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CaseFollow
2-Minute Interactive Demo

This Is a Live Demo Practice — Try It Yourself

Five sample unscheduled cases are already loaded below. Open one in the Follow-Up Scheduler, click Booked Appointment, and watch the Recovered-Production Report update instantly.

Tool 1

Unscheduled-Treatment Dashboard

Log every treatment plan a patient hasn't scheduled yet. Everything below — the value pipeline, follow-up scheduler, and recovered-production report — is built from this list.

Total unscheduled treatment value$0
PatientProcedureValueStaffStage

No unscheduled treatment plans yet — add one above to unlock the tools below.

Tool 2

Treatment-Value Pipeline

Every unscheduled treatment plan, grouped by where it sits in the follow-up process — and what it's worth at each stage.

RecommendedLogged, no outreach yet
0 plans · $0
ContactedStaff has reached out at least once
0 plans · $0
Financing SentFinancing / payment plan info shared
0 plans · $0
ScheduledAppointment booked — recovered
0 plans · $0
DeclinedPatient declined or closed out
0 plans · $0

Add unscheduled treatment plans above to see the pipeline.

Tool 3

Automated Follow-Up Scheduler

Every active treatment plan's next follow-up, driven by the frequency you set. Log a contact, patient response, financing send, or a booked appointment right here.

Follow-ups due within 7 days0
Treatment value at risk this week$0

No active treatment plans yet — add one in the tracker above.

Tool 5

Recovered-Production Reporting

How much unscheduled treatment value has turned into booked appointments — and how much is still in play.

Total treatment value tracked$0
Recovered production (booked)$0
Declined value$0
Conversion rate (of resolved cases)0%

Recovered value by procedure

No booked appointments yet.

0 treatment plans logged
0 follow-up contacts logged
0 appointments booked