Automate the work that keeps your schedule full
Follow up on treatment plans that never got booked.
When a patient leaves with a treatment plan but no appointment, Kline follows up — by voice and text — until the visit is booked or the patient has clearly decided not to proceed.
Your team only handles the exceptions.
What this workflow handles
Treatment plans presented but never booked
Patients who said they would call back
Diagnosed care that has been sitting unscheduled
Follow-up after insurance verification or financial discussion
What triggers this workflow
A treatment plan that was presented but never booked.
A treatment plan that stays unscheduled
Kline identifies patients with diagnosed treatment that was never booked and starts follow-up.
A time threshold you define
You set how long after treatment presentation Kline begins outreach.
A list refresh from your practice system
Kline keeps its unscheduled treatment list current by syncing with your practice management system.
What Kline does automatically
Follow up until the visit is booked or the patient decides.
Finds patients with unscheduled treatment
Kline syncs with your practice management system to identify patients who have diagnosed treatment that was never booked.
Contacts the patient
Kline reaches out by voice or text to follow up on the treatment plan and help the patient take the next step.
Handles questions and scheduling
If the patient has questions about timing, cost, or logistics, Kline works through it. Complex clinical questions are escalated to staff.
Schedules the treatment visit
When a patient is ready, the appointment goes directly into your practice management system.
What the practice controls
You set the policy. Kline handles the follow-up.
Set which treatment types trigger follow-up
Define the outreach timing and cadence
Choose voice, text, or both
Set a stop point for patients who decline
When staff gets involved
Clinical judgment, financial conversations, and high-value plans.
Clinical questions
If a patient asks about the treatment itself, risks, or alternatives, your clinical team handles the conversation.
Financial discussions
Insurance questions, payment plans, or cost concerns that need a human touch.
High-value treatment plans
Complex or multi-visit treatment plans where a personal follow-up from the doctor matters.
Outcomes
Diagnosed treatment stops sitting on the shelf.
More diagnosed treatment gets booked
Patients who needed a follow-up nudge actually get one — instead of falling off the list.
Higher case acceptance over time
Consistent follow-through means fewer treatment plans sitting unscheduled indefinitely.
Less revenue left on the table
Diagnosed treatment is real production potential. Following up on it is one of the highest-value activities a practice can do.
Staff freed from manual follow-up
Your team stops spending time calling through lists of patients who said they would call back.
Keep your schedule full without adding more work to your team.
Related workflows