---
title: "CareStack Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CareStack Software - reviews, pricing plans, popular comparisons to other Dental products and more."
source_url: "https://www.capterra.com/p/176206/CareStack/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 CareStack Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

CareStack

## What is CareStack?

CareStack is a complete cloud-based dental software solution for scheduling, clinical, billing, patient engagement and reporting needs of dental offices of any size - whether it's a single location or a large multi-site DSO. With in-built features for centralization, automation and analytics, CareStack enables dental organizations to achieve the full potential inherent in scale. Book free demo: https://carestack.com/lp/dental-software-capterra

## What is CareStack used for?

[Dental](https://www.capterra.com/dental-software/)[Dental Charting](https://www.capterra.com/dental-charting-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 225 user reviews

Reviews sentiment

Positive

97%

Neutral

2%

Negative

1%

Starting price

$698

Per User, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

-   Dental / 2026

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CareStack?[Manage this product listing](https://www.g2.com/products/carestack/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CareStack

4.8 (225)

VS.

[4.4 (285)](https://www.capterra.com/p/98688/Curve-Dental-Hero/reviews/)

Starting Price

$698

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (225)

Ease Of Use

4.4 (304)

Value For Money

4.7 (210)

Value For Money

4.3 (299)

Customer Service

4.8 (219)

Customer Service

4.5 (303)

## CareStack alternatives

Highest Rated

[4.7 (112)](https://www.capterra.com/p/60250/ABELDent/reviews/)

Starting price

$400.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (61)](https://www.capterra.com/p/148958/iDentalSoft/reviews/)

Starting price

$395.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.4 (83)](https://www.capterra.com/p/160904/RevenueWell/reviews/)

Starting price

$189.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.6 (47)](https://www.capterra.com/p/212426/Cloud-9-Ortho/reviews/)

Starting price

$500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/176206/CareStack/alternatives/)

## FAQs about CareStack

Overview

### What problems does CareStack solve?

CareStack solves fragmented dental-office workflows by combining appointment scheduling, charting, treatment planning, insurance claims, billing, and patient messaging in one cloud system. Its reporting and analytics address limited visibility into collections, treatment acceptance, and operational performance. Front-office teams, practice managers, dentists, and multi-location dental groups benefit most from coordinated daily operations and remote access.

Answer based on 127 reviews

Overview

### Which roles and teams benefit most from CareStack?

CareStack is most used by dental office and practice managers, who oversee scheduling, patient records, billing, and daily administrative work. Dentists, oral surgeons, hygienists, and dental assistants use it to coordinate clinical documentation and patient care. Owners, operations leaders, and financial coordinators monitor practice performance, collections, and revenue-cycle processes.

Answer based on 223 reviews

Overview

### What company size and industries is CareStack built for?

CareStack is for small dental practices, with 99% of reviewers from small businesses, including multi-site groups, DSOs, solo practices, and startups in the US. Its reviewers primarily work in Hospital & Health Care (39%), Medical Practice (34%), and Health, Wellness and Fitness (21%), most commonly for dental use cases (67%).

Answer based on 223 reviews

Features and Usability

### What are the key features of CareStack?

CareStack includes treatment planning with explosion codes, clinical charting and CareNotes, claims management for submitting attachments and checking claim status, and patient records management. Appointment management and scheduling support booking, moving, confirming, and tracking visits across locations. Billing tools include patient portal payments and text-to-pay. It also covers HIPAA Compliant.

Answer based on 53 reviews

Integrations

### Which third-party tools and platforms does CareStack integrate with?

CareStack integrates with 9 third-party tools, including Apteryx XVWeb for imaging, Birdeye and SWELLEnterprise for patient engagement, DoseSpot for e-prescribing, LogMeIn for remote access, Overjet for dental AI analysis, Plivo and RingCX for communications, and SOTA Cloud for cloud-based practice connectivity.

Answer based on 13 reviews

Getting Started and Support

### How easy is it to onboard and train a team on CareStack?

CareStack offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that staff can learn routine workflows quickly with guided training, while administrators and teams migrating from legacy systems need more time for reporting, billing, configuration, and the initial transition. Ongoing support and follow-up sessions help teams build confidence.

