Your practice has evolved. Your team, workflows, business goals, and technology expectations may look very different from when you first selected your practice management software.
But has your software evolved with you?
In this webinar, we’ll help you take a practical look at what your practice needs today—and what it may need next. You’ll learn how to identify operational inefficiencies, changing team requirements, growth priorities, and technology gaps that may signal it’s time to reassess your current practice management system.
We’ll also explore how to evaluate whether a cloud-based PMS aligns with those needs, including the role of connected workflows, standardized templates, better access to information, and reduced administrative effort. Just as importantly, we’ll look at what a successful transition involves, from data migration and training to IT coordination and go-live preparation.
Finally, we’ll discuss how to define success after the move. That includes setting clear, measurable expectations around how your software improves team efficiency, scheduling, recall, workflow consistency, revenue opportunities, access to information, and overall practice productivity.
Whether you’re actively considering a new PMS or simply want to better understand your options, this session will give you a practical framework for evaluating what your practice needs, what to look for in a modern cloud solution, and how to determine whether the change is delivering meaningful results.
This one-hour class is eligible for 1 CE Credit.
Learning Objectives
By the end of this session, attendees will be able to:
- Identify the operational, business, and technology needs that should guide the evolution of your practice management software, including changing workflows, team requirements, growth plans, and expectations for efficiency and patient service.
- Evaluate how a cloud-based practice management system aligns with your practice needs and readiness for change, including:
- Assessing where current workflows create inefficiencies or unnecessary administrative effort.
- Understanding how standardized templates and connected workflows can improve speed, accuracy, and consistency across the practice.
- Understanding the key components of transitioning to a new PMS, including data migration, training, IT coordination, and go-live preparation.
- Define the performance improvements and success criteria you should use to evaluate the impact of a new PMS, including gains in team efficiency, schedule performance, recall effectiveness, workflow consistency, access to information, increased revenues, and overall practice productivity.
Our Speaker:
Jim Turner | Solutions Engineer at ClearDent
Jim started his dental path 25 years ago and has never looked back. He joined the dental community as receptionist for 15 years. He then became a dental software trainer, eventually joining ClearDent over 7 years ago. He started focusing in being a solutions engineer in early 2022 and has brought his incredible insights to running practices with him. Jim’s passion for people and love of the dental industry come across with any dealings you have with him.
Randal Anderson | Senior Account Executive at ClearDent
Randal Anderson brings more than 20 years of experience in the dental industry, with expertise in dental technology, practice operations and business development. Through his work with ClearDent, he supports dental practices in adopting technology that simplifies workflows, improves efficiency and strengthens the patient experience. Randal is known for his practical understanding of the challenges dental teams face and his ability to connect technology with meaningful, real-world improvements in practice performance.
