Every open treatment plan in the EHR, sent to the patient in plain language by text and email. Every answer written back to the chart.
Sent. Scheduled. Posted.
They say they'll think about it. The plan sits in the EHR, follow-up becomes a call between visits, and after a try, it stops. The work is diagnosed and priced. It just never got scheduled.
The EHR fills in the procedures, the fees, and the patient's portion. NexHealth drafts a plain-language summary, and your staff approves every word before it goes out.
Last name and date of birth opens the plan. They see the treatment in plain words, the cost after insurance, and three buttons: Schedule this plan, Remind me in 3 months, or Decline treatment.
Three tabs sort every plan by status. Interested is the incoming call list: patients who accepted, waiting to be scheduled, with the unscheduled production totaled at the top.
Remind me in 3 months puts the plan on a cadence. Text and email keep going until the patient answers. Nobody keeps a list.
The summary is forty to sixty words of plain language. It never states dollar amounts and never makes clinical claims. Your staff reads it, can rewrite it, and sends it. The final version is always your team's call.
A yes becomes a booking. A decline writes Inactive in Open Dental, Rejected in Dentrix and Eaglesoft. The chart says what the patient said.
You don't start from zero. Every open plan sitting in your EHR shows up on day one, ready to send. That backlog is diagnosed, priced work waiting on a follow-up.
No, and that's deliberate. Plans are reviewed and sent one at a time so a person approves everything a patient sees. EHR data gets messy, and this protects your patients from it. Review and send takes under two minutes.
The patient's view updates in near real time, and the plan moves back to Available so your team knows to review and resend. Nobody acts on a stale version.
Patients verify with a last name and date of birth before seeing anything, the same authentication used for payment requests.
Open Dental, Dentrix, and Eaglesoft.
Declines and archives write back to the chart. Everything else is read-only.
Every open plan in your EHR, ready to send on day one.