolidated learning platform.
- Our Implementation team will guide you through key Practice Workflows.
- We will also discuss and align on any custom requirements that you may have.

Data Conversion
- Our proprietary data conversion tool will access data from your current PMS system.
- Once the automated data loading process is completed, you will get an email with steps to work with the data team.
- Once data is changed, the test area will be updated.
- Your team will get the chance to validate the data accuracy with our Implementation Lead's guidance.

Product Training
- Our team will take you through the Admin and Clinical Setup sessions.
- You will also have 24x7 access to on-demand training videos with step-by-step lessons.
- Based on the initial plan, you will also receive customized training sessions (if required).
- A week before go-live, your 3rd party app configurations will also be completed.

Go Live
- You’re all set now! We’ll wait for confirmation from your side to start the go-live process.
- Once we’re all ready, we’ll start the final data extract process (typically over a weekend).
- The latest data will be updated and your CareStack Live Environment will be delivered to you.
- On the Go-Live day, our support teams will be notified to look out and assist your team.
- After D-day, we’ll start the post Go-Live support sessions based on the feedback from the live date.
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