Oral Connect + Dentally
A dental CRM that goes beyond the first booking. Connect open treatment and recalls with the calls, follow-up and reporting your team needs to act.
See your Dentally workflow in a demoWatch the workflow
Short product animations. Fictional patient records and illustrative figures throughout.
Review open treatment, assign responsibility and record an agreed follow-up.
Explore this workflowUnfinished 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.
From record to next step
Connect open treatment and recalls from Dentally. Confirm the records and sync behaviour for your practice during onboarding.
Use the relevant hub to organise patients whose next appointment or treatment step needs attention.
Your team calls from Oral Connect, with transcripts and AI summaries to support the next follow-up.
Review activity alongside appointments and outcomes. Keep proposed treatment, accepted treatment and collected revenue separate.
Use two-way Dentally sync to work through open courses of treatment. Identify an unbooked next appointment, make contact and keep the next step visible.
Bring due recalls from Dentally into a worklist your team can call or nurture. Give existing patients a clear route back to their next visit.
Manage new enquiries with built-in outbound calling and SMS, email and WhatsApp follow-up triggers. Keep the conversation connected to the patient journey.
Reconnect with suitable patients and previous enquiries who have gone quiet. Plan targeted campaigns around seasonal opportunities and quieter periods.
Built-in outbound calling
Call patients from Oral Connect, keep transcripts and AI summaries with the record, and give the next team member context for the follow-up.
Use conversation records to review enquiry quality, understand objections and coach treatment coordinators. Review campaign and ad-set context where it has been captured, alongside booking and treatment outcomes.
Attribution depends on the source data available. Proposed treatment value, accepted treatment and collected revenue should be interpreted separately.
No. Dentally remains your practice management system. Oral Connect connects the follow-up work around new enquiries, open treatment, recalls and re-engagement.
The integration supports the open-treatment follow-up workflow and brings recalls into Oral Connect. During onboarding we confirm the records, appointment updates, permissions and sync behaviour available for your practice. We do not promise instantaneous updates or every Dentally field.
Your team handles the calls. Transcripts and summaries help retain context; AI-drafted messages can support staff alongside configured SMS, email and WhatsApp follow-up triggers.
Contact us about your country and practice setup. Availability in Ireland, Australia and Canada needs to be confirmed for your regional connection, communications and onboarding requirements.
Bring one open-treatment or recall workflow to your demo. We will show the relevant worklist, calling and follow-up steps and confirm the setup your practice needs.
Take the dental CRM buying checklist into your demo