A CRM built for dental practices, that you own
Own a patient CRM outright. Start from a preset for dental practices, then customize recalls, treatment plans, and reactivation to your workflow.
Sound familiar?
- Per-seat patient CRMs get costly as you add chairs and hygienists.
- Generic CRMs ignore six-month recalls and unscheduled treatment.
- Patient records live on a vendor's servers under their terms.
Your Dental practices preset, ready on day one.
Start from a configuration built for dental practices. Customize anything beyond it.
- Patient record types with treatment-plan notes
- Hygiene recall and reactivation task templates
- Pipeline from new patient to scheduled treatment
How it works in practice.
Keep the hygiene recall full
Every completed cleaning queues the next six-month recall so the schedule fills itself.
Follow up on unscheduled treatment
Diagnosed but unbooked treatment becomes a follow-up task until the patient accepts and schedules.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Recall cadence is a template you edit. Set it to three months, six months, or whatever your practice uses.
- No. One-time license covers the whole practice.
Can I set my own recall interval?
Do I pay per operatory or hygienist?
The money is in the recall and the unscheduled treatment
A dental practice doesn't grow by finding new patients so much as by keeping the ones it has on a recall rhythm and following up on treatment that was diagnosed but never booked. Those two motions (the six-month hygiene recall and the unscheduled-treatment follow-up) are exactly what generic, per-seat CRMs ignore. They sell you a contact list and bill you for every hygienist you add.
The Nanobox dental preset starts you with patient records that hold treatment-plan notes, hygiene recall and reactivation templates, and a pipeline from new patient to scheduled treatment. When a cleaning is completed, the next recall is queued automatically, so the front desk isn't reverse-engineering who's due from last year's calendar. When the dentist diagnoses a crown the patient defers, it becomes a follow-up task instead of forgotten revenue.
Lapsed patients drop into a reactivation list you can work in batches between appointments. And because you self-host with full source, patient data sits on infrastructure you control. Recall intervals, treatment categories, and pipeline stages are all editable, and a one-time license covers every chair and hygienist, with no per-seat creep as the practice expands. See pricing or explore the CRM.
Own your dental practices CRM today.
Start from the dental practices preset and customize it to your workflow. One-time price, no per-seat fees.