Turn "I’ll think about it" into booked treatment
Patients with an unscheduled plan get a gentle reminder and an easy way to ask questions.
Diagnosed treatment that never gets booked is the biggest leak in most practices.
The problem
Many treatment plans are presented and then forgotten, often because patients have cost or timing questions nobody follows up on.
What it could earn or save you
Rough estimate- Time
- Roughly 1 to 2 hours a week
- Money
- Could convert some plans that would otherwise be forgotten
How we got this: Based on replacing manual follow-up calls on ~10-20 open plans a week. Rough estimate; your results will vary. 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.
- 2
Draft a generic, non-clinical follow-up template with ChatGPT (no patient details).
- 3
Send it from Weave or NexHealth at 1 week and 4 weeks after the visit.
- 4
Offer a call with the treatment coordinator to discuss payment options.
- 5
Log responses in the patient record.
Tools you can use
- DentrixVisit site (opens in new tab)
Dental practice management software with recall lists and scheduling.
- Open DentalVisit site (opens in new tab)
Open-source dental practice management with recall and treatment-plan tracking.
- WeaveVisit site (opens in new tab)
Patient communication platform: texting, reminders, reviews and phones for healthcare practices.
- ChatGPTVisit site (opens in new tab)
AI assistant for drafting message templates. Use only with generic, non-patient text.
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
Privacy & compliance: Never paste patient names, health details or records into general AI tools like ChatGPT or Gemini; use them only to draft generic templates. Send real patient messages through a HIPAA- (US) or GDPR- (EU/UK) compliant system, with a signed BAA or data processing agreement where needed. AI here is for admin and wording only, never for diagnosis or clinical advice. Check your professional body’s rules on consent and marketing.
Template:
Hi {first_name}, following up from your visit at {practice}. If you have questions about your treatment plan or payment options, reply here or book a quick call: {link}.AI prompt (generic text only, no patient data):
Write a non-pushy follow-up message from a dental practice to a patient who hasn't scheduled recommended treatment. No clinical details, mention payment options and an easy way to ask questions.