Automation

Dental clinic automation and workflow rules

When an appointment is booked, a message goes out. When an invoice is raised, a payment link follows. When a lab case changes state, the right person gets a task. Set the rule once and the clinic stops depending on anyone remembering.

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New appointmentBooking confirmation with time, room and location

24 h beforeReminder with a one-tap confirm or reschedule

New invoiceInvoice link and balance, payable online

New prescriptionPrescription sent straight to the patient

After the visitFeedback request and aftercare instructions

6 months laterRecall for the next check-up

Messages triggered by what actually happens

Automation here is tied to real events in the clinic — a booking, a completed procedure, an invoice, a missed appointment — rather than to a calendar of blasts. That is what keeps the messages relevant enough that patients read them.

New appointment: confirmation with time, room and location
24 hours before: reminder with one-tap confirm or reschedule
New invoice: link and balance, payable online
New prescription: sent straight to the patient
After the visit: aftercare instructions and a feedback request
Six months on: recall for the next check-up

Automated appointment reminders in Dentolize, sent on a schedule the clinic sets rather than by hand

Tasks that route themselves to the right person

Not every automation is a message. A lab case going overdue, a claim being rejected or a stock item hitting its reorder level can raise a task for whoever owns that area.

Task assignment on events, to a person or a role
Due dates and escalation when nothing happens
Notifications in-app and as a push to the mobile app
A board showing what is open, by team member

The notification centre in the Dentolize app, alerting staff the moment a booking, payment or task lands

Rules you can see and change

Automation is only useful if you can tell what it is doing. Every rule is listed, can be switched off, and shows what it has sent, so there are no messages going out that nobody in the clinic knows about.

A list of every active rule, per branch
Templates in Arabic and English
Every message logged against the patient file
Quiet hours, so nothing goes out at 2am

Post-treatment instruction templates in Dentolize on desktop, sent automatically after root canals, extractions and surgery

What automation replaces

The routine work in a clinic is not hard. It is just constant, and it is the first thing to slip on a busy day.

Front desk

Confirmations, reminders and recalls that used to be typed out one at a time.

Practice managers

Follow-up on overdue lab cases, rejected claims and low stock, raised as tasks rather than noticed by accident.

Owners

Fewer no-shows and faster collection, because the chasing happens whether or not anyone had time.

Doing it by hand versus rules

Every clinic intends to send reminders. Most send them on the quiet days.

Doing it by hand

Reminders sent when there is time
Recalls that depend on memory
Overdue lab cases noticed late
Payment chased weeks later
No record of what was sent

With Dentolize

Reminders sent before every appointment
Recalls scheduled from the last visit
Tasks raised the moment a case goes overdue
Payment link sent with the invoice
Every message logged on the patient file

Free tools

Try it free

Runs in your browser, no sign-up, and nothing about your patients leaves it.

Free

Dental recall card

Check-up and cleaning reminder cards, ten to a sheet, with the date the patient is due back.

Open the tool

Free download

Start with a ready file

No sign-up and no form: the file downloads directly.

Excel

Dental recall list

Patients due for check-ups, cleanings and perio maintenance, the calls made, who booked, and the overdue call list.

Download free

Questions

Automation — frequently asked

What can be automated in Dentolize?

Appointment confirmations and reminders, invoice and payment links, prescriptions, aftercare and feedback requests, recalls, birthday messages, and task assignment on events like an overdue lab case or a rejected insurance claim.

Do automated messages go out over WhatsApp?

Yes, through the official WhatsApp Business API, and SMS is available as a fallback where a patient has no WhatsApp.

Can I edit the message templates?

Yes, in Arabic and English, per branch. Templates that go over WhatsApp follow the approval process the Business API requires.

Will patients be messaged at night?

Not unless you want them to be. Quiet hours hold messages until the morning.

Can I see what has been sent?

Yes. Every automated message is logged against the patient file with its time and delivery status, and each rule shows what it has triggered.

Keep going

See Automation on your own clinic

Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.

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