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
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. 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 — WhatsApp, SMS or voice (Twilio, 3CX, RingCentral or a carrier SIP trunk) — 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.
  6. Logs the outcome to the CRM.

Data sources

Treatment plan status Fee schedule Clinician availability CRM

What it targets

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