Treatment-plan follow-up on WhatsApp
A 90-day WhatsApp cadence that converts 50%+ of presented treatment plans — without making the patient feel chased.
- 6-touch over 90 days
- Insurance-pause branch
- Financing CTA
- Dentist voice note
Key things to know
Touch 1 — Plan card (T+30 min)
Sends the plan PDF, photos, dentist notes and a one-tap booking link before the patient gets home.
Touch 2 — Restate value (Day 2)
Short message restating the clinical 'why now' — decay progression, ortho window, implant timing.
Touch 3 — Voice note (Day 5)
20–30s personalized voice note from the treating dentist — highest single-touch conversion lift.
Touch 4 — Financing (Day 10)
Introduces EMI / financing option after value is established, never before.
People also ask
Q.Why do dental treatment plans go cold?
Patients leave the chair with sticker shock, no financing answer and no follow-up channel. Most clinics rely on one front-desk call within 48 hours then give up — leaving 50–70% of presented plans unconverted.
Q.What's a good treatment-plan close rate?
Top-decile practices close 55–70% of presented plans within 90 days. The cadence below typically lifts a 30% baseline to 50%+ in the first quarter.
Q.Should follow-ups include the cost again?
Yes — restate the estimate, insurance share, EMI option and out-of-pocket clearly in touch 2. Vagueness kills conversion.
Q.When should I introduce EMI or financing?
Touch 3 — after the value reminder and dentist voice note. Leading with finance signals discount, not premium.
Q.Can the cadence handle insurance pre-auth waiting?
Yes. The pre-auth branch pauses the cadence while the claim is in flight, then resumes the moment the response is back.
Q.Does the dentist need to record voice notes manually?
Optional. A 20–30 second personalized note from the treating dentist lifts conversion ~25%, but a written variant also works.
Why presented plans rot in folders
The chairside 'yes, sounds great' rarely survives the drive home. Patients hit price reality, insurance confusion and decision fatigue. Without a structured follow-up, the average plan dies in 9 days.
WhatsApp follow-up gives patients a quiet channel to ask questions, restate the value when objections rise and offer financing at the right moment — without front-desk call-downs.
Built for serious growth teams
Touch 1 — Plan card (T+30 min)
Sends the plan PDF, photos, dentist notes and a one-tap booking link before the patient gets home.
Touch 2 — Restate value (Day 2)
Short message restating the clinical 'why now' — decay progression, ortho window, implant timing.
Touch 3 — Voice note (Day 5)
20–30s personalized voice note from the treating dentist — highest single-touch conversion lift.
Touch 4 — Financing (Day 10)
Introduces EMI / financing option after value is established, never before.
Touch 5 — Social proof (Day 21)
Patient story (anonymized) for the same treatment + Google review link.
Touch 6 — Slot offer (Day 45 + 75)
Live slot proposal with one-tap booking — kept polite, low pressure.
Get live in days, not months
- 1
Capture plans from PMS
Treatment-plan events from Dentrix, Eaglesoft, Practo or Cliniko trigger the cadence.
- 2
Install the cadence
Pre-built 6-touch journey — branches for insurance pre-auth and financing.
- 3
Enable dentist voice notes
Optional, recorded once per plan in <1 minute.
- 4
Measure plan close %
Dashboard shows close % per dentist, per treatment, per cohort.
What teams ship with this
Implants & full-mouth
High-ticket plans — voice note + financing touch lifts close rate the most.
Cosmetic & veneers
Smile-design social proof + photo gallery dominates.
Ortho consult conversion
Pause cadence on insurance pre-auth; resume on response.
Frequently asked questions
Related guides & pages
Stop letting six-figure plans rot in folders
LandinChat ships the quote-to-close cadence pre-built. Convert 50%+ of presented plans in the next 90 days.