CRM for dental clinics
A dental clinic loses money in two places: the patient who does not show up, and the patient who never comes back for the next treatment stage or a check-up. ModalCRM covers exactly that: it keeps every dentist's schedule, sends the confirmation and the visit reminder by itself, gives the patient a link to reschedule without calling, and invites them back a set number of days after the visit. Conversations in Telegram, Viber, WhatsApp and Instagram and phone calls sit next to the patient card. It is a CRM for the clinic's front desk and owner. The Bookings plan is 900 ₴ a month per clinic, not per dentist.
The clinic's week on one screen
A weekly calendar with a color for each dentist: the patient, phone number and appointment time are visible right in the cell. Filters narrow the view to one branch or one dentist, and the switches at the top lead to the status kanban, the table, the workload view or the schedule. The system will not save two bookings for the same dentist at the same time, even if two receptionists are booking at once.
A service can have several variants, each with its own duration and price: a 30-minute consultation, an hour for a filling, an hour and a half for professional cleaning. The patient sees the same list in the online booking widget on your site: they pick a branch, a service, a dentist or "any available", and a real free slot from the schedule.
The day by dentist: shifts, breaks, vacations
The “By specialist” view lays the day out in columns: one dentist, one column. If a dentist works at their own chair, the dentist's column effectively shows how busy the chair is. Non-working hours, breaks, vacation, sick leave and days off are visible at once, and the system will not let you book a patient into that time. The grid step is set per dentist, from 5 to 60 minutes.
An appointment that has ended moves to "Completed" by itself. If the patient is late and has not been marked as arrived, the dentist gets a one-time notification and decides: wait, reschedule or mark a no-show. That status is what the no-show report is built on.
"How much is an implant?" in Viber, Instagram and on the site — one queue
Telegram, Viber, WhatsApp, Instagram, Facebook, email and the website chat land in one queue. The patient card is open next to the conversation with a "Booking" button: the appointment is created right from the dialog, without retyping the phone number. If the patient has already written in a messenger, the confirmation and the reminder go to the same chat for free.
The card shows the visit history, the favorite dentist, the most frequent services and the total spent. Custom client fields hold the notes the front desk needs: allergy to an anesthetic, pregnancy, anticoagulants. A prepayment for a long treatment can be kept as a money deposit with a balance, and a cleaning course as a visit package.
Calls in the browser: who was booked and who was missed
Calls are answered right in the browser through Binotel, UniTalk, Ringostat, Zadarma or CallsApp. On an incoming call the receptionist sees who is calling and opens the patient card. The conversation is recorded and can be played back from the call log.
The report shows how many calls were answered and how many were missed over a period. A missed call in dentistry usually means acute pain and a patient who will book with another clinic in ten minutes, so the "call back" list works as a source of revenue here.
Which modules to turn on
What it costs
Website chat, messengers and a three-step bot. One user, 600 replies a month. Forever, no card.
Dentist schedules, online booking, patient reminders, browser calls, chats and messengers. Team of up to 3, then +200 ₴ for each extra person.
Every module: in addition, automations for check-up recalls, a stock of materials, finance and staff. Team of up to 10, then +200 ₴ for each extra person.
Quarterly billing is 8% off, yearly 17% off. Rozetka, Prom and Nova Poshta integrations are not charged separately.
Frequently asked questions
How is a CRM for a dental clinic different from dental software with a tooth chart?
They are different tools. Dental medical software runs the clinical side: the tooth chart, the treatment plan, X-rays, the medical record and, where needed, eHealth. ModalCRM runs everything around the appointment: dentist schedules, online booking, reminders, messenger conversations, calls, patient recalls and reports. Clinics that need the clinical side keep it in medical software, and bookings and communication in the CRM.
How much does a CRM for a dental clinic cost?
The Bookings plan is 900 ₴ a month per clinic with a team of up to 3; each extra user is +200 ₴. For a clinic of 10 or more people the Everything included plan is cheaper: 2 200 ₴ a month for 10 people and every module. Quarterly billing is 8% off, yearly is 17% off. The first 14 days are free, no card. SMS and telephony are paid separately if you use them: that money goes to the provider, not to ModalCRM.
How do I reduce the number of patients who do not show up?
Three things work together. A confirmation right after booking. A reminder before the visit, for example a day before and two hours before: the timing is set in the booking settings or on a single appointment. And a personal link that lets the patient reschedule or cancel without calling, so the slot is freed in advance rather than at the moment of the no-show. If there is a messenger chat with the patient, messages go there for free; if not, by SMS or Viber through a provider, or by email.
Can a patient be invited to a check-up automatically six months later?
Yes, with an automation: the "Visit completed" trigger, a delay of the number of days you need, and a message to the patient in a messenger, or an SMS if there is no chat with them. A condition lets it run only for certain services, for example after professional cleaning. There is also a ready-made template "Client did not show up → task to call back". Automations are part of the Everything included plan.
Can I schedule by chair and across several branches?
The schedule is kept by dentist and by branch. Each branch has its own address, phone and opening hours; each dentist has their own shifts, breaks, vacations and sick leave. If a dentist works at their own chair, their calendar column shows how busy the chair is. If several dentists share one chair in different shifts, that is set by their schedules.
See the clinic demo
A demo account with doctor bookings, a schedule and chats, no sign-up. Or 14 days of the full plan for free, no card.