Dental clinic software
With 24/7 AI & CRM
A complete platform for patient management and online booking.
The AI replies automatically on WhatsApp and SMS. Leads become booked patients with full automation.
Dental lead automation
From Facebook lead ads to paid online booking, every step runs automatically without manual intervention
Complete dental CRM
Patient Management & Online Booking
A complete platform for dental clinics: patient management, medical records, treatments, billing, and paid online booking with Stripe.
Lead Ads Facebook, Instagram & TikTok
Connect your ad accounts in one click. Leads from every Facebook, Instagram, and TikTok campaign flow into PatientPath in 10-30 seconds through official webhooks.
Under 60 seconds
Instant automated contact
Smart follow-up
8-12 touchpoints over 7 days
Low risk
Cancel anytime with no penalties
From lead to
Booked patient in 3 steps
Our AI system handles the flow automatically. Your team stays focused on treatment.
Lead detected & captured
The patient fills out a form on Facebook, Instagram, Google, or your website
Meta sends the lead through the official webhook in 10-30 seconds. The platform extracts the patient name, phone, email, treatment intent, budget, and urgency, then creates a full CRM profile with the exact source campaign and ad.
AI qualifies & follows up
Google Gemini sends an instant message on the patient’s preferred channel
The AI sends a personalized message within 30 seconds on the patient’s preferred channel. It qualifies treatment type, pain level, budget, preferred date, and urgency, answers common clinic questions, and follows up automatically across WhatsApp, SMS, and email if the patient goes silent.
Automated booking & payment
The AI sends a personalized booking link with live availability
The patient opens the booking portal, sees real-time availability, selects a doctor, date, and time, then pays the deposit through Stripe. The confirmed appointment appears instantly in your clinic calendar with the AI conversation history, treatment intent, budget, and urgency attached.
Complete automation
- Lead scoring recalculated every 30 minutes (5 minutes for urgent cases)
- Workflow automation triggered by lead.created, msg.inbound, booking.status
- Bulk AI processing for 50+ leads in parallel with rate limiting
- Queue system with exponential backoff retries
Analytics & Tracking
- Lead source attribution: know exactly which campaign generates conversions
- Conversion funnel: new → contacted → qualified → scheduled → converted
- ROI per campaign: cost per lead vs revenue per patient
- Response-time metrics from lead creation to first contact
Multi-location & team
- Per-location licensing built for dental groups
- 6 roluri: Admin, Doctor, Coordinator, Receptionist, Assistant, AI
- Automatic lead assignment by location, doctor, and specialty
- Separate calendars per location with distinct availability
Security & compliance
- Multi-tenant isolation with data separated by clinic
- JWT authentication with token refresh and bcrypt hashing
- Webhook signature validation for Meta and Stripe
- HIPAA-ready architecture: audit logs, role-based access
Everything on autopilot
While your team treats patients, PatientPath keeps generating and booking new ones automatically. Enterprise-grade architecture with deep workflow automation built in.
See free live demoMedical records
Built for dentists
This is not a generic CRM. PatientPath is built for dentists, with workflows designed for a modern dental practice.
Complete medical history
HIPAA-readyAllergies, medication, chronic conditions, and prior treatments live in one patient record with a complete history.
Treatment Tracking Dental-Specific
Tooth notationTooth notation, treatment categories, stage tracking from planned to completed, and estimated vs actual costs tailored to dental workflows.
Before/after photos & warranties
Photo storageUpload before-and-after photos for cosmetic treatments and track warranties per treatment for better follow-up and record keeping.
Cost tracking & billing
Revenue insightsTrack estimated vs actual cost per treatment, accept online payments through Stripe, and analyze revenue by patient, doctor, and procedure.
Lead → patient automatically
When a lead books, it automatically becomes a patient. AI conversations, preferences, budget, and urgency all flow into the medical record. No data gets lost.
Choose the level of
automation that fits
your clinic
The complete practice management system is included in every plan. You only pay the fixed subscription plus the real messaging usage billed directly by providers.
