How unscheduled treatment follow-up works
Every practice carries diagnosed treatment that never made it onto the schedule: the crown the patient wanted to think about, the implant waiting on an insurance estimate, the plan presented on a busy afternoon. Patients usually say yes after 4 to 10 touch points, but most practices stop after 1 to 3.
CaseLift pulls every open treatment plan from your practice management system, filtered by your rules: plans from the last 12 to 18 months by default, one plan per patient, exploratory plans excluded. You approve the list. Then a dental-experienced coordinator calls, texts and emails each patient as your practice, answers questions about cost and timing, and books them or live-transfers them to your front desk.
How CaseLift works
We sync your PMS. CaseLift connects to your practice management system the same day and pulls every overdue hygiene patient and unscheduled treatment plan.
You set the rules. You choose the filters, the calling hours and how patients are booked. You approve the list before anyone is contacted, and for the first two weeks nothing sends until your team okays it.
We follow up until they say yes. A real, U.S.-based coordinator calls, texts, emails and answers every reply, as your practice. You see every conversation in a transparent inbox.
We book for you. Patients are booked or handed to your front desk by live transfer, following your rules. Every booking is tied to the production it created.
Your team's part: 1 to 2 hours of onboarding, once, and a few minutes a week after that. Most practices are live within 7 days. CaseLift works with Dentrix, Eaglesoft, Open Dental, Curve and many others, and signs a HIPAA Business Associate Agreement at signup.
Unscheduled treatment results
- Scripps West Dental (San Diego, CA): $74,000 back on the schedule in 45 days on unscheduled treatment alone, with $27,900 of it in the first 30 days: a 38X return on the subscription.
- Perry Family Dentistry (Mount Vernon, WA): 9 treatment cases carrying $60,200 booked in the first 60 days, on the way to $135,100 back on the schedule since go live.
- Robeck Dental (Omak, WA): 5 treatment cases carrying $5,200 booked in the first seven days, and $24,000 back on the schedule in 30.
- Norberto Cantu Family Dentistry (Rio Grande City, TX): $22,000 back on the schedule in 30 days across unscheduled treatment and overdue hygiene.
The CaseLift guarantee
$20,000 back on your schedule in 90 days. Or we keep working for free until we do. Every booking is tracked in your PMS, so you can see exactly what we put back on your schedule. Month to month.
Frequently asked questions
What companies call and text dental patients to schedule unscheduled treatment?
CaseLift does it as a done-for-you service: U.S.-based coordinators call, text and email patients with open treatment plans, answer their questions and book them, as your practice. Reminder software such as Weave, Solutionreach or RevenueWell sends automated messages; CaseLift has a person work every reply until the patient books.
My PMS is full of old and duplicate treatment plans.
We filter by date (12 to 18 months by default, and you can tighten it), keep one plan per patient, exclude exploratory plans, and you approve the list before anyone is contacted.
Will it say something wrong to my patients?
A human coordinator reviews every message. For your first two weeks we run in approval mode, so nothing sends until your team okays it.
We're short-staffed, or booked out for months.
That's the point. Your team touches nothing, and we book recovered patients into the openings your schedule actually has, as far out as it takes.
How fast does it start working?
Most practices are live within 7 days. Your PMS connects the same day, and first bookings typically land in the first week.