Surgical Cases Are Referred In and Time-Sensitive — Follow-Up Can't Be an Afterthought
Oral surgery cases arrive from GPs, periodontists, and orthodontists, often bundled with implant placement or bone grafting. CaseFollow tracks every referred case from consult to booked surgery.
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Why surgical cases fall through
High volume of referral sources
Cases come from multiple referring practices — without a system, it's easy to lose track of who's still deciding.
Pre-op logistics add delay
Medical clearance, sedation consent, and scheduling coordination all add steps where a case can stall.
Bundled cases complicate cost conversations
Extraction plus graft plus implant means a bigger number and more reason for a patient to hesitate without financing help.
Built for surgical case follow-up
Specialty workflows tuned for surgical cases (Pro)
Prioritization and sequences built for bundled, higher-value surgical treatment plans.
Case-specific templates
Outreach and financing messaging matched to what surgical patients actually need to hear.
Full referral case history
Track every case back to its referral source, with contact history logged for each one.