Dental clinic CRM · Treatment planning

Treatment plan in minutes, quote in with one click, patient on track.

Dental clinic software, dentist software and CRM on one platform: tooth chart, treatment plan, quote, appointments and patient messages.

Click the tooth, pick the procedure; let the plan be calculated item by item. When the plan is saved, the patient's quote is prepared, and the appointment and WhatsApp reminder run from the same place. A patient who writes “Can I get a price?” doesn't get lost in a pile of messages.

FDI chart32 permanent teeth · primary teeth · sinus lift
Plan → quoteThe quote is created automatically when you save
3 buttonsI'm coming · Cancel · Another time
Treatment planning

Mert Ç. Patient record · Dr. Emre

Click again with the same procedure and the tooth is removed from the plan. Each tooth holds one procedure.

Treatment plan
Subtotal
Discount %
Grand total
Real screenshot

This is what the treatment planning screen looks like

Not a mockup; it is the very screen you use in the dashboard.

Treatment planning — ÖzgürKod
ÖzgürKod dental clinic treatment planning screen: teeth marked with implants and sinus lifts on the tooth chart, and a line-by-line treatment plan with the grand total in the right panel

Permanent and primary teeth

32 permanent teeth with FDI numbering, primary teeth view and right/left sinus lift; the tooth image changes with the selected procedure.

Your own price list

Procedures are grouped into categories, prices are kept in currency columns, and they can be defined per dentist.

Discount and bone graft

Subtotal, percentage discount and grand total are calculated together with the plan; a bone graft is added with one click.

Plan history

Stored with a plan number (DTP-…); who created it and who updated it is on record. All plans in one list.

From plan to payment collection

The patient who asks “Can I get a price?” stays in follow-up until treatment

Plan, quote, payment and appointment on the same patient record. See at a glance which quote is pending and who paid a deposit.

The whole journey on one record

  • Quote on plan save: a quote is created or updated for the same patient.
  • Quote status: In preparation, Sent, Approved, Rejected, Revised.
  • Printable PDF: logo, tooth chart, line items and signature fields.
  • Payments: deposit, interim payment and balance; receipt attachment and payment promise reminder.
  • Tab on the patient record: treatment plans, appointments and conversations side by side.
Remind

No-shows shouldn't quietly slip away

The reminder goes out automatically, and the customer's reply is applied to the calendar automatically. No one has to call around one by one.

It goes out via WhatsApp the amount of time before the appointment that you choose; if WhatsApp fails, by email. You can say “no reminder” for a single appointment. Sending is done under your business name and from your own number.

“I'm coming” confirms, “Cancel it” frees up the time slot, “Another time” lists the times that suit the customer and moves the appointment to the chosen one. Every reply lands as a notification for your team.

If you like, an approval message also goes out for a new appointment and a change message for a move. The change message waits 5 minutes: if you have taken the move back, the customer doesn't get a message for nothing.

For every send: sent, delivered, read or not delivered. A message that doesn't arrive is retried once over the backup channel.

Write your text; the variables are converted to Meta format and submitted for approval in the “Notification” category. If it contains promotional wording, you're warned before Meta rejects it.

Today
Hi Selin, this is a reminder of your appointment on October 2 at 15:00. See you — Mavi Diş09:00
Hi Selin, this is a reminder of your appointment on October 2 at 15:00. — Mavi Diş09:00
Another time09:12
Pick the time that suits you:09:12
Your appointment has been updated to October 2 at 17:30. See you!09:13
Selin K. → moved to October 3 at 16:00 notified in 5 min
Hi Selin, your appointment has been updated to October 3 at 16:00. If that doesn't suit you, please write to us — Mavi Diş14:05
Recent sends
14:02Reminder · Selin K. Read
13:40Confirmation · Mert Ç. Delivered
12:15Change · Elif T. Sent
11:30Reminder · Kaan Y. Not delivered · Backup: email
Reminder template Approved
Hi {musteri_adi}, this is a reminder of your appointment on {tarih} at {saat}. See you — {isletme}
As it will appear on MetaHi {{1}}, this is a reminder of your appointment on {{2}} {{3}}. See you then — {{4}}
Category: Utility I'm coming · Cancel · Another time
Why

Keep treatment plans out of Excel and patients out of WhatsApp

A paper plan, a separate quote file and conversations left on the phone; no one knows where the patient stands.

