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What Do I Need to Do When I Change My Practice Management Software?
What Do I Need to Do When I Change My Practice Management Software?

This article will discuss the steps you need to follow when changing PMS's to ensure your Dental Intelligence Services remain in sync

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

To use Dental Intelligence Services, a sync with your Practice Management Software is required, this ensures all data is pulled into the dashboards for you to view metrics, schedule or contact your patients. There are multiple Practice Management Softwares that the di. services are able to sync with. To learn which softwares are compatible with Dental Intelligence, LocalMed and Engagement [Modento], click here.

If you plan to switch from one of these softwares to another, there are steps that need to be followed to ensure you are able to access your Dental Intelligence services.

All you will need to do is reach out to our support team & let us know which Practice Management Software you are switching to & from. We will take over from here!

Contact Support to Initiate a Transfer

If you have Engagement [Modento] and plan to switch your Practice Management Software, we recommend reaching out to our support team at least 24 hours prior to your software transfer. When you do reach out to support, you will be scheduled with one of our sync specialists.

To complete a Practice Management Software transfer, our support team will need access to your server computer. Your Server Computer is most likely a computer found in a back room in your office that is not used every day. Our support team might be able to assist in identifying your server computer. You might have an IT Group that maintains your server computer. If so, this article can be shared with your IT Group or you can connect your IT Group with our Support Team.

The transfer does take about one full business day to process.

Things to Consider

  • Dental Intelligence Follow Ups do NOT transfer over in a Practice Management Software switch. Meaning any existing Open Follow Ups you had created will not automatically pull into your new Dental Intelligence portal created with your new Practice Management Software

  • Your old Dental Intelligence portal is purged after 30 days, this ensures users will not have access to your old account

  • If you are switching to or from Eaglesoft, Eaglesoft does not track historical case data. This does result in a lack of historical data to view performance in Dental Intelligence

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