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Cases CRM

Industry / dentistry

CRM for dentistry and integration with MIS 1C: Dentistry

For clinics and dental networks, where it is important not just to collect applications, but to manage appointments, patient returns, doctors’ workload, payments and the work of administrators in one system.

amoCRM 1C Repeat visits Record and discipline

Assemble CP About the company

What problems does it solve?

What stops getting lost

Applications from the website, advertising and messengers no longer fall between the administrator and the clinic.
Repeat visits and no-shows are recorded in the system, rather than in scattered tables and notes.
The manager sees where money is lost: at the entrance, in records, on repeat visits or in the work of administrators.

How the process works

CRM as a single contour of the clinic

The initial request ends up in CRM, receives the responsible script and the next step.
Appointment registration and confirmation work as part of one funnel, and not separately from sales.
After the visit, repeated touches, documents, payment control and patient return are launched.

What gives the system value

Not just CRM, but a working model

Unified logic for administrators, doctors, marketing and managers.
Monitoring workload, response speed, repeat visits and revenue by channel.
Linking with documents, tasks, AI and analytics without manual duplication of data.

Opportunities

What amoCRM + 1C integration can do

Two-way logic is needed not for the sake of the “there is integration” checkbox, but so that records, statuses, patients and payments do not fall apart across different systems.

Schedule right in the deal

Free slots from 1C are displayed in the amoCRM card. The administrator records the patient without switching between windows and tables.

Statuses are synchronized in both directions

A confirmed visit, transfer or cancellation is immediately reflected in both CRM and 1C. The funnel is moved by real action, not manually.

Patient card without duplicates

Data from amoCRM creates or updates a patient card in 1C. The search is carried out by phone number and full name, so the database does not spread into copies.

Payments and invoices in one logic

The account and amount received from 1C are displayed in the transaction. The manager sees not only the record, but also the real monetary picture for the patient.

Patient Reminders

The day before the visit, CRM automatically sends a message and records the confirmation. This reduces no-shows and relieves administrators.

Real-time analytics

You can see the conversion: lead → appointment → visit → payment, doctors’ workload, patient sources and administrator efficiency.

Demo

What does a record from amoCRM look like in 1C

This is not an abstract diagram, but an example of a real scenario: an administrator opens a deal in amoCRM, clicks on the widget "Record in 1C", selects a slot, service, doctor and immediately saves the patient’s visit.

Contact

Check that the customer card in CRM is filled out correctly. Make sure that your name, contacts, reason for contact, doctor and date of next touch are displayed.

System comment

All data on the card is test data. The interface is needed to show how the administrator assigns a record and immediately records it in the amoCRM + 1C logic.

Note

Here, in a real transaction, the administrator sees the history of touches, notes on the patient and the result of completing tasks.

Who is this solution for?

Dentists and clinics where it is important not to lose repeated money

Go to project calculation

Suitable for clinics that already generate traffic, but do not see response speed, registration, no-shows, repeat visits and the quality of administrators’ work in one system.

Format Private clinics and networks with a busy schedule and several specialists.

Directions Therapy, orthodontics, surgery, implantation, pediatric dentistry.

Task We need a single link between CRM, MIS, records, documents and control of the work of administrators.