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 customised 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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Account Management
Monthly Meetings with Account Management
Our account management programme 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.
"Support was phenomenal. Transition was seamless. CareStack team listens to you and they understand what business owners are looking for."
"I feel like I have all the tools needed for a better patient experience, better system for my team, and overall better patient growth."
"One of the huge plus points is that patients can book themselves in with a patient portal. Also the setup makes it easy for nurses to do charting and treatment plans."
