Dental Clinic CRM
In a dental clinic losing patients is silent: the one due for a check-up and the one with treatment left half-finished both simply stop coming one day, and while the chairs are full nobody notices.
The last treatment date is a field on the patient record; patients reaching six months drop into a list, and the 48, 24 and 1 hour reminders tie to the same appointment record.
- Drop patients who reach six months from their last treatment date into a list, and tie the check-up reminder steps to that list
- Track treatment plans left half-finished and send reminders for the remaining sessions
- Reduce missed appointments with 48, 24 and 1 hour pre-appointment reminder steps
- Keep the satisfaction score on the patient record; send a Google review link to the list of those who gave a high score
- Gather correspondence with patients on a single WhatsApp business number so the whole team sees the same history
| 6-Month Check-Up Reminder | The last treatment date is a field on the patient record; patients who reach six months drop into a list and the reminder is sent to that list. |
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| Treatment Plan Tracking | A treatment plan is a record linked to the patient record; sessions that have not been completed stay open as tasks linked to the plan, and the session reminder is sent to that list. |
| Missed Appointment Prevention | Reminder tasks at 48, 24 and 1 hour before are tied to the appointment date; confirmation and rescheduling are written onto the same appointment record, and a patient who does not turn up stays open in the list. |
| Google Review Request | The post-treatment satisfaction score is a field on the patient record; those who give 4 and 5 are sent a review link, and those who give a low score an in-clinic feedback form. |
| Prosthetics Laboratory Dispatch Record | An impression or prosthetic job sent to the laboratory is a dispatch record linked to the patient record; the dispatch date, the laboratory name and the expected return sit in fields, and if the return is late a task goes to the person responsible for the appointment. |
The clinic calendar looks at today, yet the revenue of dental work comes back from the past: a chair standing empty this month is the result of a reminder that was not sent six months ago. Because the distance between them is long, the cause does not sit next to the effect; a full week hides the fact that six months later will be empty.
Rapitek CRM treats the appointment date as a starting point: patients who reach six months from their last treatment date drop into a list, the reminder steps you have set up run on that list, and the patient comes off the list once they book an appointment. That way bringing a patient back is not left to reception's spare time. The same logic works for the satisfaction score: those who give a high score are sent a Google review link and those who give a low score an in-clinic form; and all the correspondence builds up on the patient record through a single business number.
