Simply sign up for a free trial or demo with Dovetail dental software. Within two business days your practice will be set up and you can start using Dovetail. It is that simple. You can view their short tutorials or get a quick demo from a practice success coach. It is up to you. They think you will find the system easy to use and will be impressed by how much it simplifies your practice management. If you have any questions, you can get help from a real person at no extra cost.

1. You or your IT person can transfer your patients’ contact information from your current provider into the predefined CSV format. (Simply use the export feature, typically in the file menu.)
2. Once the information is in the CSV format, contact us and they will migrate the data to Dovetail in a HIPAA-compliant manner.
3. Then you can begin working in Dovetail or operate your old system for as long as you want. Many dentists operate the two systems for about six months, until they have seen most of their patients at least once. At that point probably about 90% of the patient records are on Dovetail and the old system can be retired.

If you are on a local server-based system, you may want to keep your records indefinitely.