A patient comes for an assessment, the treatment is explained, they're given a plan and a price… and they don't come back. Not because they said no, but because they left it to think about and nobody picked the conversation back up. Repeated across a year, it's the biggest leak of money in a dental clinic.
Your team records the plan in the dashboard after the assessment. From there ClaudIA takes over: if the number of days you decide goes by and that patient still has no appointment, it writes once to pick it up again, with the private link to their plan so they can look at it. After however many weeks you set, a single reminder. And then it closes.
The messages **don't mention the treatment or the amount**: that's your clinic's information and it's discussed in the chair, not over WhatsApp. What travels is a link that expires and asks for the last four digits of the patient's phone, so forwarding it to somebody else gets them nowhere.
And it stops the moment there's any sign of life. If the patient already has an appointment, nobody chases them. If they **reply anything at all** — «I'm still thinking about it» counts — ClaudIA steps aside and your team takes the thread. And if the price has expired it doesn't insist: asking somebody to accept terms that no longer exist is worse than not writing.
Your dashboard shows **where each one stands**: who has replied, who has opened the link and how many times — going back for another look is the strongest sign they're deciding — and which ones have gone quiet for weeks. Plus a figure, in euros and **on its own**, for what the follow-up has recovered: what your team closes at the front desk is counted separately, so you can see what each one contributes.
How it works
- The plan is recorded by your team in the dashboard: patient, description and, if you want, amount. ClaudIA doesn't generate plans and doesn't calculate prices.
- After the number of days you configure — counted from the day you presented it to the patient — if they still have no appointment, ClaudIA writes to pick it up again without pressure, with the private link inside.
- One reminder after however many days you set. You decide how many nudges you want: two, one, or none if you'd rather handle it yourself.
- The moment the patient replies, the machine steps aside: the list shows «replied · over to you» and your team takes it from there.
- Your dashboard shows the stalled plans, where each one stands, and how much money the follow-up has recovered this month.