Patient Management & Appointment Automation for Dental Practice

BISS 45 manages dental patients across multiple locations without a centralised patient journey. Referrals and follow-ups were falling through the cracks, and the no-show rate was high. Metawork built a HubSpot-based patient CRM with automated reminders, multi-location routing, and referral tracking — fully synced with the Ivoris practice management system. Monthly reporting across all locations was reduced from hours to minutes.

Challenges

Dental practice managing patients across multiple locations without centralised journey

Referrals and follow-ups fell through the cracks

No-show rate was high

Goals

Build HubSpot-based patient CRM with automated appointment reminders

Implement referral tracking

Automate multi-location patient routing

Results

Patient follow-up fully automated

Referral tracking identified top-performing referral sources

Reporting across all locations reduced from hours to minutes per month

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