Stop paying separately for your practice software.PatientPath is the only platform that includes records, scheduling, and billing directly in the marketing and automation subscription. Same price, double the value. | 🔥 Popular | ||
|---|---|---|---|
| CLINIC MANAGEMENT (PMS) | |||
| Complete medical records (history, treatments, X-rays) | |||
| Calendar & smart scheduling | |||
| Billing & treatment quotations | |||
| Online booking with deposit payment (Stripe) | |||
| MARKETING & LEAD GEN | |||
| Meta lead integration (Facebook / Instagram) | |||
| Automated email marketing | |||
| Website contact widget (lead form) | |||
| Live chat (embedded widget for direct engagement) | |||
| Premium ads connectors (Google / TikTok / Bing) | |||
| Database reactivation (SMS / email campaigns) | |||
| AI & AUTOMATION | |||
| Unified messaging (single inbox) | Manual | Automated | Automated |
| AI receptionist (Gemini) - 24/7 qualification | |||
| WhatsApp automation (instant lead response) | |||
| SMS automation (reminders, confirmations) | |||
| RPA integration (bots for legacy software) | Maintenance included | ||
| SUPPORT & COSTS | |||
| Onboarding & implementation | ✅ Fully assisted | ✅ Fully assisted | ✅ Fully assisted |
| WhatsApp / SMS / AI costs | |||
⚠️ Transparency note: The complete practice management system (PMS) is included in every plan. You only pay the fixed subscription plus the real message usage billed directly by the providers, with no hidden fees.
WhatsApp Automation: The AI contacts the lead instantly after the form is submitted. That is the ideal moment to convert a patient.
Chat Live Widget: Embed a chatbot on your website for direct engagement with visitors. Available only in the Advanced plan.
Fully assisted onboarding: You do not handle anything technical. We manage the full implementation for every client.
CLINIC MANAGEMENT (PMS)
Complete medical records (history, treatments, X-rays)
Calendar & smart scheduling
Billing & treatment quotations
Online booking with deposit payment (Stripe)
MARKETING & LEAD GEN
Meta lead integration (Facebook / Instagram)
Automated email marketing
Website contact widget (lead form)
Live chat (embedded widget for direct engagement)
Premium ads connectors (Google / TikTok / Bing)
Database reactivation (SMS / email campaigns)
AI & AUTOMATION
Unified messaging (single inbox)
Manual
AI receptionist (Gemini) - 24/7 qualification
WhatsApp automation (instant lead response)
SMS automation (reminders, confirmations)
RPA integration (bots for legacy software)
SUPPORT & COSTS
Onboarding & implementation
✅ Fully assisted
WhatsApp / SMS / AI costs
BYOK (Bring Your Own Key)
CLINIC MANAGEMENT (PMS)
Complete medical records (history, treatments, X-rays)
Calendar & smart scheduling
Billing & treatment quotations
Online booking with deposit payment (Stripe)
MARKETING & LEAD GEN
Meta lead integration (Facebook / Instagram)
Automated email marketing
Website contact widget (lead form)
Live chat (embedded widget for direct engagement)
Premium ads connectors (Google / TikTok / Bing)
Database reactivation (SMS / email campaigns)
AI & AUTOMATION
Unified messaging (single inbox)
Automated
AI receptionist (Gemini) - 24/7 qualification
WhatsApp automation (instant lead response)
SMS automation (reminders, confirmations)
RPA integration (bots for legacy software)
SUPPORT & COSTS
Onboarding & implementation
✅ Fully assisted
WhatsApp / SMS / AI costs
BYOK (Bring Your Own Key)
CLINIC MANAGEMENT (PMS)
Complete medical records (history, treatments, X-rays)
Calendar & smart scheduling
Billing & treatment quotations
Online booking with deposit payment (Stripe)
MARKETING & LEAD GEN
Meta lead integration (Facebook / Instagram)
Automated email marketing
Website contact widget (lead form)
Live chat (embedded widget for direct engagement)
Premium ads connectors (Google / TikTok / Bing)
Database reactivation (SMS / email campaigns)
AI & AUTOMATION
Unified messaging (single inbox)
Automated
AI receptionist (Gemini) - 24/7 qualification
WhatsApp automation (instant lead response)
SMS automation (reminders, confirmations)
RPA integration (bots for legacy software)
Maintenance included
SUPPORT & COSTS
Onboarding & implementation
✅ Fully assisted
WhatsApp / SMS / AI costs
* Prices exclude VAT. A 21% VAT rate is added where required under Romanian legislation.
