Dental Clinic

Recall, treatment plans and patient follow-up that keep the chairs full.

For single-location dental practices and small dental groups.

What this fixes

• The recall list is not worked, so hygiene revenue leaks away → A recall sequence that converts on the day it is due
• Treatment plans get presented verbally and never converted → Treatment plan follow-up that is automatic
• No-shows quietly cost a chair a full slot → A no-show recovery flow that fills the slot
• Patient questions arrive at reception during a busy hour → A front-desk script library for the questions you answer every day

The flow it implements

1. New patient — SOP, checklist and templates included
2. Exam — SOP, checklist and templates included
3. Treatment plan — SOP, checklist and templates included
4. Treatment — SOP, checklist and templates included
5. Hygiene recall — SOP, checklist and templates included
6. Reactivation — SOP, checklist and templates included
7. Reviews — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Recall compliance %	Patients seen within their recall window	patients_recalled_on_time / patients_due
Treatment acceptance %	Treatment plans accepted as presented	accepted_plans / plans_presented
No-show rate %	Missed appointments as a share of booked	no_shows / appointments_booked
Chair utilisation %	Chair time used out of available	chair_minutes_used / chair_minutes_available

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions