Build Modern Web-Based Dental Clinic CRM with Appointments, Billing & Automation
Budget: ₹150,000 – ₹250,000 INR
We are looking for an experienced developer/team to build a modern, web-based Dental Clinic CRM & Automation System for our dental clinic brand.
The CRM must be clean, fast, intuitive, and designed for real clinic workflows (receptionists, doctors, admin).
This is not just a basic CRM — we need a clinic operations + automation platform.
Core Requirements
Patient Entry / OPD Module:
Walk-in / new patient registration
Fields: Name, Mobile (primary ID), Age/DOB, Gender, Address, Referred By
Auto-generate Patient ID & OPD Number
Duplicate detection via mobile number
Automation:
Welcome SMS / WhatsApp
Patient tagging (New / Returning / VIP)
Patient Records / Case Sheet
Personal details
Medical history & allergies
Diagnosis & doctor notes
Past treatments
X-ray / file uploads
Dental-Specific:
Tooth chart (FDI notation)
Treatment plan
Procedure history
Automation:
Treatment progress tracking
Alerts for pending treatments
Recall reminders
Appointment Module
Calendar view (Day / Week / Month)
Schedule / reschedule / cancel
Doctor selection
Treatment type
Duration
Automation:
Conflict detection
SMS / WhatsApp confirmations
Reminders:
24 hours before
2 hours before
No-show Handling:
Mark no-show
Trigger follow-up
Billing & Payments
Procedure-based billing
Discounts (role-based permissions)
Invoice generation
Payment Modes:
Cash
Card
UPI
Payment Gateway
Split payments
Automation:
Send invoice via WhatsApp / Email
Pending payment reminders
EMI / installment tracking
Inventory Management
Track:
Materials
Medicines
Equipment
Fields:
Item name
Category
Supplier
Purchase cost
Stock level
Expiry date
Automation:
Low stock alerts
Expiry alerts
Usage tracking
Follow-Ups & Automation Engine:
Treatment follow-up
Recall reminders (6 months / yearly)
Payment reminders
Patient reactivation
Channels:
SMS
WhatsApp
Email
Dashboard & Reports
Clinic owner dashboard:
Daily appointments
Revenue tracking
Doctor performance
Treatment conversion rate
No-show rate
Pending payments
Filters:
Daily / Weekly / Monthly / Custom
User Roles & Permissions
Roles:
Receptionist
Patient entry
Appointments
Billing
Doctor
Case sheets
Treatment updates
Admin / Owner
Reports
Discounts
Financial access
User management
Multi-Branch / Location Module (Important)
We operate multiple branches.
The system must support:
Branch management
Branch selector
Patient tracking per branch
Inventory per branch
Revenue per branch
Reports by:
Daily / Weekly / Monthly / Custom Range
UI/UX Expectations
We want:
Modern SaaS-style dashboard
Minimal & clean interface
Fast workflow (few clicks)
Mobile responsive
Easy for non-technical staff
Design inspiration: Stripe / Notion / Linear
Technical Expectations:
Web-based application
Secure login
Role-based access
Scalable architecture
Clean database structure
Preferred (but not mandatory):
React / Next.js / Vue
Node / Django / Laravel
PostgreSQL / MySQL
Deliverables:
Fully functional CRM
Source code
Deployment support
Basic documentation
When Applying, Please Include:
Similar CRM / SaaS / Healthcare projects
Tech stack proposal
Timeline estimate
Cost estimate
The CRM must be clean, fast, intuitive, and designed for real clinic workflows (receptionists, doctors, admin).
This is not just a basic CRM — we need a clinic operations + automation platform.
Core Requirements
Patient Entry / OPD Module:
Walk-in / new patient registration
Fields: Name, Mobile (primary ID), Age/DOB, Gender, Address, Referred By
Auto-generate Patient ID & OPD Number
Duplicate detection via mobile number
Automation:
Welcome SMS / WhatsApp
Patient tagging (New / Returning / VIP)
Patient Records / Case Sheet
Personal details
Medical history & allergies
Diagnosis & doctor notes
Past treatments
X-ray / file uploads
Dental-Specific:
Tooth chart (FDI notation)
Treatment plan
Procedure history
Automation:
Treatment progress tracking
Alerts for pending treatments
Recall reminders
Appointment Module
Calendar view (Day / Week / Month)
Schedule / reschedule / cancel
Doctor selection
Treatment type
Duration
Automation:
Conflict detection
SMS / WhatsApp confirmations
Reminders:
24 hours before
2 hours before
No-show Handling:
Mark no-show
Trigger follow-up
Billing & Payments
Procedure-based billing
Discounts (role-based permissions)
Invoice generation
Payment Modes:
Cash
Card
UPI
Payment Gateway
Split payments
Automation:
Send invoice via WhatsApp / Email
Pending payment reminders
EMI / installment tracking
Inventory Management
Track:
Materials
Medicines
Equipment
Fields:
Item name
Category
Supplier
Purchase cost
Stock level
Expiry date
Automation:
Low stock alerts
Expiry alerts
Usage tracking
Follow-Ups & Automation Engine:
Treatment follow-up
Recall reminders (6 months / yearly)
Payment reminders
Patient reactivation
Channels:
SMS
Dashboard & Reports
Clinic owner dashboard:
Daily appointments
Revenue tracking
Doctor performance
Treatment conversion rate
No-show rate
Pending payments
Filters:
Daily / Weekly / Monthly / Custom
User Roles & Permissions
Roles:
Receptionist
Patient entry
Appointments
Billing
Doctor
Case sheets
Treatment updates
Admin / Owner
Reports
Discounts
Financial access
User management
Multi-Branch / Location Module (Important)
We operate multiple branches.
The system must support:
Branch management
Branch selector
Patient tracking per branch
Inventory per branch
Revenue per branch
Reports by:
Daily / Weekly / Monthly / Custom Range
UI/UX Expectations
We want:
Modern SaaS-style dashboard
Minimal & clean interface
Fast workflow (few clicks)
Mobile responsive
Easy for non-technical staff
Design inspiration: Stripe / Notion / Linear
Technical Expectations:
Web-based application
Secure login
Role-based access
Scalable architecture
Clean database structure
Preferred (but not mandatory):
React / Next.js / Vue
Node / Django / Laravel
PostgreSQL / MySQL
Deliverables:
Fully functional CRM
Source code
Deployment support
Basic documentation
When Applying, Please Include:
Similar CRM / SaaS / Healthcare projects
Tech stack proposal
Timeline estimate
Cost estimate