Treatment Plan Tracking

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Tracking

Our Treatment Plan Tracker brings clarity, efficiency, and accountability to managing patient treatment plans. With a simple and intuitive interface, admin teams can easily update each plan’s status using clearly defined stages.

Clinician Accountability

Adding patients to the treatment plan section ensures your admin team can track who needs plans created, helping clinicians deliver treatment plans promptly — and eliminating outdated spreadsheets for good.

Follow-up Protocol

Structured follow-up protocols ensure every treatment plan reaches a clear outcome — whether proceeding, needing further engagement, or concluding — keeping your team proactive at every stage of the patient journey.

Conversion Rates

Tracking patients within this section lets you analyse treatment plan conversions per clinician, highlighting strengths and revealing opportunities to improve case acceptance.

Actionable Insights at a Glance

Real-time tracking gives managers instant clarity to identify bottlenecks, monitor treatment progress, and recognise trends — from seasonal dips in conversions to increases in “Not Proceeding” outcomes.

Central Location

Treatment plans can be uploaded directly to each patient file, giving your admin team fast access to key information and enabling smooth appointment booking and patient coordination.

Better Visibility

This visibility enables better strategic planning, team accountability, and performance reviews, all without digging through complex spreadsheets or paper records. With the whole team aligned on where patients stand in their treatment journey, your practice can:

  • Increase treatment uptake.
  • Improve patient communication and follow-up.
  • Pinpoint areas for operational or clinical improvement.
Tracker

Our Treatment Plan Tracker gives teams a clear, organised view of every patient’s treatment journey, removing guesswork and scattered communication. With defined stages and an intuitive interface, staff can quickly update statuses and see progress at a glance. This structure improves efficiency, highlights what needs attention, and ensures plans move forward without delays.

Clinician Accountability

Clinician Accountability becomes effortless when patients are added directly to the treatment plan section, giving your admin team full visibility over who still needs plans created. This clarity helps clinicians stay on track and deliver treatment plans promptly.

By replacing manual spreadsheets and scattered reminders, the process becomes far more reliable and consistent — resulting in better outcomes and smoother workflows.

Follow-up Protocol

Structured follow-up protocols ensure every treatment plan moves toward a clear and timely outcome — whether the patient is proceeding, needs further engagement, or is concluding.

This consistency keeps follow-ups from slipping through the cracks and supports proactive, predictable communication.

Conversion Rates

Tracking patients in this section allows you to clearly analyse treatment plan conversions for each clinician. This visibility highlights strengths while revealing opportunities to improve case acceptance.

Central Location

Treatment plans can be uploaded directly to each patient file, creating a single central location for essential information. This enables faster appointment coordination and reduces time wasted searching through scattered documents.

Lead & Referral Management

Allocate enquiries, leads, and referrals to clinicians for instant communication, boosting efficiency and conversion.

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Encrypted Instant Chat

Communicate seamlessly through our secure desktop or mobile portal with instant collaboration across your clinic.

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Virtual Patient Concierge

Engage visitors, answer questions, and capture new patient leads 24/7 — powered by AI and tailored to your practice.

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Treatment Plan Tracking

Gain complete visibility into every patient’s journey. Track, manage, and convert plans with clarity and consistency.

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Task Management

Stay on top of your practice’s needs. Assign tasks and track completion in real time across all departments.

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Mobile App

Access your clinic tools on the go — manage communication, scheduling, and updates from anywhere.

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Bespoke Referral Portal

A customised portal where partner practices can register and securely refer their patients to your clinic — effortlessly.

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Advanced Analytics

Get complete clarity on your marketing campaigns with built-in lead tracking that shows exactly where enquiries originate.

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