The patient says yes to the quote and then never calls again. Months go by, the plan sits in a drawer and the schedule is left with empty hours. Calling everyone back isn't doable, and when you do you don't know where to start the conversation.
What you check
Ogni messaggio sul piano di cura ha una firma. Della segreteria o del dentista, secondo le regole dello studio.
Cifre e rate vengono dal preventivo. Il sistema non propone sconti né condizioni nuove.
Un sollecito al massimo. Poi decidi tu se telefonare.
Similar cases
The same automation logic applied to other kinds of business:
Frequently asked questions
Which practice software does it work with?
It reads quotes and schedule from the practice software (OrisDent, XDent and similar), directly or through an export. It has to be checked program by program before starting.
Does the message go out by itself?
No. Every message has a signature: the front desk below the threshold you decide, the dentist above the threshold, after a complaint, or if the patient reported pain.
Can it offer discounts to convince the patient?
No. Amounts and installments come from the already approved quote. The message stays informational, as required for healthcare communications.
What if the patient doesn't reply?
After seven days the front desk can approve a single follow-up. Then the plan goes back on the list of phone calls.