Use a Daily Checklist to Build Consistency

Why this matters

Consistency drives results with CoTreat.

A simple checklist helps your team:

• Stay organised
• Reduce missed follow-ups
• Build strong habits

Who this is for

Front Desk, Treatment Coordinators, and Practice Managers.

When you’d use this

Use this daily to:

• Send new plans
• Follow up existing patients
• Stay on top of activity

Simple daily checklist

Start of day:

• Review today’s appointments
• Check for opportunities

During the day:

• Send CoTreat Packs for relevant patients

End of day:

• Follow up 2–3 patients
• Check drafts
• Update pipeline

Helpful notes

💡 Even 10–15 minutes per day is enough
💡 Small actions daily are better than large batches

Best-practice tips

• Keep checklist visible at front desk
• Assign one person responsible
• Start simple and build over time

Common mistakes to avoid

• ❌ Trying to do everything at once
• ❌ Not assigning ownership
• ❌ Skipping follow-up

How to do this in CoTreat

• Send plans → Send Info Packs & Digital Treatment Plans
• Follow up → Message Patients Using Conversations
• Track patients → Track & Follow Up Patients Using Case Presentations

If consistency is hard, reduce the checklist to just 1–2 key actions.