CRM automation for dental practices
A CRM that keeps itself current, so your team can focus on customers. CRM automation set up for dental practices, connected to Dentrix, Open Dental or your practice software, and run for a flat monthly fee.
The time you get back
Typical weekly savings for dentists using Super Intelligence (SI) automation.
- Confirming tomorrow’s appointments by phone
72.5 hrs a week - Answering insurance questions
52 hrs a week - Working the recall list
41.5 hrs a week - Processing intake forms
3.51 hr a week - Collecting patient balances
31 hr a week
How it works
We map how you actually work
We turn your real process into pipeline stages in Dentrix, Open Dental or your practice software, or recommend a CRM that fits better if needed.
Data enters itself
Forms, calls, chats and emails create and update records automatically, with the source attached.
Tasks appear on their own
Each stage change creates the next task with an owner and a due date.
Milestones trigger the next step
When the patient commits, requests for insurance details and medical history go out without anyone having to remember.
Clean-up runs nightly
Duplicates are merged, and records missing key details are flagged for a quick fix.
At a glance
- Typical time saved
- 4–8 hours a week
- Time to launch
- 2–4 weeks
- Connects to
- Dentrix, Open Dental or your practice software
A CRM is most valuable when it’s always current. We map your pipeline to how your team actually sells, then automate everything around it: contacts created from forms and calls, tasks assigned on stage changes, follow-ups scheduled, duplicates merged, and next steps triggered without anyone clicking a thing.
Ground rules
Protected health information stays out of the chatbot. We use vendors that sign a BAA and follow HIPAA-aligned handling.
We automate around your process; we don’t force a new one on you. If a step needs a person’s judgment, it becomes a task, not an automation.
Questions
Will it work with Dentrix, Open Dental or your practice software?
In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.
We don’t have a CRM. Is that a problem?
No. We’ll recommend one that fits your size and budget, set it up, and import your existing contacts and spreadsheets.
Can you fix the CRM we already have?
Usually yes. Most rebuilds start with cleaning the data and simplifying the pipeline before any automation goes on top.
Related
More for dental practices
- SI chatbots
- SI receptionist
- Lead follow-up
- Appointment booking and reminders
- Workflow automation
- All automation for dental practices
CRM automation in other industries
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.