Treatment Plan Follow-Up & Financing Offer System
A done-for-you dental practice automation built for the Treatment Coordinator, connecting Twilio, Mailchimp, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
When a patient receives a treatment plan but doesn't schedule before leaving the office, this automation sends a follow-up sequence over the next three weeks, a same-day summary of the treatment plan with the provider's notes, a three-day check-in offering to answer any questions, and a ten-day message introducing financing options with a pre-qualification link.
Patients who pre-qualify for financing are flagged as warm leads for the treatment coordinator to call personally with a scheduling offer.
Unscheduled treatment that would otherwise go cold is systematically followed up, recovering thousands of dollars in revenue per month without any manual tracking by the coordinator.
- Practice management software
- Zapier or Make.com
- Twilio (treatment plan follow-up SMS)
- Mailchimp or ActiveCampaign (follow-up sequence)
- CareCredit or Sunbit (financing integration)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a treatment coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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