Use casesReplace spreadsheet follow-up
Replace spreadsheet follow-up
Lists, sheets and call logs only work when someone keeps them. Coherent finds who needs following up in your PMS every day, sends the messages, answers the replies and puts approved bookings back in your diary. Everyone can see who's been contacted.
30 minutes. Bring your current lists, not patient details.
One follow-up list, two weeks
Illustration, names invented.
A list that's always behind, and no record of who was called.Worked through by Wednesday, with every contact on record.
Why spreadsheets slip
Spreadsheet follow-up starts with good intentions. Then the phone rings, the list grows and nobody knows where it got to.
Two people call the same patient, and someone else gets missed.
Every message and reply is logged against the patient.
Email tools, automations and call lists each do part of the job, and nobody is sure the automations still run.
One platform runs the programmes, with nothing to keep in sync.
Patients book, cancel and reply all day. A sheet exported on Monday is wrong by Tuesday.
Coherent reads your PMS every day, so the list is always current.
How it runs
The programmes run every day from your PMS. Your team sees every conversation, and steps in only when you want them to.
Coherent finds patients who need follow-up in your PMS: enquiries, cancellations, lapsed patients and open plans.
From your PMS
Each patient gets one message, in your clinic's voice and on the timing you set.
Messages
A coordinator approves every reply. Anything clinical goes straight to your team.
Reply
The approved booking goes into your PMS, and the patient's record shows every contact.
Your diary
Your rules
We agree the rules with you before anything goes live, and write them down so every coordinator follows them.
Choose the groups the programmes follow up.
Set when the first message goes out for each group.
Patients already booked, and anyone your team shouldn't contact.
Stop once a patient replies, or after the number of messages you set.
Fit and limits
Coherent replaces the lists, sheets and call logs your team keeps by hand. It doesn't replace your PMS.
Questions
Answers reviewed with our product team before publishing. Last updated 12 November 2026.
Ask us your own questionYou can stop keeping them. Coherent builds each list from your PMS every day, so there's nothing to export or update.
No. The programme checks your diary first, so a patient with a future appointment isn't contacted.
Yes. Your team can work from the Coherent inbox, and every call and message is logged against the patient.
Only for newsletters, if you send them. Patient follow-up runs in Coherent.
If your PMS is on our list, yes. Your team grants access and we handle the setup.
One monthly price per programme, set by your appointment volume. We quote after the call.
List walkthrough
A walkthrough of the patients on your current lists, found in your own PMS data, and who could be followed up for you.
Where does your follow-up live today?
Use casesReplace spreadsheet follow-up
Replace spreadsheet follow-up
Lists, sheets and call logs only work when someone keeps them. Coherent finds who needs following up in your PMS every day, sends the messages, answers the replies and puts approved bookings back in your diary. Everyone can see who's been contacted.
30 minutes. Bring your current lists, not patient details.
One follow-up list, two weeks
Illustration, names invented.
A list that's always behind, and no record of who was called.Worked through by Wednesday, with every contact on record.
Why spreadsheets slip
Spreadsheet follow-up starts with good intentions. Then the phone rings, the list grows and nobody knows where it got to.
Two people call the same patient, and someone else gets missed.
Every message and reply is logged against the patient.
Email tools, automations and call lists each do part of the job, and nobody is sure the automations still run.
One platform runs the programmes, with nothing to keep in sync.
Patients book, cancel and reply all day. A sheet exported on Monday is wrong by Tuesday.
Coherent reads your PMS every day, so the list is always current.
How it runs
The programmes run every day from your PMS. Your team sees every conversation, and steps in only when you want them to.
Coherent finds patients who need follow-up in your PMS: enquiries, cancellations, lapsed patients and open plans.
From your PMS
Each patient gets one message, in your clinic's voice and on the timing you set.
Messages
A coordinator approves every reply. Anything clinical goes straight to your team.
Reply
The approved booking goes into your PMS, and the patient's record shows every contact.
Your diary
Your rules
We agree the rules with you before anything goes live, and write them down so every coordinator follows them.
Choose the groups the programmes follow up.
Set when the first message goes out for each group.
Patients already booked, and anyone your team shouldn't contact.
Stop once a patient replies, or after the number of messages you set.
Fit and limits
Coherent replaces the lists, sheets and call logs your team keeps by hand. It doesn't replace your PMS.
Questions
Answers reviewed with our product team before publishing. Last updated 12 November 2026.
Ask us your own questionYou can stop keeping them. Coherent builds each list from your PMS every day, so there's nothing to export or update.
No. The programme checks your diary first, so a patient with a future appointment isn't contacted.
Yes. Your team can work from the Coherent inbox, and every call and message is logged against the patient.
Only for newsletters, if you send them. Patient follow-up runs in Coherent.
If your PMS is on our list, yes. Your team grants access and we handle the setup.
One monthly price per programme, set by your appointment volume. We quote after the call.
List walkthrough
A walkthrough of the patients on your current lists, found in your own PMS data, and who could be followed up for you.
Where does your follow-up live today?