Stop treating a $15K cosmetic case like a $200 cleaning
Your front desk handles 60-80 new patient inquiries per month. Without dental CRM software, every inquiry gets the same treatment — first-come, first-served. TriageCRM is the CRM for dental clinics that automatically scores and prioritizes inquiries so cosmetic cases, implant consults, and physician referrals get the fast response they deserve.
How TriageCRM works for dental practices
Separate cosmetic from routine
Triage rules detect service type from inquiry details and automatically prioritize cosmetic cases (veneers, implants, full-mouth reconstruction, smile makeovers) over routine cleanings and exams. Your cosmetic coordinator gets notified immediately.
Route by service type
Cosmetic inquiries go to your cosmetic coordinator. Implant consults go to your implant team. Routine new patients get distributed via round-robin across your front desk. Each inquiry type follows the right workflow.
Track front desk response times
Know exactly how long each inquiry sits before your team responds. Hold staff accountable with response time dashboards. The first practice to call back wins the patient — especially for cosmetic cases where patients comparison-shop.
Triage rules for dental practices
Example rules a dental practice would configure:
- Cosmetic cases: IF serviceType = COSMETIC AND estimatedValue > $5,000 → priority HIGH, assign to cosmetic coordinator
- Implant consults: IF serviceType = IMPLANTS → priority HIGH, tag "Implant Consult", assign to implant team
- Physician referrals: IF source = PHYSICIAN_REFERRAL → priority CRITICAL, alert office manager
- Routine patients: Default → round-robin across front desk team
IF
serviceType EQUALS COSMETIC
estimatedValue GREATER_THAN 5000
THEN
Set priority to HIGH
Add tag Cosmetic Consult
Assign to Cosmetic Coordinator
Dental practice CRM questions
What is the best CRM for a dental practice?
For practices that want to automatically prioritize and route new patient inquiries by service type and value, TriageCRM is purpose-built for this workflow. It separates high-value cosmetic cases from routine cleanings and routes each to the right coordinator.
How do dental practices manage new patient inquiries?
Most dental practices rely on the front desk to manually sort inquiries. TriageCRM automates this by scoring each inquiry based on service type, referral source, and completeness, then routing to the appropriate coordinator.
How does TriageCRM help prioritize cosmetic dental cases?
Triage rules detect cosmetic service requests and automatically set them to HIGH priority, tag them as cosmetic consults, and route them to your cosmetic coordinator for same-day callback. Learn more about prioritizing patient inquiries.
Can TriageCRM track dental marketing ROI?
Yes. TriageCRM tracks referral source for every inquiry and lets you see which marketing channels produce the highest-value patients. Read our guide on healthcare marketing ROI tracking.
How much does a dental CRM cost?
TriageCRM starts at $0/month for small practices. The Professional plan is $29/user/month with unlimited inquiries and triage rules. See our pricing page.
Ready to triage your dental practice's patient inquiries?
Never miss a high-value cosmetic case again.
Get Started Free