Treatment-plan follow-up
Treatment plans can stall after the consult, estimate, financing question, insurance check, or patient hesitation. The audit maps the non-clinical follow-up handoff so unscheduled treatment does not disappear into notes or memory.
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 -> treatment estimate -> patient question -> follow-up owner -> scheduling attempt -> unscheduled backlog review
Best fit: Dental practices with valuable treatment plans that depend on front-desk follow-up, scheduling, financing answers, or patient reactivation.
What usually leaks
Symptom: The clinic knows treatment was accepted or discussed, but no one owns the next non-clinical follow-up step.
First fix to test: Build a short unscheduled-treatment list with owner, next date, patient-safe status, and outcome.
Symptom: Patients who ask about cost, timing, or coverage wait too long for a scheduling-focused response.
First fix to test: Attach a standard non-clinical response owner and follow-up due date to every estimate question.
Symptom: Old plans are reviewed only when someone remembers or when the schedule looks light.
First fix to test: Run a weekly unscheduled-plan review with counts, next actions, and reasons plans are not booked.
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.