Clear staff ownership
Route enquiries using configured rules. Review assignments and keep internal notes with the record.
BUILT FOR DENTAL TEAMS
Every enquiry.
A clear
next step.
Bring structure to patient enquiries, staff follow-ups and appointment requests. Give your team a clear view of who needs attention—and what happens next.
A working demonstration. Implementation tailored to your clinic.
✓ A next step for every conversation
ClinicFlow workspaceFICTIONAL EXAMPLE
BRIGHTSMILE DEMO CLINIC
FDYour team’s next steps
New enquiries03Fictional sample
Needs a follow-up02Unsent previews
Appointment requests01Staff review
ENQUIRY NEXT STEP
AN
Aina N. DEMO
Staff assignedBraces & aligners
DT
Daniel T. DEMO
Review requestAppointment enquiry
SL
Sara L. DEMO
FAQ previewClinic opening hours
✧
Helpful automation. Human oversight.
Preview suggested responses before any live rollout.
Illustration only · no connected accounts or patient data
ONE WORKFLOW. SHARED VISIBILITY.
Capture enquiries
→Assign ownership
→Track the next step
→Review outcomes
A CLEARER WORKING DAY
Keep the conversation.
Lose the guesswork.
Who owns this enquiry? Has anyone followed up? Is that appointment confirmed? Make the answers easier to find.
From first contact
to a recorded outcome.
Keep enquiry details, conversation history, internal notes and pipeline stages together. Give each enquiry an owner and a visible next step.
New enquiry→Contacted→Request→Confirmed
Confirmation is a staff action. External calendar availability requires a verified integration.AI with defined boundaries
Explore administrative response previews based on approved clinic information. Clinical questions need staff review.
Follow-up visibility
Inspect timing, consent and opt-out conditions. During an observation trial, follow-ups remain unsent previews.
TAKE A CLOSER LOOK
One enquiry. See what happens next.
Click through a fictional example. This illustration doesn’t save records or send messages.
WORK WITH WHAT YOU HAVE
Built around
your existing workflow.
Start by understanding your existing tools. Review the supported connection, agree on the data to copy, then test it before a clinic trial.
↳
Observation first.
Your existing system continues customer communication. ClinicFlow’s customer sending stays blocked during the comparison trial.
G
GoHighLevel
Read-only connector implemented. A verified account connection and field checks are required before a live trial.
Account verification requiredW
WhatsApp, email & webchat
Through supported conversations exposed by GoHighLevel. Each channel must be verified for the clinic account.
Availability depends on source account⌘
Website enquiry forms
Form-only submissions need a separately configured enquiry-copy connection and a capture test.
Separate setup requiredIMPLEMENTATION, WITH A PLAN
Start small.
Make the work measurable.
A demonstration is the starting point. A clinic rollout needs agreed access, testing and staff training.
Map your enquiry journey
Identify the channels, staff handoffs and follow-up process you want to improve.
Test the connection
Confirm source access and test capture, duplicate prevention, persistence and permissions.
Run a defined trial
Agree on a limited scope. Compare enquiry visibility and staff usability while sending stays blocked.
Agree the next stage
Review evidence together. Define rollout, support and provider costs before committing.
I↗
A DIRECT CONVERSATION
Built by Ivan.
Based in Sabah, Malaysia.
“My starting point is your team’s actual enquiry process. Let’s look at what works, what needs attention and where ClinicFlow could help.”
BEFORE WE TALK
A few things
worth knowing.
Clear expectations from the first conversation.
Is this a replacement for our current CRM?+
That depends on your needs and verified integrations. The initial observation trial is designed to sit alongside your existing system. We agree on scope before proposing a replacement or a wider rollout.
Will the trial send duplicate messages?+
ClinicFlow customer sending is blocked during the observation trial, including manual replies, AI replies and follow-ups. Your existing system remains responsible for customer communication. Connection setup must be tested before real enquiries are copied.
Can the AI provide dental advice?+
No. The demonstration focuses on approved administrative information. Clinical questions are handed to staff; it does not diagnose, recommend treatment or claim appointment availability.
Can you connect our WhatsApp and website?+
We first check the actual provider, account permissions and available data. The current GoHighLevel connector reads supported conversations; website form-only submissions need separate mapping. Direct provider connections are not claimed by this preview.
How does pricing work?+
Implementation is quoted against an agreed scope. Ongoing maintenance and provider usage—such as hosting, AI, messaging and email—are identified separately. A demonstration does not start a paid subscription or guarantee a free clinic trial.
Does this preview contain real patient records?+
No. All names, counts and conversations on this page are fictional illustrations. Do not enter patient information here or in a demonstration request.
LET’S LOOK AT YOUR WORKFLOW
A clearer enquiry journey
starts with a conversation.
See the demonstration. Tell us what your team needs.
Then decide whether a trial makes sense.
Demo booking unavailable
WhatsApp contact is awaiting configuration.
Business enquiries only. No patient details, please.