Case Study: Metrowest Family Dentistry achieves scalable multi-location growth and real-time visibility with CareStack

Metrowest Family Dentistry - Customer Case Study

Metrowest Family Dentistry, led by Dr. Alan Heap in southwest Orlando, was expanding to new locations but hampered by a legacy client‑server practice management system. Frequent upgrades, hardware issues, limited accessibility across sites, fragmented scheduling, poor patient engagement and time‑consuming reporting (often outsourced to consultants) made it difficult to manage growth. To solve these problems they partnered with CareStack, a cloud‑based dental practice management platform.

CareStack migrated Metrowest Family Dentistry’s data, integrated critical systems, set up the practice, and trained staff to deliver a single, role‑based cloud solution with unified scheduling and real‑time reporting. The result was centralized visibility and faster, more accurate decision‑making, higher staff efficiency and patient satisfaction, reduced setup costs and time for new locations, elimination of third‑party reporting, and a multiple‑fold improvement in free cash flow while enabling planning a quarter in advance.

Metrowest Family Dentistry

Alan Heap

Practice Owner