Conversion Checklist

Discover point-by-point what we will be able to transfer from your existing software. We even include items most others can't.

Woman with an iPad

Dentrix

Field will convert
Field will NOT convert

Practice

Name
Street 1
Street 2
City
State
Zip Code
Office Phone
Extension
Fax
Tax ID number

Staff

First Name - Provider
Preferred Name - Employee
Middle Name - Provider
Last Name - Provider
Preferred Name - Provider
Email - Provider
Status - Provider
Status - Employee
Title - Provider
Title - Employee
Title - Provider
SSN - Employee
NPI Number
DEA Number

Patient Information

First Name
Preferred Name
Middle Name
Last Name
Registered Date
Status
DOB
Gender
SSN
Employer
Email
Street 1
Street 2
City
State
Zip Code
Mobile Phone
Home Phone
Work Phone
Primary Provider
Primary Hygienist
Patient Notes
First Visit Date
Chart number / Previous PMS ID
Images
Image teeth labels
Documents
Family relations
Emergency contact name
Emergency contact name

Appointment Info

Appointment Dates & Times
Operatory Name
Appointment Provider
Appointment Notes
Appointment Procedures
Appointment Categories
Status - Unconfirmed
Status - Completed
Status - Confirmed
Status - Canceled
Status - No Show
Production Amount

Patient Recare

Recare type - Prophy
Recare type - Bitewing
Recare type - FMX
Recare type - Pano
Recare type - Perio
Interval

Charting

Planned procedures
Completed procedures
Clinical notes
Existing current procedure
Existing other procedure
Missing teeth
Perio chart
Patient medical history
Procedure Date
Created Date
ADA Code
Surface
Tooth
Conditions
Pit surface
Provider

Fee Schedules

Fee Schedule Name
UCR Fee Schedule
Fee Schedule Amounts
Insurance Fee Schedules
Provider Fee Schedules
ADA Codes
In Network
Insurance Carriers assigned

Codes

Custom Codes
All CDT Codes
Procedure Name

Patient Insurance

ClinicPrimary Insurance linked to Subscriberal notes
Secondary Insurance linked to Subscriber
Primary Insurance linked to Dependent
Secondary Insurance linked to Dependent
Relationship to subscriber
Subscriber ID
Employer
Insurance Carrier
Insurance Plan
Benefit percentages and deductibles remaining
Assignment of Benefits
Release of Patient Information
Coverage Start Date
Date last verified

Insurance Carriers

Carrier Name
Address
Phone Number
Fax
Website
Payer ID
Plan(s) assigned
Fee Schedule(s) assigned

Insurance Plans

Plan Name
Plan Type
Patients assigned
Group Number
Group Name
Employer
Fee Schedule
Renewal Month
Individual Annual Deductible
Individual Annual Maximum
Individual Lifetime Deductible
Individual Lifetime Maximum
Family Annual Deductible
Family Annual Maximum
Plan notes

Templates

Clinical note templates
Custom form templates

Ledger

Patient + insurance balance
Patient balance
Insurance balance
Adjustments
Create Date
Payments
Payment types
Payment plans

Claims

Claims
Pre-auths
EOBs

Eaglesoft

Field will convert
Field will NOT convert

Practice

Name
Street 1
Street 2
City
State
Zip Code
Office Phone
Extension
Fax
Tax ID number

Staff

First Name - Provider
Preferred Name - Employee
Middle Name - Provider
Last Name - Provider
Preferred Name - Provider
Email - Provider
DOB - Provider
DOB - Employee
Status - Employee
Status - Provider
Title - Employee
Title - Provider
SSN - Employee
SSN - Provider

Patient Information

First Name
Preferred Name
Middle Name
Last Name
Registered Date
Status
DOB
Gender
SSN
Employer
Email
Street 1
Street 2
City
State
Zip Code
Mobile Phone
Home Phone
Work Phone
Primary Provider
Primary Hygienist
Patient Notes
First Visit Date
Chart number / Previous PMS ID
Images
Image teeth labels
Documents
Family relations

Appointment Info

Appointment Dates & Times
Operatory Name
Appointment Provider
Appointment Notes
Appointment Procedures
Appointment Categories
Status - Unconfirmed
Status - Completed
Status - Confirmed
Status - Canceled
Status - No Show
Production Amount

Patient Recare

Recare type - Prophy
Recare type - Bitewing
Recare type - FMX
Recare type - Pano
Recare type - Perio
Interval

Charting

Planned procedures
Completed procedures
Clinical notes
Existing current procedure
Existing other procedure
Referred procedure
Missing teeth
Perio chart
Patient medical history
Procedure Date
Created Date
ADA Code
Surface
Tooth
Conditions
Pit surface
Provider

Fee Schedules

Fee Schedule Name
UCR Fee Schedule
Fee Schedule Amounts
Insurance Fee Schedules
Provider Fee Schedules
ADA Codes
In Network
Insurance Carriers assigned

