Dental Software Data Conversion

The IT side of moving from one dental practice software to another

Switching practice software? The data is converted by your software vendor or a conversion service, and often several parties are involved. We don’t run the conversion ourselves. We project manage it and handle the IT side: backups, readiness, imaging links, cutover and support. Local teams serve Vancouver, Edmonton and Calgary.

24/7 emergency line

Our regular hours are Monday to Friday, 7am to 5pm MT. For emergencies we’re 24/7 on the same number, (604) 813-7881, and it’s always answered by a person. Call us at (604) 813-7881 or email hello <at> bensonhunt <dot> com.

What is dental software data conversion?

Dental software data conversion moves your patient records, appointments, treatment plans, insurance details, clinical notes, images and documents from one practice management system to another. The software vendor or a conversion service usually converts the data. We don’t run it ourselves: we project manage it, so the right systems, protocols and controls are followed, and handle the IT side.

Either way, the data is extracted from the old system, matched to the fields in the new one, loaded and checked. Ask in writing which data comes across, and in what form, before you commit.

What does a data conversion involve?

These seven kinds of data are usually on the list. What actually converts depends on your old and new software, so ask for a field-by-field list.

  • Patient records
  • Appointments
  • Treatment plans
  • Insurance details
  • Clinical notes
  • Images and x-rays
  • Documents
Read more

Some items convert cleanly, some arrive in a different form, and some may not convert at all. A review of real patient records before go-live is how you find out which.

Images and documents are often the largest part of the data. Where they are stored today, and where they will live afterwards, is an IT question we help you answer.

Additional conversions may be needed, such as x-ray images. Programs with open DICOM are easier. Proprietary image formats, for example from Dexis Imaging, can be more challenging. Ask us about yours.

Best practice

  • Leave financial data behind.Move only operational data: patients, appointments, treatment plans, clinical notes, documents and the like.
  • Set a cut-off date and time.Close off the old accounts receivable (AR) in the old system at that moment, to avoid mistakes.
  • Plan images separately.Additional conversions may be needed, such as x-ray images. Open DICOM is easier. Proprietary formats, for example Dexis Imaging, can be more challenging.
1

Pick the cut-off

Set a date and time for the switch.

2

Close the old books

Close off the old accounts receivable in the old system at that moment.

3

Move the care records

Patients, appointments, treatment plans, notes and documents.

Start fresh

Financial data stays behind in the old system.

Move operational data only. It keeps the switch smaller, cleaner and easier to check.

What does IT do during a software conversion?

Benson Hunt project manages the move and looks after the computers, servers, network, imaging and accounts around it, so the conversion team can focus on the data. A software move is also a good time to update systems and to move the clinic’s servers to Hyper-V, which lets upgrades and moves be planned and tested more safely. Read why dental clinics should run their server on Hyper-V.

Assessment

We review your servers, workstations, network, imaging and users before anything moves.

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  • Which computers, servers and sensors connect to the practice software today.
  • Where the database and the image folders are stored.
  • Which users and roles exist.
  • What the new software asks for, as told to us by the vendor.

Backups before cutover

A full backup, with a test restore, before the switch.

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  • A backup of the old system and its images, taken before cutover.
  • A test restore, so you know the backup works.
  • A copy kept safe in case the cutover needs to be repeated.

Server, workstation and network readiness

We check the server, computers and network against what the new software asks for.

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  • Server and workstation checks against the vendor requirements.
  • Wired and Wi-Fi network review.
  • Printers, scanners and card readers at each desk.
  • Firewall and remote access settings the new software needs.

Imaging bridge and sensor reconnection

Imaging links and sensors are reconnected and tested in every room.

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  • Each sensor, camera, plate scanner and pan or CBCT machine tested with the new software.
  • Image folders and bridges pointed to the right place.
  • A short test in each room before patients arrive.

User accounts and cutover plan

Accounts, access and a written cutover plan for go-live day.

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  • User accounts and permissions set up for each role.
  • A cutover plan with who does what, and in what order.
  • A plan for what the team does if something doesn’t work on day one.

After go-live, and the old system

Support after go-live, and the old system kept readable for your records.

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  • Fast help in your group chat while the team learns the new system.
  • The old system kept readable, as long as your record retention rules require.
  • A backup plan for the new system, tested.

Who does the actual data conversion?

Usually the software vendor or a conversion service, and often several parties are involved. We don’t run the data conversion ourselves. We project manage it so the right systems, protocols and controls are followed.

