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.
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.
Post Go-Live Support
When faced with questions, simply reach out to our award-winning and friendly support team to help you find solutions.Your time is important, so we will make sure every interaction is as smooth and productive as possible:
- We guarantee you will be in touch with a live Customer Support Representative via chat and phone call in under one minute.
- We are available to support you through email, phone, and chat!
- Every support agent is fully trained on our products, so you get fast, efficient support no matter who you talk to.
Account Management
Monthly Meetings with Account Management
Our account management program is designed to meet the growing needs of your practice. Our dedicated team of experts will work closely with your team to empower them with tools that will help you nurture your patients, schedule appointments more effectively, increase treatment acceptance, build good communication with your team and manage revenue more closely.
Ask Me Anything Coming Soon
Mastermind Sessions with UK Dentistry’s Best Consultants
We partner with the best experts in UK dentistry to offer a variety of mastermind sessions and resources, including one-on-one coaching, group coaching calls, webinars, and access to a community of like-minded dental professionals.
Thriving Practice Podcast Coming Soon
Podcast With Adrian Dray
We created the “Thriving Practice Podcast” to be the best sounding board for dental practice owners. Hosted by UK Dentistry’s most loved consultant Adrian Dray, the Thriving Practice Podcast features interviews with dental practice owners who have successfully grown their practices.
Definitely been an experience. A very positive one. Of course, with any new software, we need help in terms of how to go about the workflow. And the support that we've received from CareStack has been exceptional.
I've looked at a couple of different options, traditional, cloud based, and for me, CareStack checks out most of the boxes for what I really wanted to achieve. And the combination with the CS Conversation system is unbelievable. Nothing I've ever seen before.
