Dental CRM: more patient conversations, less data entry

Dental CRM: more patient conversations, less data entry

DenGro explains why harnessing the power of a dental CRM for patient management boosts practice performance and growth.

Let’s consider the flow of inbound treatment enquiries into a dental practice that is not using a CRM.

There are numerous sources from which these enquiries originate. This means considerable time is spent each day logging in to several different accounts as well as scrolling through the practice’s inbox to find, qualify and manage each enquiry.

This is time-consuming, manual and carries a significant risk of enquiries being missed, acknowledged too late or forgotten later on. Then, when a prospective patient wants to book a consultation, creating that new patient record in your patient management system (PMS) has to be done manually, this is another data entry task open to human error.

Practice teams are busy with many other day to day responsibilities so having to remember and then do all this is inefficient at best. It is also makes any tracking and reporting laborious and quickly out of date.

If your practice is generating a flow of online enquiries, it makes good business sense to use a CRM to fill the void between your lead generation activities and your practice management software.

Benefits of a CRM

  • Integrations with social media platforms, chatbots and website forms ensures that all online enquiries are automatically pulled into one place
  • Emails and SMS messages are automatically sent to acknowledge every enquiry and to follow up with treatment specific information
  • A profile of every prospective patient is automatically created and updated as contact is attempted and then established
  • Automated alerts inform your team when to make contact for the first time and for follow-ups, appt requests and missed calls
  • Routine, repetitive and predictable tasks are automated
  • Integrations with practice management software means that patient records and appointments can be created and updated via the CRM and synced across both systems
  • By managing enquiries all in one system, reporting becomes accurate and insightful
    • Know where leads are coming from (is the marketing budget delivering a return?)
    • Know how your team is performing (how quickly are enquiries followed up?)
    • Know the status of every treatment enquiry (end to end visibility)
    • Know your conversion rate and expected revenue.

Why does any of this matter?

When it comes to prospective patients (that you’ve spent your marketing budget to attract), isn’t it best to ensure your team is empowered to initiate and maintain rewarding conversations with new and existing patients interested in private treatment? 

By implementing DenGro CRM into your practice you will be ensuring that your most valuable resource, the team, is free to get on with the things that deliver value back into the business.

DenGro is the market leading dental specific CRM proven to increase practice efficiency, team performance and revenue.

  • Automates the manual, routine, repetitive tasks in your workflow
  • Integrates with other software solutions in your tech stack, eg Meta, EXACT, Dentally, SfD, Aerona, Mediahawk, Calendly and many more
  • Hold multichannel one-to-one conversations with patients without leaving the CRM
  • Provides instant up to date view of key performance metrics and trends
  • Easy set-up, easy to use, no contractual tie-in.

Want to find out more?

Please head to DenGro’s website and book a discovery call or demo or both!

This article is sponsored by DenGro.

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