CareStack

Pros: The well thought out implementation process and support. The weekly calls during and post-implementation. Always being able to get support. Having one company to deal with for PMS, patient engagement, analytics, AI for X-ray, phones, and merchant services. The flexibility of reports. Data conversion.

Cons: The learning curve, but that would be with anything new. There currently isn't a report that will give me a provider's production per hour and when using CS Pay, you have to deduct the merchant fees daily in your accounting software in order to reconcile with the bank account.

Pros: Once we pushed through the difficult onboarding phase and really started learning the platform, we began to see why so many growing practices are moving to CareStack. The reporting, insurance workflows, patient communication tools, analytics, customization, and overall integration of everything into one system have significantly improved our efficiency and visibility across the practice. We continue to discover new tools and workflows that help us improve every day.

Cons: Click redundancy and Implementation. After many years on Eaglesoft, making the switch to CareStack was a huge decision for our practice and honestly, not always an easy one. The implementation and live launch were definitely rocky at times, and there were days where we questioned if we made the right move. Like many others have mentioned in reviews, there is absolutely a learning curve when transitioning into such a robust, all-in-one cloud-based system.

Pros: What I like about CareStack is how easy it is to use and how it keeps everything organized in one place. It makes scheduling, patient communication, billing, and reporting much more efficient, while also improving the overall patient experience.

Cons: The only thing I would like to see improved is printing a schedule on 1 page instead of two. Nothing else!

Pros: CareStack has helped us simplify our office workflow by reducing the number of systems we need to log into each day. As a result, our staff is able to work more efficiently and at a smoother pace. We also benefit from the AI and call transcription features available through CareStack’s partnership with VoiceStack—another huge time saver for our team.

Cons: The ledger—specifically when reviewing insurance postings—can be difficult to interpret. The verbiage used is somewhat tedious and not always intuitive, which makes it harder to quickly understand what’s being shown. It also feels like there are extra, unnecessary steps involved in the process. Streamlining the language and simplifying the workflow would make this much more user-friendly.

Pros: The biggest win is having everything in one place. Scheduling, charting, notes, billing, patient texts/emails…it’s all integrated, which has definitely helped our workflow and cut down on juggling multiple systems. The reporting side is honestly one of the best parts. It’s super easy to track metrics, and we’ve seen real improvements in our numbers, especially with AR’s, and treatment acceptance has improved too.

Cons: That said, it’s not the easiest system to learn. Implementation did not provide a great foundation for success. Better training before going live is highly recommended. There’s definitely a learning curve, and some tasks feel like they take more clicks than they should. The customization is nice, but having multiple ways to do the same thing can be confusing when you’re still trying to get the hang of it. It can also feel a little cluttered at times.

Pros: We recently switched to CareStack, and it’s made a big difference in how smoothly our office runs day to day. Everything feels much more streamlined, which has taken a lot of stress off our team. One of my favorite features is the claims process, it’s very easy to manage and has saved me a lot of time compared to what I was used to. The dashboard is another huge win for the office. Being able to quickly see who still needs paperwork, who has outstanding balances, and what needs attention has made staying organized so much easier. Overall, it’s helped us work more efficiently and stay on top of things without feeling overwhelmed. Definitely a great upgrade for our practice.

Cons: We don't really have any cons, I only wish our schedule would print vertical instead of horizontal. But if that's the only complaint then it's a win for me.

Pros: The fact that it is cloud based and that they have a great customer support system that makes the transition easier.

Cons: The Ledger and insurance posting is not as user friendly to read to the average office staff. It makes it difficult to be able to understand where balances are coming from

Pros: What I liked most is how intuitive and efficient the platform is, especially from an operations standpoint. The analytics are practical and easy to work with, and having a team that supports with pulling and interpreting data makes a big difference in day-to-day management.

Cons: There’s definitely a learning curve at the beginning, especially coming from outside the dental field, but the onboarding support helps make that transition much smoother.

