Switching to Udentis: a step-by-step guide
Migrate from spreadsheets or legacy software with zero downtime.
Moving to a new practice management platform can feel daunting. This guide walks you through every step, from exporting your existing data to training your team and going live.
Step 1 - Export your existing data
Whether you use spreadsheets or another dental software, start by exporting your patient list, treatment history and supplier contacts as CSV files. Udentis provides import templates for each data type.
Step 2 - Set up your treatment kits
Treatment kits are the heart of Udentis automation. For each procedure type (filling, crown, root canal, etc.) define which materials are used, how long it takes and the standard fee. This one-time setup keeps appointments, billing and НЗИС aligned.
Step 3 - Configure staff and roles
Add each team member and assign roles (dentist, receptionist, assistant, admin). Role-based access ensures everyone sees exactly what they need.
Step 4 - Run a parallel week
For the first week, keep your old system running alongside Udentis. This catches any data gaps before you fully switch over.
Step 5 - Go live and archive the old system
After a successful parallel week, Udentis becomes your single source of truth. Archive your old data and enjoy the automation.