Conversion guide
Nothing Goes Live Until the Numbers Match.
Switching dental software earned its bad reputation back when everything lived on a server. CarifyOne syncs with your current system within minutes, runs recovery mode alongside it, then migrates you with an expert-run conversion and a line-by-line reconciliation. You don't stop seeing patients, and migration is included on every plan.
Reconciliation · before go-live
Patients4,812 / 4,812 ✓
Appointments31,406 / 31,406 ✓
Procedures and plans88,120 / 88,120 ✓
Ledger balance$212,417.60 / $212,417.60 ✓
Perio and charting historymatched ✓
Five Steps. Your Success Team Handles Them.
Connect and Recovery Mode.CarifyOne syncs with your current system within minutes and shows your dead-revenue ledger on live data. Money starts coming back before anything moves.
We Pull Everything.Patients, appointments, procedures, plans, claims, ledger, insurance, charting history, notes, perio, documents. Import order keeps every relationship intact.
Reconciliation.Line-by-line comparison against your source system. Counts and balances must match before anyone signs off.
Scheduled, Staffed Cutover.Clinics never self-connect. Every switch has a date and a person, and it lands between patient days.
Live, with the Huddle Running.Your first morning on CarifyOne starts with your own numbers on the huddle screen.
Any Major System
Live sync within minutes of connecting, an expert-run conversion with no downtime, and reconciliation before go-live. Your team keeps seeing patients the whole time.
What Transfers
Patients, appointments, procedures, treatment plans, claims, ledger, insurance, charting history, notes, perio and documents. Records link together, so import order is handled for you.
Ready to Make the Move?
Book a 20-minute demo and we'll map your migration on the call.