Dental CRM SaaS

Buyer pain

Dental recalls, treatment-plan acceptance, appointment follow-up, review requests, and billing visibility break down when every front-desk handoff lives in a different tool.

Persona

Dental practices managing patient recalls, treatment plans, appointment follow-up, reviews, billing visibility, and practice operations.

Patient follow-up only stays predictable when recalls, treatment plans, appointment status, reviews, and billing handoffs stay visible together.

Mock dashboard metrics

• Recall patients: 48 - Mock patients needing outreach this week.
• Plan follow-up: 17 - Static treatment plans awaiting decision.
• Patient API calls: 0 - Public page stays static.

Dashboard preview

• Timestamp: Updated today 8:20 AM CT
• Recall queue: 48 - Hygiene recalls, overdue patients, and appointment follow-up grouped by outreach window.
• Due recalls: 31 - Patients ready for hygiene or exam follow-up.
• Plan decisions: 17 - Treatment plans needing a next coordinator action.
• Review watch: 9 - Completed visits ready for review or payment follow-up.
• Patient recalls: 48 - Recall outreach grouped by due date and appointment status.
• Treatment plans: 17 - Presented care plans awaiting acceptance or follow-up.
• Review follow-up: 9 - Post-appointment review and billing handoffs needing attention.
• Activity: Recall queue grouped by overdue window
• Activity: Treatment plan moved to decision follow-up
• Activity: Review request queued after completed appointment
• Owner action: Work overdue recall list
• Owner action: Call treatment-plan decisions
• Owner action: Review open billing handoffs
• Next best action: Work overdue hygiene recalls before treatment-plan review requests.

Operator workflow

• Recall: Group overdue hygiene recalls by patient status, appointment need, and outreach window.
• Follow up: Track treatment-plan decisions, appointment reminders, and review requests without losing handoffs.
• Collect: Review billing visibility, open balances, and production follow-up before the day closes.

Static mock screens

• Recall queue: Patients organized by recall due date, appointment status, and next outreach step. (Static preview live)
• Treatment plans: Treatment coordinators can review proposed care, follow-up status, and next actions. (Pilot gated)
• Review and billing: Owner-facing metrics for review requests, payment follow-up, and production visibility. (Paused backend)

Operating model

Closed-alpha static route with invited-user workspace access disabled for public signup.

Launch status

Closed alpha product surface for future dental practice CRM pilots.

What is live vs paused

Static product page, canonical route, and redirect aliases are live.

Patient database, appointment integrations, billing automation, and production dashboard APIs are paused.

Buyer questions answered

• Can patients sign up from this page?: No. The route is a closed-alpha product page and does not create patient or practice accounts.
• What does the mock dashboard prove?: It shows how recalls, treatment plans, appointment follow-up, review requests, billing visibility, and owner actions would be reviewed before a live pilot.
• What is the first pilot outcome?: The first outcome is proving whether one follow-up cockpit reduces recall leakage and treatment-plan drift.

Pilot readiness checklist

• Recall model: The page models overdue recalls, appointment follow-up, and treatment-plan decisions.
• Static safety: No patient records, appointment systems, or billing integrations are active during freeze.
• Practice fit: Best fit is a dental practice with measurable recall backlog and treatment-plan follow-up needs.
• Pilot boundary: A live pilot would start with synthetic or imported sample patients, not broad automation.

What happens after request pilot

• Review recall book: Capture recall cadence, treatment-plan stages, review timing, and billing follow-up rules.
• Shape static cockpit: Tune recall lanes, treatment-plan labels, review prompts, and owner action summaries.
• Run sample week: Use mock appointment and recall data to validate whether the dashboard supports daily planning.
• Decide live data: Approve database and integration scope only after the static workflow is credible.

Proof and fit

• Patient recall, treatment-plan, review, and billing concepts are available as static previews.
• No patient database, appointment system, or billing API is called by the public product page.
• Closed-alpha state is visible while the dynamic Dental CRM dashboard remains invite-only.

Capabilities

• Patient recall and appointment follow-up workflows.
• Treatment-plan coordination, review requests, and billing visibility surfaces.
• Closed-alpha access controls for invited dental practice teams.

Architecture at a glance

• Public route: Firebase serves the dental product page without patient database or billing API calls.
• Static operations: Recall, treatment-plan, review, billing, and analytics panels are registry-driven mockups.
• Invite gate: Dynamic Dental CRM operations stay closed-alpha behind invited-user sign-in.

Dental CRM SaaS pricing

SaaS/product MVP pilot is published as a typical planning range, not a guaranteed quote.

Typical ranges are planning anchors, not guaranteed quotes. Exact amount and currency are confirmed only after scope, acceptance criteria, customer/workspace, and rollback note are approved.

SaaS pilots usually require a proposal packet and deposit before runtime, database, billing, or customer-data work is activated.

• Lean pilot: $25k-$75k
• Multi-role integrations: $75k-$150k+
• What changes the price: Number of user roles, dashboards, workflows, and authenticated states.
• What changes the price: Billing, auth, CRM, scheduling, voice, email, or third-party API integrations.
• What changes the price: Data model complexity, audit logs, support workflow, and operator reporting.
• What changes the price: Whether paused SaaS runtime is resumed for a controlled authenticated pilot.
• Excluded: Public unauthenticated SaaS sandboxes.
• Excluded: Broad feature catalogs before the first owner workflow is proven.
• Excluded: Ongoing cloud spend, third-party usage fees, and vendor subscriptions unless written into the proposal.