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Dental clinics

Patient lead management for dental clinics

Follow international patients asking about implants, veneers or smile design in one record — from first message to check-up.

  • X-rays and photos in the lead record
  • Visit-based treatment plans
  • Check-up reminders
Request a Demo See the workflow
Hannah W.UKEK

panoramic-xray.jpg

2.4 MB

Hi! My X-ray is attached. Could I get a price for 3 implants?

Thanks Hannah! Our dentist will review your X-ray and send you a treatment plan.

Sample data

Treatment plan

  • Visit 1 · Implant, Filling
  • Visit 2 · Zirconia crown, Extraction

Sound familiar?

  • X-rays and photos get lost across different chats
  • Treatment plans and quotes live in separate files
  • Treatments that need several visits are hard to follow

Example scenario

A patient in London asks about implant prices on WhatsApp. The lead is assigned automatically to an English-speaking coordinator; X-rays and the treatment plan are added to the same record, a quote is sent, and the transfer and hotel are arranged. A check-up reminder is set up automatically.

Workflow

A patient journey at a dental clinic

  1. 1

    First message

    The patient writes on WhatsApp or Instagram; the lead is assigned to a coordinator by language and treatment.

  2. 2

    X-rays and photos

    Panoramic X-rays and photos the patient sends are collected in the same record.

  3. 3

    Treatment plan and quote

    The dentist's plan is split into visits and the quote is sent to the patient.

  4. 4

    Travel and accommodation

    Flight, transfer and hotel details are added to the patient file with documents.

  5. 5

    Visits and check-up

    Each visit is tracked separately and a check-up reminder is set.

Custom screen

Dental chart and visit plan

Mark treatments on the tooth chart and split procedures across visits. This is a custom screen we built inside Wease CRM for a dental clinic.

  • Mark treatments on the tooth chart
  • Split procedures into visits
  • Examination notes in the same record
Custom Software Solutions
Organisation-specific dental plan screen in Wease CRM: tooth chart, procedures table and visit allocation

Custom screen

Patient file scorecard

Define the required documents for each visit and see what's missing at a glance. This is also a clinic-specific custom screen.

  • Passport, ticket, hotel and companion documents
  • Missing-document alerts
  • Upload from files or phone
Custom Software Solutions

Patient file scorecard · Visit 1

4 / 6 required documents complete

1Passport
  • PassportUploaded
  • Entry stampUploaded
2Flight ticket
  • Arrival ticketUploaded
  • Return ticket Upload
3Hotel
  • Booking Upload
4Companion
  • Passport photoUploaded
Sample data

With Wease CRM

  • Every channel in one record

    Messages and files a patient sends via WhatsApp, Instagram or email collect in the same lead record.

  • Visit-based tracking

    Split treatment into visits and track documents, quotes and notes for each visit.

  • Reminders

    Set reminders and alarms for check-ups, second visits and follow-ups.

  • Organisation-specific screens

    We can build screens specific to your clinic, such as a dental chart or a document checklist.

Frequently asked questions

Where are the X-rays and photos patients send stored?

Files that arrive via WhatsApp, Instagram or email are kept in the patient's lead record together with the conversation history.

How do we follow treatments that need two visits?

You can split treatment into visits, track documents and notes per visit, and set reminders for check-up dates.

Is the dental chart screen part of the standard plan?

The dental chart and patient file scorecard are custom screens we built for a dental clinic. We can build similar screens for your clinic as part of Custom Software.

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Demo

See Wease CRM with your own workflow

Fill in the form and our team will get in touch to plan a demo around your channels and team structure.

  • A demo tailored to your channels and team
  • Setup and migration plan
  • Plan and pricing recommendation
+90 546 182 50 00info@wease.io