Dentally Migration Made Simple: What You Need to Know

Making the move to new practice management software is a big step, and one that can bring exciting opportunities for your dental team. At Dentally, we know that change can feel challenging, especially for staff who have grown familiar with your current system. But with the right support and tools in place, it’s also a chance to work more efficiently and confidently. 

As a dental practitioner, it’s natural to have a few questions: 

• Will the team adapt quickly? 

• Can they continue delivering excellent care without disruption? 

• Will it help them save time and avoid mistakes? 

Ease of use is something that is ingrained into the heart of Dentally. We want our customers to not only understand our software but to enjoy using it. That’s why we place such a strong focus on creating software that’s simple to learn, easy to adopt, and intuitive to use, so you and your team can get up to speed quickly and start streamlining your practice from day one. 

A Seamless Process 

As part of the onboarding process at Dentally, we offer the ability to migrate your data across from your old dental software system onto the Dentally platform. 

To do this, we start by taking a backup of your old dental software database 3 to 4 weeks before you are due to start using Dentally. 

We then migrate this lot of data on to a sandbox environment. This environment allows you the opportunity to review the data, making sure that it has maintained integrity between your old dental software and Dentally. 

During this review process an account manager will show you how to review this data and double check that it corresponds with the data that is on your legacy system. 

Any tweaks or edits that are necessary to correct the data are made during the review process. 

Then the night before the practice is due to come on to Dentally, we take a second backup of the old dental software database so that we have the most up-to-date practice and patient information. 

We then run this migration in the evening on to your live Dentally account ready for you to start using the next day. 

Any patient images or documents that need to be moved on Dentally are normally too large to take over the internet, so your account manager will take a backup of these when they are at the practice. This data will be imported to your Dentally account a couple of days after you have gone live. 

Ensuring a Smooth Start with Dentally 

We take an initial backup of your data because data accuracy is key to your use of Dentally, from both a medico-legal point of view and in terms of customer happiness. 

As well as the review, the initial backup also gives you the opportunity to test the real patient data on Dentally without the fear of messing anything up. 

We have found that practice owners and practice staff who practice with the data in the sandbox environment get more comfortable with Dentally ahead of their training days. 

Finally, taking the initial backup allows us to make sure that the data is correct before you begin using the software live. It is a lot easier to fix issues at this stage, before the data is used. This also gives you the benefit of less disruption on your training day. 

Existing support  

When deciding to switch to Dentally, we make sure you fully understand how the software fits into your daily practice workflows. From your first point of interest, our goal is to keep you informed and comfortable with the system. We guide you every step of the way, and once you’re a user, you and your team have access to a comprehensive knowledge hub filled with helpful support documents.  

From usage FAQs to step-by-step feature guides and videos, we have a large variety of helpful articles so that you can see for yourself how you can start implementing Dentally into your practice. Plus, our support team is always on hand to help.  

If a more detailed approach is your preferred way of learning, then we also have an array of blogs put in place to help you understand how Dentally can both benefit you and your staff whilst saving you time and money. From Dentally feature explanations to more  in-depth guides on NHS changes and product updates, we have a lot of content in place to maintain our easy-to-use, customer-centric approach.  

Online Demonstrations 

We understand you may have specific questions about how certain features of our software work and what they could mean for your practice. Our team would be more than happy to walk you through a live online demonstration, so you can see Dentally in action and explore how it can support your day-to-day workflows in real-time.  

It’s natural for each team member to have their own questions about implementing Dentally. We're here to answer them during your online demonstration, helping to reassure your team and show just how seamless the transition to Dentally can be for your practice. 

Explore further 

When you’re ready to get started with Dentally, we’ll set you up with what we call a Sandbox account. This is essentially a practice run of Dentally for you and your team to explore the ins and outs of the system with zero consequences, allowing you and your team to feel at ease with Dentally’s layout before fully making the switch.  

The Sandbox account allows you to add staff members to a test version of Dentally with your practice data. From there, they can explore the software with copies of patients that they know. This gives you and your team the chance to get a real feel for how Dentally fits into your day-to-day practice workflows. 

CPD Training  

Signing up to Dentally is just the beginning; our support doesn’t stop there. We’ll continue working closely with you to make sure everything is set up just right and that you feel fully confident using the software in your day-to-day practice. 

We provide you and your practice staff with full and verifiable CPD training. Our trainers are incredibly experienced professionals who migrate 100s of practices over to Dentally each year. You can rest assured that your practice is in the best hands during the migration period. 

With all the training and support we provide, you and your team can feel confident using Dentally, not just knowing how it works, but enjoying it and getting the most from it for your practice. And if you ever have a question or need a more personal touch, we're always here to help. 

If you’re ready to modernise and grow your practice, Dentally is here to help every step of the way. Get in touch today to learn how we can streamline your workflows and support a smooth migration to our software.