Run your whole dental practice from one workspace: recalls, appointments, treatment plans, reviews, and reactivation in a single connected app you clone and own. No per-chair software fees and no five separate logins — the patients who are due for a cleaning, the treatment plans waiting on a yes, and the reviews you never ask for all live in one place where an AI team works them.
TL;DR: The Dental Practice CRM is a connected app that tracks recalls, appointments, and treatment plans, then texts patients due for a cleaning and asks happy ones for a review. Recall reactivation is the cheapest chair you can fill — no new marketing spend. Build yours free →
What Is a Dental Practice CRM?
A dental practice CRM is one system that holds your patient list, recall schedule, treatment plans, and reviews instead of scattering them across your scheduler, a spreadsheet, and sticky notes. This app keeps every patient's last visit, next recall date, and open treatment plan in one workspace, where an AI agent texts the patients who are overdue and asks satisfied ones for a five-star review.
Per-Chair Software vs a Connected System You Own
Most dental software charges per chair and still leaves recalls and reviews in separate tools. A connected Taskade system keeps the whole front office in one app you clone once and own.
| What you need | Per-chair dental software | Connected Taskade system |
|---|---|---|
| Track recalls | Manual recall list | Projects hold last-visit + next-recall in Table + Calendar views |
| Fill the schedule | Front desk calls one by one | An AI Agent texts overdue patients and books replies |
| Manage treatment plans | Buried in the chart | A Board moves plans from Proposed to Accepted to Done |
| Collect reviews | Nobody asks | Automations text a review link after each visit |
| Own the system | Per-chair monthly fee | Clone-and-own — the app and its agents are yours |
How It Works
- Clone this app and import your patient list into the Table view with last-visit date, next-recall date, and treatment-plan status.
- The AI Agent finds patients overdue for a recall and drafts a friendly reminder text in your practice's voice.
- An automation fires the recall and review texts on a schedule across 100+ integrations.
- Replies log back into each patient's record, and accepted treatment plans move forward in Board view.
- The Dashboard shows recalls booked, treatment plans accepted, and reviews collected this month.
A Connected System, Not a One-Off Tool
This Dental Practice CRM works best beside the rest of your local front office:
- Roll it up into the Local Business RevOps CRM so every patient and booking lands in one dashboard
- Pair it with the Lead Reactivation Tracker to wake up patients who lapsed years ago
- Add the Review & Referral Pipeline so a happy patient becomes a five-star review and a referral
- Build agents on the AI Agents hub and wire workflows on the Automation hub
- Generate a custom version from a prompt or browse local-business apps in the Community Gallery
Frequently Asked Questions
What is a dental recall and why does it matter?
A dental recall is the reminder that brings a patient back for their next cleaning or checkup, usually every six months. It matters because an overdue patient is the cheapest chair to fill — they already trust you and need the visit. This app tracks every recall date and texts patients automatically, so your hygiene schedule stays full without phone tag.
Do I have to replace my dental practice management software?
No. You can run this CRM alongside your existing scheduler and charting software. With 100+ bidirectional integrations, triggers pull appointment and patient events in, and actions push reminders out. Most practices use this app for recalls, reactivation, and reviews — the parts their main software handles poorly — while keeping clinical records where they are.
How does the AI agent help my front desk?
The AI agent reads each patient's last visit and recall date, finds who is overdue, and drafts a reminder text in your practice's voice. It also asks happy patients for reviews and flags accepted treatment plans for scheduling. Your front desk reviews and approves the drafts instead of building a call list from scratch every morning.
Can it ask patients for reviews automatically?
Yes. After a visit, an automation can text the patient a review link timed for when they are most likely to leave a five-star rating. The app tracks who was asked and who left a review, so your reputation grows without anyone remembering to ask. You control the timing and the message before anything sends.
Which views help me run the practice?
All 7 project views are available: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. Most practices run recalls on the Calendar, the patient database in a Table, and treatment plans on a Board — the same data shown the way each task needs it, with no extra setup.
Is patient data kept private?
You control access with 7-tier roles, so your front desk, hygienists, and dentist see only what you choose to share. The workspace is yours, and you decide who can view or edit each project. Always follow your local healthcare privacy rules when storing patient information.
What does it cost to run?
You can start building free, and paid plans begin at $6/month with the popular Pro plan at $16/month. Compared to per-chair dental software fees, one connected app that handles recalls, reviews, and reactivation usually costs far less than the tools it replaces, and you own it.