Dental Treatment Plan Follow-Up
Finds unscheduled treatment plans in your PMS, checks CareCredit financing eligibility, drafts patient-ready follow-ups, hands them to the front desk, and tracks the revenue that actually books.
About this AI employee
Your biggest revenue leak isn't new patients — it's the treatment you already diagnosed.
Every operatory has a backlog: the crown that was recommended and never booked, the quadrant of scaling the patient walked out without scheduling, the root canal that's been sitting "treatment-planned" for three months. That's care your patients still need and production already on the books — just idle.
This worker scans Open Dental, Dentrix Ascend, or CareStack for treatment plans with no appointment attached, ranks them by clinical urgency and value, and figures out when cost is the real reason a case stalled. It runs a soft CareCredit prescreen so the front desk knows where flexible financing could remove the barrier — without ever a hard pull and without a number ever reaching the patient.
Then it drafts the follow-up. Warm, brief, and strictly PHI-free over SMS — no diagnosis, no procedure, no dollar figure ever leaves over text. The clinical detail goes to your team on a front-desk card; the patient just gets a friendly nudge to book. And it closes the loop, reporting the production that actually moved from unscheduled to scheduled to completed, so you see real recovered revenue, not a vanity number.
It books nothing and changes no chart. It surfaces, ranks, drafts, and hands off — the front desk stays in control of the schedule.
Connects to: Open Dental / Dentrix Ascend / CareStack · CareCredit · SMS
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.