Smooth And Easy Onboarding
Dr. DAVID JONES CEO, Heritage Dental Partners
Anytime you go through a dental software transition, it’s a challenge. Even after growing 4-5 times from the last switch, CareStack has given us the smoothest transition experience. 
DEEP Expertise
Switching your dental practice management system can be a big undertaking. If not properly implemented, it can cause severe stress and loss of revenue.
At CareStack, we have an implementation process focused on sound planning and disciplined execution to give you the smoothest transition experience.
Committed To Your Success
Step 1 - Kick Off Meeting
After signing the agreements, the sales team will do a customer introduction to the implementation team. An implementation lead will be assigned to partner with the practice throughout the transition.
The implementation lead will organize a kickoff call to identify the stakeholders, implementation priorities and go-live date. This opportunity will also be used to identify any pertinent goals associated with the implementation.
Step 2 - Planning And Analysis
Existing operational workflows will be analyzed to determine any critical blockers, document any additional product features, and prepare a timeline of events like training sessions and weekly meeting times.
Step 3 - Data Conversion
We will access the existing practice management system to gather the data. You will receive an email with instructions to work closely with the data conversion teams to complete this process.
Once the data conversion is complete, the sandbox environment will be updated. Guided by the lead, you will validate the integrity of the converted data to ensure that there are no inaccuracies.
Step 4 - Product Training
Our training curriculum gives practices great flexibility for completing courses at your convenience, with a library of on-demand training videos, step-by-step lessons, and guided practice exercises.
Step 5 - Going Live
We will convert your data and images once more so you are ready to go. Customers will no longer be entering new data into their legacy system as it will only be used as a reference point moving forward.
Step 6 - Post Go Live Support
During the first few days of going live, you will receive support to ensure a smooth transition. At this point, an account manager will be assigned to ensure continued success.
Dedicated customer success teams are available to provide chat, email and phone assistance throughout your journey with CareStack.
Customer Podcasts
The Anatomy Of Changing Software
Dr. Brinda Patel
COO, Smile Select Dental
Making The Switch And Managing The Unknown
Dr. Rafael Rivera Jr., DDS
Owner/Dentist, Smile Starters
Embracing Change To Grow Your Group
Dr. Aman Kaur
CEO, AiM Dental Alliance
Webinars
Dentists Working Smarter, Not Harder
Sasha Tapie
CEO, TLC Dental
Shay Berman
President, Digital Resource
Insights Into Scaling Your Dental Practice
Perrin DesPortes
Co-Founder & Partner, Tusk Partners
Diwakar Sinha
Partner, Tusk Partners
Patient Conversations Post COVID-19
Teresa Duncan
President, Odyssey Management Inc.
Lynne Leggett
CEO, Victory Dental Management
Case Studies
Improving practice efficiency for Celebration Dental
Migrating D. Brian Williams, DDS, PA to the cloud
Transforming Daytona Pediatric into a paperless practice
