Customer Onboarding Checklist for Open Dental

This document is a Customer Onboarding Checklist designed for new users of Open Dental practice management software. It outlines the necessary steps and considerations for a smooth transition to the software. The checklist is divided into several sections, including tasks to complete before, during, and after the Test Conversion, as well as preparations for the Final Conversion. Users are advised to review computer requirements, sign the Data Access Permission Form, and request a backup of their current data. After the Test Conversion, users should thoroughly review the Test Conversion database and complete the Pre-Data Conversion Checklist. The document also includes optional steps such as setting up integrated credit card payments and utilizing additional eServices. Finally, it emphasizes the importance of scheduling a Post Conversion Setup to ensure proper database configuration and provides contact information for support.