Use Drafts to Signal Packs Need to Be Sent
Why this matters
In busy clinics, it’s easy for follow-ups to be missed.
Using drafts as a signal creates a simple, visible workflow so your team always knows:
- Which patients need a plan
- What still needs to be sent
Who this is for
Dentists, Treatment Coordinators, and Front Desk teams.
When you’d use this
When:
- Dentists want to quickly flag a patient
- Plans aren’t sent immediately
- You want a clear handover without extra conversations
How this works (simple workflow)
- Dentist creates or saves a draft (optional)
- Draft acts as a signal
- Front desk/TC reviews drafts
- Plans are completed and sent
What makes this effective
- No need for verbal reminders
- Clear visibility across the team
- Reduces missed opportunities
Helpful notes
💡 Drafts don’t need to be perfect
💡 They are a signal, not a final plan
💡 Reception/TC completes the plan
Best-practice tips
- Check drafts at set times (e.g. midday, end of day)
- Use templates to finish plans quickly
- Keep draft usage consistent across clinicians
Common mistakes to avoid
- ❌ Leaving drafts unsent
- ❌ Overcomplicating draft content
- ❌ Not assigning responsibility to review drafts
How to do this in CoTreat
- Create/edit drafts → Send Info Packs & Digital Treatment Plans
- Apply templates → Create & Manage Templates
If drafts are being missed, introduce a simple daily check process.