DENTAL PATIENT FOLLOW-UP

Follow-up should be a system, not someone's memory.

International dental patients rarely say no. They stop replying — and unmanaged silence looks exactly like a lost case.

PFIPFI for Dental

In most clinics follow-up quality depends on which coordinator happened to own the conversation and how busy that week was. PFI replaces that with a stage-aware queue: what the patient is waiting for, who owns it, when the next contact is due and whether it actually happened.

Fourteen situations that need different follow-up

The same reminder cannot serve a missing X-ray and a postponed full-arch case.

New inquiry / no response

Contacted once, never answered. Needs a short, channel-aware sequence before it is closed.

Missing X-ray

Blocked on information, not on decision. Needs a specific request, not a general nudge.

Clinical review pending

The clinic owes the patient an answer. Follow-up is internal, not external.

Treatment plan ready

Plan complete but not yet delivered. The delay is entirely operational.

Quote sent

Commercial terms delivered; the decision clock has started and needs a scheduled contact.

Quote unanswered

Silence after a plan. The highest-value and most frequently abandoned state.

Interested / undecided

Actively comparing clinics. Needs answers to specific objections, not repetition.

Deposit pending

Agreed but not committed. A short, clear payment path matters more than persuasion.

Travel dates pending

Booked in principle, unscheduled in practice. Needs calendar coordination.

Treatment postponed

A future date the patient chose. Must resurface automatically, not be remembered.

Second visit due

Stage one complete. The return visit needs a recall owner.

Inactive patient

No activity for a defined period. Belongs in reactivation, not in the active queue.

Aftercare pending

Post-treatment checkpoints that protect both outcome and reputation.

Referral opportunity

Satisfied patients who have never been asked.

A visible stage and status model

Every open case sits in exactly one primary stage, with optional secondary state.

Primary stages
  1. NEW
  2. QUALIFIED
  3. CLINICAL REVIEW
  4. PLAN SENT
  5. FOLLOW-UP
  6. BOOKED
  7. TREATMENT
Secondary statesWAITINGPOSTPONEDLOSTREACTIVATE

Stage decides the message

Follow-up content changes with stage and context — information requests, objection handling, scheduling or recall.

Ownership is explicit

One named owner per open case, so nothing depends on who remembers.

Coverage is measured

The clinic can see what share of open cases were actually contacted in their interval.

What follow-up produces

Open cases
214

Cases with an outcome still undecided.

Follow-up coverage
62%

Open cases contacted within their target interval.

Overdue contacts
37

Cases past their next-contact date.

Reactivated cases
19 / mo

Inactive patients brought back into an active stage.

Postponed cases due
24

Patient-chosen dates resurfacing this month.

Open treatment value
€326,000

Value carried by undecided cases.

Sample Data

Frequently asked questions

Is this automated messaging?

Follow-up can be assisted, but it stays a coordinator-led operation. The system decides what is due and who owns it; your team decides what to say.

How many times should a patient be contacted?

That is a clinic policy, not a PFI rule. PFI enforces whatever intervals you define and shows where they are not being met.

What happens to patients who never reply?

They move to an inactive state with a reactivation path, instead of disappearing into an old chat thread.

Does follow-up cover aftercare too?

Yes. Post-treatment checkpoints and second-visit recalls use the same queue and the same ownership model.

Continue exploring

See what your open cases are worth.

Model follow-up coverage against your own volumes and treatment value.