Onboarding Your Dental Company Clients: How to Get it Right

In recent years, the dental industry has experienced a significant shift in both demographics and economics. While the vast majority of dentists continue to practice in small groups (either as solo practitioners or as part of a group of three to five dentist owners), they are actively looking for ways to implement technology that helps them realize some of the benefits of economies of scale that larger organizations enjoy.

At the same time, many dentists did not go to school to become business owners. They are trained on-site by other dental professionals, and that’s how they pay the bills, so exploring software options, learning to use new products, and finding ways to integrate SaaS platforms into their practice takes time away from patients. While it’s a necessary part of owning a small business, it’s critical that software companies minimize onboarding time to get dentists back to their practice with tools that will help them thrive.

If you’re a company that sells to dental organizations, here’s how to streamline your onboarding once the sale is complete.


Create a Schedule (and stick to it)

Helping your new dental clients see exactly what is involved in the onboarding process, how long each step takes, and who is responsible for what piece of the onboarding, can help set expectations. It can also help the dentist see how much of his or her involvement is required, and what you need from their office staff. Once you set the expectation by laying out an onboarding schedule, you need to stick to it so you can deliver a software product they can use in the shortest possible time.


Make Task Completion Easy

Dentists don’t spend all day at a desk in front of a computer, so when they do have a few minutes to catch up at the end of a day or during a lunch break, it’s important that they can quickly and easily see what’s going on with their onboarding. Rather than asking them to remember how to get to your platform, how to log in, and what they should be looking for, use an onboarding platform with simple user interface tools like email reminders that allow your dentists to take action straight from their email inbox.


Communicate in a Single Place

Flooding your dental clients’ inboxes with multiple emails about actions they need to take, notes on your project, reports about the onboarding timeline, and more can just confuse the process. It also increases the chances that someone misses something, which drags out the onboarding timeline even longer. Keeping all your communications inside your client onboarding platform provides a simple way for anyone to get up to speed, get customized alerts, and stay on top of due dates.

Find out more about how GuideCX has changed onboarding for companies that sell to dental clients by scheduling a demo today.

Harris Clarke