Help center › Getting started
What is systemdental.app
An overview of the all-in-one dental CRM with a WhatsApp AI Agent, and what you'll find in this help center.
systemdental.app is a CRM (management system) built for dental clinics. It brings together in one place everything your clinic needs to treat patients and fill the calendar, without jumping between WhatsApp, spreadsheets and a paper appointment book.
What's included
- WhatsApp AI Agent that answers and books appointments 24/7 on your clinic's own number, plus online booking from your own website.
- Calendar with automatic reminders, several treatments and doctors per appointment, and a guided welcome protocol.
- Patient records and odontogram, with a record per tooth and quotes generated straight from the odontogram.
- Images, CBCT scans & 3D viewer — X-rays, CBCT slice by slice and the intraoral scanner's models.
- Prescriptions, consents and signatures — a clinical record that meets NOM-004 (Mexican standard) and carries your COFEPRIS (Mexican health authority) sanitary details. See compliance.
- Quotes and payment plans with collection tracking, cash cut with a drawer count, and receipts for the patient.
- Treatment follow-up so nothing is left half-finished, daily activities and dashboard alerts with whatever needs attention today.
- Lab work orders by stage, with their own login and a calendar for the technician.
- Lab rewards: points for the doctors who refer patients to you, plus their orders and cash drawer.
- Finance: income, expenses and the profit-and-loss statement, with analytics on where your patients come from.
- Marketing: WhatsApp campaigns, reactivation, Google reviews, Meta Ads and the ROI dashboard.
- Multi-location, users with per-person permissions, admin authorizations and an audit trail.
Who it's for
For dental clinics and practices of any size: from a single practice starting to get its operation in order, to clinics with several doctors and branches.
How to use this help center
Use the search box in the sidebar to find a topic, or browse by section. If you're just starting out, carry on with First steps: create your account and set up the essentials in minutes.
Can't find something? Write to us at [email protected] and we'll help you.
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