Everything Your Practice Needs, Connected
Manage leads, automate follow-ups, coordinate your team and understand how marketing activity turns into bookings and revenue, all from a single system.
FlosslyOS combines patient relationship management, AI-powered automation, communications, revenue tracking and practice operations in one platform. Explore the features that help your practice work smarter, respond faster and grow with confidence.
01
Lead Capture & CRM
Turn enquiries from different channels into organised opportunities.
Capture and manage leads from the places your prospective patients already use. Track every enquiry, understand its source and follow its journey through to booking and treatment.
Key features:
- ✓ Multi-channel lead capture from websites, Facebook, Instagram, WhatsApp and Google Ads
- ✓ Manual entry for walk-in enquiries
- ✓ Centralised lead and patient management
- ✓ Lead pipeline management
- ✓ Lead source and status tracking
- ✓ Lead quality scoring
- ✓ AI-powered lead scoring and intent signals
- ✓ Unified communication history
- ✓ Patient journey tracking and visualisation
Keep every enquiry visible, reduce missed opportunities and give your team a clearer view of each patient's journey.
02
AI & Automation
Spend less time on repetitive follow-ups and more time on patient care.
FlosslyOS helps automate routine communication and appointment tasks while using AI to support lead conversion and practice decision-making.
Key features:
- ✓ AI-powered conversion scripts
- ✓ AI-optimised messaging
- ✓ Intelligent follow-up sequences
- ✓ Automated lead nurturing
- ✓ Appointment reminders and confirmations
- ✓ Automated treatment follow-ups
- ✓ Automated review requests
- ✓ Seasonal campaign automation
- ✓ AI-powered appointment booking and rescheduling
- ✓ AI receptionist capabilities
- ✓ AI reporting and conversion insights
- ✓ Revenue forecasting
- ✓ Lead-intent prediction
- ✓ Drop-off analysis
Respond consistently, follow up at the right time and reduce the amount of manual work required to keep patients engaged.
03
WhatsApp, Email & Messaging
Keep every patient conversation organised and accessible.
Connect your practice's communication channels so your team can manage enquiries, reminders and follow-ups without losing track of previous interactions.
Key features:
- ✓ WhatsApp integration
- ✓ WhatsApp automation
- ✓ WhatsApp nurture sequences
- ✓ Automated email communication
- ✓ Personalised messaging
- ✓ Engagement-based message timing
- ✓ SMS messaging
- ✓ Appointment confirmations and reminders
- ✓ Multi-channel communication tracking
Make communication more consistent and give your team a complete view of conversations across supported channels.
04
Voice & Telephone
Connect calls to the rest of your patient journey.
Bring telephone activity into your practice workflow with VoIP integration, call tracking and AI-supported call management.
Key features:
- ✓ VoIP telephone integration
- ✓ Automatic call logging
- ✓ Inbound call handling
- ✓ Outbound call tracking
- ✓ Call recording
- ✓ Call transcription
- ✓ AI call scoring
- ✓ Automated call qualification
- ✓ AI receptionist capabilities
- ✓ Missed-call follow-up
- ✓ Automated WhatsApp follow-up after missed calls
Keep a record of patient calls, improve follow-up after missed enquiries and gain better visibility into how your team handles telephone leads.
05
PMS Integration & Booking
Connect your practice management systems with your lead and patient workflows.
FlosslyOS connects with supported practice management systems to help your team coordinate enquiries, bookings and patient information.
Key features:
- ✓ PMS integration
- ✓ Aerona integration
- ✓ Dentally integration
- ✓ System4Dentist integration
- ✓ PMS diary synchronisation
- ✓ One-click PMS booking
- ✓ Appointment booking and rescheduling
- ✓ Appointment confirmations
- ✓ Patient information synchronisation
- ✓ Treatment-value tracking
- ✓ Campaign-to-patient attribution
Integration availability and functionality may vary by PMS and plan.
Reduce unnecessary duplication, simplify booking workflows and connect marketing activity with patient appointments.
06
Revenue & Analytics
Understand what drives bookings, treatment value and practice growth.
Go beyond enquiry numbers. FlosslyOS helps connect marketing activity, patient journeys and treatment outcomes to give your team a clearer picture of practice performance.
Key features:
- ✓ Real-time conversion analytics
- ✓ Lead-source analytics
- ✓ Response-time reporting
- ✓ Booking conversion rates
- ✓ Treatment-value reporting
- ✓ Team-performance reporting
- ✓ Campaign attribution
- ✓ Patient-level attribution
- ✓ Revenue analytics
- ✓ Revenue forecasting
- ✓ Drop-off analysis
- ✓ Marketing ROI reporting
- ✓ Multi-site performance reporting
Identify where enquiries come from, understand which campaigns generate value and make better-informed decisions about your practice.
07
Finance & Payments
Make financial steps in the patient journey easier to manage.
Support your practice's payment and finance workflows with integrated tools for eligibility checks, deposits and treatment-value tracking.
Key features:
- ✓ Chrysalis Finance soft eligibility checks
- ✓ Automated finance eligibility workflows
- ✓ Stripe deposit integration
- ✓ Dojo deposit integration
- ✓ Deposit automation
- ✓ Treatment-value tracking
- ✓ Revenue tracking through the patient journey
Finance and payment features are subject to provider availability, integration requirements and applicable eligibility criteria.
Help your team manage financial steps more efficiently and maintain better visibility into treatment-related revenue.
08
Multi-Site Practice Management
Manage multiple practices with a clearer view of group performance.
For dental groups and multi-location practices, FlosslyOS brings information from different locations into a centralised management view.
Key features:
- ✓ Multi-location dashboard
- ✓ Centralised group dashboard
- ✓ Per-practice performance reporting
- ✓ Cross-location revenue reporting
- ✓ Location-based lead routing
- ✓ Consolidated marketing analytics
- ✓ Multi-site Aerona integration
- ✓ Lead-volume comparisons across practices
- ✓ Conversion-rate comparisons
- ✓ Response-time comparisons
- ✓ Revenue comparisons
Compare performance across locations, monitor group-wide results and make more informed operational decisions.
More Than a CRM
FlosslyOS also supports the wider day-to-day running of your dental practice, bringing internal operations, people management and documents into the same connected platform.
Built Around Your Practice
Whether you are managing a single dental practice or a growing group, FlosslyOS brings together the tools you need to manage enquiries, support patients, coordinate staff and understand performance.
Ready to see what FlosslyOS can do for your practice?
Discover how the platform can fit into your existing workflows.
