Many dental practices have thousands of dollars in unaccepted treatment plans, but no effective way to encourage treatment plan acceptance with patients. If your patients won't commit to a treatment plan during their visit, try using RevenueWell’s Treatment Plan Follow-Up Campaign! This campaign is a practice-friendly solution that monitors patients with unaccepted treatment and automates messages to promote treatment acceptance and scheduling. Here are our five favorite ways to influence treatment acceptance using RevenueWell:
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Maintain treatment plans in your practice management system.
To maximize patient treatment success and future bookings, make sure patients have a treatment plan entered into your PMS after every visit. Though a simple step, maintaining treatment plan information is crucial for patient communications through RevenueWell. Treatment plans must be marked as "proposed" or "accepted" for the patient to receive the correct follow-up messages and reminders. Review the importance of treatment plans with your staff to guarantee no plan is forgotten or missed.
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Activate all five attempts of the Treatment Plan Follow-Ups Campaign.
The attempts are available to you, so make the most of them! It can take 5-7 intentional touchpoints to get patients to respond, so don’t waste an opportunity to increase your office production with these attempts. Activate all Treatment Plan Follow-Up attempts for the best chances at increasing your treatment acceptance and patient retention. If you're worried about multiple treatment plans being followed up on, simply adjust your message schedule. Campaign messages will only be sent as far back as you decide.
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Send out Treatment Plan Follow-Up postcards.
Although emailing and texting are the primary ways to communicate with patients, direct mail is making a comeback for intentional patient messaging. If you haven’t used direct mail for Campaigns, try sending Treatment Plan Follow-Up postcards for a change! To do so, choose direct mail as a communication method within the campaign settings. Before activating a postcard campaign, choose specific postcard details, review costs, and establish a monthly budget under ‘Direct Mail Settings’ in the Settings tab.
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Customize the messaging for your follow-up campaign.
The template message for the treatment plan follow-up campaign is a great place to start, but it is best to adjust it to match the look, feel, and sound of your practice brand. Patients will need the essentials of the message like the financial details and treatment information to make an informed decision, but personalize elements like the greeting, images, brand taglines, etc. Making these customizations to the message is easy – just select ‘Edit Message’ inside the Treatment Plan Follow-Up campaign.
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Send a one-time Campaign to patients with long overdue treatment.
RevenueWell Campaigns allows you to target a patient audience for your message based on factors like treatment history, treatment plan status, insurance, and more. To encourage treatment plan acceptance among patients who have long overdue treatment plans or to target patients with a specific treatment recommendation, craft a one-time campaign and filter the recipients to reach these special cases. Since it is a one-time send, create multiple target groups, tailor customized messages for each, and schedule a send to maximize the potential for treatment acceptance.
A Closer Look at Treatment Plan Activity
- Patients Scheduled w/ Tx Plan: Total number of patients scheduled for an appointment last week that have outstanding procedures in their treatment plan.
- Tx Follow-Ups Sent: Total number of automated Treatment Plan Follow Up messages sent to patients.
- Tx Last Week: Total value of completed procedures from treatment plans last week.
- Proposed Last Week: Total value of procedures recommended to patients in treatment plans last week.
- Still Unscheduled: Total value of unaccepted patient treatment plans within the last 18 months.
Interested in more educational content? Enroll in the RevenueWell Academy to access specialized product courses and learning paths for boosting practice success!