CRM for dental practice
- patient record + chat + treatment plan - one source

CRM for dental practice powered by AI - captures every patient touchpoint across WhatsApp, Instagram, the patient portal, and website chat, and writes enriched patient-engagement data back to your dental PMS in real time. Built for independent and group dental practices on Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, and Practice-Web (with NexHealth / Sesame Communications / Solutionreach connectivity). 6-month hygiene + 3-month perio recall waves automated on WhatsApp, insurance verification + pre-treatment estimate routed to front-desk (never patient), cancellation → waitlist fill in under 3 minutes, cosmetic consult leads from Instagram reels qualified + booked, 24h post-op structured check-in escalates flagged responses to the on-call dentist. HIPAA BAA / GDPR DPA on Pro+ plans. Never diagnoses, never recommends procedures, never quotes guaranteed clinical pricing - every clinical question routes to a practitioner.

14-day free trialNo code requiredLive in 15 minutes

Riverside Dental

Seekadu AI · HIPAA BAA · Never diagnoses
WhatsApp
Hi - tooth pain since last night, getting worse. Can someone see me today?
So sorry you're in discomfort 💜 I can flag this as a same-day emergency request. Quick check first - is there any facial swelling, fever, or bleeding I should escalate to the on-call dentist right now?
No swelling or fever, just steady pain. Delta Dental PPO.
Got it ✅ Holding 14:30 today with Dr Patel (emergency slot). Delta PPO verified with our front-desk for the visit. See you 14:30 - Dr Patel will assess and walk through next steps 💜

Replied in 38 seconds · 14:32 Tue

Powered by seekadu

✓ Emergency slot booked + insurance verified
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6-month recall via email at 11% reply

Hygiene + perio drops off the chair, perio patients drift to retail-clinic alternatives, the recall queue blocks 8 hours of front-desk admin a week

Insurance verification = 24h roundtrip

Patient calls, front-desk calls payer, copay surprise at the chair - friction at every step, never resolved in one touch

Same-day cancellations = dead chair time

Hygienist sits idle 90 minutes, $200-$400 of operatory revenue evaporates - no waitlist fill, no call-around

Cosmetic Instagram DMs ghosted

Veneer + implant + whitening enquiries arrive in the Instagram DM queue at 21:00, front-desk picks them up 14h later, patient already booked the practice down the road

Trusted by businesses already using Seekadu

TheLine
Plaza Varna
RITUAL BY: LAV
Radjana
Adzumo
Small City Cafe
Thursday Practice Day

What a dental Thursday looks like with CRM for dental practice on the line.

The same patient touchpoints arrive. The difference is what happens when recall runs on WhatsApp, insurance routes to the front-desk, cancellations fill from the waitlist, cosmetic leads are qualified in chat, and clinical questions always reach a practitioner.

−170 visits · −care continuity

Without Seekadu

Scheduler review = 200 due recalls

200 hygiene + perio patients due this month. Email recall gets 11% reply. 178 patients miss the prompt. Hygiene book sparse 3 weeks out.

Mon 08:30
−170 visits · −care continuity

Without Seekadu

Scheduler review = 200 due recalls

200 hygiene + perio patients due this month. Email recall gets 11% reply. 178 patients miss the prompt. Hygiene book sparse 3 weeks out.

S

With Seekadu

WhatsApp recall at 37% reply

AI runs the 6-month hygiene + 3-month perio cadence via WhatsApp with one-tap rebook. 74 patients re-engage, hygiene book full 3 weeks out.

+64 visits · +$58k/yr revenue
−PHI risk · −1 trust

Without Seekadu

Insurance copay leak

Patient asks about veneer pricing in chat. Without guardrails, AI could quote a price that turns out wrong → PHI / billing dispute / lost trust.

10:15 Thu
−PHI risk · −1 trust

Without Seekadu

Insurance copay leak

Patient asks about veneer pricing in chat. Without guardrails, AI could quote a price that turns out wrong → PHI / billing dispute / lost trust.

S

With Seekadu

Routed to front-desk, never to patient

AI captures member ID, runs Dentrix eligibility, builds pre-treatment estimate, surfaces range to front-desk team. Patient told 'team will confirm at visit'. Zero leak.

+compliance · clean experience
−$240 · dead 90 min

Without Seekadu

Cancellation = dead chair

Patient cancels 14:30 hygiene 30 minutes out. Front-desk calls down the waitlist for 20 minutes, nobody picks up. Chair sits empty.

