Case acceptance
Treatment patients said yes to, actually on the schedule.
Agreed to. Never booked.
Every practice carries a list of treatment that was diagnosed, presented, often agreed to, and never booked. It sits in the software, and it grows every week nobody works it.
Signs you have it
- Treatment plans get presented and the follow-up is "call us when you're ready"
- Nobody owns the unscheduled-treatment list
- Patients ask about cost and get a number with no explanation
- Financing is offered when the patient asks, not before
Every deliverable, listed.
No “and more”. This is the whole kit. Everything is set up in your own tools and written down so it survives a staff change.
- Unscheduled treatment in your practice software, by doctor and by procedure
- How treatment gets presented today, and what the patient takes home
- The financing options you already have
- The money list: unscheduled treatment ranked by value and how recent it is
- A follow-up sequence (call, text or email, then a letter) set up in your own tools
- Plain-language one-pagers for your five most-presented treatments, with cost and financing
- A financing sheet the front desk can hand over without a sales pitch
- A one-page checklist for presenting treatment at the consult
- The list re-run every month while we work together
What we need, what we won't do, who should skip it.
Your part
- Read access to your practice software, or the unscheduled treatment report
- Your current financing options and fee schedule
- A 45-minute session with the doctor and the treatment coordinator
What we won't do
Your doctors keep every clinical decision. We build the follow-up and the materials, never the diagnosis.
Works with
Open Dental, Dentrix, Dentrix Ascend, Eaglesoft (through their reports)
Skip this kit if
Practices with a treatment coordinator who already works the unscheduled list every week, with a script and a number they report.
Case acceptance
Delivered in 3 weeks. Yours to keep, including every document and setting.
Talk about this kitOperations Partner
This kit plus another one next quarter, your numbers every month, vendor management and upkeep.
See the PartnerPractice Check
Two weeks, five areas, every leak in dollars and ranked. Credited in full if you continue.
How the check worksOften done next.
See where your practice is leaking, before you spend a dollar.
Give us your website. We call you twice as a new patient and show you what we found. Free.
You'll talk to Antonio.Founder, and the person who reads your report. Built for US practices, working from Medellín on US hours.