Treatment · $249 a month · needs Benefits
Call lists of treatment insurance will pay for.
Unscheduled treatment, benefits left before the plan renews, overdue recall: sorted into short lists your team can work between patients.
Five lists, ready to call
Each list comes from the benefits already in Open Dental, so every name on it has insurance money behind the call.
Covered in full
Planned treatment the insurance pays at 100%.
Year-end
Benefits left before the plan renews. Implants, crowns and root canals come first, by highest insurance payment.
Recall
Patients due for their visit, on your own timing.
Bring back
Inactive patients whose coverage is still active.
Could come sooner
Patients who could take an open slot and fill a gap in the schedule.
Options side by side
Treatment options compared on the patient page, with your financing text and links.
Work the list, not a spreadsheet
- You approve a list before anyone calls.
- Call scripts and one-tap calling.
- Results are written to the chart.
- A patient leaves the list as soon as they book.
- Families who owe money or have a claim out are held back.
- Chart notes that say don't call are respected.
Add-on codes, your call
Treatment can plan add-on codes on booked visits where the plan pays them at 100%, such as x-rays with a crown. Every rule starts off, so nothing is billed until you turn it on.
How recently seen is too recent, when recall is due, and the smallest amount worth a call are all your settings.
Good to know
- Treatment needs Benefits, because its lists come from the benefits it reads. Together they're $598 a month.
- Nothing goes out to patients until your team acts.
Questions
Who decides who gets called?
You do. Lists can need approval first, and your settings decide who belongs on each list.
Could a patient be called twice?
A patient leaves a list when they book, and families with a balance or a claim out are held back.
Can we use our own call scripts?
Yes. Scripts are a setting your admin writes.
See the lists on a pretend clinic.
Or start with a free two-week audit, which shows what money is left in your own Open Dental.