Switching dental practice management software can feel daunting, which is why so many practices stick with what they have, despite a desire and even a need to upgrade. But switching doesn’t have to be painful or disruptive. This CE-eligible webinar is designed to show you how our team works hand in hand with you to handle data migration, training, and go-live support—so you can achieve a smooth transition to ClearDent, without disrupting patient care.
Plus, we’re pleased to welcome special guest Mandi Carter from Cougar Ridge Dental, who will share her firsthand experience switching to ClearDent earlier this year, from concerns and expectations to what made the transition successful for her team.
Whether you’re actively considering a new system or simply want to understand what the journey entails, this session will walk you through best practices for preparing your team, protecting your data, coordinating with IT providers, and ensuring a successful go-live.
This one-hour session is eligible for 1 CE Credit.
In this webinar, you’ll learn how to:
- Describe the essential steps in pre-planning for a software conversion, including clinic preparation, scheduling, and team alignment.
- Identify key responsibilities during the transition, distinguishing what is handled by the software provider and what requires in-practice coordination.
- Explain the critical elements of a successful data conversion, including data types, timing, and security considerations.
- Evaluate best practices for training and implementation to minimize workflow disruption and ensure user adoption.
- Apply tips and strategies to reduce downtime and prepare staff for a smooth transition to a new software platform.
Our Speaker
Jonah McEachern
Sales and Service Operations Director at ClearDent
With more than 25 years of executive leadership, Jonah McEachern is known for turning ambitious growth goals into disciplined, people-centred execution. Today, he leads national Sales & Service Operations at ClearDent, one of Canada’s fastest-growing dental practice-management platforms, where he oversees revenue strategy, customer success and post-sale service for thousands of practitioners coast to coast.
A former software developer turned P&L leader, Jonah pairs deep technical fluency with a coach’s mindset. His teams have posted double-digit revenue gains, reduced churn by double figures and earned industry-leading customer-satisfaction scores. Jonah speaks frequently at dental, SaaS and leadership forums, translating real-world wins—and a few hard-won lessons—into clear, actionable takeaways that help operators grow faster and serve better.
Mandi Carter
Office Manager at Cougar Ridge Dental
Mandi Carter is the Office Manager at Cougar Ridge Dental, a Calgary-based clinic known for its welcoming environment and comprehensive dental care. With a commitment to operational excellence and patient satisfaction, Mandi plays a key role in managing day-to-day workflows, supporting her team, and implementing technology-driven solutions. Cougar Ridge Dental offers a full range of family, restorative, and cosmetic dentistry services, and under Mandi’s leadership, the clinic has embraced innovation to improve both staff efficiency and patient experiences.