Read more

We’re independent IT support, not the software vendor. Vendors know their own software well, but their job usually stops at the software, and a conversion reaches past it into your servers, network, imaging, accounts and backups. Using a partner like us helps reduce errors and costly technical mistakes. Ask your vendors who does the conversion, what it costs and what they need from you.

What we do: we project manage the conversion, talk to vendor support for you, make sure they can reach the data and the server, get the workstations ready, and keep you updated in your group chat.

Which software move are you planning?

Pick your path. Each card lists what we plan on the IT side. The data conversion itself is done by the vendors or a conversion service, and we project manage it. Prefer a grid? See the conversion matrix.

Moving from Dentrix to ClearDent?

We prepare the server, workstations, network and imaging links for ClearDent, and keep Dentrix readable after the switch.

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  • Tell both vendors which Dentrix version you run.
  • Back up Dentrix and its image folders, and test the restore.
  • Ask which Dentrix data converts and which doesn’t, in writing.
  • Check the server and workstations against what ClearDent asks for.
  • Reconnect and test sensors and imaging.

On the software list: Dentrix, ClearDent.

Moving from ClearDent to Dentrix?

We get the IT ready for Dentrix and make sure your ClearDent data stays safe and readable until you’re settled.

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  • Tell both vendors which ClearDent version you run and where its data and images are stored.
  • Back up ClearDent and its image folders, and test the restore.
  • Ask which ClearDent data converts and which doesn’t, in writing.
  • Check the server and workstations against what Dentrix asks for.
  • Reconnect and test sensors and imaging.

On the software list: ClearDent, Dentrix.

Moving from ClearDent to Tracker?

We prepare the server, workstations, network and imaging for Tracker, and coordinate with both vendors.

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  • Ask Tracker support what they need from ClearDent, and how they want it delivered.
  • Back up ClearDent and its images, and test the restore.
  • Check the server and workstations against what Tracker asks for.
  • Reconnect and test sensors, printers and scanners.
  • Plan the cutover around your clinic hours.

On the software list: ClearDent, Tracker.

Moving from ABELDent to Tracker, ClearDent or Dentrix?

We coordinate the IT for a move off ABELDent, whichever of the three you choose.

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  • Confirm which ABELDent version you run, whether it’s local or cloud, and where its data is stored.
  • Ask the receiving vendor if they have converted from ABELDent before.
  • Back up ABELDent and its images, and test the restore.
  • Check the server and workstations against what the new software asks for.
  • Keep ABELDent readable after the move, as your record rules require.

On the software list: Tracker, ClearDent, Dentrix.

Moving to a cloud-based system?

Any of these moves can end at a cloud-based system such as AkituOne, Curve Dental or Oryx. Cloud changes what your IT has to do.

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  • Test your internet connection at busy times, before you commit.
  • Plan for logins, MFA and security on every computer.
  • Decide how 3D imaging and other large images will be stored.
  • Ask how you can export your own data later.

On the software list: AkituOne, Curve Dental. Read the cloud section below.

What are the phases of a dental data conversion?

  1. 1Assess and plan
  2. 2Back up and prepare
  3. 3Review the converted data
  4. 4Cutover
  5. 5After go-live
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  • Assess and plan. Review your systems, agree who does what, and write the cutover plan.
  • Back up and prepare. Tested backups, server, workstation and network readiness, user accounts.
  • Review the converted data. If the vendor offers a test conversion, check real patient records, appointments and images before go-live.
  • Cutover. The switch to the new system, with imaging links tested room by room.
  • After go-live. Support while the team settles in, and the old system kept readable.

We don’t quote durations here. Timing depends on the vendor, the size of your data and your clinic schedule. Ask your vendor for their timeline, and we plan the IT around it.

What should we do before we switch software?

A short pre-move checklist. We can walk through it with you at your clinic.

  • Confirm who does the conversion, and what they need from you.
  • Ask which data fields come across and which don’t.
  • Take a full backup, and test that it restores.
  • List every workstation, sensor, printer and scanner linked to the practice software.
  • Note your imaging software, bridges and where images are stored.
  • Check the server, computers and network against the new software requirements.
  • List your users, roles and logins, and decide who needs MFA.
  • Plan the cutover around clinic hours, and tell your team.
  • Decide how the old data stays readable, and for how long.
  • Check current record retention rules with your regulator.
  • In Alberta, check whether a privacy impact assessment (PIA) is needed for the new system. Your clinic is responsible for completing it on a reasonable schedule. We work with lawyer Ritchie Po, part of our MSP, to help with your PIA. Check current rules, not legal advice.

What can go wrong in a data conversion?

Five risks to plan for. None of them is a reason not to move, and all of them are easier to handle before cutover than after.

