Switching your practice management software is a significant undertaking that often brings a mix of excitement for new features and anxiety about the transition process. Understanding the financial and operational reality of the move is the best way to ensure a smooth transition for your team and your patients.
What Converts and What Doesn't
It is important to be honest: not every piece of data from your current software will move over perfectly. Open Dental is highly capable, but it is not a "mirror" of your previous system.
Typically, the following data converts successfully:
- Patient Demographics: Names, addresses, contact information, and family relationships.
- Appointment History: Past and future appointments.
- Procedure History: Completed and treatment-planned procedures.
- Account Balances: Current patient balances.
- Insurance Plans: Basic plan information and subscriber details.
- Clinical Notes: Most procedure notes, though formatting may vary.
Conversely, the following items typically do not convert:
- Custom Reports: You will need to recreate these using Open Dental’s report tools or custom queries.
- Letter Templates: You will need to rebuild these in the
Manage ModuleunderLetters. - Preferences and Settings: Your old software’s specific workflow settings do not transfer; you will need to configure your defaults in
Setup. - Some Image Formats: While many scanned documents can be converted for an additional fee, proprietary imaging formats often require you to keep your old software installed as a read-only archive.
The Conversion Timeline
A typical conversion timeline from initial inquiry to go-live is 4 to 8 weeks. This allows your team enough time to prepare without rushing.
- Initial Inquiry & Test Conversion: Contact the Open Dental conversions team to schedule a free test conversion. This is a critical step that allows you to see your actual data inside the software.
- Review Period (2-4 weeks): Use this time to thoroughly review the test data. Check patient balances, insurance plans, and appointment accuracy.
- Final Conversion (3 hours): On your go-live date, the team performs the final data move. This process is surprisingly fast, usually taking about three hours.
- Post-Conversion Setup (2 hours): Your conversion fee includes a 2-hour setup session with a trainer to help you configure your preferences and ensure your team is ready to start.
Cost Breakdown
When evaluating open dental pricing 2026, it is important to look at both the one-time conversion fees and the ongoing monthly investment.
- Conversion Fee: This varies based on your source software and the complexity of your data, typically ranging from $500 to $2,000+.
- Monthly Fee: The standard rate is $179/month for the first 12 months. After 12 consecutive months of support, the fee drops to $129/month.
- No Per-Provider Fees: Unlike many competitors, Open Dental does not charge per provider. You pay per location, which can lead to significant savings for multi-doctor practices.
- Image Conversion: If you need to migrate historical scanned documents, this is a separate service with a fee based on the volume of data.
What Will Surprise You
Even with the best preparation, a few things often catch offices off guard:
- The Interface: Open Dental is functional and data-dense. It looks and feels different than systems like Dentrix or Eaglesoft, and it will take your team a few days to build muscle memory.
- Preference Setup: You will need to manually set up your defaults, such as appointment colors, auto-notes, and billing preferences.
- Reporting: You may find that a specific report you relied on in your old software doesn't exist in the same way. You will need to find the Open Dental equivalent or use a custom query to get the exact data you need.
Your First 30 Days
Once you go live, prioritize these tasks in the Setup and Manage modules:
- Verify Balances: Run the
Aging of A/Rreport in theAccount Moduleand compare it to your final report from your old software. - Configure Insurance: Ensure your insurance plans are correctly mapped to the right carriers.
- Set Up Auto-Notes: Create your most-used clinical notes in the
Chart Moduleto save time on documentation. - Train the Team: Utilize the free online learning modules provided by Open Dental to get your staff comfortable with the new workflow.
Once you're on Open Dental, DentalCanvas gives you the visual analytics dashboard that your previous software never had — and that Open Dental doesn't include.
This article is provided by opendentalsupport.com, an independent community resource. We are not affiliated with Open Dental Software, Inc.