Step 1 — Give every patient one identity
Register by name plus mobile number and check for an existing record before creating a new one. Duplicates are how a dental patient ends up with two half-charts and two balances.
Yuktii Clinov
Patient management guide for dental clinics
A guide to dental patient management covering records, visits, appointments, treatment history, prescriptions, invoices, follow-ups, and recalls.
Buyer checklist
- 01Half-finished treatments and lost patients
- 02Clinov keeps the next step visible
- 03Step 1 — Give every patient one identity
- 04Step 2 — Record the visit, not just the person
- 05Step 3 — Schedule the return before they leave
The problem
Half-finished treatments and lost patients
Without a clear record of what is pending, patients start treatment and drift away, and the clinic loses revenue it already earned.
How Clinov solves it
Clinov keeps the next step visible
Pending treatment, dues and recalls appear at check-in and in reminder lists.
Step 2 — Record the visit, not just the person
Each sitting gets its own entry: complaint, charted teeth, procedure done and what is planned next. Six months later the dentist should be able to read the story in under a minute.
Step 3 — Schedule the return before they leave
A recall date and a pending-treatment list turn a one-off visit into a treatment journey. Clinov shows both to reception at check-in and reminds the patient on WhatsApp.
Common questions
What should a dental patient record contain?
Identity and contact, medical and dental history, allergies, charted teeth, treatment done and planned, prescriptions, images, consent, invoices and communication.
How do I avoid duplicate patient records?
Search by mobile number before registering. Clinov keeps one timeline per patient so a returning patient is found rather than re-created.
How often should recalls be sent?
Commonly six months for routine check-ups and cleanings, sooner after surgical or endodontic work. Clinov schedules them from the visit.
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
- 01
Sign up and set up
Create your clinic and pick your specialty in the setup wizard. No card needed.
- 02
Make it yours
Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.
- 03
See your first patient
Most clinics are live in under 10 minutes, with appointments, records and billing already connected.
Try Patient Management Guide on your own patients
Clinov keeps the next step visible
Or start for free.
- Free to start
- No credit card
- Every specialty workflow
- GST-ready billing
- WhatsApp reminders