13:45 Thu
−$240 · dead 90 min

Without Seekadu

Cancellation = dead chair

Patient cancels 14:30 hygiene 30 minutes out. Front-desk calls down the waitlist for 20 minutes, nobody picks up. Chair sits empty.

S

With Seekadu

Waitlist fill in <3 min

AI scans waitlist on cancellation, matches Maria (same hygienist preference), sends WhatsApp accept link. Confirmed in 90 seconds. Chair stays full.

+$240 · chair saved
−CSAT · complication risk

Without Seekadu

Post-op black box

Patient had implant placement Thursday. We see them again at the 7-day check. Find out they were in pain day-2, didn't message, complication caught late.

Fri 16:00 + 24h post-op
−CSAT · complication risk

Without Seekadu

Post-op black box

Patient had implant placement Thursday. We see them again at the 7-day check. Find out they were in pain day-2, didn't message, complication caught late.

S

With Seekadu

24h structured check-in

AI sends post-op WhatsApp 24h after: pain 0-10, swelling, bleeding, antibiotic tolerance. Routine response → logged. Flagged response → routed to on-call dentist.

+0.6 CSAT · early catch

Want this practice day for your dental clinic?

Knowledge Base

What your CRM for dental practice actually knows.

Plug into Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, or Practice-Web (via NexHealth / Sesame Communications / Solutionreach). CRM for dental practice reads your dentist + hygienist roster + chair availability, in-network insurance carriers + verification workflow, recall cadence per service, intake form fields, and escalation protocols - and converts every patient touchpoint into an enriched, billing-routed, recall-tagged patient record. Never diagnoses, never recommends procedures, never quotes guaranteed clinical pricing - always escalates clinical questions to a practitioner.

Dentist + hygienist roster

Per-practitioner specialism (general / cosmetic / perio / endo / ortho / pediatric), chair assignment, recall ownership, treatment-plan authority.

Intake fields per treatment

Chief concern format + current meds + allergies + dental history + insurance + emergency contact - captured pre-visit via WhatsApp.

Insurance verification workflow

In-network carriers, Dentrix / Eaglesoft / Open Dental + NexHealth integration, front-desk routing, no patient-facing guaranteed price quotes.

Recall cadences per service

6-month hygiene, 3-month perio maintenance, annual exam, post-op follow-up, ortho check - per-service WhatsApp cadence + rebook flow.

HIPAA + escalation protocols

BAA / DPA in place, PHI encrypted, region-pinned storage, every clinical question escalates to a dentist - never AI.

Seekadu AI

Trained

Dentist + hygienist roster

Per chair

Intake fields

Per treatment

Insurance carriers

In-network rules

Recall cadences

6m / 3m / annual

Patient panel

Per dentist

Escalation rules

GP · Derm · Cardio · Peds

Languages

30+ auto-detect

HIPAA BAA / GDPR DPA

On Pro · Scale · Custom

illustrative

Every patient touchpoint - captured + routed safely.

From a Monday recall wave to a Friday post-op check-in - CRM for dental practice handles every patient moment with HIPAA-aware guardrails and full dental PMS write-back.

6-month hygiene recall + 3-month perio maintenance - run on WhatsApp, not email.

Recall is the highest-LTV automation in a dental practice. The AI scans your Dentrix / Eaglesoft / Open Dental patient panel for 6-month hygiene due dates, 3-month perio maintenance, annual exam recall, post-op follow-up - sends a tailored WhatsApp recall per service window with one-tap rebook, writes the outcome (rebooked / declined / pending) back to the patient record + recall queue. Recall conversion typically lifts 25-40% vs email-only.

  • Scans dental PMS panel for due dates: 6-month hygiene, 3-month perio, annual exam, ortho check
  • Tailored recall WhatsApp per service window with one-tap rebook link
  • Writes outcome (rebooked / declined / pending) back to Dentrix / Eaglesoft / Open Dental
  • Lapsed-patient reactivation: 4-8% on 12+ month dormant panels
  • Recall conversion lifts 25-40% vs email-only campaigns
Automate every follow-up thread
Hi James - Riverside Dental here. Your 6-month hygiene with Megan is due (last visit Mar 2026). Want me to book you in? Megan has Tue / Thu morning slots open the next 3 weeks.
Tue Sept 17 morning if available
Booked ✅ Tue Sept 17 09:30 with Megan for hygiene. Reminder Mon evening. Quick check: any sensitivity or sore spots since last cleaning the dentist should look at? (We can flag the chart - or you can mention it Tuesday.)