Answer based on 56 reviews

Getting Started and Support

### What customer support options does CareStack offer, and how do users rate the experience?

CareStack offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representatives, and chat. Users commonly describe support as responsive, patient, and helpful during onboarding and daily troubleshooting, with chat resolving minor questions quickly. Some report inconsistent agent knowledge, delays on complex tickets, and difficulty obtaining timely follow-ups.

Answer based on 145 reviews

Features and Usability

### Is CareStack easy to use for dental office staff?

CareStack provides an approachable all-in-one dental workflow, although ledger and treatment tasks can require extra guidance. Dental office teams often find scheduling, forms, and daily navigation easy after onboarding, while new staff may face a learning curve. Multiple routes to features, insurance posting language, and detailed treatment planning can create confusion or extra clicks.

Answer based on 81 reviews

Features and Usability

### How good are CareStack’s reporting features?

CareStack offers detailed, accessible dental practice reports for tracking operations, though some financial reporting needs refinement. Practice managers value report variety, exports, analytics, and visibility into daily metrics, accounts receivable, and treatment acceptance. However, teams may need training to locate the right report, combine data, interpret accounting terms, or produce certain end-of-day and multi-location summaries.

Answer based on 36 reviews

## See trending topics mentioning CareStack

[Which cloud-based dental practice management software lets a startup practice skip the in-house server and still run charting, scheduling, and billing in one system?](https://www.capterra.com/dental-software/trending-topics/which-cloud-based-dental-practice-management-software-lets-a-startup-practice-skip-the-in/)

Last updated on October 26, 2026

### Which cloud-based dental practice management software lets a startup practice skip the in-house server and still run charting, scheduling, and billing in one system?

Answered by

Capterra Research Analyst Team

[Is it worth moving a small dental practice off Dentrix to a cloud-based platform when slow support and disruptive updates are the complaints?](https://www.capterra.com/dental-software/trending-topics/is-it-worth-moving-a-small-dental-practice-off-dentrix-to-a-cloud-based-platform-when/)

Last updated on October 26, 2026

### Is it worth moving a small dental practice off Dentrix to a cloud-based platform when slow support and disruptive updates are the complaints?

Answered by

Capterra Research Analyst Team

[How can a dental front desk cut manual insurance verification and claim follow-up with software that handles eligibility checks and claims?](https://www.capterra.com/dental-software/trending-topics/how-can-a-dental-front-desk-cut-manual-insurance-verification-and-claim-follow-up-with/)

Last updated on October 26, 2026

### How can a dental front desk cut manual insurance verification and claim follow-up with software that handles eligibility checks and claims?

Answered by

Capterra Research Analyst Team

[What dental software reduces no-shows with automated reminders, two-way texting, and recall messages for a small front-desk team?](https://www.capterra.com/dental-software/trending-topics/what-dental-software-reduces-no-shows-with-automated-reminders-two-way-texting-and-recall/)

Last updated on October 26, 2026

### What dental software reduces no-shows with automated reminders, two-way texting, and recall messages for a small front-desk team?

Answered by

Capterra Research Analyst Team

## Who uses CareStack?

Based on Capterra reviews from the past 2 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 1,648 Dental reviews

Capterra data shows that buyers of dental software rank the following features as their top priorities:

-   **Patient Records Management** (**55%** of reviewers rated this feature as critical)
-   **Treatment Planning** (**53%**)
-   **Appointment Management** (**58%**)

CareStack supports all three features that reviewers identify as most important: **Patient Records Management**, **Treatment Planning**, and **Appointment Management**. Together, these capabilities help dental practices keep patient information organized, map out care clearly, and manage scheduling efficiently, allowing teams to deliver more consistent service and keep daily operations running smoothly.

