Automated Patient Follow-Up

The Fortune Is in the Follow-Up

Your patients don't say no to treatment. They say "let me think about it" — and then life gets in the way. Our automated follow-up sequence brings them back before the revenue disappears.

81%
of sales happen after
the 5th follow-up
48%
of practices never
follow up at all
3.2x
more conversions with
automated sequences
Live Sequence Example

Watch a $1,800 Treatment Plan
Convert in 5 Days

Here's exactly what happens after your front desk hits "Send Plan" for a real patient.

SM
Sarah Mitchell
Last visit: March 18, 2026 · Delta Dental PPO
Plan Sent $1,800 Treatment Value Pending Response
Treatment Plan Sent Day 1 · 10:32 AM

Personalized Treatment Plan Delivered via SMS

Bright Smile Dental Hi Sarah! Dr. Smith put together your personalized care plan from today's visit. Tap here to view your treatments, costs, and insurance coverage: treatmentplan.ai/p/sarah-m
Opened in 12 sec
Viewed for 2m 34s
No action taken
Wait till start of next business day
SMS · Auto-sent Day 2 · 9:00 AM
Trigger: Plan opened but no appointment booked
Bright Smile Dental Hey Sarah, had some time to reach out — wanted to see if you had any questions regarding your treatment plan? Feel free to text us back!
Delivered
No reply
Wait 24 hours
Day 3 · 9:00 AM
Trigger: No response after 24 hours
Opened 3 times
Clicked treatment link
Wait 48 hours
SMS · Auto-sent Day 5 · 10:00 AM
Trigger: Opened email & clicked link but still no booking

Gentle urgency + easy scheduling

Bright Smile Dental Hi Sarah! Just a friendly reminder — Dr. Smith wanted to make sure you're taken care of. We have a few openings this week that would work great for your crown. Want us to hold a spot for you? Just reply with a day that works!
Delivered
Reply received!
Patient replied!
Patient Reply Day 5 · 11:47 AM
Sarah Mitchell Hi! Yes, Thursday afternoon works great for me. Is 2pm available?
Appointment confirmed
🎉

Appointment Booked — Revenue Recovered

$1,800

Treatment that would have walked out the door is now scheduled.
Total follow-up time: 5 days. Zero staff effort.

The Impact

What Automated Follow-Up
Does for Your Practice

These numbers are based on real dental practices using Treatment Plan's follow-up sequences.

5–7

Touchpoints to Convert

Research shows it takes 5-7 touchpoints before a patient commits. Most practices stop at one. We never do.

35%

Of "Lost" Patients Return

Over a third of patients who initially walked away come back and schedule when followed up with properly.

$0

Staff Time Required

Every message, email, and reminder is fully automated. Your team focuses on patients in the chair, not chasing down callbacks.

Same 80 Patients. Very Different Outcomes.

Without Follow-Up

Plans sent80
Opened by patient52
Scheduled appointment18
Completed treatment14
Monthly Revenue Collected
$21,000

With Treatment Plan Follow-Up

Plans sent80
Opened by patient74
Scheduled appointment48
Completed treatment41
Monthly Revenue Collected
$61,500

Stop Losing Revenue to
"Let Me Think About It"

See how automated follow-up can recover tens of thousands in lost production for your practice every month.

Book a Demo Call