Capture the reason for contact
Use broad, non-diagnostic options such as new-patient question or consultation interest; avoid open requests for medical histories.
← All industries
For dental practices
Give every new-patient enquiry a calm, accountable first response
Organise non-clinical questions, treatment-interest enquiries and consultation follow-up while keeping clinical decisions and sensitive health information inside appropriate practice systems.
A patient’s first contact is administrative—but it can quickly become sensitive
Prospective patients ask about availability, location, broad service categories and what happens next. Those conversations can fragment across telephone, inboxes, forms and social channels.
The CRM layer should collect only the minimum agreed enquiry information and direct clinical or urgent matters to the practice’s own process. It is not a clinical record, triage tool or substitute for practice-management software.
The first-contact protocol
Keep marketing enquiries useful without turning them into clinical records
The operating model starts with data minimisation and a clear hand-off to trained practice staff.
Assign a responsible person
Place the enquiry in a visible queue with an owner and an appropriate response target chosen by the practice.
Offer an administrative next step
Where suitable, share booking or consultation options. Clinical suitability remains entirely with qualified professionals.
Close or continue carefully
Record the administrative outcome, suppress unwanted marketing and avoid placing special-category health details into growth workflows.
Connect acquisition to the front desk—with firm data boundaries
Use the customer-facing layer that addresses the real bottleneck. The linked product pages contain the full scope and pricing.
Enquiry accountabilityA shared view of non-clinical questions and consultation interest£99/month per practice or independently managed locationPatient-friendly routesClear service information and privacy-conscious enquiry formsWebsite packages start from £799Local discoveryHelp prospective patients find accurate practice informationNo rankings or patient volumes are guaranteedCareful administrationApproved acknowledgements and staff tasks around non-clinical enquiriesNo diagnosis, triage or clinical advice
Privacy by design
Keep the growth system on the right side of the clinical boundary
We define what belongs in an acquisition workflow, minimise fields and preserve a human hand-off. The practice remains responsible for clinical care, records, consent and its legal obligations.
CRM foundation£99/month for one independently managed business or location, with unlimited users
Self-service setup£0, with guides and limited technical support
Defined implementationStarts from £399 when hands-on configuration is required
Variable usageCalls, SMS, email, AI and third-party services are separate where stated
Questions dental practices ask
Is this dental practice-management software?
No. It supports acquisition and non-clinical enquiry handling; it does not replace clinical records, scheduling or practice-management systems.
Can the CRM store medical information?
The growth workflow should avoid collecting health details unless a justified, approved process exists. We start with data minimisation.
Does it provide clinical advice or triage?
No. Clinical questions and urgent concerns must follow the practice’s own qualified process.
Can it follow up consultation interest?
Administrative follow-up can be configured when appropriate and permission-aware. It cannot assess suitability or promise an outcome.
Can it connect to our dental system?
Only after the specific system, permissions and supported integration have been assessed.
What is the CRM price?
£99/month per independently managed practice or location with unlimited users. Implementation and metered communications are separate.
Design a safer first contact for prospective patients
We will map the minimum information the growth system needs and the exact point where practice staff take over.
Discuss the first-contact protocol