Healthcare · Front Desk

Treatment Plan Follow-up

Book the next step for patients with an accepted-but-unscheduled treatment plan.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Agent picks up plans open and unscheduled past the follow-up window.
  2. Reaches the patient on their channel with a non-clinical check-in.
  3. Answers the administrative blockers — cost, payment plans, appointment length.
  4. Books the next appointment directly into the diary.
  5. Any clinical question is routed to a clinician — the agent never advises on treatment.

Data sources

Treatment plan status Fee schedule Clinician availability

What it targets

  • Open plans followed up Target 95%
  • Plans scheduled Target 16%
  • Routed to a clinician Target 100%