6-month recall rebooked · PMS updated · Reminder scheduled

Where does your CRM for dental practice live?

One AI conversation across every channel a patient reaches you on - WhatsApp Business API for recall + transactional flows, Instagram for cosmetic enquiry capture, the patient portal for sensitive data. Messaging automation runs the recall cadence; AI sales automation handles insurance verification routing and pre-treatment estimate; customer engagement runs cosmetic consult capture, cancellation→waitlist fill, and post-op follow-up. Unified inbox, full patient history, HIPAA-aware escalation by default.
Practice Resultsillustrative

How CRM for dental practice moves recall + waitlist + cosmetic lead capture.

Illustrative - outcome ranges modelled on our pilot dental practices and published industry benchmarks (ADA, MGMA-Dental, Dentrix, NexHealth, Sesame Communications). Individual results vary.

+0%

6-month hygiene recall conversion via WhatsApp vs 11% baseline on email-only campaigns

0%

Cancellation → waitlist fill rate same-day on WhatsApp accept link

+0%

Cosmetic consult capture lift from Instagram + website chat lead qualification

<60s

Insurance verification latency vs 24h baseline

0

PHI-leak incidents - coverage never quoted as guaranteed to patient

<3 min

Cancellation → waitlist fill latency

8+ lang

Auto-detected for diverse patient panels

Use Casesillustrative

What dental practices on Seekadu typically see.

Illustrative profiles modelled on real outcome ranges across our pilot practices - names and exact figures composite, not individual patient quotes. Never reflects clinical outcomes.

Dr. Priya Patel

DDS, Riverside Dental · 4 chairs · Austin TX

Recall via email was 11% reply rate. Recall via WhatsApp on the AI is 37%. The AI handles 6-month hygiene + 3-month perio + post-op follow-up cadence on Dentrix, writes outcomes back to the patient record. I went from drowning in recall admin to a clean recall queue every Monday morning, and the hygiene book is full 3 weeks out.

+37%

Recall conversion rate

WhatsApp vs 11% email

+$58k/yr

Recall revenue lift

post-launch

−8h/wk

Admin time on recalls

automated cadence

15 min

Setup

to first auto recall

Dr. Liam O'Sullivan

Owner, Dublin Smile Clinic · 6 chairs · Dublin

We had 1,800 patients who hadn't been in for 12+ months. The AI re-engaged 5.8% of them in 90 days - that's 104 patients back on the recall queue, hygiene book + perio maintenance restored. €72k of revenue retained that would have walked to the practice down the road.

5.8%

Lapsed-patient reactivation

90 days

104

Patients back on recall

from 1,800 dormant

+€72k/yr

Revenue retained

reactivated cohort

100%

Hygiene continuity restored

perio cohort

Dr. Hannah Klein

DDS, Bremen Zahnarztpraxis · 8 chairs · Bremen

Same-day cancellations used to be dead chair time. Now the AI scans the waitlist on cancellation, matches by hygienist + day + treatment type, sends WhatsApp to 1-3 candidates. 71% fill rate. We protect €1,400 a week in operatory revenue that used to evaporate.

71%

Cancellation→waitlist fill rate

same-day

+€1,400/wk

Operatory revenue protected

from saved chairs

<3 min

Fill latency

cancellation to confirmed

8 lang

Auto-detected

German / English / Turkish

Dr. Sofia Reyes

Director, Madrid Dental Studio · 3 chairs · Madrid

Cosmetic enquiries from our Instagram reels used to get lost in the DM queue - patients ghosted before the front desk could call back. The AI captures the lead in chat, qualifies on treatment type + insurance, books the consult, tags Instagram as the source. Veneer + implant consults up 42%, and we finally know which reel is converting.

+42%

Cosmetic consult capture

Instagram-source leads

100%

Lead-source attribution

captured in chat

+€96k/yr

Cosmetic revenue lift

post-launch

<60s

Lead capture latency

vs 4-24h baseline

Dr. Marcus Tanaka

Founder, Tanaka Dental · 10 chairs · São Paulo

Post-op was a black box - we'd see the patient at the 7-day check and find out they'd been in pain for 3 days. The AI runs a structured 24h post-op check-in via WhatsApp, escalates anything flagged to the on-call dentist. Patients feel cared for, we catch complications early, post-op CSAT went from 4.2 to 4.8.

