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Easy Onboarding To Your New Dental Software

At Dentally, we work with you to ensure that switching your patient management software is a smooth process from beginning to end. We also help ease any worries your team may have about the upcoming change.


We will work with you to help employees learn the new system so they can embrace it. It’s a great way to see how easy it is to use and get the most out of the software. Then they (and you) can enjoy the benefits it will bring to your patient management. We will guide you through every stage of the onboarding process and beyond.

Easy onboarding

Seamless onboarding

Our onboarding team is here to support you at every step of your journey, so you can be assured you are in good hands. We will guide you through every stage of the onboarding process and beyond, so you can be confident that your practice transition will be smooth with minimal disruption to your business. Your team will be supported throughout the move to your new dental software. 

You can choose the right onboarding option for our practice, from a self service plan, a fully guided service with remote or onsite training, or a tailored premium package.  Once you have decided the best plan for your practice, our team is focused and committed to getting you up and running with confidence and for success.  

Meet your Elevate Consultant

Our team will arrange a call with you and your Practice Manager, so that we fully understand your specific needs, discuss timescales and will walk you through the onboarding experience.

Onboarding Kick Off Call

We will agree timescales and we will talk to you about your account setup including the personalisation details including your opening hours and practitioner details -  tailoring your interface to your dental business.

Data Migration

We approach the data migration process methodically. Initially we will connect to your server and run a test data conversion from your existing software, holding the data securely in a ‘sandbox’ environment, for your team to review and verify.  Once you are completely satisfied with your data, a final conversion is the day prior to your go live . If you are moving from a paper based system, you will have early access so you can start inputting your paper records.

Setting up Dentally Portal 

We will work with you to ensure you are confident in setting up Dentally Portal. Your online appointment booking will be aligned with your practice settings, enabling you to prioritise your patient's health. 

With an easy patient onboarding process, patients can prioritise their oral health with minimal administrative effort. Using a patient portal enables patient data and information to be available to patients to edit, saving you time and resources and making more time for patient care. 

Training and go live

On the day that you go live with Dentally, our dental software training is undertaken to ensure that every member of your team is comfortable and confident with the software.  Training combines group and one-on-one training sessions based on the needs of your staff, usually over two consecutive days. 

The first day is completely focused on training while your practice is closed to patients. The second day is almost a 'normal' day, but our trainers are on hand. They will guide your team and help with any final personalisation of the system and integrations with other healthcare systems. We find the best way to get you up and running on our dental practice management software is to be there in real-time to help with things like treatment planning and patient records. 

Ongoing support

Support is available when you need it through our dedicated experienced support team or Ellie, our automated support bot.  You also have access to our comprehensive Help Centre - ensuring you have the answers you need when you need them.   

Customer success

This marks the next phase of your journey on our Elevate customer success programme, as our team works with you to support practice growth, patient retention and attraction, optimise your appointment book,  increase treatment acceptance and develop an online presence - whilst ensuring you have a happy, motivated and effective team that are confident in using Dentally.

Cloud innovation to transform the way you communicate with patients

Cloud innovation to transform the way you communicate with patients

We know your patients are your top priority, so we're introducing brand new features to enhance your patient communications. With Dentally, you'll be able to call your patients directly from their record, send SMS links for contactless check-ins and payments, and leverage the power of your data using our patient reports.

Discover how Dentally can help your practice.

Simply select your practice type to find out what Dentally can do for your practice.

...or book a demo with our team.

Decided that Dentally could be right for you? Arrange a demo to see it in action.