Dental Software Switching Checklist.
Two printable checklists for changing practice management software: the reports to run from your current system before you switch, and the questions to ask any vendor before you sign.
Run the Reports, Then Ask the Questions.
Tick the boxes here, or print the page and take it to each vendor call.
1 · Reports to Run Before You Switch
From your current system, while you still have full access. Save each one with the date you ran it.
2 · Questions to Ask Any Vendor
Ask each vendor the same questions and write the answers down. One copy per vendor.
Nothing Goes Live Until the Numbers Match.
CarifyOne migrates you with an expert-run conversion and a line-by-line reconciliation, and migration is included on every plan.
What Transfers
Patients, appointments, procedures, treatment plans, claims, ledger, insurance, charting history, notes, perio and documents.
Before Go-Live
Counts and balances must match before anyone signs off. Every switch has a date and a person, and it lands between patient days.
Also free: the dental insurance verification form, for the checks to make before each visit.
Ready to Make the Move?
Book a 20-minute demo and we'll map your migration on the call.