+0.6 pts

Post-op CSAT

4.2 → 4.8

100%

Post-op check-ins delivered

24h after procedure

8

Early complications caught

vs 7-day check baseline

0

PHI-leak incidents

since launch

Dr. Priya Patel

DDS, Riverside Dental · 4 chairs · Austin TX

Recall via email was 11% reply rate. Recall via WhatsApp on the AI is 37%. The AI handles 6-month hygiene + 3-month perio + post-op follow-up cadence on Dentrix, writes outcomes back to the patient record. I went from drowning in recall admin to a clean recall queue every Monday morning, and the hygiene book is full 3 weeks out.

+37%

Recall conversion rate

WhatsApp vs 11% email

+$58k/yr

Recall revenue lift

post-launch

−8h/wk

Admin time on recalls

automated cadence

15 min

Setup

to first auto recall

Dr. Liam O'Sullivan

Owner, Dublin Smile Clinic · 6 chairs · Dublin

We had 1,800 patients who hadn't been in for 12+ months. The AI re-engaged 5.8% of them in 90 days - that's 104 patients back on the recall queue, hygiene book + perio maintenance restored. €72k of revenue retained that would have walked to the practice down the road.

5.8%

Lapsed-patient reactivation

90 days

104

Patients back on recall

from 1,800 dormant

+€72k/yr

Revenue retained

reactivated cohort

100%

Hygiene continuity restored

perio cohort

Dr. Hannah Klein

DDS, Bremen Zahnarztpraxis · 8 chairs · Bremen

Same-day cancellations used to be dead chair time. Now the AI scans the waitlist on cancellation, matches by hygienist + day + treatment type, sends WhatsApp to 1-3 candidates. 71% fill rate. We protect €1,400 a week in operatory revenue that used to evaporate.

71%

Cancellation→waitlist fill rate

same-day

+€1,400/wk

Operatory revenue protected

from saved chairs

<3 min

Fill latency

cancellation to confirmed

8 lang

Auto-detected

German / English / Turkish

Dr. Sofia Reyes

Director, Madrid Dental Studio · 3 chairs · Madrid

Cosmetic enquiries from our Instagram reels used to get lost in the DM queue - patients ghosted before the front desk could call back. The AI captures the lead in chat, qualifies on treatment type + insurance, books the consult, tags Instagram as the source. Veneer + implant consults up 42%, and we finally know which reel is converting.

+42%

Cosmetic consult capture

Instagram-source leads

100%

Lead-source attribution

captured in chat

+€96k/yr

Cosmetic revenue lift

post-launch

<60s

Lead capture latency

vs 4-24h baseline

Dr. Marcus Tanaka

Founder, Tanaka Dental · 10 chairs · São Paulo

Post-op was a black box - we'd see the patient at the 7-day check and find out they'd been in pain for 3 days. The AI runs a structured 24h post-op check-in via WhatsApp, escalates anything flagged to the on-call dentist. Patients feel cared for, we catch complications early, post-op CSAT went from 4.2 to 4.8.

+0.6 pts

Post-op CSAT

4.2 → 4.8

100%

Post-op check-ins delivered

24h after procedure

8

Early complications caught

vs 7-day check baseline

0

PHI-leak incidents

since launch

Ready to put CRM for dental practice to work on your Dentrix or Eaglesoft?

Start a clinical pilot
FAQ

Dental practice questions, answered.

Everything practice managers + owner-dentists ask before switching on CRM for dental practice.

Book a demo for your practice

Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, and Practice-Web hold patient records, treatment plans, recall queue, and operatory schedule. AI CRM is the conversation layer that captures every patient touchpoint across WhatsApp, Instagram, the patient portal, and email - and enriches the patient record with intake context, insurance verification, treatment plan acceptance, and recall outcomes via AI sales automation. The AI never diagnoses, never recommends procedures, never quotes guaranteed clinical pricing, and escalates every clinical question to a practitioner. Paired with the dental practice AI hub for the full conversational surface - and the sibling CRM for medical practice page for the broader healthcare playbook.

Run every recall. Route every insurance. Fill every cancelled chair.

CRM for dental practice - runs natively on Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, Practice-Web via NexHealth / Sesame Communications / Solutionreach. 6-month hygiene + 3-month perio recall on WhatsApp, insurance routes to front-desk, cancellation → waitlist fill in under 3 minutes, cosmetic consults qualified from Instagram + website chat, 24h post-op check-in escalates flagged responses to the on-call dentist. HIPAA BAA / GDPR DPA on Pro and Enterprise plans. Never diagnoses, never recommends procedures, never quotes guaranteed clinical pricing - always escalates clinical questions to a practitioner. Live in 15 minutes.
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