Are you ready to have Dental Intelligence start working for you and helping to not let your patients slip through the cracks? Then it's time to turn on Auto Follow Ups.

Customize which Follow Ups Dental Intelligence creates and when it creates them. 

Learn how to by watching the video below: 👇

Want to know more about each Follow Up? Find out below!

Appointment Confirmations

By turning on Appointment Confirmation Auto Follow Ups, di. will notify you when a patient has not confirmed their appointment.

This will create a follow-up for patient that has an appointment that does not have "confirmed" as a stand-alone word in the status description of the appointment.

Through settings, you can identify the team member(s) that will receive these notifications and when you want the notification delivered.

This does not replace your current patient reminding system, but notifies you when those systems have failed to confirm the patient's appointment.

Important Information:

  • If the follow up is not completed and the day of the appointment has passed the follow-up will be removed

  • Review your appointment status configuration in your practice management system to be sure that the stand alone word "confirmed" is in the description of each status you use for confirmation, included electronic confirmations.

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Hygiene Recare

By turning on Hygiene Recare Auto Follow Ups, di. will notify you when a patient has not scheduled their Hygiene Appointment.

Through settings, you can identify the team member(s) that will receive these notifications and when you want the notification delivered.

The biggest cause for patient attrition is simply not rescheduling their future Hygiene appointment. Auto Hygiene Recare Follow Ups will ensure that you never lose track of these patients.

Important Information:

  • If a hygiene appointment has been created for the patient the follow-up di. will be complete the auto follow up

  • If a hygiene appointment is broken this follow-up will show up as an Unscheduled Broken Appointment

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Unscheduled Broken Appointment

By turning on Unscheduled Broken Appointment Auto Follow Ups, di. will notify you when a patient has not rescheduled their failed appointment.

Through settings, you can identify the team member(s) that will receive these notifications and when you want the notification delivered.

Rescheduling broken appointments is one of the fastest ways to keep your schedule full, increase your production and ensure that the patient is receiving their needed treatment.

How to break an appointment: Dentrix   Eaglesoft   Open Dental

Important Information:

  • If a broken appointment is rescheduled the di. will complete that auto follow up

  • If the follow-up is removed you will not be notified again to follow-up on this broken appointment

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Unscheduled Treatment

By turning on Unscheduled Treatment Auto Follow Ups, di. will notify you when a patient has not scheduled their restorative treatment.

Through settings, you can identify the team member(s) that will receive these notifications, a minimum treatment plan value and when you want the notification delivered.

Practices have achieved a 17% average increase in treatment acceptance when using this solution.

Important Information:

  • di. will create restorative unscheduled treatment follow ups that fit the criteria you have set.  It will also create unscheduled treatment follow ups for hygiene procedures; "D1351", "D1353", "D4341", "D4342", "D4355", "D4381", "D4921", "D5994", "D4220", "D4346", "D6081" that also fit the criteria you have set.

  • If a patient already has a Restorative appointment scheduled we will not create an Unscheduled Treatment Follow Up 

  • If an appointment is scheduled for a patient for restorative or for the hygiene procedures listed that already has an Unscheduled Treatment Follow Up di. will complete that auto follow up

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Past Due Account

By turning on Past Due Accounts Auto Follow Ups, di. will notify you on the day a patient's balance is past due, enabling you to immediately take action.

Through settings, you can identify the team member(s) that will receive these notifications, a minimum balance and define what is past due.

Important Information:

  • If a patient is no longer fits the Past Due criteria you have set di. will complete that auto follow up

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Past Due Claims

By turning on Past Due Insurance Claims Auto Follow Ups, di. will notify you on the day a claim is past due, enabling you to immediately take action.

Through settings, you can identify the team member(s) that will receive these notifications, and define what is past due.

Important Information:

  • If a patient is no longer fits the Past Due criteria you have set di. will complete that auto follow up

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