Implementation methods
Choose the integration approach that fits your clinic
OPTION 1: COMPLETE PLATFORM
(All-in-One)
Scenario
You replace the old software and use PatientPath for everything (PMS + Marketing).
Workflow
Lead → Booking → Medical record → Payment (Everything in PatientPath).
Data migration
We import your existing patient database into the new system.
Complex implementation cost*
Applies only to corrupted or non-standard databases.
OPTION 2: API HYBRID
(Modern Integration)
Scenario
You keep your current software if it has an API (for example Dentotal, iSante, 1C, or another modern cloud system).
Workflow
Lead → AI qualification → Automatic transfer into your CRM through API (Dentotal, iSante, 1C, custom).
Data migration
Not required (your data stays in your current system).
Complex implementation cost*
Applies if your API requires custom development.
OPTION 3: LEGACY BRIDGE
(RPA / Bots)
Scenario
You keep the legacy software that does not have an API (for example local-server or older software).
Workflow
Lead → AI qualification → A bot writes the data into your software (human-like automation).
Data migration
Not required (your data stays in your current system).
Complex implementation cost*
Applies if your software interface is unusual or unstable.
💡 Transparency note: Implementation is fully assisted. You do not need to handle anything technical and our team manages the full rollout. We aim to keep this included in the subscription. In rare cases with exceptional technical complexity, such as corrupted databases or closed APIs, a one-time setup fee may apply. Any such cost will be explained and approved before work starts.
Not sure which option is best?
Book a free 15-minute consultation. We will review your current setup together and recommend the best option for your clinic.
WhatsApp / Meta / Google cost FAQ
The system uses the WhatsApp account connected to your Facebook page to communicate directly with the lead or patient.
Why do I pay separately for WhatsApp and AI?
Because we want you to stay in full control and keep the cost as low as possible.
Zero markup
Many agencies bundle these costs into the subscription and mark them up 2-3x. We connect your own accounts directly to the source, without any commercial markup.
Pay only for what you use
If you have fewer leads in a month, you pay less. You are not locked into an artificially expensive bundled plan.
You keep ownership
The WhatsApp account and AI API belong to you. If you leave us, you keep them and can continue using them.
Example monthly costs (estimate)
For an active clinic with ~100 new leads per month:
WhatsApp (Meta)
~€0.07 × 100 leads
✓ 24h of unlimited FREE messages after the template
Most leads convert in under 24h
AI (Google Gemini)
Gemini 2.5 Flash
One of the smartest production models available
~100 AI conversations (500 interactions)
SMS (Twilio)
~€0.07 × 100 SMS
ESTIMATED TOTAL
€14-15
/ month
Paid directly to Meta / Google / Twilio
The Chat Live Widget cost (available in the Advanced plan) is separate from lead qualification when Gemini is enabled. Estimated cost: €1-2/month for ~100 website interactions.
Full transparency
See exactly what you consume in real time. No hidden fees and no billing surprises.
Flexible scaling
Scale when you need to without paying for unused volume. Our infrastructure adapts automatically.
ROI Maxim
By paying only for what you use, you protect ROI and avoid wasted budget.
Dashboard & Analytics
See the real ROI
Know exactly which campaign works, which doctor converts better, and how much revenue each source of leads generates.
Lead Source Attribution
Know exactly where each lead comes from: Facebook Ads, Instagram, Google, website, or referral. Compare cost per lead versus revenue per patient and see the real ROI.
