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Yuktii Clinov

Yuktii Clinov

Dental clinic workflow guide for smoother patient visits

A dental clinic day runs as a chain: booking, arrival, chair, treatment, billing, payment and follow-up. Delays hide at the handoffs. This guide walks the chain and shows what to record at each step.

Buyer checklist

  • 01Identify handoff gaps between reception and doctors
  • 02Keep patient records, billing, and reminders connected
  • 03Reduce forgotten follow-ups and recalls
  • 04Use software to support the full clinic operating flow

The problem

Delays happen at the handoffs

Information doesn't travel from reception to chair to billing.

How Clinov solves it

Clinov connects each handoff

One record follows the patient from booking to recall.

Before the visit: booking and reminders

Book by doctor and chair with a realistic length. A confirmation at booking and a reminder shortly before the visit cut the number of empty chairs. Yuktii sends a WhatsApp confirmation when a booking is made and a reminder about an hour before, unless the patient has declined notifications.

Arrival and the queue

Check the patient in and give a token, and let walk-ins and emergencies join the same queue with a priority. Yuktii supports scheduled, walk-in, same-day extra and emergency bookings.

At the chair

Chart the teeth, record the examination and plan the treatment. Yuktii's FDI chart works for permanent and primary teeth and keeps a history, and treatment plans hold a cost per item.

Staged work and the lab

For work that takes several visits, run it as stages with notes for each sitting and book the next one against the stage. Raise lab cases from the treatment; for treatments started from a treatment template, Yuktii will not let the treatment be closed while its required lab cases are incomplete.

Billing and payment

Move the patient to billing while the treatment is fresh. Invoices link to the treatment, payments are tracked and any pending balance is visible.

Follow-up

Set recall rules by treatment type, and use the recall list to contact patients who are due.

Common questions

What steps does a dental visit involve?

Booking, check-in, seating, chairside treatment, billing, payment, checkout and follow-up.

Where do delays usually happen?

At the handoffs: between reception and the chair, and between the chair and billing. Recording the time at each step shows where.

How do I make sure patients come back?

Set recall rules by treatment type and work from the recall list.

Your data

Your data, your reports, your call

Everything you enter belongs to your clinic

Clinic and patient data is the clinic’s own. A clinic admin can download all of it whenever needed as one Excel workbook, with a sheet each for patients, appointments, treatments, prescriptions, billing, payments, inventory and staff.

Moving from another software?

Send us your existing records as an Excel or CSV file. Our team maps the columns, checks every row for problems and imports your patients, appointments, treatments, prescriptions, invoices and payments after review. An import can be rolled back if something is wrong. Talk to us about switching.

Reports you can download as PDF

Download the overview, today’s snapshot, revenue, expenses, patients, doctors, treatments, medicines, lab cases, stock and doctor commission as PDF reports. The analytics cover clinical, revenue, patient, doctor, inventory and operations views for any period you choose, with AI insights on top.

How it works

Live in three steps

  1. 01

    Sign up and set up

    Create your clinic and pick your specialty in the setup wizard. No card needed.

  2. 02

    Make it yours

    Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.

  3. 03

    See your first patient

    Most clinics are live in under 10 minutes, with appointments, records and billing already connected.

Try Dental Clinic Workflow Guide on your own patients

Keep patient records, billing, and reminders connected

Or start for free.

  • Free to start
  • No credit card
  • Every specialty workflow
  • GST-ready billing
  • WhatsApp reminders
+91 75698 74049