Treatment Follow-Up for Dentrix Practices
Dentrix tracks the treatment plan. It doesn't give staff a follow-up queue, a cadence, or a recovered-production report. CaseFollow adds that layer without requiring you to change practice management systems.
No credit card required.
The gap this closes
Unscheduled treatment reports are static
A one-time report doesn't tell staff who to call today — it's a snapshot, not a working queue.
No follow-up cadence built in
Dentrix isn't built to remind staff when a specific patient's next follow-up is due.
How practices on Dentrix use CaseFollow
CSV import from your Dentrix export
Bulk-load unscheduled treatment plans instead of entering them one at a time (Growth plan and up).
Native Dentrix sync — on our integration framework
We're building direct PMS connectors. Today, CSV import and manual entry cover the gap; ask about your timeline on the Founding Practices page.
Everything else runs independently of your PMS
Follow-up scheduling, task ownership, and recovered-production reporting all run in CaseFollow, alongside Dentrix.