Built on industry best practices
Transition from sales
Agreement signing & sales handoff
After signing the agreements, the sales team will transfer the customer to the implementation team. An implementation lead will be assigned to partner with the practice throughout transition.
Customers receive a welcome email from the implementation lead. From here, the customer will decide upon a date for the kickoff call, leading into phase one of the implementation journey: knocking out the details.
Phase one: The details
In this introductory call, the implementation lead will identify the CareStack champions, stakeholders and go-live date. This opportunity will also be used to identify any pertinent goals associated with the implementation.
Debut environment delivery
Following the kick-off call, credentials to access the debut environment will be sent to the customers. The debut environment will be setup with sample settings and sample data, allowing practices to experiment with tasks, processes and settings without worry.
Obtaining access to data
In order to begin the conversion process, CareStack will need access to the existing practice management system to gather the data. Customers will receive an email with instructions to work closely with the data conversion teams to complete this process.
Existing operational workflows will be analysed to determine any critical blockers, document any additional product features and prepare a timeline of events like training sessions and weekly meeting times.
Phase two: Team preparedness
Built right into the CareStack platform, users can start their learning as soon as the debut environment is received. Our training curriculum gives practices great flexibility for completing courses at their convenience, with a library of on-demand training videos, step-by-step lessons and guided practice exercises.
Once the data conversion is complete, the sandbox environment will be updated. This will give a fresh look at how office workflows will translate into CareStack. Guided by the implementation lead, customers will validate the integrity of the converted data to ensure there are no inaccuracies or misrepresented data.
Phase three: The groundwork
Interim live delivery
The interim live environment is the optimal time to begin customizing CareStack for specific needs. Completing the admin and clinical setup will enable the team to prepare ahead of time for go-live.
Legacy software sunset
If practices are switching from another practice management software, the day before Go-Live will be spent verifying core processes with statements, claims, and the like. The final peak-efficiency data will be acquired and converted into the production environment and customers will no longer be entering new data into their legacy system as it will only be used as a reference point moving forward.
During the first few days of going live, practices will receive either onsite or remote support to ensure that they have the tools necessary for success. At this point, an account manager will be assigned to ensure continued success in CareStack.
Stress free insurance billing service
Revenue Cycle Management
Our RCM solution allows practices to focus more on patients and worry less about collections. By combining modern technology, effective processes and expert billing specialists, we optimize the payment cycle, reduce administrative burden and increase collections.
Fee schedule maintenance
Keep fee schedules up to date to ensure proper treatment plans and the submission of clean claims.
Eligibility & benefit verification
A comprehensive breakdown of the patient or family’s insurance is gathered and placed in the patient’s electronic record for future and same day appointments as well as walk-ins.
Submit primary and secondary claims electronically everyday with sufficient review to ensure that the claim will not be denied over a clerical error, which typically occurs 3-4 times per week in most dental offices.
Investigate the cause for denials and do prompt follow up with insurance companies to collect outstanding balances.
Post insurance payments and contract adjustments to the patient ledgers accurately and timely–within 24 business hours after the EOB is scanned by the office.
Email weekly and monthly reports to the management staff, with a summary of insurance collection efforts and any issues discovered that will slow down the collection efficiency.
All the answers you need
Experts that work with you
Our customer service team is here to help solve your problems. Our team of experts will do everything they can to resolve your problems.
Access our knowledge base
Discover everything that can be done with Carestack by accessing our library of information, from documentation to videos. Customers can simply search and find answers to their questions.
24/7phone, email, and chat support
We choose topics that will be of value to our clients and frequently conduct informative webinars at no extra charge to our customers.
Our team of experts do everything they can to provide solutions to the problems cited by our customers. Customers can view all the tickets for their practice and their status through our ticket management system.
Proactive account monitoring is in place to uncover trends, identify and address issues before they escalate.
What customers say about us
D. Brian William D.D.S.
CareStack's patient portal, along with the PMS, has minimized errors in patient details and made the whole workflow a breeze. The product support team is so helpful and responds instantly with the chat feature. CareStack is getting better every day, and we are thrilled to work with them.
Dental Depot DFW
With CareStack, we had access to all of our data and KPIs, monitored real-time. Our days in A/R dropped by more than 30%, and our net collections increased. CareStack continues to provide us the tools needed to better our practice management and is a valuable asset to our dental practice.
Now Care Dental
One of the best features we got with CareStack was the Patient portal and Kiosk. The ability of a patient to check him/herself in at the front desk with minimal assistance is truly a time saver. CareStack is amazing, and I am sure that it will be the best thing you can do for your practice.
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