Dent Pro Management Template: a ready-to-use Dental CRM

Manage patients, appointments, treatments, and payments for your dental clinic, all in one simple Notion workspace.

This Dental Clinic Management Template helps dentists and small dental practices organize daily operations without complex software. It centralizes patient records, visit history, staff assignments, and payments, giving you a clear overview of your clinic at any moment. The template is designed to be easy to use for dentists, assistants, and reception staff, and works perfectly for general dentistry, orthodontics, and cosmetic dental clinics.

Key features of the template

Patient Management

Keep all patient information in one place, including contact details, visit history, notes, and related payments. Each patient has a dedicated page acting as a digital patient file.

Appointments & Treatments

Track all visits in a single database — from routine check-ups to specialized treatments. Easily see today’s visits, upcoming appointments, completed treatments, and cancellations.

Payment Tracking

Monitor paid and unpaid payments linked directly to patients and visits. Get instant visibility into outstanding balances without dealing with complex accounting systems.

Staff Overview

Manage dentists, hygienists, and clinic staff in one place. Assign visits to staff members and keep contact details easily accessible.

Clinic Dashboard

A central dashboard that shows:

• Today’s appointments
• Active patients
• Unpaid payments
• Monthly visit activity

About this template

• The template is optimized for use on desktops or Laptops and may not appear the same as the listing photos when viewed on smaller devices. However, the template’s function remains consistent across devices.
• This template is compatible only with the Notion App or Website. It will not work with any other applications. This is a digital download. No physical items will be sent after purchase.
• All materials are for personal use only. No part can be distributed, sold, reproduced, or used without the author’s permission.