It is a good idea to switch to electronic dental records in the modern age. This allows you to stay far more organized. A CRM is a great way to do this, and you can easily train everyone from a dental hygienist to front office team members to use the paperless system.
Using the Nexa app, you can keep all of your notes on callers and support they require as digital notes, and even export data as a spreadsheet.
The main concern is to ensure that you use a secure server to protect yourself from online attacks.