Appointment & Patient Management Setup

A robust dental ERP system must provide tools for precise patient scheduling and health history tracking:

• Chair Allocation: Configure online booking portals where patients select specific dental services, dentists, and chair availability.
• Patient Dental Charts: Document treatment progress, tooth status maps, periodontal measurements, and oral hygiene history in real-time.
• Clinical Document Vault: Upload and link digital X-rays, dental scans, surgery release forms, and laboratory work orders directly to patient files.

Dental Supplies Inventory Management

Track, control, and replenish expensive clinical materials and supplies with complete accuracy:

• Batch & Expiry Control: Monitor sterile implants, composite resins, dental cements, and anesthetic batches by expiration dates.
• Automatic Reorder Rules: Automatically trigger vendor purchase orders when critical tools, gloves, or dental resins drop below thresholds.
• Usage Log Sync: Sync consumable materials used during dental procedures directly with inventory records to prevent stockouts.

Insurance Billing Workflow

Empower front desk teams, process payments faster, and handle insurance claims with integrated billing tools:

• Itemized Checkout Bills: Generate invoices showing consultation fees, X-ray procedures, scaling, fillings, and co-payment portions.
• Payment Installment Plans: Manage credit terms, treatment package payments, deposit structures, and installment plans for major surgeries.
• Receipt Auto-Emailer: Send transaction receipts, post-treatment instructions, and follow-up appointment invites directly to patients.