Booking Chairs and Other Clinic Resources
Reception sets the appointment length and books the chair, dentist, and assistant. When a visit moves, the schedule can release all linked resources and offer the opening to a patient on the waitlist.
Custom Development
CRM for Dental Clinics
Dental scheduling needs to account for the dentist, room, assistant, and procedure length. We’ll build a CRM for reception and coordinators that connects chair schedules with the agreed steps for preparing each appointment.
Where Scheduling Conflicts and Gaps Between Visits Arise
- Bookings overlook chair preparation time and assistant availability.
- Reception can see cancellations, but the waitlist is kept elsewhere.
- After a visit, it’s unclear whether the patient has confirmed their next appointment.
- The deposit was confirmed at one branch, but the appointment moved to another.
- Managers see total bookings without the reasons for rescheduling or no-shows.
Resource Scheduling and Patient Coordination Between Visits
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Patient Inquiry Record
The CRM can store contact details, the branch, the booking, and the preferred contact method. Diagnoses, images, and dental charts stay in the clinical information system.
Coordinating Follow-Up Visits
Once the dentist sets the visit sequence, reception can see agreed slots and whether the patient needs to be contacted. Clinical decisions remain with the dentist.
Additional Features
- Reminders and Waitlists
- Reception confirms the reminder time and channel. Follow-up is scheduled according to the clinic’s instructions and the arrangement with the patient.
- Payments and Agreed Milestones
- Reception checks deposits and payment status against the accounting system. Access to payment details depends on the user’s role.
- Attendance and Resource Utilization
- Managers see confirmed, rescheduled, and missed visits. A separate report can show which resources are available at peak times.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
An Appointment Requires an Assistant
After a roster change, the calendar shows which booking no longer has an available assistant. Reception arranges cover or offers the patient another time.
Reception Fills a Canceled Slot
A patient reschedules, freeing the chair. Reception finds a waitlisted appointment of the right length and confirms it after speaking with the patient.
What to Include in the First Release
Start with one branch. Cover rescheduling an appointment that needs an assistant and filling an opening from the waitlist. Reception manages schedules and patient communication. The scope of clinical data exchange with the clinical information system is defined separately.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
Can We Track Treatment Stages in the Booking System?
The system can hold visit sequences and statuses for coordination under agreed rules. Clinical records, diagnoses, and images should stay separate from the reception work queue.
How Is an Open Slot Offered to Patients on the Waitlist?
We match the time, required resources, and appointment logistics. Reception agrees on a time with the patient before confirming the booking.
Can We Sync Appointments with the Existing Clinical Information System?
We’ll review permissions and data exchange options with your clinical information system. We’ll agree which system owns the schedule and which administrative fields reception can see in the CRM.
Let’s Discuss Scheduling at Your Clinic
Tell us how reception books a chair, dentist, and assistant and offers openings to waitlisted patients.