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Switching from Eaglesoft to CareStack: What Your IT Needs

Graphic banner for a dental IT guide titled "How to Migrate from Eaglesoft to CareStack," featuring the logos of both software platforms being transitioned between hands.

Eaglesoft is a server-based platform built around the Patterson Dental ecosystem. CareStack is a cloud-based all-in-one system designed to consolidate practice management, billing, patient communication, and reporting into a single platform. Switching from Eaglesoft to CareStack is one of the more significant infrastructure changes a dental practice can make.

Here is what to prepare.

Tool Consolidation Warning

CareStack is designed for practices that want to reduce the number of tools they manage. Most Eaglesoft practices run four to six third-party tools alongside the core software.

The consolidation CareStack offers is real, but the migration requires replacing or retiring each of those tools in a planned sequence. Doing it without a checklist creates gaps in billing, patient communication, and reporting during the transition. Map every current tool before the migration date is set.

Planning an Eaglesoft to CareStack migration? Find out in 15 minutes if we are the right fit.
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Leaving the Patterson Ecosystem

Eaglesoft is built to work closely with Patterson Dental products. Patterson Imaging, Patterson payment tools, and Patterson support services are all designed around the Eaglesoft platform. When you switch to CareStack, those connections no longer apply.

Patterson ImagingEvaluate before switching
Patterson Payment ToolsEvaluate before switching
Patterson Support ServicesEvaluate before switching

Before committing to a migration date, audit every Patterson-connected tool your practice currently uses. Determine which ones have a CareStack equivalent, which ones can continue operating independently, and which ones need to be replaced entirely.

What Changes in Your IT Environment

Check each infrastructure change your IT provider has confirmed is addressed before your migration date.

Infrastructure changes addressed 0 / 3

All three infrastructure changes confirmed.

Your IT environment is prepared for CareStack. Confirm Patterson tool replacement and data backup are also in order before the migration window opens.

Infrastructure changes still outstanding.

The unchecked items must be addressed before migration is scheduled. Internet speed upgrade and server decommission planning are the most commonly overlooked for Eaglesoft to CareStack migrations.

IT environment is not ready for CareStack.

None of the three infrastructure changes have been addressed. A migration scheduled without these in place risks go-live day disruption to patient care and a failed transition from a platform your practice has relied on for years.

Talk to Ekim about CareStack migration prep →

What Happens to Your Eaglesoft Data

Patient records migrate through CareStack's onboarding team

CareStack's onboarding team manages the data conversion from Eaglesoft. Patient records, treatment history, and scheduling data migrate through their process. Before conversion begins, your IT provider should create a verified backup of your entire Eaglesoft database stored in C:\Eaglesoft\Data. Keep the Eaglesoft server accessible for at least 60 days after go-live.

Patterson Imaging requires separate evaluation before migration day

Imaging data is handled separately. Patterson Imaging stores data in a proprietary format. Confirm with CareStack which imaging platforms integrate natively and whether historical imaging can be migrated or must remain accessible through a separate Eaglesoft installation. Discovering an incompatibility on go-live day is far more disruptive than resolving it beforehand.

What Your IT Provider Should Handle

Check each item your IT provider has confirmed is complete before the CareStack migration date is set.

IT tasks confirmed 0 / 6

All six IT tasks confirmed.

Your IT environment is ready for the CareStack migration. Coordinate the go-live date with CareStack's onboarding team and confirm staff training is scheduled before migration day.

IT tasks still outstanding.

The unchecked items must be complete before migration begins. Patterson tool audit and internet speed upgrade take the most lead time: if these have not started, the migration date should not be set until they are underway.

Most IT tasks are not confirmed.

A migration from Eaglesoft to CareStack without these items in place will almost certainly be delayed or result in a failed go-live. Each item represents a specific preparation requirement for this particular migration path.

Talk to Ekim about CareStack migration prep →

Frequently Asked Questions

Possibly, but the integration will work differently than it does with Eaglesoft. Patterson Imaging can continue running locally, but the tight Patterson-to-Eaglesoft bridge does not carry over to CareStack. Your IT provider should test the imaging workflow with CareStack specifically before migration day.
Once CareStack is live and stable, the server is no longer needed for practice management. If server-dependent tools remain in use, the server stays in place for those functions only. Do not decommission the server during the first 60 days after migration while you confirm all data and functions transferred correctly.
Most migrations take six to ten weeks depending on the number of Patterson integrations that need to be replaced and the condition of your current infrastructure. CareStack's interface is significantly different from Eaglesoft, so plan for a meaningful staff training period alongside the technical migration.
Yes. CareStack includes built-in billing and claims management. If your practice currently uses separate billing software or Patterson's eClaims tool, those workflows will change. CareStack's onboarding team should walk through the billing transition in detail before go-live so your front desk team is prepared.
Switching from Eaglesoft to CareStack? You are not just changing software. You are changing your entire IT foundation.

Ekim IT Solutions works exclusively with dental practices. We serve New England and New York with on-site support and dental practices nationwide with remote support. We handle the IT side of your Eaglesoft to CareStack migration, from decommissioning your Patterson server environment to validating your network is ready for a full cloud platform.

CareStack consolidates everything. Your IT needs to be just as ready as the platform before you flip the switch.
Plan your CareStack migration →