  • Data loss. Records that don’t make it across, or are damaged on the way. A tested backup before cutover is the safety net.
  • Missing or changed fields. Some fields don’t match the new system. Review real patient records before go-live.
  • Broken imaging links. Sensors and bridges can stop working with the new software. We test every room.
  • Downtime. The clinic may be unable to use either system for a while at cutover. Plan around your schedule, and ask for read-only access to the old system.
  • Retention obligations. You may have to keep the old records, and keep them readable. Alberta and BC both have rules.

Record retention rules can differ between Alberta and British Columbia. Check current rules with the official sources and your lawyer. This is general information, not legal advice. Sources: College of Dental Surgeons of Alberta and British Columbia College of Oral Health Professionals.

Is cloud dental software right for your clinic?

Cloud-based systems such as AkituOne, Curve Dental and Oryx can be a good fit for some clinics. They also change what your IT has to do. Here is a balanced look.

Cloud doesn’t mean no cybersecurity

The vendor protects its servers. Your clinic still protects its people, computers, network and logins.

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  • Accounts and MFA. Strong passwords and multi-factor sign in for every user.
  • Endpoint protection on every workstation that can open your data.
  • DNS filtering to block bad sites before a computer reaches them.
  • Your local network. Firewall, Wi-Fi and the devices on them.
  • Staff phishing awareness. Many attacks start with an email.
  • Backup or export of your data. Know how to get your own copy.
  • Vendor access. Ask who at the vendor can see your data, and how that is controlled.

Does 3D imaging (CBCT) still need local storage?

In most clinics, yes. Large 3D scans still need local storage and a capable workstation.

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  • The CBCT machine and its capture workstation still sit in your clinic.
  • Large scan files need local storage and a backup plan.
  • Ask the vendor how scans link to the patient chart.
  • Ask how scans are stored if the internet is down.

How much internet does cloud software need?

Cloud software depends on your internet connection, so test it before you commit.

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  • Test speed at busy times, with every room working.
  • Prefer wired connections for workstations where you can.
  • Ask what happens when your internet or the vendor service is down.
  • Ask whether today’s schedule stays readable offline.
  • Consider a second internet connection as a backup.

Think twice before going cloud

Cloud isn’t better or worse. It’s a trade. Weigh these before you sign.

Why clinics choose cloud

  • Less server equipment to run in the clinic.
  • Access from more than one location.
  • The vendor manages software updates.

What to weigh first

  • Workflow fit. Does it match how your team works day to day?
  • Speed. Is it fast enough at your busiest hour?
  • Imaging. How will sensors and 3D images work with it?
  • Internet dependency. What is your plan for an outage?
  • Cost over time. Compare the full cost over several years, not only the first one.
  • Exit strategy. Can you export your data in a usable form if you leave?

Dental software conversion questions we hear

Can you help us move from Dentrix to ClearDent, or between other systems?

Yes, on the IT side. That covers Dentrix to ClearDent, ClearDent to Dentrix, ClearDent to Tracker, moves from ABELDent to Tracker, ClearDent or Dentrix, and moves to cloud systems such as AkituOne, Curve Dental and Oryx. The vendor or a conversion service converts the data, and we project manage it and handle the IT side.

See all questions

Will we lose old data, images or x-rays?

We can’t promise nothing is lost, because the result depends on the vendors and your data. We take and test a full backup first, ask which fields convert, review real patient records and images before go-live, and keep the old system readable.

How long does a dental software conversion take?

It depends on the software, the size of your data, the vendor schedule and your clinic hours, so we don’t quote a standard time. Ask your vendor for a timeline and we’ll plan the IT work around it.

Do we have to keep the old software after we switch?

You may need to keep old records readable for a set time. Alberta and BC have rules, and they can change. Check current rules with your regulator and your lawyer. This is general information, not legal advice.

Does cloud dental software mean we don’t need cybersecurity?

No. The vendor protects its servers, but your clinic still needs strong accounts with MFA, endpoint protection, DNS filtering, a secure local network, staff phishing awareness, and your own copy of your data.

Planning a software move?

Call our main line at (604) 813-7881, which serves Vancouver, Edmonton and Calgary, or send us a note. We’ll talk through your move, and a local technician can come to your clinic. Our regular hours are Monday to Friday, 7am to 5pm MT. For emergencies we’re 24/7 on the same number, and it’s always answered by a person. Call (604) 813-7881 for a free consult with Tony. No pressure, no jargon.

Prefer email? Write to hello <at> bensonhunt <dot> com or use our contact page.