Follow Ups: Overview

This article will include the important steps to get started using Follow Ups in your Analytics module.

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

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

Turn On Auto Follow Ups

Enable Auto Follow Ups in Dental Intelligence 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

Create 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 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

Track 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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