Using Follow-Ups in Dental Intel is the best way to improve production and increase appointments in your practice. Watch the short video below to get started:


Turning On and Customizing Auto-Follow Ups

  • Enable Auto Follow-Ups in Dental Intel so you can be reminded which patients you should reach out to on a daily basis

  • To see how to customize your Auto Follow-Up settings, click here


Creating an Individual Follow-Up

  • Create a Follow-Up for any of your patients to ensure that no one falls through the cracks

  • Click here to see how this is done


Mass Create Follow Ups using your Saved Patient Finder Lists

  • Using the Patient Finder tool to develop custom lists of patients you can now create follow ups in Bulk! This will save you time and help you stay organized when reaching out to many patients

  • Click here to learn more about the Patient Finder tool

  • Click here to learn more about creating Follow Ups in bulk


Calling and Attempting a Follow-Up

  • Log each Follow-Up Attempt to ensure that each patient is being reached out to and stay organized by keeping track of your previous conversations with the patient

  • To see how this is done, click here


Tracking Follow Up Performance

  • Now that you have been actively reaching out to patients and logging your attempts in the Follow Ups, view your performance to see how many patients you & your team got scheduled

  • Click here to learn more about the Follow Up Performance


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