Treatment plan follow-up that gets agreed care on the schedule
Patients who said yes in the chair and never booked get a thoughtful check-in, answers to the questions holding them back and an easy route to your coordinator.
Done for you. Live in about 2 weeks after we receive access to your systems.
- Unscheduled plans are spotted
- A check-in that asks, gently
- Common worries get answers
- Ready patients book, unsure ones talk to a person
What follow-up looks like for one patient
Think of a patient who sat through an implant consult, nodded at the plan and left with a printout. Three weeks on, nothing is booked.
Unscheduled plans are spotted
Plans that were presented but have no appointment attached are picked up from your practice software.
A check-in that asks, gently
The patient gets a message that refers to their plan in plain words and asks whether any questions came up since the visit.
Common worries get answers
Timing, recovery and what the next appointment involves are answered from information your team approved.
Ready patients book, unsure ones talk to a person
A patient who is ready picks a time. One who wants to talk about cost, financing or the clinical side goes to your coordinator.
Why plans stall and how follow-up helps
Big plans often stall for ordinary reasons: a busy month, a question the patient forgot to ask, or nobody following up.
Large cases get a second conversation
Implant, full arch, aligner and veneer plans often need time and a follow-up talk. The check-in opens that talk at a good moment.
Your coordinator starts warm
When a patient is handed over, the coordinator sees which plan it is, what the patient asked and what is still unclear.
Smaller plans do not slip
Crowns, fillings and a medical spa package bought in parts get the same steady follow-up, so they are not forgotten in a busy month.
New enquiries
This morning- Dana MorrisDental · new patient check-upBookedThu 10:00
- Ray KimChiropractic · back painHanded to teamTomorrow 8:00
- Amira LeeMed spa · consultationFollow-up sentTue 14:00
- Jess SatoBilling questionHanded to teamNo booking
Seeing which plans moved forward
Your unscheduled list should shrink, and you should be able to see why. These are the places to look.
Plan appointments in your system
When a follow-up leads to a booking, it appears in your booking system with the message thread attached.
A plan-by-plan review
In the regular results report, a person from our team goes over which plans were followed up, booked or passed to your coordinator.
Notes your coordinator can trust
It keeps what each patient said about their plan with your clinic, and your coordinator can correct or add to it.
Patients know who is writing
Messages make clear they come from an AI assistant for your practice, and a reply asking for a person reaches your team.
What it does
- Finds presented plans with no appointment
- Checks in with the patient and answers approved questions
- Books ready patients and hands the rest to your coordinator
What it does not touch
- Clinical advice about the plan itself
- Fees, discounts and financing decisions
- Insurance and payment questions
Where unscheduled treatment adds up
Any clinic that presents multi-visit plans has a list like this.
- Dental practices: implant, full arch and restorative plans waiting in the unscheduled report.
- Med spas: treatment series and packages where the patient stopped after the first session.
- Physical therapy and chiropractic: plans of care that patients left halfway through.
What it reads and where it books
Follow-up needs to know which plans were presented and what is already booked. On the demo we check whether your software shows both.
- Your practice software, for presented and unscheduled plans
- Your booking system, for open appointment times
- Text messaging and email from your practice
Frequently asked questions
What is treatment plan follow-up?
It means getting back in touch with patients who accepted or discussed a treatment plan but never booked it. We do this with personal check-ins that answer their questions and lead to a booking or a talk with your coordinator.
What is unscheduled treatment?
Unscheduled treatment is care that was diagnosed and presented to a patient but has no appointment booked. Most practice software can list it.
Will patients feel sold to?
The messages ask how the patient is doing and whether they have questions. They never push discounts, and you approve the wording before launch.
Can it discuss cost and financing?
It can share the general information you approve, such as whether financing is offered. Any real cost conversation goes to your coordinator with the details so far.
Does this help case acceptance?
Follow-up gives undecided patients a reason and an easy way to say yes. We do not promise a rate. You can see which plans moved forward in your results report.
Is this only for dental practices?
Dental implant and full arch plans are the classic example, but med spa series, physical therapy plans of care and chiropractic plans follow the same pattern.
Want to read a sample check-in?
Ask Sophia, our AI assistant, how a follow-up on an unscheduled implant plan would be worded.
See a stalled plan get a second chance
Book a free 30-minute demo. We walk through a follow-up on an unscheduled plan at a practice like yours, up to the handoff to your coordinator.
What to expect
- Free, 30 minutes, no obligation
- Pricing tailored to your clinic
- A person replies within one business day, Monday to Friday
- Limited onboarding slots each month