Patient Context: Crown treatment plan presented March 5, 2026. Estimated cost: $2,400. Insurance covers 70% ($1,680). Patient co-pay: $720. Maria expressed interest but wanted to check her schedule. No financial objections raised.
Step 1: Initial Check-in
Day 3 (March 8) · Sent at 10:15am · Delivered
"Hi Maria, Dr. Nguyen wanted to check in about the crown treatment we discussed last Tuesday. We know scheduling can be tricky — is there anything we can help with to make it easier?"
Opened 10:42am · No reply
Step 2: Gentle Reminder
Day 7 (March 12) · Scheduled 9:00am · Queued
"Just a friendly reminder — your treatment plan is ready whenever you are. Your insurance covers 70%, bringing your portion to $720. We have openings this week and next. Would you like us to hold a time?"
Step 3: Follow-up with Urgency
Day 14 (March 19) · Pending Approval
"Hi Maria, we wanted to touch base one more time about your crown treatment. Waiting too long can sometimes lead to further decay, so Dr. Nguyen recommends scheduling within the next couple of weeks. We can work with your schedule — would morning or afternoon work better?"
Approve
Edit
Skip
Step 4: Final Attempt
Day 30 · Not yet drafted
AI will draft this message based on patient response to Steps 1-3.
Graduation Tracker — Treatment Follow-ups
Approved: 12
Rejected: 0
Edited: 0
Total: 12
Ready for Semi-Auto upgrade — 12/15 threshold (80%)
Other Treatment Follow-ups
David Brown — Implant consult
Step 2 sent
Sarah Kim — Root canal
Step 1 pending
James Lee — Whitening package
Booked!
Amy Chen — Invisalign consult
Step 3 sent
Robert Park — Bridge replacement
Step 2 pending