Instantly tag patients to your Tasks via Smart Search via #tag with Open Dental Integration

Keep your team in on the conversations by Tagging them via the @sign

Set up Repeating Tasks to build routines for your team for consistency

Attach relevant Wiki Pages (Training Material) to Tasks

Send a text and or email review request upon completion of any appointment or based on certain procedure code

Assign a task to an employee due at a preset time - to do something when an appointment with a specific procedure code is completed or scheduled.

Send a specific form - Med History, registration forms, consent forms, etc. when a procedure is scheduled or completed

Send post-operative instructional emails / texts via completion of a procedure code

Know when your Overdue Recall, Unscheduled Treatment, or broken appointment follow-up calls are turning into Scheduled Appointments.

See which of your Outstanding claim follow-ups are actually turning into PAID claims – so you can measure the ROI of your follow-up efforts by specific team members!

See WHO scheduled appointments from your follow-ups. See the actual $ value attached to the Open Dental appointments, so you can measure your ROI on your team's follow-up efforts!

Follow up consistency: When patients don't respond, follow up action is automatically enforced for your team, so things don't fall through the cracks

Follow-up Notes seamlessly transferred to Communication Log so your team is not making duplicate chart entries

Automate creation of next follow-up, so you don't leave it on your team to manually create reminders to call patients back.

Auto save your team's follow-up status and notes directly into patient's communication log and the Open Dental Claim Status History!

Patient Balances - See who still owes money to the practice, and who's following up with them

Outstanding Pre-Authorizations - turn your pending Open Dental PreAuthorizations into Tasks