Industry
Dental Clinics
Patient management built around tooth-level treatment charting and two-visit journeys.
In dentistry the work is never a single procedure; it is a plan spread across the whole mouth: an implant on one tooth, a crown on another, a root canal on a third. And many cases need two separate visits months apart. That detail gets lost in a spreadsheet.
The blockers we see most in the field
Nobody agrees on which tooth
Treatment items live in free text, so the consultant, the doctor and the patient discuss different plans.
Second visits are forgotten
A patient due back months later is never reminded and never returns.
Warranty tracking is off the books
Who received a warranty document appears on nobody’s list.
Scattered X-rays
Panoramic images stay in email attachments and chat threads, so the doctor cannot compare them.
The flow with MoonCRM
End-to-end process
These stages ship with MoonCRM and can be renamed to match your own terminology.
- 1
Pre-assessment
Panoramic X-rays and intraoral photos are requested from a WhatsApp template and uploaded to the patient file.
- 2
Tooth-level charting
The planned treatment is marked against each tooth number, so the whole team works from one unambiguous plan.
- 3
First visit
Appointment date and time, doctor, hotel, room type, transfer company and flight details are entered on the visit record.
- 4
Between visits
A reminder covers the healing period and alerts the responsible consultant as the return date approaches.
- 5
Second visit and warranty
The return trip opens as its own visit record, and warranty dispatch and the satisfaction survey are marked in the after-sales section.
Metrics worth tracking
These four numbers give the fastest read on the health of a business in this field.
File completeness
What share of records has the X-rays and photos in place?
Second visit return rate
How many patients come back with a second visit record?
Warranty dispatch rate
What share of completed cases is marked warranty sent?
Contact → sale conversion
How does the closing rate look per consultant?
The modules used most in this field
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
Reporting & Analytics
A per-consultant funnel: contacts, leads with a service assigned, sales and cancellations, each with its conversion rate.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions Can I hold the tooth-level plan in the system?
Yes. The visit record carries a treatment chart where every tooth number gets its own treatment, and the plan stays on the patient record permanently.
How do you track two-visit treatments?
Each visit is its own record with its own appointment, doctor, hotel and flight details, and a reminder covers the healing period in between.
Is it safe to store X-rays in the system?
Files sit behind role-based permissions, and every field change on a patient record is written to the log with its old and new value.
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Bariatric & Metabolic Surgery
For cases that need a complete pre-op file, health notes and years of follow-up.
See MoonCRM for dental clinics
In the demo we walk through the ready-made flow for this field using your own cases.