CRM for Dental Practices
Manage patient relationships alongside appointments and recall
A dental CRM tracks patient contact information, treatment history, recall schedules, and family account relationships. SchedulingKit includes CRM alongside online booking, automated recall reminders, and payment processing for dental practices.
Dental practices depend on recall — patients who return every six months for cleanings represent the financial backbone of most practices. A dental CRM helps you track patient treatment history, flag overdue recalls, and manage family accounts so no patient falls through the cracks. SchedulingKit combines appointment scheduling with patient relationship management, reducing the need for separate practice management software for basic patient tracking.
Client Management Challenges for Dental Practices
Patients overdue for recall not being contacted systematically
No easy view of a patient's complete treatment history
Family accounts managed across disconnected records
Appointment no-shows costing revenue without automated reminders
Manual effort to follow up on incomplete treatment plans
New patient onboarding requiring phone calls and paper forms
How SchedulingKit CRM Helps Dental Practices
Automated recall reminders bring patients back on schedule
Complete treatment history visible before each appointment
Family accounts link parents and children for easy management
Online booking reduces phone calls and front desk workload
Digital intake forms streamline new patient onboarding
Payment tracking for treatment plans with multiple visits
CRM Features for Dental Practices
Patient Profiles
Demographics, insurance info, medical history, and contact preferences per patient.
Recall Management
Automated reminders for 6-month cleanings, annual exams, and follow-up visits.
Treatment History
Log of completed procedures, pending treatment plans, and clinical notes.
Family Accounts
Link family members under one account for consolidated scheduling and billing.
Digital Intake
New patient forms filled online before the first visit, auto-populating the profile.
Insurance Tracking
Record insurance provider and plan details per patient for billing reference.
Popular CRM Use Cases for Dental Practices
Also Included with SchedulingKit
Frequently Asked Questions
Can I automate recall reminders?
Yes. SchedulingKit sends automated reminders when patients are due for their next cleaning or exam. You set the recall interval and the system handles the outreach.
Does it support family accounts?
Yes. Link family members under one account so you can manage scheduling and records for parents and children in one place.
Can new patients fill out forms online?
Yes. Create custom intake forms that new patients complete before their first visit. Responses are attached to their profile automatically.
Further Reading
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