Use this checklist to move administrative ownership, backups, networks, dental software, security tools, vendors, and support responsibilities without creating a gap between the outgoing and incoming provider.
The checklist is intentionally operational. The switching guide explains the sequencing behind discovery, documentation, credential transition, baseline review, stabilization, and offboarding.
Dental IT can inventory the current environment, identify ownership gaps, coordinate vendors, validate backups, stage access changes, and build a migration plan around patient operations.
