Fifteen minutes on the phone
How the practice runs now: who books, who charts, where the month end goes. We are listening for the two or three things costing you chair time.
Thirty minutes on your own chart. We load your procedures, your price list and your recall intervals before the call, so what you are looking at is your practice rather than a sample one.
Tell us this much and the call starts at the useful part. The two answers that change the demo most are how many chairs you run and whether you take insurance.
Three steps. You keep treating patients through all of them.
How the practice runs now: who books, who charts, where the month end goes. We are listening for the two or three things costing you chair time.
Your procedures, priced as you price them, with a real staged plan in it. You will watch a crown go from charted to quoted to invoiced to a lab case — the path that matters, and the one a canned tour skips.
The patient list and as much chart history as the old system will release. Then reception, the clinicians and whoever closes the month, trained separately, because they use three different parts of it.
About thirty minutes. Longer if you want to go deep on one thing — charting per tooth and surface, orthodontic staged plans, or insurance and claims.
Nothing, though a price list and a procedure list make it concrete. If you take insurance, the fee schedule for your biggest payer is the single most useful document you can send us.
We would rather configure it first. An empty dental system is a tooth chart with no procedures behind it, and judging one on that tells you very little. After the demo you get an account with your own setup in it.
It depends on chairs, users and whether you need insurance and multi-branch. We put a number on it during the call rather than printing one that is wrong for most practices.
Yes, and it is part of setup rather than an extra. Patients, balances and chart history come across where the old system will give them up. What is worth listing by hand beforehand is the implicit state — plans approved but not started, recalls due, lab cases out with a technician.