Feature · Patient CRM
Patient CRM
Every patient in one record — visits, family, insurance, treatment plans, and follow-ups.
Front desk and clinicians share one thread before the next call, with household links that keep dependents together.
Searchable history and benefits context sit on the same chart the dentist opens at chairside.
01 · Deep dive
What this feature actually is
Dental CRM keeps chart context, insurance, and treatment plans on one patient thread.
Household links keep families together without a second card file.
Searchable history is ready before the dentist walks in.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · One patient threadContact, history, and follow-ups together.
- 02 · Household linksDependents without a second card file.
- 03 · Ready for chairHistory before the clinician walks in.
03 · In the clinic
A day with Patient CRM
How front desk, clinicians, and agents touch the same truth.
- 01Front desk pickup
Caller context is already on the record.
- 02Chairside glance
Recent visits and plans without hunting folders.
- 03Follow-up owned
Soft nudges attach to the same patient.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- Visits, dependents, and insurance together
- Treatment-plan thread on the chart
- Searchable history for the next visit
- Less retyping between front desk and clinicians
06 · Why clinics care
Robust, reliable, and in the same OS
- One threadNo spreadsheet stack for the next visit.
- Family-awareHousehold links for dependents.
- Insurance nearbyBenefits context sits on the same record.
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