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How to Set Up IT When Acquiring a Dental Practice

IT setup guide for acquiring a dental practice showing technology assessment and standardization steps

When a DSO acquires a dental practice, it inherits everything that practice had. That includes its servers, its workstations, its software licenses, its network configuration, and its IT problems.

Most acquired practices have not been maintained to the standard a DSO requires. An IT assessment before close and a structured onboarding plan after it are the two things that separate smooth acquisitions from expensive ones.

Outdated server hardware

Missing HIPAA documentation

Unsupported software

The average acquired dental practice has at least three IT issues that require immediate remediation.

Discovering these after close instead of before shifts the remediation cost entirely to the acquiring organization. A pre-acquisition IT audit typically costs less than one month of reactive support at a problem location.

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What to Assess Before the Acquisition Closes

A pre-acquisition IT assessment is a structured review of every technology system in the practice. Check each area that has already been assessed before close.

Assessment areas completed 0 / 6

Pre-acquisition IT assessment is complete.

All six assessment areas are covered. The findings from each area should be documented and used to build the post-close IT onboarding plan, with remediation items prioritized by urgency. Items that represent security or compliance risk should be addressed within the first 30 days after close.

Pre-acquisition IT assessment is incomplete.

The unchecked areas contain some of the most common and costly surprises in dental acquisitions. Each one represents either a security risk, a compliance liability, or a capital expense that is cheaper to negotiate before close than to absorb after it.

Most pre-acquisition IT areas have not been assessed.

Acquiring a dental practice without an IT assessment is one of the most reliably expensive decisions a DSO makes. The average acquired practice has at least three issues requiring immediate remediation. Without an assessment, those costs are discovered after the deal closes, not before.

Talk to Ekim about pre-acquisition IT assessment →

What to Do in the First 30 Days After Close

Prioritize these in the first 30 days. The goal is stability and security, not full standardization.

1
Network Security

Change all administrative passwords, review firewall rules, and confirm MFA is enabled on all remote access accounts

The acquired practice's credentials and network configuration were set up by someone who no longer works for your organization. Default or unchanged passwords on administrative accounts, routers, and remote access tools are one of the most common entry points for ransomware. This takes hours to address and should happen before anything else.

2
Backup Verification

Confirm the backup is running and perform a test restore before anything else changes

If the backup is broken, fix it first before making any other changes to the environment. Any configuration work, migration, or software installation creates risk of data loss. A verified backup must be in place before the DSO's IT provider begins standardization work at the acquired location.

3
HIPAA Gap Assessment

Identify missing documentation and begin the Security Risk Assessment process

A new acquisition is a HIPAA compliance event. The moment the acquisition closes, the DSO inherits the compliance status of the acquired practice. Missing SRAs, unsigned BAAs, and absent training records are now the DSO's exposure. Beginning the gap assessment in the first 30 days starts the clock on remediation and demonstrates good faith in the event of an audit.

Standardization vs. Immediate Replacement

Can continue operating

Hardware within its useful life and under five years old

Software compatible with the DSO's standard platform

Imaging hardware that integrates with the DSO's PMS

Network equipment that meets security standards after reconfiguration

Requires remediation or replacement

Server hardware over five years old or running unsupported OS

Workstations on Windows 10 that cannot upgrade to Windows 11

Software incompatible with the DSO's standard platform

Missing or expired HIPAA documentation

90-180 day timeline

Full standardization to the DSO's technology stack typically happens on a 90 to 180 day timeline depending on the complexity of the acquisition and the gap between the acquired practice's infrastructure and the DSO's standards. The first 30 days is stability and security. Full standardization follows.

Frequently Asked Questions

Before. A pre-acquisition IT assessment gives the acquiring organization a clear picture of remediation costs before they are committed to the purchase. Significant IT problems discovered before close can be negotiated into the purchase price or addressed as a closing condition.
In most cases, the DSO's IT provider takes over support at the acquired location. The transition should be handled carefully to avoid a support gap during the changeover. The incoming provider should conduct a full assessment before assuming responsibility.
Most standardization projects run 90 to 180 days. Locations with significantly outdated infrastructure may take longer. Practices that are closer to the DSO's existing standard can be brought into compliance more quickly.
Expired software licenses, unlicensed installations, and software tied to individual user accounts rather than the practice are all common findings. Practice management software licenses in particular often need to be transferred or replaced when ownership changes.
Acquiring a dental practice and need to know what you are inheriting on the IT side before you close?

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 conduct pre-acquisition IT assessments and post-close onboarding so your DSO does not inherit problems it did not budget for.

Every acquisition inherits the IT problems of the practice it buys. Find out what those are before the deal closes.
Get a pre-acquisition IT assessment →