Treatment planning and recall

Dental recall and treatment planning software

Unscheduled treatment and overdue recall, worked until booked. Case acceptance from presentation to signed, paid and scheduled, and every overdue patient back in the chair.

Treatment planning

Plans from your PMSTreatment plans built with your PMS insurance estimates.
Signed and paidSigned on the iPad or by email link, with deposits collected at signing.
Unscheduled follow-upAutomatic follow-up for plans that were accepted but never booked.
TC reportingA monthly treatment coordinator report and doctor questions.

Recall

Live recall listEvery overdue patient, with calls logged to the chart.
Automatic recall cadenceRecall texts and emails that send themselves on a schedule.

Treatment that's diagnosed but not scheduled, and patients who drift past their hygiene visit, are the biggest source of production most offices already have. DailyOps keeps both lists live and keeps following up, so they don't depend on someone printing a list on Monday.

Questions

Are treatment plans built with our insurance estimates?

Yes. Plans are built from your PMS, with its insurance estimates.

Can patients sign their plan and pay a deposit?

Yes. Patients sign on the iPad or by email link, and deposits are collected at signing.

How do recall reminders work?

Overdue patients get recall texts and emails automatically on a schedule, and your team works a live recall list with calls logged to the chart.

What happens to plans that were accepted but never scheduled?

DailyOps follows up with those patients automatically until the treatment is booked.