New-patient appointment
Collect contact details, general appointment type, preferred timing, and approved insurance or payment questions for staff review.
Dental CRM
CRM and Call Intake for Dental Practices
Revenue Sol can support a dental practice's administrative front desk by capturing caller details, appointment requests, general service interest, scheduling preferences, and approved business information. It does not diagnose conditions, provide dental advice, determine urgency, or replace practice-management and clinical systems; those conversations must go to trained staff.
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Supported connections
QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget
Availability and setup requirements vary by plan and provider account.
Calls and inquiries
What dental practices handling administrative patient inquiries need to capture
Start with the customer's actual request, preserve context, and route decisions that require staff expertise.
Existing appointment
Identify the patient and requested change, then route or offer only calendar actions approved by the practice.
Pain or urgent concern
Do not assess symptoms or urgency. Present the practice's approved emergency instruction and transfer or escalate to trained staff.
Intake
Information to collect before the handoff
- Caller name and callback details
- New or existing patient
- General appointment request
- Preferred date and time
- Approved insurance or payment category
- Requested staff callback
Relevant features
The Revenue Sol tools used in this workflow
- Administrative call intake
- Appointment requests
- Confirmation and reminders
- Staff task routing
- Approved FAQ responses
- Conversation records
Example workflow
From first dental inquiry to a closed customer record
1
Capture administrative details
Collect only the information approved for the front-desk workflow.
2
Schedule or escalate
Offer eligible appointment types or route clinical, urgent, and uncertain questions to trained staff.
3
Confirm and remind
Send approved appointment confirmations and reminders through configured channels.
4
Continue with staff
Keep administrative conversation history available to authorized team members for follow-up.
Human handoff
Cases automation should not decide
- Pain, swelling, bleeding, trauma, medication, or symptom questions
- Diagnosis, treatment, risk, or clinical recommendations
- Insurance coverage determinations
- Complaints, consent, privacy, or record requests
Setup requirements
What your team must configure
- Practice-approved greeting and FAQs
- Appointment types and durations
- Clinical escalation instructions
- Front-desk calendars
- Authorized staff routes
- Privacy and retention review by the practice
Verified pricing
Core CRM starts at $99/month
The AI Employee and AI receptionist begin on Professional at $199/month. Growth is $399/month. Annual billing and current limits are listed on the pricing page. Facts last verified September 4, 2026.
FAQ
Frequently asked questions
No. It is limited to approved administrative intake, routing, scheduling, reminders, and communication. Clinical questions require trained dental staff.
This page makes no HIPAA certification claim. A practice must complete its own privacy, security, contracting, and workflow review before using any software with patient information.
It must not triage emergencies. Configure the practice's approved emergency message and immediate staff or emergency-service routing.
No replacement claim is made. Use Revenue Sol for supported CRM and communication workflows and verify integration and record requirements during onboarding.
Keep exploring
Map Revenue Sol to your dental workflow
Use the live demo to review intake, routing, booking, follow-up, billing, and human handoff before choosing a plan.