Periodic recalls
Each patient has their interval; the recall fires unattended.
Dental clinics, orthodontics, hygiene
DentalFlow
The dental CRM where six-month recalls send themselves
In a dental clinic two leaks dominate: six-month recalls that never go out, and treatment plans presented then never followed up. A $4,000 plan lost for lack of follow-up costs more than dozens of missed cleanings, and it's the scheduled follow-up that recovers it.
Try it now
Click a file to open it, advance it one stage, switch on an automation and read the exact message it would send.
DentalFlowDental clinics, orthodontics, hygiene
Demo47
Recalls overdue
Demo data
6 550 $
Plans presented, not accepted
One sitting 47 days
58 %
Case acceptance
Last 90 days
3
Pre-auths pending
One at 10 days
Needs action
- File 8677Implant — declined on budget$4,100
- File 8790Cleaning — 6-month recall$180
- File 8812Crown + filling — plan presented$2,450
- File 8455Orthodontics — pre-auth submitted$6,200
What it fixes
- Six-month recalls go out with nobody thinking about it
- A declined plan is followed up, not abandoned
- Expiring coverage is flagged before December
It speaks your trade
The stages and fields carry the words your team already uses. That is the first reason a CRM ends up used rather than abandoned.
6-month recallTreatment planPre-authorizationCoverageHygieneEmergency
What the delivered product includes
Treatment plans
Presented, accepted, declined — and followed up by amount.
Insurance
Pre-auths tracked, remaining coverage visible.
Emergencies
Pain jumps the queue without breaking the rest of the day.
Want this interface with your own data?
The 15-minute audit determines what actually needs adapting. You leave with the written diagnosis, even if we never work together.