Use casesTreatment-plan follow-up
Treatment-plan follow-up
When a patient leaves with a plan and doesn't book, Coherent notices. It finds them in your PMS, follows up in your clinic's voice, answers their questions to your rules and puts the approved booking in your diary.
30 minutes. Bring your consultation numbers, not patient details.
One treatment plan, two outcomes
Illustration, names invented.
A plan your clinician wrote, and no treatment.Booked by Friday, and the plan goes ahead.
Why plans stall
They came in, heard the options and took a plan home. Without a next step, the decision drifts.
Plans get followed up when someone has a spare moment, and that moment rarely comes.
Coherent finds open plans in your PMS every day, by your rules.
Patients go quiet over cost, timing or nerves, waiting for someone to ask.
A coordinator answers the non-clinical questions; clinical ones go to your team.
The usual fix is another person on the desk to work through the list.
Coordinators work the list, and your team sees every conversation.
How it runs
The programme runs every day from your PMS. Your team sees every conversation, and steps in only when you want them to.
Coherent finds patients with a consultation or plan and no treatment booked, in your PMS.
From your PMS
Messages check in after the consultation, 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 reporting shows which plans went ahead.
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 consultations and treatments the programme follows up.
Set when the first message goes out, and how long to keep checking in.
Patients already booked, and anyone your team shouldn't contact.
Stop when a patient books, says no, or after the number of messages you set.
Fit and limits
Treatment-plan follow-up reaches patients who had a consultation or plan and haven't booked. It doesn't replace your clinician's conversation.
Questions
Answers reviewed with our product team before publishing. Last updated 12 November 2026.
Ask us your own questionThe ones your rules include: the consultations and treatments you choose, minus anyone already booked or anyone your team shouldn't contact.
No. The programme checks your diary first, so a patient with a future appointment isn't chased.
Coordinators answer the non-clinical questions your rules cover, such as times and payment options. Clinical questions always go to your team.
The programme stops. Nobody is chased after saying no.
Yes. If your prices or offers change, a programme can reach patients who declined a plan, on the rules you set.
One monthly price per programme, set by your appointment volume. We quote after the call.
Treatment plan walkthrough
A walkthrough of your own consultations, from your PMS: who booked treatment, who's still deciding and who drifted.
What do most of your plans cover?
Use casesTreatment-plan follow-up
Treatment-plan follow-up
When a patient leaves with a plan and doesn't book, Coherent notices. It finds them in your PMS, follows up in your clinic's voice, answers their questions to your rules and puts the approved booking in your diary.
30 minutes. Bring your consultation numbers, not patient details.
One treatment plan, two outcomes
Illustration, names invented.
A plan your clinician wrote, and no treatment.Booked by Friday, and the plan goes ahead.
Why plans stall
They came in, heard the options and took a plan home. Without a next step, the decision drifts.
Plans get followed up when someone has a spare moment, and that moment rarely comes.
Coherent finds open plans in your PMS every day, by your rules.
Patients go quiet over cost, timing or nerves, waiting for someone to ask.
A coordinator answers the non-clinical questions; clinical ones go to your team.
The usual fix is another person on the desk to work through the list.
Coordinators work the list, and your team sees every conversation.
How it runs
The programme runs every day from your PMS. Your team sees every conversation, and steps in only when you want them to.
Coherent finds patients with a consultation or plan and no treatment booked, in your PMS.
From your PMS
Messages check in after the consultation, 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 reporting shows which plans went ahead.
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 consultations and treatments the programme follows up.
Set when the first message goes out, and how long to keep checking in.
Patients already booked, and anyone your team shouldn't contact.
Stop when a patient books, says no, or after the number of messages you set.
Fit and limits
Treatment-plan follow-up reaches patients who had a consultation or plan and haven't booked. It doesn't replace your clinician's conversation.
Questions
Answers reviewed with our product team before publishing. Last updated 12 November 2026.
Ask us your own questionThe ones your rules include: the consultations and treatments you choose, minus anyone already booked or anyone your team shouldn't contact.
No. The programme checks your diary first, so a patient with a future appointment isn't chased.
Coordinators answer the non-clinical questions your rules cover, such as times and payment options. Clinical questions always go to your team.
The programme stops. Nobody is chased after saying no.
Yes. If your prices or offers change, a programme can reach patients who declined a plan, on the rules you set.
One monthly price per programme, set by your appointment volume. We quote after the call.
Treatment plan walkthrough
A walkthrough of your own consultations, from your PMS: who booked treatment, who's still deciding and who drifted.
What do most of your plans cover?