Nova Dental
Patient follow-ups tracked on paper and in three staff members’ heads. We built a CRM around the clinic’s actual workflow, with reminders that send themselves.
12 hrs
Admin saved weekly
100%
Follow-ups tracked
3 → 1
Systems to check
The problem
Recall appointments depended on someone remembering to check a paper diary. Off-the-shelf dental software existed but modelled a clinic structure this practice did not use.
What we did
- Sat with reception for two days and mapped what actually happens, not what the manual says.
- Built the recall pipeline first and shipped it before adding reporting.
- Automated reminders by SMS, with an audit trail of what was sent and when.
The outcome
Reception stopped spending an afternoon a week reconciling the diary, and no recall now depends on an individual remembering it.
They replaced three spreadsheets and a CRM nobody used with one system our team actually logs into.
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