Follow up patients who want to "think it over" about a treatment plan
Many patients don't say no; they just go quiet. A kind, well-timed follow-up with answers to common questions helps them decide, without pressure.
Steps
- Decide timings, for example 3 days, 2 weeks and 6 weeks.
- Run the prompt below for template messages with placeholders. No patient details in the AI tool.
- Have a clinician approve the wording.
- Load them into your practice software.
The exact prompt
Write three follow-up message templates from a [UK] dental practice for patients considering a treatment plan. Day 3: any questions, here's how to reach [TC name]. Week 2: offer a call to go through options and payment plans [if offered]. Week 6: friendly last check, the plan is valid until [date]. Each under 80 words. No clinical claims, no pressure, no urgency unless the dentist has noted it. Placeholders for names and treatment.
✓ Check before you send
- A clinician approved the wording.
- No pressure tactics.
- Patient details stay in practice systems.
UK notes extra
- GDC: Standards for the Dental Team.
- Patient data is special category data; keep it out of public AI tools. ICO advice for small organisations.