Yesterday's plan still matters today.
Keep every unresolved plan in the work queue, including treatment presented in earlier months. Follow up from the patient's history, not a calendar reset.
Good treatment plans deserve a next conversation.
Keep planned treatment in sight after the consultation. Give your team a clear place to work follow-ups, record the conversation and see what is booked, completed or declined.
- All unresolved plans
- The next conversation in view
- Included in Practice
Included in Practice.
Procedure PipelineIncluded in Practice
Unscheduled
A plan to follow up
Working
A conversation underway
Booked
An appointment in place
Done
Treatment completed
Declined
The decision recorded
Unscheduled
Jane Smith
Extraction #19 · Socket preservation · Implant planning after healing
The next conversation
Follow up on the treatment discussion. Answer questions and confirm the next step with Jane.
Log the outcome → Keep the team informedThe plan stays visible. The team knows what comes next.
A patient who has not booked still deserves a thoughtful follow-up. Bring the clinical context and the conversation together, without losing older plans when a new month begins.
See the next action, not just the total.
Bring the patient, planned procedures, waiting time and outreach together. Record the result so the next person knows where the conversation stands.
Know how the month is moving.
Review monthly presentation and acceptance separately from the full follow-up queue. Planned treatment value is a planning measure, not collected revenue.
How it fits the day
From a treatment plan to a clear outcome.
- 01
Find the unresolved plan
Start with the patient's planned treatment and the reason for the next conversation.
- 02
Make the connection
Call or email the patient, then log the result.
- 03
Keep the status clear
Move work through Unscheduled, Working, Booked, Done or Declined as the facts change.
- 04
Review the month
Look at monthly performance while keeping the full unresolved queue in view.
Procedure notes record the care. Pipeline follows the plan.
Pro includes treatment and procedure documentation. Practice adds Procedure Pipeline for follow-up on planned treatment, alongside Scheduling, Slot Filler and Practice Growth Engine.
Explore supported connections →A few practical questions.
When can our practice use Procedure Pipeline?
Now. Procedure Pipeline is included in the Practice plan. Book a demo to see it on your own treatment plans.
Does the queue include older plans?
Yes. The planned workflow keeps all unresolved treatment plans in the work queue, including plans from previous months. The monthly performance summary is measured separately.
Is this the same as procedure documentation?
No. Pro includes notes describing treatment and procedures. Practice adds Procedure Pipeline to organize follow-up on planned treatment and record its outcome.
Does planned value mean collected revenue?
No. Planned treatment value describes the work under consideration. It is not payment, reimbursement or a revenue forecast.
Keep exploring
See it with your practice in mind.
Walk through the workflow, the connection to your PMS and the setup your team needs.