Follow Up Patients Without Chasing
Why this matters
Following up every patient manually can feel overwhelming.
CoTreat helps you focus on patients who are most likely to respond, saving time and improving outcomes.
Who this is for
Front Desk, Treatment Coordinators, and Practice Managers.
When you’d use this
After sending a CoTreat Pack.
How this works (simple workflow)
- Check if the plan was viewed
- Look for replies in Conversations
- Follow up after 1–2 days if needed
- Update pipeline
What to focus on
- Patients who viewed but didn’t respond
- Patients asking questions
- Patients ready to proceed
Helpful notes
💡 Not all patients need follow-up
💡 Focus on engaged patients first
Best-practice tips
- Keep messages short and friendly
- Follow up within 1–2 days
- Prioritise patients who viewed plans
Common mistakes to avoid
- ❌ Following up everyone the same way
- ❌ Waiting too long
- ❌ Overly long messages
How to do this in CoTreat
- View engagement → Track & Follow Up Patients Using Case Presentations
- Message patients → Message Patients Using Conversations
- Update pipeline → Follow-Up: Conversations & Pipeline
Start by focusing only on patients who have viewed their plan.