Treatment-plan follow-up
Every unbooked plan gets two follow-ups instead of none, so more get booked. Patients who go home to think about it hear from you, not silence.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Open plans pulled each week
Plans presented but not booked are listed with the patient's contact details, the plan date and the total quoted. The clinical detail stays in your practice software.
- 02
A follow-up from the clinic
A short message a few days after the visit, checking if they have questions and offering a time to book or talk it through.
- 03
A second nudge with payment options
If you offer payment plans or finance, the second message mentions it, with a link to your page explaining how it works.
- 04
Questions routed to the treatment coordinator
Any reply asking about cost, the procedure or alternatives goes to the right person with the history attached.
- 05
A monthly list of plans still open
Accepted, declined and still thinking, so the coordinator knows where their calls are worth making.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Clinical questions and anything about the plan itself go to the clinician or treatment coordinator. The system never discusses treatment detail.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A patient leaves with a plan and a quote, says they'll think about it, and that's the last anyone hears. Follow-up depends on a busy treatment coordinator remembering, and plans quietly expire.
What we build
- Open plans pulled each week
- A follow-up from the clinic
- A second nudge with payment options
- Questions routed to the treatment coordinator
- A monthly list of plans still open
A month in
Every unbooked plan gets two follow-ups instead of none, and your coordinator only spends time on the patients who've asked a question.
FAQ
Won't treatment-plan follow-ups feel pushy to patients?
Not usually. Two short messages over a few weeks, each with an easy way to say 'not right now', reads as good service. You approve the wording and set how many follow-ups there are.
Does a treatment-plan follow-up mention the treatment?
Only in general terms you approve, like 'the plan we talked about at your visit'. Specific clinical detail stays out of follow-up texts and emails.
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Thirty minutes on treatment-plan follow-up. We build its elf with you, live, and you keep it.