AI CRM Builder for Orthodontists
A CRM for orthodontists that fits the way you work, because you described it. Contacts, a pipeline you name yourself, notes and reminders, all in a database you own.
Who it's for
Small teams at orthodontists who tried a big CRM, used four fields of it, and want something simpler that still keeps history.
What you can build
- Contacts and companies with patient name, parent contact and treatment stage
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every patient
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings patients
How orthodontists work
An orthodontic practice sees the same patients every four to ten weeks for a year or two, so the diary is dominated by short adjustment visits packed into after-school hours and school holidays. New patients arrive through dentist referrals and free consultations, often with a parent deciding and paying, frequently on a monthly plan. Teams juggle practice software, aligner lab portals, paper consent forms and a lot of parent texts. Health records are sensitive personal data, so check the rules where you operate before moving anything online.
What crm for Orthodontists has to handle
- Consultation leads tracked from first enquiry to treatment start or decision to wait.
- Children on observation recalls who are not ready for treatment yet.
- Referring dentists with how many patients each has sent.
- Patients in retention with their retainer check dates.
A tip for orthodontists
Keep a proper list of 'not yet' patients, children seen too early for treatment. They are your most reliable future starts, and a recall six or twelve months later, with a note of what you were watching for, converts far better than waiting for the parent to remember.
A prompt to start from
Build a CRM for an orthodontic practice. Track patients with patient name, parent contact, treatment stage and next adjustment, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can I track which dentists refer to us?
Yes. Ask for a referrer field on each patient and a report of referrals and treatment starts per dental practice.
Can I import the patients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
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
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Personal Injury Law Firm Template — Practice areas with attorney bios
Guide
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