Front desk during peak hours
Luci Call Assistant answers or queues incoming calls so patients are not met with a busy tone during the clinic's busiest slots.
Industries
Industries / Dental Clinics
Patient Follow-Up and Call Management for Dental Clinics
Stop losing patients to missed calls and forgotten follow-ups.
Most dental clinics run patient intake across a phone line, a paper appointment book, WhatsApp and Instagram messages, and whichever staff member happens to be free. Lucerna brings patient records, incoming calls and treatment-plan follow-up into one system built on Luci CRM and Luci Call Assistant.
Where clinics lose patients
Clinic owners usually notice the same handful of gaps once they look closely at daily operations.
- Calls go unanswered during busy chair hours and are never called back.
- Requests from WhatsApp, Instagram and phone calls sit in different places with no single view.
- Patients who received a treatment plan are never followed up, and the case is quietly lost.
- No-shows are not tracked, so the same time slot gets wasted repeatedly.
- Nobody can say which marketing channel actually brings in paying patients.
How Lucerna addresses it
Luci CRM holds the patient record, treatment plan and follow-up status; Luci Call Assistant makes sure incoming calls are answered and routed even at peak hours.
- One patient record instead of a paper book, a phone log and a chat app
- Automatic call answering and appointment routing during busy periods
- Treatment-plan follow-up reminders assigned to a person, not left to memory
- Appointment reminders that reduce no-shows
- Channel-level reporting showing which source brings in patients
- Custom fields and screens added for clinic-specific workflows where needed
How clinics use this in practice
Treatment plan follow-up
When a patient leaves without confirming a treatment plan, the record stays open until someone follows up — the case does not silently disappear.
Multi-channel intake
Requests arriving by phone, WhatsApp or Instagram are logged into the same patient record instead of living in separate inboxes.
Multi-branch clinics
Clinics with more than one location can see patient volume and follow-up status per branch from a shared system.
Setup and adaptation
- 1
Mapping current intake
We look at how patients currently reach the clinic — phone, walk-in, social media — and where each request tends to fall through.
- 2
Migrating existing records
Patient lists from paper books or spreadsheets are consolidated into Luci CRM and cleaned of duplicates.
- 3
Configuring call handling
Luci Call Assistant is set up with the clinic's hours, routing rules and reminder messages.
- 4
Go-live and staff training
Front-desk and clinical staff are trained on their own screens, and settings are adjusted based on real usage.
Related products and services
Dental clinics typically start with these:
Frequently asked questions
- Is patient data handled in line with data protection rules?
- Yes, patient data is stored with access limited to authorized staff. Specific data protection requirements for your clinic should be confirmed during setup.
- Can we keep using our current appointment book alongside this?
- You can, but the value comes from consolidating records into one system. We usually recommend a transition period rather than running both indefinitely.
- How long does setup take?
- For a single clinic with an existing patient list, initial setup is typically a matter of days; multi-branch or custom-field requirements take longer.
- Does this work for a clinic with several branches?
- Yes, Luci CRM supports multiple branches with shared or branch-level views depending on how you want to manage access.
- How is pricing determined?
- Pricing depends on the number of users, branches and whether custom fields or integrations are needed. We confirm this after understanding your setup.
See how it would work for your clinic
Request a demo of Luci CRM and Luci Call Assistant configured for a dental clinic.