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Home › Features › Unscheduled Treatment Follow-Up
05 · LOST REVENUE RECOVERY

Accepted treatment, finally scheduled.

Diagnosed-and-accepted treatment that never got booked is chased politely until it is — the biggest hidden number in most charts.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
KEEP THE DOCTOR’S CHAIR FULL

The plan was accepted. The appointment never happened. We fix the gap.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
✓Auto-ranked
OverdueAccepted tx

Pulled from your charts

Open treatment plans with no appointment, by value and age, refreshed daily.

Day 0Textwith booking link
Day 4Emailsame message, more detail
Day 10Assistant callbooks or takes a note
Day 20Humanshort list for your team
✓Stops when booked
Day 0Day 4Day 10

Sequenced follow-up

Text with available times, then email, then a call — in the doctor’s name where appropriate.

THIS WEEK
Missed calls14
Recovered9
9 × $400 = $3,600 saved · sample
✓Recovered
Missed callsRecovered

Insurance and financing cues

“Your benefits renew in January” or a payment-plan link where it helps.

Live availability · Unscheduled Treatment Follow-Up
Mon
Tue
Wed
Thu
Fri
Tue 10:30 am selected → Book
✓Booked Tue 10:30
Real openingsSynced

Booked straight in

Correct appointment type and length, with the provider who diagnosed.

Unified inbox
Missed call · text-backReplied “Thursday please”
Recall · Day 4 emailOpened, no reply
Smile Bot leadWhitening · preview sent
FormCompleted 2 of 3
✓Assigned to Maya
One inboxThreaded

Staff list for the big ones

High-value plans get a personal call from your treatment coordinator, with the thread in front of them.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Production scheduled, reported

Dollars moved from “pending” to “booked” each month.

WHAT YOU GETPending treatment converts to production
HOW FASTLive within about 14 days of your audit — no new software for your team.
YOUR RULESRuns in your practice’s name, with consent, opt-out and AI disclosure built in.
PREVIEW · UNSCHEDULED TREATMENT FOLLOW-UP

Watch the whole flow, step by step.

Accepted-but-unbooked treatment plans chased until scheduled. This is the scripted walkthrough with a sample patient — every step below plays on the phone as it would in your practice. The interactive version is right underneath.

9:41
Unscheduled Treatment Follow-UpScripted demo
Step 1
1 / 6
Book a free audit →
  1. 1Queue of patients
  2. 2Day 3 · text to Marcus
  3. 3Clinic: “Hi Marcus, Dr. Patel recommended a crown on your lower left tooth. Your insurer has pre-approved it.
  4. 4Patient: “I keep forgetting — Thursday works.”
  5. 5Clinic: “Booked: Thursday at 2:00 pm with Dr. Patel. The appointment is about 90 minutes.”
  6. 6Plan scheduled · removed from the open list · production recovered

Explore the other modules

One AI workforce. Start with the modules that leak the most revenue; add the rest when you’re ready.

AI Voice ReceptionistNever miss a call. AI answers, qualifies and books.Missed-Call Text-BackInstantly turns every missed call into a conversation.2-Way SMS & WebchatReal-time texting your team can jump into anytime.Unified InboxCalls, texts, chats and emails — one inbox for the whole team.24/7 Online BookingPatients book anytime, anywhere — synced to your schedule.Automated RemindersTexts and emails that cut no-shows without front-desk effort.Hygiene Recall ReactivationOverdue hygiene patients brought back automatically.No-Show & Waitlist FillFill openings fast and minimise lost production.Digital Forms & IntakeSecure digital paperwork completed before every visit.Payment ProcessingGet paid faster with secure, automated payment links.Built-in CRMTrack every stage of the patient journey in one place.Custom AutomationsYour repeat admin, handled by workflows you approve.Advanced AnalyticsReal-time insight into calls, bookings and conversion.Mobile AppManage conversations and bookings on the go.Smile BotVisitors see their future smile in 60 seconds — and become leads.Review ManagementAutomated review requests after every visit — grow your rating.Google Business ProfileKeep your profile current, rank higher, get more calls.Patient ReactivationWin back inactive patients with targeted outreach.Email & SMS OutreachNurture and engage patients at scale, with consent honoured.Referral & Lead TrackingKnow which sources bring new patients — and close more of them.Practice Performance ReportingClear monthly reports to measure and grow.Missed-Call Revenue RecoveryEvery unanswered call texted back and booked.Unscheduled Treatment Follow-UpAccepted-but-unbooked treatment plans chased until scheduled.Lapsed Patient Win-BackPatients not seen in 12–18 months re-engaged in sequence.Insurance Benefits Reminders“Use it before you lose it” campaigns ahead of year-end.Revenue Leak DashboardSee what slipped each week — and what was recovered.

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

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HOW THIS MODULE WORKS
1
TriggerTreatment accepted, no appointment
2
Dental AgenticGentle reminders with a booking link
✓
ResultPending treatment converts to production

Common questions

Do we need PMS access?

For the plan list, yes — read-only API or a scheduled export.

Will patients feel pressured?

Four spaced touches, helpful tone, easy opt-out. Most are grateful for the reminder.

Can the doctor review the list first?

Yes — weekly approval before outreach if you prefer.