Help / Marketing & patient acquisition

Opportunities from your current patients

Patients with a plan waiting, treatment left unfinished, or a birthday this week.

Available to: Owner, admin and reception

1. 1

   Leads → Opportunities from existing patients.

2. 2

   "Plans awaiting approval": treatment plans made more than two days ago that the patient has not accepted yet.

3. 3

   "Treatment left unfinished": accepted plans with items left and no upcoming appointment.

4. 4

   "Birthdays this week": a short greeting goes a long way.

5. 5

   Each patient has a WhatsApp button with a ready message. Only message patients who agreed to be contacted.