Patient Records Management

4.7 (126)

88.10% of 126 reviewers that rated this feature as important or highly important

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Treatment Planning

4.6 (151)

87.42% of 151 reviewers that rated this feature as important or highly important

It gives you an efficient way to link charting, imaging, and billing for seamless treatment planning. Some reviewers find it easy to set up, modify, and present plans, while others say excessive steps and lack of shortcuts can slow down routine workflows.

Appointment Management

4.7 (148)

84.46% of 148 reviewers that rated this feature as important or highly important

Manage various aspects of appointments including booking, rescheduling, canceling

Confirmations/Reminders

4.6 (43)

69.77% of 43 reviewers that rated this feature as important or highly important

Automated reminders and confirmations for booked appointments and events via text or email

Claims Management

4.6 (130)

88.46% of 130 reviewers that rated this feature as important or highly important

CareStack offers a streamlined claims management process, letting you submit, track, and reconcile claims within one system. Users think the dashboard and filtering are helpful, and appreciate integrated claim submission, though some mention electronic attachments can be cumbersome and integration with Dental Exchange is limited.

Charting

4.7 (144)

86.11% of 144 reviewers that rated this feature as important or highly important

With this capability, you can quickly and efficiently document patient care using customizable templates and color coding. Reviewers appreciate the user-friendly interface, easy navigation, and time-saving tools, though some mention visual clutter and specialty practices finding certain options unnecessary.

CareStack 66 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Annotations: Highlight content and/or make notations about parts of content
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Booking Management: Create, update, and manage bookings, itineraries, and reservations
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Charting: With this capability, you can quickly and efficiently document patient care using customizable templates and color coding. Reviewers appreciate the user-friendly interface, easy navigation, and time-saving tools, though some mention visual clutter and specialty practices finding certain options unnecessary.
- Claims Management: CareStack offers a streamlined claims management process, letting you submit, track, and reconcile claims within one system. Users think the dashboard and filtering are helpful, and appreciate integrated claim submission, though some mention electronic attachments can be cumbersome and integration with Dental Exchange is limited.
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Comparison View: View and compare images, studies, etc., to track changes over time
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer History: Access previous interactions or concerns to maintain customer relationships
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Dental Practice Management: Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more.
- Document Imaging: Convert paper files into digital images
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- E-Prescribing: Transmit prescriptions to pharmacies electronically
- Electronic Payments: Electronically collect payments for goods or services
- Email Reminders: Reminders sent via email
- EMR/EHR: Create and securely store digital patient records
- For Dental Practices: Intended to be used by dental practices
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Live Chat: Ability to chat online in real time
- Medical Billing: Manage billing and payments for a healthcare provider
- Multi-Location: Manage and support multiple locations
- Orthodontic Charting: Electronic orthodontic records of patients created and stored digitally
- Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Periodontal Charting: A chart utilized by dental care professional to write and record oral and periodontal health or disease
- Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Records Management: Ability to record, store, update, and retrieve information
- Referral Tracking: Log and store the source of contacts/leads
- Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SMS Messaging: Send messages via SMS
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Treatment Planning: It gives you an efficient way to link charting, imaging, and billing for seamless treatment planning. Some reviewers find it easy to set up, modify, and present plans, while others say excessive steps and lack of shortcuts can slow down routine workflows.
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Voice Capture: Voice recording and storing
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (225)

4.7

Based on 225 reviews

## Pricing

Value for money

4.7 (210)

Free Trial

Free Version

Basic

$698.00

Per User,Per Month

Value for money

4.7 (210)

4.7

Based on 210 reviews

## Integrations

[

Birdeye](https://www.capterra.com/p/152997/BirdEye/)[

RingCX](https://www.capterra.com/p/242186/RingCentral-Contact-Center/)[

Plivo](https://www.capterra.com/p/164618/Plivo/)[

SOTA Cloud](https://www.capterra.com/p/129577/Cliosoft/)[

LogMeIn](https://www.capterra.com/p/266957/LogMeIn/)[

DoseSpot](https://www.capterra.com/p/163486/DoseSpot-Plus/)[

Apteryx XVWeb](https://www.capterra.com/p/245954/Apteryx-XVWeb/)[

SWELLEnterprise](https://www.capterra.com/p/170220/SWELLEnterprise/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (219)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (219)

4.8

Based on 219 reviews

## User reviews

Overall rating

4.8

Based on 225 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(187)

4(32)

3(4)

2(1)

1(1)

Mentioned topic

Recent reviews first, then most helpful

SR

Stuart R.

