Week 1: Discovery and demo
Map your workflows—chairs, staff roles, billing habits, and data you need to migrate. A focused demo shows how Orixdent fits your clinic rather than generic feature tours.
Week 2–3: Configure and import
Set up users, permissions, appointment types, and billing templates. Import existing patient lists where available. Train each role on their daily tasks with real scenarios.
Week 4: Go live with support
Start with core modules—scheduling, records, and billing—then expand. Most clinics run parallel for a few days, then fully switch once staff confidence is high. Orixdent support stays available through the transition.