Awaiting follow-up
A request is waiting for your team to respond.
YOUR ENQUIRY DASHBOARD
See the enquiry.
Know the next step.
Calls and website enquiries, ready for reception to follow up. See what patients asked and who still needs a response.
A clear next step.
Phone and website enquiries, together.
Calls answered3
Website chats3
Appointment requests4
To follow up4
ReceivedChannelEnquiryFollow-upDetails
Open a sample enquiry to view its summary, read the conversation or update its status.
Calls and chats togetherTreatment enquiries clearly labelledFollow-up status at a glance
A useful summary. Right in your inbox.
Scheduled summaries and separate alerts under your agreed rules.
Full conversations belong in an access-controlled dashboard.
Fictional records. Changes reset on reload. Your reception team confirms appointments. Live dashboard and email delivery require acceptance testing.
02 / CLEAR FOLLOW-UP
A status that says what happened.
Contacted
Your team has made contact. This does not mean booked.
Closed
Your team has finished handling the request.
03 / KEEP THE RIGHT DETAILS VISIBLE
Treatment labels. Human priorities.
Filter implant, aligner and other treatment enquiries for the person who follows them up. Clinical concerns follow the practice’s urgent-call rules first.
See the handover checklist- Keep the patient’s own words and the basis for the label.
- Record a callback preference without promising a time.
- Confirm bookings with the practice; never infer them from a status.
04 / A HANDOVER THAT FITS YOUR DAY
A rhythm your front desk can use.
Ready for the morning
Overnight enquiries, from 17:30.
A midday check-in
Morning enquiries, from 08:00.
Before the day ends
Afternoon enquiries, from 12:30.
Example cut-off and trigger times in Europe/London, including daylight saving. Recipients, weekends and holidays are agreed with you. Calls still in progress enter the next batch when complete.
Specified requests can have a separate alert. Summaries still include them, marked as already alerted. Delivery is tested before activation.
BUILT AROUND YOUR PRACTICE