Pros: Treatment planning, patient check-in and check-out processes, patient portal functionality, and patient communication capabilities.

Cons: The transition from the previous platform was somewhat challenging, requiring an adjustment period to become accustomed to CareStack.

Pros: Allows for remote access, making it easy to check schedules. Integrates scheduling, clinical notes, patient communication ,texting, emails and billing into one system.

Cons: The number of features can be overwhelming at times. and certain processes like treatment planning can be long.

Pros: CareStack offers a high degree of customisation for many smaller or non-essential features, and there are often multiple ways to complete the same task. However, it’s frustrating that while trivial aspects are flexible, fundamental clinical features, such as material colour coding, are not customisable.

Cons: $7f

Pros: We love the text to pay feature. Insurance has been sooo much easier through carestack. There are so many cool tools and reports that i haven't even gotten into yet.

Cons: We are still pretty new to carestack and I feel like we have to use too many clicks for certain things in the clinical section. The first few weeks we would have benefited from learning from [sensitive content hidden] .

Pros: [sensitive content hidden] was wonderful. I like how everything in Carestack is so streamlined and easy to work insurance once you know where to look for things.

Cons: I'll be honest, it was a bit rocky at the start. Our transition was not easy but once [sensitive content hidden] stepped in as our trainer things started to click

Pros: The implemenation specilist was wonderful. She made it so much easier with all of her knowledge of the software. Always had a quuck response and explained in a way that was easy to learn.

Cons: The billing statement were hard to decipher but there was an update and now I really like the new billing statements!

Pros: I liked the all cloud based platform, the visuals of the software, the online booking and texting, the automated reminders built within the system and the automated text messages for reviews.

Cons: Billing was hard to understand and there was a large learning curve in the beginning. Felt like there was too many options and ways about doing things but was made easier once we had enough sessions with carestack employees. Only thing is knowledge of carestack was not uniform amongst their employees. Some knew about how to do things more than others.

Pros: Very user friendly. Everything in is one spot no need for multiple sites. The team is very efficient in getting you set up and helpful for your success.

Cons: Due to being a web based system, there are times where it can take a few seconds to load. This is not a common issue but may arise at times.

Pros: Ease of finding KPIs that matter and help develop workflows that are useful to our practice. The overall organization from onboarding to analytics and account management, we never felt lost along the way.

Cons: Tickets. Although the team did communicate very quickly and was able to get most problems resolved. Also, treatment planning with dual and tertiary insurance. They rarely show the correct copay.

Pros: We love that it is very user friendly and easy to use. Support is prompt when needed and has lots of awesome features!

Cons: Some of our patients do struggle with the patient portal, and receiving their access codes. It can be a bit confusing for older patients.

Pros: The support. We could not have made it through the changes without the support from [sensitive content hidden]

Cons: The billing is a bit complex for patients to understand, I've had a number of calls spent explaining what is being shown.

Pros: I have been working with CareStack for over 4 years, and the team is amazing—very professional and knowledgeable. The PMS offers comprehensive systems that enable practices to grow both internally and externally, making it an excellent solution for DSOs.

Cons: While no software is perfect, CareStack's responsive team ensures that any issues can be fixed or enhanced. This partnership approach allows both the PMS and dental practice to grow together.

Pros: I am really happy with the ease of the transition from previous software. Plenty of help and support from CareStack team (Racquel)

Cons: Billing statements are complicated for patients to read. Patient ledger is difficult to follow along

Pros: The interface is very seamless, it is user friendly. You can get to almost every application you need from almost any screen

Cons: I think at first we didn't have all the systems we were looking for within one software, but there were ways around it to make it work.

Pros: The onboarding team was amazing, customer service is great, and we love the frequent updates. The updates are always fixing bugs and issues.

Cons: It was a challenging transition from our old software, Eaglesoft. We are happy to be in CareStack but the transition is challenging especially for team members set in their ways.