Sales
Give new enquiries a follow-up owner and a clear next step.
Explore website enquiry capture →Dental CRM for Canada.
Keep unscheduled treatment and patient conversations visible to your team. Oral Connect is a dental CRM and connected back office available to dental practices in Canada, with a confirmed Dentally integration.
Onboarding and support are available in Canada. We’ll confirm your practice’s setup and requirements with you.
From an unscheduled plan to an agreed next step.
A treatment plan is not a booking, and accepted treatment value is not cash collected. Give the administrative team a clear way to review the last conversation, assign follow-up and check the next appointment without replacing the clinical record in your PMS.
Four hubs. One connected follow-up workflow.
Open Treatment
Review unbooked plans and continue the conversation with context.
Explore Open Treatment →Recall
Work from clinician-set due dates and check existing bookings.
Explore Recall →Re-engage
Organise relevant email, WhatsApp and SMS campaigns with patient preferences in view.
Explore Re-engage →Review recall and recare with the right context.
Bring one unscheduled treatment workflow and one recall or recare workflow to your demo. Ask the team to show how they check whether a patient is due, already booked or has asked for a later callback. Keep clinical intervals and communication preferences separate from campaign selection.
Confirm the Dentally records available to your office, the updates that sync and how exceptions are handled. Discuss your onboarding and support needs directly, rather than assuming a particular time zone or service arrangement.
Compare workflows with the dental CRM buyer scorecard →Check the fit for your practice.
Is a dental CRM the same as a PMS?
No. A PMS manages clinical records and practice administration. Oral Connect supports the conversations and follow-up around enquiries, open treatment, recalls and reactivation. Compare responsibilities and existing features so your team avoids duplicate work.
Which practice management system connects to Oral Connect?
Dentally is the confirmed integration. Review the available records, permissions, sync behaviour and exceptions during onboarding. If you use another PMS, ask us to assess your setup before assuming a connection is available.
Does the CRM replace insurance or clinical administration?
No. Keep clinical, insurance and billing requirements with your PMS and relevant providers. Oral Connect is for the follow-up workflow around enquiries and patient relationships; no insurance connection is implied by the Dentally integration.
What should we bring to a demo?
Your PMS name, a description of one follow-up workflow and the outcome your team wants to improve. Use an example with no identifiable patient data. We’ll discuss integration fit, onboarding and support arrangements before you decide.
See the next conversation, not just another contact list.
Walk through your enquiry or patient follow-up process with Oral Connect.
Regional PMS information: Dentally in Canada. This is provider information, not a claim that every local PMS connects to Oral Connect.