Step 1
Agree the starting point
Choose the work your team needs to organise first and confirm the supported setup.
Dental CRM software for the work between appointments
Turn patient follow-up into a clear next step.
Bring enquiries, unfinished treatment, recalls and patient conversations into one workspace, so your team can see who needs attention and follow through.
White-glove onboarding for every practice. Quarterly reviews to help your team get more from it.
We help you agree the setup, learn the workflows and build them into your team’s working day.
For independent practices and multi-site groups.
Customer story
How Complete Smiles uses Oral Connect
Tom Dixon, Group Managing Director at Complete Smiles, reviews his experience of using Oral Connect.
- Following a Google or Meta enquiry through to the clinic.
- Calling patients from a laptop using VoIP.
- Seeing who made calls and team activity across practices.
49 seconds · English captions built into the video
Oral Connect was built outside Complete Smiles. Sharmali is Dr Malavi’s sister; she is not a dentist and is not involved in the clinic.
Read Tom’s story transcript
Visual introduction: Tom Dixon sits at a desk in a Complete Smiles practice and speaks to camera. He is identified on screen as Group Managing Director.
Tom: “The Oral Connect software that we’ve introduced is honestly truly revolutionary and enables you to track the patient all the way from a Google, Meta lead all the way through to their journey in the clinic.
Oral Connect allows you to start a session and call the patient using VoIP straight from your laptop. From my perspective as group managing director, Oral Connect gives me visibility.
Oral Connect tracks and provides visibility of how many phone calls were made, who made them and how successful they were. When you’re managing multiple practices, what you need is a clear picture, and Oral Connect does, and it does that in a way that I have genuinely not seen in the industry.
I really would advise you to book a demo with Oral Connect. It’s truly industry leading, and it’s a software I have not experienced before.”
Closing screen: Oral Connect. “Connect your back office. Follow every opportunity.” “Book a demo.” oralconnect.co.uk.
One opportunity. A shared next step.
A treatment plan is waiting. What happens next?
Help your team move from an unbooked next step to a clear conversation and an agreed action.
Explore open-treatment follow-upIllustrative workflow with fictional records and amounts, not customer results. Available records, appointment actions and integrations depend on your agreed setup.
- Step 1
Find the follow-up
Review open Dentally treatment with an unbooked next step.
- Step 2
Give it an owner
Assign the follow-up so your team knows who is taking it forward.
- Step 3
Make the call
Speak with the patient from Oral Connect, with the available history in view.
- Step 4
Record what comes next
Book an appointment or arrange a callback, and keep the outcome with the conversation.
See how the work fits together.
Illustrative animation with fictional records and outcomes.
Explore the connected workspace, then choose the workflow that matters most to your practice.
Sales · Open Treatment · Recall · Re-engage
One connected workspace.Read the animation text version
Sales, Open Treatment, Recall and Re-engage come together in Oral Connect. A shared inbox keeps conversations in one workspace. Your team can follow an enquiry, unfinished treatment or a due recall through the next conversation and agreed action.
The shared inbox supports the four hubs; it is not a separate revenue hub.
Explore individual workflow films and their text versionsFour workflows. One back office.
Four places to focus your team’s attention.
For independent practices and multi-site groups. Connect the next action across the patient journey, with built-in calling and a shared view of progress.
Sales
Give every enquiry a next step.
Capture website enquiries with the web bot, then bring new enquiries and existing follow-ups into one worklist. Call from Oral Connect and keep the conversation in context.
Attend a free demo, and we’ll set up and integrate the web bot on your dental website at no cost.
Explore website enquiries and follow-upOpen Treatment
Keep agreed treatment moving.
Use Dentally-connected worklists to find open treatment with an unbooked next step, then organise the right follow-up.
Explore open treatmentRecall
Bring patients back for continuing care.
Work through due recalls with clear calling and nurture lists, keeping patient preferences and current status in view.
