GuardenerAI for dental practices is a CRM that sits beside your practice management system. It tracks new-patient enquiries, referrals from other dentists, treatment plans waiting on a yes, recall campaigns and invoices in one place. It is for practices that want more booked chairs without a front desk that lives in spreadsheets.
Your practice management system runs the chart and the appointment book. The growth side of the practice (enquiries, referring dentists, treatment plans that never got accepted, patients overdue for a recall) usually lives in the front desk’s memory. GuardenerAI gives that half a proper home.
Website enquiries land as leads with their campaign source. The front desk works them through New, Contacted and Qualified, and converts a lead into a person and an opportunity for the treatment once they book.
Each presented plan is an opportunity with its value and stage, so the board shows every plan still waiting on a decision and who owns the follow-up call.
The Healthcare Providers template adds NPI, specialty and credentials to persons and companies, so referring dentists and specialist practices are real records with their details on them.
Each week, add the patients your practice system says are due to a static Recall segment. A marketing journey sends the reminder by email, SMS or WhatsApp to those who have consented, then waits and sends a second nudge. Booking links let them pick a slot with the right person.
Start from the Healthcare Providers starter template in Settings, then adjust anything. Everything a template adds stays editable.
For referring dentists and specialists, so the people who send you patients are searchable by specialty and state.
For referring practices and partner clinics.
Patients as contacts, with consent kept per channel. The recall schedule and clinical detail stay in your clinical system.
Every new-patient enquiry, from the website form or the phone, before it becomes a patient record.
One per treatment plan presented: implants, aligners, cosmetic work.
A custom object you create to see which referrers send which patients, and how many go on to treatment.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
GuardenerAI is a CRM, not a dental practice management system or a clinical record: it holds enquiries, referrals, plans and the money, and your clinical software keeps the chart. Data is encrypted, audit-logged and isolated per practice, with default-deny roles. HIPAA and BAA support are on our roadmap, not yet delivered, and our terms do not allow storing regulated health data without a written agreement.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for healthcare practices, therapy and counselling and veterinary clinics. See every industry.
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