CRM KitsDental practices
Book the family. Not the patient.
A general office books households, not individuals. Clearday puts a family recall desk beside an unscheduled treatment column, so one call books everyone who is due and no presented plan goes quiet, inside the CRM your practice already runs.
The whole household, in one block.
Households on the left, two thirds of the desk, with the households that have the most members due first. Each member is one row with a recall dial of months since their last hygiene visit against their own recorded interval. The unscheduled treatment column sits beside it, one card per plan still waiting on a decision.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Desk operating view: family recall desk beside the unscheduled treatment column
- Patients, Families and Hygiene recall operating views
- Unscheduled treatment, Reactivation and Insights operating views
- Recall dial of months since the hygiene visit against each patient’s own recorded interval
- Two recorded desk windows, follow-up days and reactivation months, with a revision guard
- Three native form drafts and three editable document templates
- Editable per-record checklists and preserved row history
four pipelines
- Patient relationships · 7 stages
- Hygiene recall · 8 stages
- Unscheduled treatment · 7 stages
- Family booking · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New patient enquiry
- Welcome checklist
- Hygiene recall due
- Recall second attempt
- Family booking call
- Plan presented
- Plan follow-up
- Second plan follow-up
- Reactivation call
Inactive until you review and publish them. None send customer messages.
Forms and documents
- New patient registration
- Appointment request
- Visit feedback
- Hygiene recall call sheet
- Treatment follow-up call sheet
- New patient welcome checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore eighteen fictional patients in eight households. Eleven are due or past due for hygiene, five of them past due, and three households have two or more members due. Nine unscheduled plans cover all four decision states, three past the recorded follow-up window, and four patients qualify for reactivation. Sample edits stay in page memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
Please read
A front-desk workspace, not a medical record.
- This kit is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system.
- It is built for relationship work: recalls, reminders due, follow-up, intake progress and front-desk tasks. Clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information belong in your clinical system, not here.
- You install the kit on your own Seedly CRM. DevLaunch does not host, receive or process your patient data. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations, including any agreements with its hosting and software providers.
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set practice name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original Clearday helpers are required for connected record creation, edits, the recorded desk windows and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the clinical guard before anything is written, and check revisions before saving. Deploy them from your authoritative backend source. Pipelines and workflow drafts are optional. Upgrading from version 0.1.0 keeps every identifier you already have installed: the installer restores the earlier release and writes this one in a single step, and a 0.1.0 patient record is read and shown with the new defaults while every field it already held is preserved untouched and named on the record rather than displayed.
One native contact-linked opportunity is one patient relationship, grouped into a household by a label your office types. The namespaced record holds the patient label, an age band label, the household label, the preferred contact window, the last hygiene visit month, the recall interval in months, the recall state, contact attempts, the last contact date, the last visit month, a non-clinical staff note, unscheduled plans as child rows with stable IDs, and an editable front desk checklist. Other custom fields are preserved, including every field written by version 0.1.0 of this kit.
Clearday is a front-desk and treatment-coordinator workspace. It is not a dental record, an EHR or a practice management system, and it makes no HIPAA claim. It never stores procedure names or codes, tooth numbers or surfaces, diagnoses, clinical findings, images, medications, medical or dental history, insurance member or policy numbers, remaining benefits, government identifiers or dates of birth; an age band label is the most it records about age. The shared model refuses text that looks like any of those in every field and in the plan label, on the server as well as in the browser, and names the rule it matched; the plan labels, amounts, dates, scheduling notes and phone extensions a front desk really types are accepted. Treat that as help against accidental entry, not a guarantee. A plan amount is a reference number your office typed: nothing is quoted, billed, financed or collected, and a total is a sum of those numbers rather than revenue or a forecast. Recording a recall or a booking does not contact anyone, reserve a chair, hold a time or create a calendar event. The follow-up and reactivation windows are office preferences the practice records for itself, not clinical intervals.
Four optional pipeline templates and nine inactive workflow drafts. Eighteen fictional in-memory patients in eight households.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
Is this kit HIPAA compliant?
No, and it does not claim to be. It is not a HIPAA compliance product, an EHR or a practice management system, and installing it does not make a practice compliant. It is a front-desk and relationship workspace for recalls, reminders, follow-up and intake progress. Keep clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information in your clinical system. The kit runs on your own Seedly CRM; DevLaunch does not host, receive or process your patient data, and your practice remains responsible for its own privacy, security and regulatory obligations.
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Clearday keeps its pine masthead and front desk tabs across the seven kit views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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