Codes

Custom Codes
All CDT Codes
Procedure Name

Patient Insurance

ClinicPrimary Insurance linked to Subscriberal notes
Secondary Insurance linked to Subscriber
Primary Insurance linked to Dependent
Secondary Insurance linked to Dependent
Relationship to subscriber
Subscriber ID
Employer
Insurance Carrier
Insurance Plan
Benefit percentages and deductibles remaining
Assignment of Benefits
Release of Patient Information

Insurance Carriers

Carrier Name
Address
Phone Number
Fax
Website
Payer ID
Plan(s) assigned
Fee Schedule(s) assigned

Insurance Plans

Plan Name
Plan Type
Patients assigned
Group Number
Group Name
Employer
Fee Schedule
Renewal Month
Individual Annual Deductible
Individual Annual Maximum
Individual Lifetime Deductible
Individual Lifetime Maximum
Family Annual Deductible
Family Annual Maximum
Plan notes

Templates

Clinical note templates
Custom form templates

Ledger

Patient + insurance balance
Patient balance
Insurance balance
Adjustments
Create Date
Payments
Payment types
Payment plans

Claims

Claims
Pre-auths
EOBs

Open Dental

Field will convert
Field will NOT convert

Practice

Name
Street 1
Street 2
City
State
Zip Code
Office Phone
Extension
Fax
Tax ID number

Staff

First Name - Provider
Preferred Name - Employee
Middle Name - Provider
Last Name - Provider
Preferred Name - Provider
Email - Provider
DOB - Provider
DOB - Employee
Status - Provider
Status - Employee
Title - Provider
Title - Employee
SSN - Provider
SSN - Employee
End Date - Provider
End Date - Employee
DEA Number

Patient Information

First Name
Preferred Name
Middle Name
Last Name
Registered Date
Status
DOB
Gender
SSN
Employer
Email
Street 1
Street 2
City
State
Zip Code
Mobile Phone
Home Phone
Work Phone
Primary Provider
Primary Hygienist
First Visit Date
Chart number / Previous PMS ID
Images
Image teeth labels
Documents
Family relations
Emergency contact name
Emergency contact number

Appointment Info

Appointment Dates & Times
Operatory Name
Appointment Provider
Appointment Notes
Appointment Procedures
Appointment Categories
Status - Unconfirmed
Status - Completed
Status - Confirmed
Status - Canceled
Status - No Show
Production Amount

Patient Recare

Recare type - Prophy
Recare type - Bitewing
Recare type - FMX
Recare type - Pano
Recare type - Perio
Interval

Charting

Planned procedures
Completed procedures
Clinical notes
Existing current procedure
Existing other procedure
Referred procedure
Missing teeth
Perio chart
Patient medical history
Procedure Date
Created Date
ADA Code
Surface
Tooth
Conditions
Pit surface
Provider

Fee Schedules

Fee Schedule Name
UCR Fee Schedule
Fee Schedule Amounts
Insurance Fee Schedules
Provider Fee Schedules
ADA Codes
In Network
Insurance Carriers assigned

Codes

Custom Codes
All CDT Codes
Procedure Name

Patient Insurance

Primary Insurance linked to Subscriber notes
Secondary Insurance linked to Subscriber
Primary Insurance linked to Dependent
Secondary Insurance linked to Dependent
Additional insurances
Relationship to subscriber
Subscriber ID
Employer
Insurance Carrier
Insurance Plan
Benefit percentages and deductibles remaining
Assignment of Benefits
Release of Patient Information
Coverage Start Date
Coverage End Date
Date last verified
Verification status

Insurance Carriers

Carrier Name
Address
Phone Number
Fax
Website
Payer ID
Plan(s) assigned
Fee Schedule(s) assigned

Insurance Plans

Plan Name
Plan Type
Patients assigned
Group Number
Group Name
Employer
Fee Schedule
Renewal Month
Individual Annual Deductible
Individual Annual Maximum
Individual Lifetime Deductible
Individual Lifetime Maximum
Family Annual Deductible
Family Annual Maximum
Plan notes

Templates

Clinical note templates
Custom form templates

Ledger

Patient + insurance balance
Patient balance
Insurance balance
Adjustments
Create Date
Payments
Payment types
Payment plans

Claims

Claims
Pre-auths
EOBs

Curve

Field will convert
Field will NOT convert

Practice

Name
Street 1
Street 2
City
State
Zip Code
Office Phone
Extension
Fax
Tax ID number

Staff

First Name - Provider
Preferred Name - Employee
Middle Name - Provider
Last Name - Provider
Preferred Name - Provider
Email - Provider
DOB - Provider
DOB - Employee
Status - Provider
Status - Employee
Title - Provider
Title - Employee
SSN - Provider
SSN - Employee
End Date - Provider
End Date - Employee
DEA Number

Patient Information

First Name
Preferred Name
Middle Name
Last Name
Registered Date
Status
DOB
Gender
SSN
Employer
Email
Street 1
Street 2
City
State
Zip Code
Mobile Phone
Home Phone
Work Phone
Primary Provider
Primary Hygienist
First Visit Date
Chart number / Previous PMS ID
Images
Image teeth labels
Documents
Family relations
Emergency contact name
Emergency contact number