Owner Dentist

Used the software for: Less than 1 year

### "CareStack Has Been Incredible!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 5, 2026

I could not be happier with CareStack and wish that I had switched my practice over sooner! Brandy and Surya were an amazing team and helped us tremendously. We loved it so much that within the first 3 months we decided to get AEKA Imaging as well as VoiceStack. CareStack has already been so powerful for our practice and I feel like we have not even scratched the surface of what is possible.

Pros

The support from the CareStack team has been unbelievable. I always receive a very prompt reply which is so helpful considering how robust the software is and how much there is to learn. Additionally, the modern feel of CareStack is such a welcome change after using a very well known PMS that never seemed to update. The software is so well designed and thought out. I have also greatly enjoyed having the User Resource Guide - amazing!

Cons

A feature that I wish was present was for unlimited text messaging as well as MMS capability. We have decided to implement VoiceStack, so I don't think that this will be an issue any longer.

Sinan A.

Assistant Manager

Used the software for: Less than 1 year

### "Easiest transition!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 2, 2026

One of the best dental platforms we have used thus far. We were mainly switching over to have a cloud based so that we could access from home and be able to have both offices be more accessible but once we realized how many features care stack had to offer it was a no brainer to switch over! We LOVE the features like payment plans, all insurance services with care revenue, CS pay makes it a breeze to take payments especially with the text to pay option. \[sensitive content hidden\] our on boarding rep was fabulous very communitive and helped navigate everything. The transition was less painful then we expected. The around the clock support offered is just amazing. Couldn't have choose a better, easier platform to move to.

Pros

WE loved the features offered- text to pay, insurance work flow, treatment planning work flow. It is making it much easier to run our office.

Cons

absolutely nothing! We have had very minor issues and they were all resolved quickly! The support is always there to help when needed.

KH

Kay H.

Office Manager

Used the software for: Less than 1 year

### "Champions Dentistry PLLC Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 16, 2026

I am glad that I cleaned up our other software before going live, that helped with the transition and I did not have to worry about going back to check the things that were moving over. Brandy and Sury were great with training, very knowledgeable, they know their stuff. Online support has been great as well as the resource center.

Pros

ease of claim attachments and notes. With a learning curve integrations were easy. Very overwhelming at first; lot's of preparing before going live but we did get the green light on the first try! YAY team

Cons

I am a hands on learner, some of the training went very quickly. But Brandy and I worked that out, we made a great team.

AO

Akintoye O.

operating managers

Used the software for: Less than 1 year

### "great onboarding process"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

October 14, 2026

Pretty good. I do not regret my deceision adopting carestack and voicestack. We looking at growing.

Pros

Very innovated and constantly improving. Rachel my trainer was a highlight. I appreciate her attention to detail.

Cons

Change is happening so fast that there are often technical issues. The issues are handled quickly. There are alot of exciting change coming.

JB

Jessica B.

Project Director

Used the software for: Less than 1 year

### "Great system for detailed treatment plans and correct copays"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

October 14, 2026

I have enjoyed working with my direct rep. She brings everything to the table and doesn't sugar coat it. She is dependable and answers my questions quickly. We are still new to CareStack but i do believe we have made the right choice in our PMS it's just a lot different from Dentrix Enterprise and is going to take some time to get used to. I expected this.

Pros

I like the insurance side of it. Being able to attach fee schedules at the carrier level for specialties and bringing all of our patients to one clinic. Once we get it all set up, I look forward to seeing accurate tx plans and copays.

Cons

I have tough times with the customer support. Sometimes i get someone who is very knowledgeable and other times it is a long process for something that seems very simple. On the phone, almost everyone is foreign and hard to understand.

Chuck Z.

