Book the treatment already diagnosed in your system
A monthly report of unscheduled treatment plans triggers friendly texts and emails until the patient books.
Most practices have tens of thousands in diagnosed-but-unbooked treatment sitting in their software.
The problem
Patients say "I’ll think about it" and the plan sits in the system. Nobody has time to chase it.
Pain point we researched: Dentalbase: what an empty dental chair really costs
What it could earn or save you
Rough estimate- Time
- About 2 hours a week of chasing
- Money
- Illustrative: booking 2 extra crowns a month could add a meaningful sum
How we got this: Depends on your fees and how many open plans you have. Rough estimate. Your results depend on your business; this is an illustrative estimate, not a guarantee.
How to switch it on
- 1
Run the unscheduled treatment report in Dentrix or Open Dental each month.
- 2
Upload it to your comms tool as a campaign list.
- 3
Send a 3-step sequence: day 0 text, day 7 email with financing info, day 21 call list.
- 4
Remove patients as soon as they book.
Tools you can use
- DentrixVisit site (opens in new tab)
Dental practice management software with scheduling, recall and treatment-plan reports.
- Open DentalVisit site (opens in new tab)
Open-source dental practice management with recall and treatment-plan tracking.
- WeaveVisit site (opens in new tab)
Healthcare texting, reminders, reviews, payments and phones in one inbox.
- CareCreditVisit site (opens in new tab)
Patient financing for dental, vision, vet and cosmetic care (US).
Tool links are plain links for now. Some may later become affiliate links, which will always be labelled. Check each tool’s current pricing on its site.
Template and prompt
Template:
Template:
Hi {first_name}, Dr {dentist} asked us to check in about the treatment we discussed. Want us to find you a time? Book here: {link} or reply and we’ll call you. Payment plans available.AI prompt (generic text only, no personal data):
Write a gentle 3-message follow-up sequence for patients with unscheduled dental treatment. No pressure, no clinical claims.