Treatment plan follow-up is the manual process of contacting patients after their treatment plans are created, confirming they received and understood the plan, and scheduling appointments.
Automated treatment plan follow-up sends immediate SMS and email reminders to patients, tracks all responses in one place, and alerts staff only when manual intervention is needed. This reduces contact time, increases confirmation rates, and gets patients scheduled faster.
The full workflow, from trigger to completion.
The automation monitors for new or updated treatment plans marked as ready for follow-up. It captures the patient name, contact details, treatment plan summary, and estimated cost.
An automated SMS is sent to the patient's phone number with a personalized message confirming the treatment plan and a link to view details or confirm online. The message includes the practice name and a callback number.
A follow-up email is sent to the patient's email address with the full treatment plan, cost breakdown, and a button to confirm acceptance. The email is logged for tracking.
The automation records the SMS and email send timestamps in the patient's record, marking the follow-up as initiated and setting a flag for response tracking.
The automation waits 2 business days for the patient to respond via SMS, email, or by clicking the confirmation link. If a response is detected, it moves to the next step. If no response, it triggers a reminder sequence.
If no response is received after 2 days, the automation sends a notification to the front desk coordinator with the patient name, contact details, and a summary of the treatment plan, prompting manual follow-up.
Once a response is logged (confirmed, declined, or needs clarification), the automation updates the patient record with the status, timestamp, and next steps. A confirmation SMS is sent to the patient if they confirmed.
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