Ops · n8n

Follow Up on Unscheduled Dental Treatment Plans Automatically

Patients often leave with a treatment plan but never book it. Detect accepted-but-unscheduled plans and send a gentle reminder with a booking link so the chair stays full.

difficulty Intermediatesetup 35 minresult Accepted treatment plans that were never scheduled get a timely nudge, recovering revenue that would otherwise be lost.—
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  1. 1

    Scan Treatment Plans

    Add a Schedule Trigger running weekly and a Google Sheets node listing plans marked accepted but not booked.

  2. 2

    Filter by Age

    Add an IF node keeping plans accepted more than two weeks ago that still have no appointment.

  3. 3

    Send the Reminder

    Add a Twilio node texting the patient a friendly reminder about their pending treatment with a booking link.

  4. 4

    Mark as Contacted

    Add a Google Sheets node recording the outreach so patients aren't messaged repeatedly.

  5. 5

    Activate and Test

    Activate the workflow and flag a test plan as unscheduled. Confirm the reminder sends.

Frequently asked questions

How often should I remind?

Space reminders a couple of weeks apart and cap them so patients feel encouraged, not pestered.

Can I prioritize by value?

Sort unscheduled plans by treatment value so the front desk follows up on the highest-value cases first.

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