Appointment Info

Appointment Dates & Times
Operatory Name
Appointment Provider
Appointment Notes
Appointment Procedures
Appointment Categories
Status - Unconfirmed
Status - Completed
Status - Confirmed
Status - Canceled
Status - No Show
Production Amount

Patient Recare

Recare type - Prophy
Recare type - Bitewing
Recare type - FMX
Recare type - Pano
Recare type - Perio
Interval

Charting

Planned procedures
Completed procedures
Clinical notes
Existing current procedure
Existing other procedure
Referred procedure
Missing teeth
Perio chart
Patient medical history
Procedure Date
Created Date
ADA Code
Surface
Tooth
Conditions
Pit surface
Provider

Fee Schedules

Fee Schedule Name
UCR Fee Schedule
Fee Schedule Amounts
Insurance Fee Schedules
Provider Fee Schedules
ADA Codes
In Network
Insurance Carriers assigned

Codes

Custom Codes
All CDT Codes
Procedure Name

Patient Insurance

Primary Insurance linked to Subscriber notes
Secondary Insurance linked to Subscriber
Primary Insurance linked to Dependent
Secondary Insurance linked to Dependent
Additional insurances
Relationship to subscriber
Subscriber ID
Employer
Insurance Carrier
Insurance Plan
Benefit percentages and deductibles remaining
Assignment of Benefits
Release of Patient Information
Coverage Start Date
Coverage End Date
Date last verified
Verification status

Insurance Carriers

Carrier Name
Address
Phone Number
Fax
Website
Payer ID
Plan(s) assigned
Fee Schedule(s) assigned

Insurance Plans

Plan Name
Plan Type
Patients assigned
Group Number
Group Name
Employer
Fee Schedule
Renewal Month
Individual Annual Deductible
Individual Annual Maximum
Individual Lifetime Deductible
Individual Lifetime Maximum
Family Annual Deductible
Family Annual Maximum
Plan notes

Templates

Clinical note templates
Custom form templates

Ledger

Patient + insurance balance
Patient balance
Insurance balance
Adjustments
Create Date
Payments
Payment types
Payment plans

Claims

Claims
Pre-auths
EOBs

XL Dent

Field will convert
Field will NOT convert

Practice

Name
Street 1
Street 2
City
State
Zip Code
Office Phone
Extension
Fax
Tax ID number

Staff

First Name - Provider
Preferred Name - Employee
Middle Name - Provider
Last Name - Provider
Preferred Name - Provider
Email - Provider
DOB - Provider
DOB - Employee
Status - Provider
Status - Employee
Title - Provider
Title - Employee
SSN - Provider
SSN - Employee
End Date - Provider
End Date - Employee
DEA Number

Patient Information

First Name
Preferred Name
Middle Name
Last Name
Registered Date
Status
DOB
Gender
SSN
Employer
Email
Street 1
Street 2
City
State
Zip Code
Mobile Phone
Home Phone
Work Phone
Primary Provider
Primary Hygienist
First Visit Date
Chart number / Previous PMS ID
Images
Image teeth labels
Documents
Family relations
Emergency contact name
Emergency contact number

Appointment Info

Appointment Dates & Times
Operatory Name
Appointment Provider
Appointment Notes
Appointment Procedures
Appointment Categories
Status - Unconfirmed
Status - Completed
Status - Confirmed
Status - Canceled
Status - No Show
Production Amount

Patient Recare

Recare type - Prophy
Recare type - Bitewing
Recare type - FMX
Recare type - Pano
Recare type - Perio
Interval

Charting

Planned procedures
Completed procedures
Clinical notes
Existing current procedure
Existing other procedure
Referred procedure
Missing teeth
Perio chart
Patient medical history
Procedure Date
Created Date
ADA Code
Surface
Tooth
Conditions
Pit surface
Provider

Fee Schedules

Fee Schedule Name
UCR Fee Schedule
Fee Schedule Amounts
Insurance Fee Schedules
Provider Fee Schedules
ADA Codes
In Network
Insurance Carriers assigned

Codes

Custom Codes
All CDT Codes
Procedure Name

Patient Insurance

Primary Insurance linked to Subscriber notes
Secondary Insurance linked to Subscriber
Primary Insurance linked to Dependent
Secondary Insurance linked to Dependent
Additional insurances
Relationship to subscriber
Subscriber ID
Employer
Insurance Carrier
Insurance Plan
Benefit percentages and deductibles remaining
Assignment of Benefits
Release of Patient Information
Coverage Start Date
Coverage End Date
Date last verified
Verification status

Insurance Carriers

Carrier Name
Address
Phone Number
Fax
Website
Payer ID
Plan(s) assigned
Fee Schedule(s) assigned

Insurance Plans

Plan Name
Plan Type
Patients assigned
Group Number
Group Name
Employer
Fee Schedule
Renewal Month
Individual Annual Deductible
Individual Annual Maximum
Individual Lifetime Deductible
Individual Lifetime Maximum
Family Annual Deductible
Family Annual Maximum
Plan notes

Templates

Clinical note templates
Custom form templates

Ledger

Patient + insurance balance
Patient balance
Insurance balance
Adjustments
Create Date
Payments
Payment types
Payment plans

Claims

Claims
Pre-auths
EOBs