Every dental lead followed until it books
Lead follow-up for a dental practice means every call and form has an owner and a next step until the person books or says no. In CareRM each inquiry moves from new to reached to booked where your team and ours can see it, and a call task opens when someone hasn't booked.
Show me the proofA status should tell someone what to do.
A list loses its value when the same status means different things to different people. We agree what moves an inquiry from new to reached to booked, who owns it at each step, and what happens when nobody has reached it yet. Your front desk still answers the phone and books in your own schedule; CareRM makes sure nobody slips through. Before launch, every path is tested with a real inquiry all the way to the person who answers it. For a DSO, each location's list sits side by side.
What the work includes
- Statuses and owners
- What new, reached and booked mean at your practice, who owns each step, and what they do next.
- Tasks and approvals
- A call task when someone hasn't booked, a due time, and a person approving the next follow-up email.
- Tested before launch
- A real test inquiry followed from the form or call to the person who answers it, at every location.
Before we begin
We need to know who answers inquiries at each practice and how they book. Booking happens in your own schedule; with your practice management system connected, bookings are matched back to the lead.
Every lead, followed
Answer every inquiry, then fill the chair: every call and form moves from in CareRM to reached to booked, with the number not reached shown at each step.
Show me the proof
Questions practices and DSOs ask
How should a dental practice follow up with new leads?
Quickly, by a named person, until they book or say no. In CareRM each inquiry shows whether it was reached and booked, and a call task opens when it hasn't.
Can we move from our current CRM?
Yes. We check what your current system does well and move records over only if it makes sense, with a sample transfer first.
Can we see which locations miss the most inquiries?
Yes. Reached, not reached and booked are counted the same way at every practice and sit side by side on one screen.
Do you book appointments for us?
No. Your team books in your own schedule. We make sure every inquiry has an owner and a next step until it does.
What is a new patient worth to you?
Don’t know yet? Most practices don’t. Bring one practice or every location in a DSO. 30 minutes, three screens, nothing to connect. You keep the notes.
Show me the proof