Industry package
Treatment plans that patients actually complete
Dentistry sells multi-visit plans, and revenue leaks between the visits. This package tracks the plan from examination to the last appointment, so an abandoned treatment is visible while it can still be recovered.
A complete dental clinic workspace: patient charts, dental inquiries, treatment plans, a treatment-case workflow with X-rays and consent, recall tracking, dentist/billing reporting and dashboards.
What gets in the way
Accepted plans quietly stall
A patient agrees to a course of treatment, attends twice, then stops. Nothing in a paper diary distinguishes that from a completed plan, so nobody calls.
Procedure mix drives profit, and is rarely known
Which procedures fill the chair, which ones patients decline after quoting, and which dentist's plans convert are all commercial questions hiding inside clinical notes.
Consent and imaging live outside the record
Consent forms, radiographs and treatment estimates are needed at specific moments in the plan, and are usually stored wherever was convenient at the time.
How the package handles it
- The treatment pipeline runs from examination through the proposed plan to completion, so a plan that stopped after two visits sits in a stage somebody owns.
- Procedures, dentists and plan values are recorded as structured fields, so acceptance rate and procedure mix are ordinary reports rather than a manual audit.
- A clinical case holds the plan's documents and their approval states, so consent and imaging are attached to the treatment they belong to.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Dental Treatment
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Dental Treatment Case
- National ID
- Insurance card
- X-ray image
- Treatment plan
- Consent form
- Invoice / receipt
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a dental clinic. Contacts are patients with a dental record, recall date and insurance; leads are dental inquiries; deals are treatment plans; products are dental procedures; operational cases are dental treatment cases.
Start with Dental Clinic configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.