Treatment Coordinator Software
Treatment Coordinator Software That Replaces the Spreadsheet and Sticky Notes
Most treatment coordinators are running unscheduled treatment out of a spreadsheet, a notebook, or memory. CaseFollow gives you one queue — who's due today, what was already said, and what to do next.
No credit card required.
47sample practice's patients currently needing follow-up
The gap this closes
Follow-up tracking lives outside the PMS
Spreadsheets go stale the moment two people are supposed to update them.
No consistent cadence
Without a system, follow-up timing depends on whoever remembers to check the list that day.
Handoffs lose context
When a case changes hands, the new owner rarely knows what's already been said to the patient.
How CaseFollow helps
One queue, sorted by urgency
Overdue, due this week, and due this month — all in one filtered view.
Case ownership
Every treatment plan has an assigned staff member, so nothing is 'someone else's job.'
Staff performance visibility (Growth+)
See recovered production by staff member and follow-up sequence to know what's actually working.