Conversion Funnel
Track every stage from new to converted. See where leads drop off, optimize the funnel, and compare your performance to typical clinic conversion rates.
Revenue Analytics
Analyze revenue by source, doctor, treatment, and location. See the most profitable treatments, seasonal patterns, trends, and pipeline-based forecasts.
Dashboard Analytics
Real-time performance metrics
📊 Export & Rapoarte Personalizate
Export CSV/Excel pentru contabilitate. Rapoarte automate zilnice/săptămânale per email. Dashboard customizabil - vezi doar ce contează pentru tine.
Task Management
For the whole team
Keep doctors, assistants, and front desk staff aligned. Everyone knows what needs to be done, when, and for which patient.
Action center - smart prioritization
High Priority Tasks
Urgent leads due today, missed follow-ups, and patients who have ignored multiple messages. Automatic prioritization based on urgency and patient value.
Today's Dashboard
Today’s appointments, due tasks, scheduled follow-ups, and new leads from the last 24 hours in one place.
Snooze & Reschedule
If a task is not urgent right now, snooze it until tomorrow or any moment you choose. Automatic re-triggering prevents missed follow-up.
Team Assignment
Assign tasks to team members and track who did what and when, without losing accountability.
Today's Action Center
Follow-up implant consultation
Confirm appointment tomorrow 14:30
Send treatment plan + pricing
No response to 3 WhatsApp messages
6 predefined roles - everyone sees what they need
Location-based permissions: Users can be assigned to specific locations. A dentist in Bucharest only sees Bucharest patients, not the ones from Cluj.
Frequently asked questions
Clear answers to the questions most clinic owners ask before switching.
⚙️ Setup & pricing
How long does implementation take?
24-48hFull setup takes 24-48 hours. We connect your Meta account, configure the AI, add doctors and calendars, and help your team through the full rollout. The first automated bookings usually appear the same day.
Are there hidden costs per message or per lead?
TransparentPatientPath does not add hidden costs. The subscription price you see is the final monthly platform price per location, including CRM, calendar, billing, automation, and unlimited leads. WhatsApp, SMS, and AI are billed directly by providers under your own accounts, so you only pay for real usage.
Can I cancel anytime or am I locked into a contract?
No contractIt is a month-to-month subscription with no long-term contract. Cancel anytime without penalties and keep your data exportable after cancellation.
✨ AI & product behavior
What happens if the AI says something wrong?
You control itYou stay in control. Configure what the AI can say about pricing, doctors, specialties, and clinic information. If it detects confusion or a complex case, it escalates to your team and you can always switch to manual mode.
Can I control exactly what the AI says about pricing?
Full controlYes. You can allow exact prices, ranges only, or avoid pricing entirely. You also decide the tone, from formal to friendly, and the AI follows those rules consistently.
Does it work for all dental specialties?
All specialtiesYes. General dentistry, orthodontics, implants, endodontics, surgery, periodontics, pediatric dentistry, and cosmetic treatments all fit the workflow. The AI can learn your clinic-specific terminology as well.
Common questions
Does it integrate with my current CRM or clinic software?
Yes. PatientPath can run as your main CRM or integrate with the existing software through APIs and webhooks. We help configure the right setup during the first 48 hours.
Does PatientPath replace the front desk?
No. It makes the front desk more efficient by automating repetitive tasks like first-response messaging, qualification, and paid online booking, so the team can focus on in-clinic patients and urgent cases.
How does the AI behave when the front desk is offline?
Use a hybrid model. During office hours your team can handle conversations manually. After hours, on weekends, and on holidays, the AI takes over, qualifies patients, offers available slots, and sends a deposit-enabled booking link automatically.
How does it work for groups with multiple locations?
Each location gets its own calendar, doctors, team, and connected ad accounts. Leads are routed automatically to the correct location, while head office still gets a centralized performance view across the group.
Still have questions?
Book a 15-minute conversation with our team. No pressure and no hard sell.
Talk to an expertReady to fill
your calendar?
Our AI responds to patients 24/7 on WhatsApp, SMS, and email.
When do you want to start?