A planned transition for the whole clinic
See what transfers when a dental clinic moves to Anita Dental, how the transition is planned and how the team is supported.
What transfers to Anita Dental
Supported conversion includes the patient history rather than only recent appointments. We review the source database and the clinic's needs before the transition.
- Active and inactive patients, guardians and patient notes
- Clinical history with original dates, teeth, surfaces and attachments
- Appointment history, future appointments and recall
- Planned treatments and payment plans
- Patient balances and outstanding amounts
- Health questionnaires, periodontal records and orthodontic information
- Referrals and clinical summaries
- Price lists, standard clinical texts and practitioners
Know the limits before the switch
Old invoices, payment transactions and HELFO settlement history are not part of the conversion in current use. Prices and reimbursement on planned entries do not transfer through that unused financial import. Earlier questionnaire versions, cancelled appointments and appointment movement history are also excluded.
X-ray images remain in the imaging system. Export the reports you need from the old system before the move. We can preserve a backup of the source database for later reference.
From demo to the first patient
Start with a demo, then let the team explore a trial account before entering into an agreement. The onboarding checklist covers the clinic's preparation, certificates, bank and payment setup, imaging and the planned start date.
- Demo and trial account
- Agreement and preparation checklist
- Team training
- Data conversion
- Follow-up and support
Train the whole team
Training covers the reception desk and administration as well as practitioners. Onboarding packages include courses and follow-up, with telephone support and remote assistance available without an additional support charge.
Many conversions take a few hours, and large clinics have been moved overnight. The plan depends on the database and clinic, so we agree timing with you instead of making the same promise for every migration.
Compare the whole setup
Consider the integrations, onboarding and support you need alongside the base subscription. Many integrations are included; we discuss the total price for your clinic during the demo. If you later choose to leave Anita, we help move your data to another system.