G2

HPD A.

Office Manager

Small-Business (50 or fewer emp.)

9/9/2026

"Smooth Switch to CareStack: Responsive Support and Efficient Workflows"

5/5

What do you like best about CareStack?

Our practice switched from Dentrix to CareStack and couldn't be more pleased with our decision. Jamie, Mariann, and Sankar have been excellent to work with and have guided us every step of the way. They are very responsive and helpful and our transition was so smooth. Being able to text to pay from the insurance payment page is a huge plus. CareStack also has native phones and payment processing that integrate so well and provide a lot of capabilities like transcriptions, AI summaries, and automatic writebacks. Claims management is an easy process and attachments are all done inside the system and easy to upload. The overall ease of use and being able to be so efficient has made our day-to-day much smoother. Review collected by and hosted on G2.com.

What do you dislike about CareStack?

We have struggled a little with reporting and ensuring we are seeing the same KPIs that we were with our old system. Instead of printing the reports daily we now use a dashboard to track everything. Just takes some getting use to. Review collected by and hosted on G2.com.

What problems is CareStack solving and how is that benefiting you?

We were lacking with insurance; verifying, entering breakdowns, follow up, just most things insurance. CareStack has two different calendar views: eligibility and claims that quickly and easily show if a patient has been verified and if their claim has been sent. No longer searching for reports to run or patients falling through the cracks. Review collected by and hosted on G2.com.