Oral Connect

Dental CRM for the whole patient journey

Follow up open treatment. Bring patients back for recalls. Dentally-connected worklists, built-in calling and clear reporting.

Open Treatment HubRecall Hub

From disconnected systems…

to one platform.

Search patients by nameStart Session
Thursday 13 August

Today’s follow-ups

Next upJamie TaylorCrown · Next visit unbookedAsked for a call today
Call now

Keep treatment moving.

7 more today
  • Ruth AdamsBridge · Arrange visitToday
  • Sam PatelImplant · Follow-up dueToday
  • Nadia HussainVeneers · Quote sentTomorrow
Thursday 13 August

Today’s follow-ups

Next upJamie TaylorCrown · Next visit unbookedAsked for a call today
Call now

Keep treatment moving.

7 more today
  • Ruth AdamsBridge · Arrange visitToday
  • Sam PatelImplant · Follow-up dueToday
  • Nadia HussainVeneers · Quote sentTomorrow

Calls, WhatsApp, SMS and email in one workspace, connected to your practice management system.

From disconnected systems…

Instagram · New enquiryAlex Morgan · Implants
Website formPriya Shah · Invisalign
WhatsApp · Jamie Taylor“Could you call me on Thursday?”
SMS · Sam Patel“Can I move my check-up?”
PhoneMissed call · 07700 900418
Email · Nadia HussainRe: your veneers quote
Follow-ups.xlsxJamie Taylor · Call back Thursday
Practice management systemEllis Morgan · Recall overdue

to one platform.

Thursday 13 August

Today’s follow-ups

Next upJamie TaylorCrown · Next visit unbookedAsked for a call today
Call now

Keep treatment moving.

7 more today
  • Ruth AdamsBridge · Arrange visitToday
  • Sam PatelImplant · Follow-up dueToday
  • Nadia HussainVeneers · Quote sentTomorrow

Calls, WhatsApp, SMS and email in one workspace, connected to your practice management system.

Calls, WhatsApp, SMS and email in one workspace, connected to your practice management system.

Built around the practice owner

Make more of the opportunities you have already earned.

A new enquiry is only the beginning. Patients with open treatment plans and overdue recalls need a clear next step too. Oral Connect connects that work with your Dentally records, so your team can act.

Calculate your opportunity Explore the Dentally integration

Illustrative workflow

Open treatment in Dentally
A clear worklist. A useful conversation.
Track the next appointment and outcome

Keep proposed treatment, bookings and collected revenue distinct when reviewing performance.

Beyond the first booking.Four hubs. One connected practice.

Choose the workflow your team needs. Explore the next action, then see it in a demo.

Illustrative patient records. These examples are not customer results.

Built for the next conversation.

01Built-in autodial

Keep your team talking.

Start a session and Oral Connect dials patients one by one. Your team speaks to the patient, records the outcome and moves on to the next call.

02One patient record

Pick up where the last conversation ended.

Keep calls, WhatsApp, SMS and email together, with transcripts and AI summaries ready for the next conversation.

03Connected booking

Book appointments. Right here.

Book directly from Oral Connect into your connected practice management system, or set a callback reminder while you speak.

Attendance syncs back and moves the patient into follow-up.

Keep follow‑up moving. Even between calls.

Acknowledge new enquiries automatically. Schedule WhatsApp, SMS and email follow‑ups ahead of time, drafted by AI from each patient’s history.

See what your follow-up delivers.

See what your follow-up delivers.

Team activity. Patient progress. Treatment value.

Sales Hub

Who still needs a call?

7 enquiries not yet called

  • 14 min to first call
  • 61% of calls answered
  • 31 of 52 enquiries booked

Open Treatment Hub

Where is treatment waiting?

9 patients awaiting a decision

  • £28,800 potential treatment value
  • 6 days average to decision
  • 12 of 24 converted

Recall Hub

Who’s due back?

12 patients due, not yet contacted

  • 46 of 64 booked back
  • 38 reached by phone 14 messages left

Follow the spend.See the outcome.

£12,000in confirmed treatment

Watch the workflow

Less explaining. More seeing.

Short product animations. Fictional patient records and illustrative figures throughout.

Give unfinished treatment a next step

Review open treatment, assign responsibility and record an agreed follow-up.

Explore this workflow
Text version

Unfinished treatment, back in motion. Every open plan, in one worklist. Assign it. Record the next step. See this workflow for your practice.

Illustrations explain the workflow; they are not recordings of live patient activity or evidence of results. Source availability and Dentally sync scope are confirmed during onboarding. Proposed or accepted treatment value is not collected revenue.

See the workflow. Ask the practical questions.

Four steps to get started.

Start with open treatment or recalls. See how your team can review the context, have the conversation and follow the outcome.

What should we check before connecting?

  1. Choose one workflow

    Bring an open-treatment or recall follow-up problem to your demo. Keep patient details out of the enquiry form.

  2. Confirm your Dentally connection

    Review supported records, appointment updates, permissions and sync behaviour for your practice. Other PMS connections must be confirmed separately.

  3. Agree how the team will work

    Confirm ownership, calling setup and suitable follow-up triggers. Your team handles calls and reviews AI-drafted messages.

  4. Measure a defined starting group

    Compare the same patients over a stated period. Track bookings, attendance and collected payments separately.

Explore the Dentally connection

See every opportunity. Miss none.

Keep enquiries, open treatment and recalls in view. Use the calculator to explore how extra attended visits could cover your chosen plan.

Everything, in every plan.

Twelve tools in one platform, whichever plan you choose.

Every patient, organised

  • Complete CRMEvery lead and patient on one record, with their full history.
  • Four patient hubsSales, Open Treatment, Recall and Re-engage, each with a clear next step.
  • Website chatbotCaptures new enquiries from your website, day and night.

Every conversation

  • Calling and autodialCall from the platform, or let a session dial one by one.
  • WhatsApp, SMS and emailSent from the platform, every reply on the patient’s record.
  • Call transcriptsEvery call kept as text on the patient’s record.

Every step, AI-assisted

  • Scoring and categorisationEvery enquiry scored by quality and sorted by treatment.
  • Conversation summariesEvery call and message summarised on the record.
  • Drafted follow-upsPersonalised messages drafted from each patient’s history.

Every result, in view

  • Team performance reportingCalls, bookings and conversions for every team member.
  • Marketing and ad reportingConnect captured campaign sources with patient outcomes.
  • Practice management syncBookings, treatment plans and recalls kept in sync.

Need more minutes or SMS? Top up, add a bundle or pay as you go. WhatsApp charges are paid separately by your practice.

A 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.

Your team handles the calls. 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.

Starter and Growth include the same core tools, with different calling and SMS allowances. Custom packages are tailored to groups and larger teams. If you need more minutes or SMS, you can top up, add a bundle or pay as you go. Prices shown include VAT, and WhatsApp charges are paid separately by your practice.

See Oral Connect in action.

Walk through open treatment, recalls, built-in calling and reporting. See how your team can put the next opportunity into action.

See Oral Connect in action

Choose a time for your practice’s demo.

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