Treatment Plan Coordinator and unbooked follow-up.
A systematic follow-up process for multi-clinic dental practices in Australia. Turn diagnosed treatment plans into confirmed appointments with clear financial agreements.
The problem in multi-clinic practices.
Across multiple clinics, providers diagnose extensive dentistry each week. They present comprehensive plans for orthodontics, crowns, bridges and restorative care.
Many patients leave the surgery saying they need time to think about the proposal. Others accept the hygiene component and defer the remainder of their care.
Without an organised follow-up system, thousands of dollars in diagnosed dentistry remain unbooked. Front desk staff are busy attending the counter and answering phone calls.
Staff lack time to track which plans need follow-up contact. Over time, open plans gather dust in practice software records and patients never return.
How Dental BEE solves it.
Dental BEE reviews treatment plans entered across all clinics every night. It reads the diagnostic and fee reports your practice software already produces.
The system changes nothing in your practice software and never touches clinical charts. It organises open treatment plans by value, age, and provider.
Each morning, the Treatment Plan Coordinator receives an ordered call list. The screen shows previous contact notes, payment arrangement options, and whether the patient has any upcoming visit.
Coordinators know exactly which patients to contact each day and what was previously discussed.
What staff see.
The coordinator views a clear overview covering Northside, Riverside and Parkview. The highest value unbooked plans presented in the past fortnight appear at the top.
If a patient at Riverside received a quote for three crowns, the coordinator sees the note. The screen indicates that the patient only booked a check-up and clean.
With one click, the coordinator records a call outcome: contact made, message left, or financial arrangement agreed. The coordinator can set a reminder to check back in two weeks if requested.
Practice managers track contact rates and booked appointment totals across every clinic.
Questions owners ask.
Must providers change how they enter treatment plans?
No. Providers enter items and treatment plans in your practice software exactly as they do today.
How does the system prevent calling patients too soon?
Follow-up lists apply custom delay rules, giving patients time to consider large proposals.
Can practice managers view follow-up progress by clinic?
Yes. Practice managers see call numbers, contact rates and booked treatment value for each clinic.
Other operational tools.
Dental morning huddle sheet and reception checklist
Multi-clinic dental stocktake and supply ordering
Multi-site dental practice reporting and profit and loss
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