Paper and ExcelGeneric CRMÖzgürKod
Treatment planDrawn and totaled by handNo tooth chartClick a tooth on the chart and the plan adds up on its own
QuoteWritten separatelyIndependent of the planCreated when the plan is saved, status tracked
Patient messagesScattered across phonesUsually an add-on moduleWhatsApp, Instagram and web in one inbox
Appointment reminderCalls one by oneRequires setupAutomatic; the patient’s reply updates the calendar
Payment trackingSeparate ledgerNot linked to the quoteDeposit and balance tied to the quote
Language and pricing—Usually $ pricing, English supportTL pricing, local support in Turkish
Clinic CRM

From patient lead to follow-up appointment

The first message from an ad, the examination, the plan, the quote, payment and the follow-up all in one system. You don’t need to make your team install a second app.

Try free for 7 days

One unified inboxWhatsApp, Instagram DMs and comments, Messenger and website chat; “Create appointment” right next to the message asking for one.

Patient leadsLeads from Meta ad forms land in the record with their source; a lead past its follow-up date is flagged.

Time for a check-upThe usual visit interval of regular patients is calculated; those overdue are listed with a ready message.

Dentists and permissionsAppointments are assigned to dentists; if you want, each dentist sees only their own patients.

For dental clinics

Starts at 2.500 ₺ / month

7-day free trial · No setup fee · Upgrade your plan any time

Every patient who asks about a price but isn’t followed up ends up in another clinic’s treatment plan.

If a single implant treatment is ₺25,000: the monthly cost of your subscription is not even a single treatment.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at how your clinic runs together.

How is a treatment plan prepared?

On the clickable tooth chart (32 permanent teeth with FDI numbers, primary teeth and sinus lift), you pick a procedure and click the tooth; the procedure is added to the plan as a line item and the tooth image changes to match the procedure. The plan is calculated with a subtotal, a percentage discount and a grand total; you can add bone grafting if you like. You choose procedures and their prices from your own list, organized by category; prices can also be defined per dentist.

How does a quote reach the patient from the plan?

When the plan is saved, the system creates a quote for the same patient or updates the existing quote. You track the quote's status as Draft, Sent, Approved, Declined or Revised. The plan is also available as a printable PDF with your logo, the tooth chart, line items and signature fields.

Can I track payments?

Yes. You record payments linked to the quote with their type (for example a deposit), method and receipt; how much the patient has paid and the remaining amount appear on the card. You can also set a reminder for a payment the patient has promised to make. There is no online card payment collection from patients and no installment plan module.

How do appointments and reminders work?

Appointments are kept per room (unit) calendar and per dentist; you move them by drag and drop, and they sync with Google Calendar and iCloud. Patients leave a request on your online appointment page, and you confirm it. A WhatsApp reminder goes out before the appointment (or an email if it can't be sent); the patient replies “I'm coming”, “Cancel” or “Another time”, and the calendar updates automatically. SMS is not used.

Does it integrate with my X-ray machine or with SGK/e-Invoice?

No. There is no direct integration with X-ray machines, no SGK provision and no e-Invoice connection. ÖzgürKod handles patient communication, treatment planning, quotes, appointments and payment tracking; it is used alongside your accounting and invoicing software.

Can it be used with more than one dentist?

Yes. Each dentist is set up as a team member; appointments are assigned to a dentist, and the calendar can be filtered by dentist and status. Procedure prices can be defined per dentist. If you like, each dentist sees only their own patients.

How does it work with patients from abroad?

Messages from WhatsApp, Instagram and your website are collected in one inbox. You can translate your chatbot flow into other languages and run the flow that matches the language the patient writes in. The panel is available in 9 languages. You can prepare the treatment plan in EUR, USD, GBP or TL; there is no automatic exchange rate conversion.

Prepare your first treatment plan today

Enter your procedure list and add your team. 7-day free trial, no setup fee.