Invisalign consult follow-up
Invisalign and cosmetic consults can stall after the scan, estimate, financing question, timing concern, or first no-response. The audit maps the non-clinical follow-up handoff so valuable consults do not disappear into notes, memory, or a stale unscheduled list.
First teardown stays non-sensitive: no patient names, appointment records, health information, insurance details, payment data, credentials, clinical questions, diagnosis, treatment, or medical advice.
Example workflow
Consult request -> scan or appointment -> estimate or financing question -> follow-up owner -> next appointment offer -> unscheduled consult review
Best fit: Dental practices with Invisalign, orthodontic, implant, or cosmetic consult paths where front-desk follow-up influences whether a patient books the next appointment.
What usually leaks
Symptom: A patient asks about Invisalign or cosmetic treatment, but the next non-clinical follow-up depends on who remembers.
First fix to test: Create a consult-interest list with owner, next follow-up date, status, and the next appointment offer.
Symptom: Questions about cost, payment options, timing, or insurance slow down scheduling because ownership is unclear.
First fix to test: Route every financing or timing question to one response owner with a due date and scheduling-focused next step.
Symptom: The clinic cannot quickly see which consults have not booked the next appointment and why.
First fix to test: Run a weekly unscheduled-consult review with reason codes and a simple reactivation queue.
Paid path
15 minutes
Send one generic front-desk snapshot and get the most likely first leak.
$300-$500
Get a workflow map, leak scorecard, quick-win backlog, and sprint go/no-go.
$1,500-$3,000
Implement one or two low-risk front-desk fixes with existing tools where possible.
Use the request page if you want SideEye Labs to tear down one generic dental front-desk workflow. Keep the first message free of patient data and clinical detail.