PMS Set Up & Workflow Guidance
Integrating dental membership software with your existing Practice Management System (PMS) can be a game-changer, but every office workflow is different and navigating the setup process and optimizing workflows for your new system may feel daunting. We offer expert assistance to ensure a smooth implementation.
![workflow](https://www.planforward.io/wp-content/uploads/2024/05/workflow.png)
How does PMS set up and workflow guidance benefit your practice?
Data migration & system integration
Seamlessly transfer patient information, plan information, and service utilization into your new membership software.
Workflow & reporting customization
Work with specialists to tailor your software workflows to fit your practice’s unique needs. This ensures efficient use of the membership program features and minimizes disruptions to your daily operations.
Team training & support
Your staff receives comprehensive training on using the new membership software, including features like enrollment, plan management, and renewals. Ongoing support ensures your team feels confident and prepared.
Best practice recommendations
Benefit from expert advice on optimizing your membership program within your PMS. This includes maximizing automation, leveraging reporting tools, and integrating the program effortlessly into your patient care routines.
Get in touch
Give us a call or send us a message and we’ll be in touch to answer your questions and/or to schedule a demo to showcase our wide range of dental software services.