Post-Data Conversion Setup Guide

This guide provides a comprehensive checklist for ensuring proper setup of Open Dental following a data conversion. It outlines key areas to verify, including account balances, general setup, conversion cleanup, and other recommended setup tasks. The document emphasizes the importance of comparing the accounts receivable balance between Open Dental and the previous software to ensure accuracy. It details the verification process for various setup components such as registration keys, feature activation, and user permissions. Additionally, it addresses the need for conversion-specific cleanup, including managing outstanding claims, verifying patient insurance, and identifying duplicate patients. The guide also suggests reviewing and updating various lists, such as insurance plans and medications, to maintain an organized system. Overall, the document serves as a practical resource for users to follow during the post-data conversion phase, ensuring that all necessary steps are completed for optimal system functionality.