Components of a Dental Practice Tech Stack

Posted by on Dec 8, 2021 9:00:00 AM

There are a number of ways to automate processes at your dental practice, including payroll, ordering supplies, and more — but first, you have to build your tech stack.

While it can seem like a big undertaking, there are companies and softwares to help you automate your processes, even if you're not quite sure what you need. 

Here are some areas of automation to consider for your dental practice: 

Customer Relationship Manager (CRM)

One of the most important aspects of your dental practice is positive patient relationships, which makes a customer relationship manager (CRM) an important software for you to utilize. 

A CRM can help you track nearly everything you need to know about patients, including: 

  • Names. 
  • Addresses.
  • Appointment dates. 
  • Notes about them or their prior appointments. 
  • Potential patients in your geographic area and target market.

There's no reason to settle for trying to keep paper files or disorganized spreadsheets when you can use a CRM to organize the information and provide you with quick access to everything you need. 

Another great feature of many CRMs is their ability to integrate with websites, allowing you to collect information online and your patients to passively book appointments. 

It’s also important to keep in mind that your practice will grow in the future, so you want a CRM that has the ability to grow alongside your business.  


Letting an outside company or software manage your payroll can alleviate some of the stress that's associated with the business side of your dental practice. While you may still need to manage certain aspects of your payroll, such as reconciliation or budget creation, you can cut back on the amount of time your team is spending on this task. 

It also ensures consistency for your business. Since your practice is likely to employ a variety of people with specialized skills, they’ll each have widely varying salaries. When you automate payroll, you remove the guesswork and effort from manually paying employees with paper checks or bank transfers. 

Dental Management Software (DMS)

A dental management software (DMS) is unique to the industry and offers a number of advantages, including HIPAA compliance, imaging solutions, and other features to benefit your practice’s day-to-day operations. 

Fortunately, there are several different varieties of dental management software that provide you with the solutions you really need and that provide you with the options and opportunities needed to see your practice grow. 

Ready to Use A Modern Tech Stack at Your Dental Practice? 

Once you've built a modern tech stack, you want to put it to good use through filling your dental practice with patients. 

Not sure where to start? Our e-book on growing your dental patient list can help you bring in more patients through a number of methods, including: 

  • developing and targeting your target ideal patient type. 
  • building your website presence. 
  • earning new patient referrals. 

Of course, this is just the beginning. At Treloar & Heisel, we know you're committed to doing everything you can to run a successful dental practice — that’s why we're here to help make that easier for you, with the tools and information you need to protect your practice over the course of your career. 

About Treloar & Heisel

Treloar & Heisel offers dental and medical professionals a comprehensive suite of financial products and services ranging from business and personal insurance to wealth management. We are proud to assist thousands of clients from residency to practice and through retirement. Our experienced teams deliver custom-tailored advice through an active local presence, while our strong national network ensures that clients experience the same high level of service throughout the country.


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