Dental Patient CRM
Dental New Patient CRM with Lead Source Cost. Follow every new patient inquiry to accepted treatment and see which lead source pays. Free to clone.
Dental Patient CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Smile Desk and Smile. Its automations include Score each new first visit request, Friday cost per accepted patient email and First visit booked reminder draft.
by @john
What you can do with Dental Patient CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Dental Patient CRM works
- Score each new first visit request: when a new first visit request arrives, then Score how quickly this request needs a call and Save the score and note on the request.
- Friday cost per accepted patient email: when Every Friday at 4 PM, then Work out this month's cost per accepted patient and Email the owner the cost table.
- First visit booked reminder draft: when a patient is set First visit booked, then Smile drafts the reminder and Post the reminder draft on the patient.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Smile Desk, Smile
- Automations: Score each new first visit request, Friday cost per accepted patient email, First visit booked reminder draft
- Workspace: 6 projects, 2 AI agents, 4 automations