Treatment Plan Acceptance Follow-Up
When patients receive treatment plans but don't schedule, follow up to increase case acceptance
What This Automation Does
How It Works
Plan Unscheduled
Treatment plan status: presented, not accepted (3+ days)
Check-In
"Hi {{first_name}}, just checking in about the treatment plan we discussed. Any questions?"
Wait 3 Days
Response
Plan Details
Treatment overview, benefits, financing options
Wait 5 Days
Second touch
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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