Patient Management CRM

Experience the future of dental practice management with Cog Dental's sophisticated Patient Management CRM. Our modern, cloud-based system makes patient relationship management effortless while enhancing the experience for both your team and your patients.

Smart Patient Onboarding

When patients book appointments online, our intelligent system automatically guides them through providing essential information, including medical history. This creates comprehensive patient profiles without burdening your administrative staff with data entry.

Patient Portal Access Made Simple

We've designed patient access with both security and convenience in mind:

• Secure one-time password authentication
• Simple "Sign in with Google" integration
• No apps to download – everything works in any web browser

Your patients can easily:

• View and manage upcoming appointments
• Access their complete appointment history
• Download invoice PDFs for insurance or records
• Update their personal information anytime

Seamless Data Migration & Compliance

Transitioning to a new system shouldn't be painful. Our patient management system features:

• Quick bulk importing from other systems (including Dentally)
• One-click patient data exports to CSV
• Full compliance with data protection regulations

Whether you're switching from another provider or simply need to export data for compliance reasons, we've made the process straightforward and stress-free.

Automated Communication That Builds Relationships

Reduce no-shows and strengthen patient relationships with intelligent communication tools:

• Customizable appointment reminders via email or SMS
• Automated checkup reminders for patients due for regular visits
• Complete communication history for each patient

These automated features not only save your team time but also enhance the patient experience by providing timely, relevant information exactly when it's needed.

Comprehensive Patient Information at Your Fingertips

Access everything you need to know about a patient in one intuitive interface:

• Complete treatment history
• Communication records
• Billing information
• Medical alerts and notes

All information is presented clearly and logically, making it easy to provide personalized care while maintaining clinical efficiency.

The Cog Dental Difference

While many dental practice management systems offer patient CRM features, ours stands apart:

• Modern, intuitive interface that actually feels good to use
• Cloud-based flexibility – access from anywhere, on any device
• No long-term contracts or commitments
• No hidden costs for essential features
• Regular updates based on user feedback

We believe practice management software should work for you, not the other way around.

Ready to Transform Your Patient Management?

Join practices already benefiting from our modern approach to dental practice management. See how Cog Dental can streamline your operations while enhancing the patient experience.