Director of Operations

Used the software for: Less than 1 year

### "Dental Practice Management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 12, 2026

What stands out most is that CareStack's commitment didn't end at launch. Their continued follow-up and support demonstrate a genuine partnership and commitment to our success.

Pros

From pre-launch preparation to go-live training and post-launch support, the CareStack team has been outstanding. Their professionalism, responsiveness, and hands-on approach helped our staff navigate the transition and work through challenges with confidence.

Cons

Not much, I would say that while logged in and leaving patient notes and if another provider wanted to add notes to the same patient chart, they had to log out the previous provider and then login under their credentials. It would be nice if they could switch providers without having to log out.

OM

Office Mananger

Office Mananger

Used the software for: 1-3 years

### "Choose Carestack you wont regret it!!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 18, 2026

Our onboarding was great, the team that keeps up even after you have on boarded was wonderful in helping you build resources for the office to make sure we were hitting markers and getting to build out KPI with Practice analytics has been a great tool

Pros

Reporting- this software has every report you can thing of also the Practice analytics makes for easy KPI tracking

Cons

Posting insurance payments takes time and almost as if you are completing the task 2 and sometimes 3 times. Between posting a receipt, running a card payment, and dispersing the payment

HPD A.

Office Manager

Used the software for: Less than 1 year

### "User friendly and efficient"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 10, 2026

We have been extremely pleased with our decision to transition to CareStack. \[sensitive content hidden\] have been a blessing to work with. The transition process had no hiccups and the training was very thorough. We felt ready when we went live and the recurring post go-live meetings have been very helpful. CareStack is very user friendly and provides so many options to improve workflows and be efficient.

Pros

The wide variety of capabilities to be efficient has greatly improved our workflow. Being able to text to pay from the insurance payment window helps with AR as you go, the ease of the integration of CSPay into CareStack to take payments is so nice, and the different calendar view options have been very helpful.

Cons

The reporting has been a bit difficult to understand and adapt to. Learning to get the KPIs we are used to on a dashboard and not printing a report at the end of each day has been a bit challenging but with Mariann's help we are getting there!

Ana L.

Surgical Assistant

Used the software for: Less than 1 year

### "An asset to the productivity of our office "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 13, 2026

Pros

The all-in-one platform feature. Eliminates the need to have multiple subscriptions in multiples places, and allows it all within CareStack (dosespot, overjet voice).

Cons

The fact that there is multiple different ways to get to the same place. If it were condensed into a single consistent path I believe that would be more efficient and quicker to navigate.

Lucas W.

Dental assistant

Used the software for: Less than 1 year

### "CareStack AAD"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

August 11, 2026

Easy charting and useful features, but navigation can be confusing and time-consuming to learn in the early stages.

Pros

I have had a very positive experience using this dental software for notes, charting, and managing patient information. One of the biggest advantages is how easy it makes documenting appointments and keeping patient records organized. The charting features are straightforward to use, which allows information to be entered quickly and accurately without making the process feel complicated. Another major benefit is how the software helps streamline the overall workflow of the dental office. Having patient information, treatment notes, dental charts, and other important records all in one place makes it easier for the dental team to stay organized and communicate with one another. It also makes it simple to review a patient's history and previous treatment before or during an appointment. The software is especially helpful for dental assistants because it makes taking notes and updating charts more efficient. Overall, it is user-friendly, organized, and helps save time while maintaining accurate patient documentation. I would recommend it to dental offices looking for a reliable and efficient way to manage their clinical notes and charting.

Cons

One of the main setbacks of this dental software is that the charting and note-taking features can sometimes feel confusing and time-consuming to learn. There are a lot of different sections, options, and steps to complete, which can make entering notes more difficult than it needs to be, especially for someone who is new to the system. It can also take several clicks to document information that could be entered more quickly with a simpler layout. Another issue is that navigating between different parts of a patient’s chart can sometimes be inconvenient, making it harder to quickly find specific information during a busy appointment. Overall, while the software has useful features, the charting and documentation process could be more user-friendly, streamlined, and efficient.

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