Module 1: Foundation & Fundamentals
This section covers fundamental principles related to front office team members managing hundreds of thousands of dollars of production opportunities with a systematic approach.
Empowering The Front Office
Video 1: How your followup system will empower you to properly manage hundreds of thousands of dollars of production opportunities with a systematic approach.
Opportunity Pipeline & Followup Campaigns
Video 2: Understanding the concepts of an opportunity pipeline & followup campaigns and how it will change the way production opportunities are managed at the front office.
Module 2: Unscheduled Treatment Plans
This section covers everything you need to know about managing unscheduled treatment plans.
Adding New Unscheduled Treatment Plans
Video 1: How to add a new patient to follow-up system and activating an unscheduled treatment followup campaign.
Your List Of Existing Unscheduled Treatment Plans
Video 2: This video explains how to tackle your list of existing unscheduled treatment plans that have been loaded into your system.
Delaying A Followup Campaign To Start Later
Video 3: How to input an unscheduled treatment plan and have the system remind you to start followup at a later date.
Sending or Delaying The Next Followup Step
Video 4: How to monitor which followup step each campaign is at and how to trigger the or delay the next followup step when it becomes due.
Managing Text + Email Conversations
Video 5: How to use the followup system to effectively manage all text message + email communication with many patients.
Once A Followup Campaign Is Completed
Video 6: Simple steps to take once a followup campaign is completed in order to update the patient's appointment status.
Managing Appointment Requests
Video 7: How to manage patients who have requested appointments from online forms via their phone or email.
Module 3: Broken Appointments
This section covers lessons on how to properly manage broken appointments within your front office followup system
Managing Different Types of Broken Appointments
Video 1: How to manage broken appointments with new patients, hygiene recalls, treatment or SRP patients, and limited exam or other appointment types.