Resource Library
Practice Presence Tools
Treatment Plan Follow-Up Template
A structured workflow for following up patients who have not booked or accepted recommended treatment.
Best used for
Where this helps inside the clinic.
Case acceptance
Cosmetic consults
Implant consults
Unbooked treatment recovery
Resource structure
What the resource should help your team capture.
Patient and Treatment
Record the opportunity.
Patient
Recommended treatment
Date presented
Estimated fee
Provider
Decision Barrier
Identify why the patient has not moved forward.
Cost
Fear
Timing
Insurance
Second opinion
Unknown
Follow-up Plan
Define next touchpoints.
First follow-up
Second follow-up
Message type
Assigned owner
Due date
Outcome
Track result.
Booked
Deferred
Declined
Needs provider call
Next review date
The Practice Presence for Dental Clinics
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