A Dental CRM for Recalls and Unbooked Treatment, Built with AI

A dental CRM is the list the front desk calls from: patients due or overdue for a check-up, and treatment plans that were presented but never booked. Describe how your practice works and Mythex builds that CRM with patient records, recall dates, family links and follow-up lists in a database you own.

Who it's for

Practices that track recalls in the appointment book, lose track of the implant consultations that went quiet, and want to know which referral sources bring patients who stay.

What you can build

Patients grouped as recall due, overdue and booked
Treatment plans proposed but not accepted, with a follow-up date
Family links so a parent books the children together
Referral source per patient, from a neighbour to a search ad
Preferred dentist and preferred contact time
A weekly call sheet for the front desk

Recall status is the core of a dental CRM

Store the date of each patient's last check-up and their recall interval, which is not always six months. The CRM then calculates who is due this month, who is past due with no future booking and who is already booked. The overdue list is the call sheet; work it every week and mark each call's outcome so nobody is phoned three times in a week.

Recall interval per patient
Overdue with no future booking
Call outcome logged on the record

Chase the treatment nobody booked

The biggest growth lever in most clinics is treatment that was proposed and forgotten. Record each plan with its value and the date it was presented, and give it a follow-up date two weeks later. Many patients simply needed time or forgot. A short, friendly call converts more of these than any advertising.

What to put in it first

Import patients from a CSV export of your practice software or a spreadsheet with name, phone, date of birth and last check-up. Add family links next, then start logging treatment plans as they are presented. Leave detailed clinical notes in your clinical system; the CRM is about contact, recall and follow-up.

Name, phone and last check-up
Family links
Open treatment plans with value

Keep it respectful

Separate recall reminders, which patients expect, from marketing messages, which need consent. Record each patient's contact preference and honour it. Patient details are sensitive personal data, so check the rules that apply where you operate.

A prompt to start from

Build a CRM for my dental clinic. Each patient has name, phone, date of birth, preferred dentist, last check-up date, recall interval, referral source and linked family members. Show lists of patients due, overdue with no booking, and booked. Add treatment plans with value, date presented and a follow-up date, and a weekly call sheet with call outcomes.

Questions

How do I find patients overdue for a check-up?

Store each patient's last check-up date and recall interval, then ask for a list of anyone past due with no future booking. That list becomes the front desk's call sheet.

Can the CRM import my existing patient list?

Yes. Export patients from your practice software or spreadsheet as CSV and ask Mythex to import it, mapping columns like name, phone and last visit.

Can it send recall emails or texts?

It can produce the list and store each patient's contact preference. Sending emails or SMS needs an email or messaging account you connect yourself.

Will it replace my practice management software?

It does not have to. Many clinics keep their clinical system for charts and use a CRM built this way for recalls, follow-ups and referral tracking.

What does it cost to build?

You can build and publish on the Free plan with daily credits and no card. Pro at $25/month adds a custom domain, code editing and export.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
CRM Dashboard Template — Contacts, pipeline, and deal tracking