The Treatment Plan Presentation Agent sends each patient a plain summary of their plan and follows up until they schedule, so your team stays chairside.
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The Treatment Plan Presentation Agent sends patients a clear plan summary with insurance estimates and financing, then follows up on unscheduled care.
The Post-Visit Follow-Up Agent sends care instructions, calls surgical patients the next day, and routes concerns to the dentist while your team treats.
The Prescription Refills Agent gathers refill requests from fax, phone and portal, checks last-fill dates and queues clean refills for provider sign-off.
The Inactive Patient Reactivation Agent finds lapsed patients, reaches them by email and text, and books them in while your front desk checks out.
The Recall Agent texts and emails perio maintenance patients on the interval in the chart and books them, so the front desk stays with the patient at hand.