Explore recallsEngage Hub
Reconnect with relationships already earned.
Follow up suitable quiet patients and enquiries with relevant campaigns, rather than relying only on a fresh stream of leads.
Explore re-engagement
Owner visibility across the whole journey.
See activity, bookings, attendance and treatment outcomes together. Keep proposed and accepted treatment value distinct from collected revenue; source attribution depends on the identifiers captured.
Explore reporting and attributionCustomer story · Four-practice private dental group, UK
£650kApril–September 2026
Treatment accepted by new patients in six months.
Reported accepted treatment value, not cash collected.
Read the full case studyKnow the next step.
Dental CRM with Dentally-connected worklists and built-in calling.
Keep the conversation together.
Bring calls, WhatsApp, SMS and email into one workspace, connected to your practice management system.
Private dental clinic
At least
£30,500
Collected in one month.
Five patients converted
£5,000 treatment plan
Opportunity
A plan from 2024. An opportunity in 2026.
Private dental clinic reports five patients converted and at least £30,500 collected during the month after using Oral Connect, including £5,000 within the first 10 days.
The practice reports that the £5,000 treatment plan dated from 2024.
Is this happening in your practice?
Can your team see who has called, what was discussed and when to follow up again?
See how open-treatment follow-up works →Setup is the beginning.
Help your team put it to work.
A new platform needs to fit the people using it. Every practice receives white-glove onboarding, with guidance on your setup and workflows, followed by quarterly customer-success reviews.
See how to get startedStep 2
Build confidence in the workflow
Learn where to find the next action, how to record an outcome and who takes responsibility.
Step 3
Review and improve
Use quarterly reviews to discuss adoption, answer questions and identify more ways to use the platform.
Your team leads the conversation.
People
Your team
Handles patient conversations, treatment follow-up and clinical questions, and agrees the next action.
Explore built-in callingSupport
AI assistance
Helps retain context with summaries and prepares draft follow-ups for your team to review and send.
Separate service
AI Check-In
Routine next-day appointment-confirmation calls, with scope and practice rules agreed during setup.
Explore AI Check-InA few things you might be wondering.
Sales handles new enquiries. Open Treatment helps your team work through open courses of treatment with two-way Dentally sync. Recall brings due patients into a calling and follow-up worklist. Re-engage supports targeted campaigns for suitable patients and enquiries who have gone quiet.
No. Oral Connect works alongside your practice management system, bringing enquiries, patient communications and follow-up into one workspace.
Oral Connect integrates with Dentally for open-treatment and recall workflows. During your demo and onboarding, we confirm supported records, appointment updates, permissions and sync behaviour for your practice. Other PMS integrations must be confirmed separately; do not assume they are available.
Oral Connect’s AI scores every enquiry by quality, sorts it by treatment interest, summarises every message and call on the patient’s record, and drafts personalised follow-ups from that history. Your team reviews them and sends.
AI Check-In makes routine next-day appointment-confirmation calls. Your team handles sales conversations, treatment follow-up and clinical questions. For staff-led calling, start a calling session and Oral Connect dials patients one by one. SMS, email and WhatsApp follow-up triggers support the workflow; your team reviews AI-drafted messages before sending.
Yes. Your team can book appointments from Oral Connect during the conversation, or set a callback reminder instead.
No. You keep your existing phone system for incoming calls. Oral Connect handles outbound calling from the platform, and we’ll go through how it fits your current setup during your demo.
The proposed new-customer packages are Starter at £99 a month for Sales and WebBot, and Growth at £249 a month for Sales, Open Treatment, Recall, Re-engage and WebBot. Platform prices include VAT. We confirm package availability before subscription. Calling and SMS allowances differ, extra usage may cost more, and WhatsApp charges are separate. Custom packages are tailored to groups. AI Check-In appointment confirmation is a separate live service, not included automatically.
Bring one follow-up challenge to your demo.
We will walk through the relevant workflow and discuss how it could fit your practice.