Treatment Plan Acceptance Follow-Up
Chases unaccepted treatment plans with 4-touch sequence. Replaces Dental Intel $599 acceptance module.
The problem
The average GP dental office presents $1.2M in treatment annually but books only 38% of it. Dental Intel charges $599/mo for acceptance dashboards but front-desk follow-up still falls through the cracks within 14 days.
What changes
Day-of plan presentation, the agent ingests the treatment estimate, then runs a 4-touch follow-up (Day 2 SMS, Day 5 email with financing, Day 10 call task, Day 21 final SMS) — auto-closes when patient books or declines.
A day in the life
What this agent actually does.
- 1
Day of visit: agent captures treatment plan from PMS export, builds patient sequence
- 2
Day 5: emails patient CareCredit pre-qual link + plan summary PDF
- 3
Day 10: drops a call task in the doctor's huddle with talking points
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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