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Join 8000+ Practices

Give every treatment plan the follow-up it deserves. Without adding to your payroll.

Most dental practices present treatment plans and then wait. Some patients book. Most say they will think about it. And without a dedicated system to follow up, the majority of those undecided patients never come back.

ConvertLens acts as a virtual treatment coordinator for your practice. It follows up on every unaccepted treatment plan automatically, nurtures patients through their decision at the right pace, and books appointments when they are ready. Your team focuses on patients in the chair. ConvertLens handles everyone else.

HIPAA-compliant
Works with Dentrix, Eaglesoft, Open Dental
Average case acceptance improvement 28 percent in 90 days
Used by 500 plus dental practices
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Your practice is presenting treatment plans that never get accepted. Not because patients said no. Because nobody followed up.

A patient sits in the chair. You present a treatment plan. They nod, ask a few questions, say they want to check their schedule, and walk out the door. Three weeks later, that treatment plan is still sitting unaccepted in your PMS. The patient has not called. Your front desk has not followed up. The revenue those treatments represent has quietly disappeared.

This is not unusual. It is the norm in most dental practices. And it costs practices significantly more than they realise.

52% of unaccepted dental treatment plans are never followed up on by the practice. (Dental Economics, 2023)
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68% of patients who do not book after a treatment presentation say they would have returned if the practice had followed up with them.
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$47,000 average annual revenue lost per dentist from unaccepted treatment plans that were never followed up. (ADA Health Policy Institute estimate)
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The practices with the highest case acceptance rates are not necessarily presenting treatment better. They have a system that makes sure every undecided patient is contacted at the right time, through the right channel, with the right message. In most cases, that system is a dedicated treatment coordinator.
But not every practice can justify a full-time treatment coordinator. And even practices that have one find that manual follow-up sequences are inconsistent, incomplete, and difficult to scale.

What a virtual treatment coordinator does for your practice

A treatment coordinator in a dental practice has one primary function: to take the gap between a presented treatment plan and a booked appointment and fill it with the right communication at the right time.

In a traditional practice, this is a person. They call patients who have not booked. They answer questions about cost and payment options. They send follow-up emails with treatment summaries. They remind patients that a condition will not improve on its own. They know which patients need one more conversation and which need time.

Treatment plan delivery

Sends the patient a clear, readable summary of their treatment plan immediately after their appointment. Includes the recommended treatment, estimated cost, and next steps. Patients who receive a written summary after their visit are significantly more likely to accept treatment.
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Follow-up sequences

Contacts patients who have not booked at defined intervals. Day 3, day 7, day 14, day 30. Mix of SMS, email, and in some cases a prompted call flag for your front desk. Each message is personalised to the treatment type and the patient's history.
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Objection handling

Sequences for common patient hesitations. Cost concerns trigger a message about payment plan options. Anxiety triggers a reassurance message with patient testimonials or a link to an explainer video. Fear of time triggers a message about appointment length
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Booking conversion

When a patient signals readiness, the sequence directs them to online booking or flags their record for an immediate call from your team. The handoff to a human happens at exactly the right moment.
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A virtual treatment coordinator does the same job through automated, personalised sequences triggered by patient behaviour and treatment plan status. It is not a replacement for human relationship-building in complex cases. It is the system that handles the volume of routine follow-up that currently falls through the cracks because no one person can manage it all.

From unaccepted treatment plan to booked appointment. Automatically.

Step 1. Treatment plan detected

ConvertLens connects to your PMS and monitors for new treatment plans with unbooked status. The moment a plan is created and the patient leaves without booking, the virtual TC workflow begins. No manual trigger required from your team.

Step 2. Personalised follow-up sequence activated

Based on the treatment type, the patient's communication preferences, and your practice's configured timing, ConvertLens selects and activates the appropriate follow-up sequence. A patient with a crown treatment plan receives a different sequence to a patient with an orthodontic consultation plan.

Day 1: Treatment summary sent via email with a clear description of what was recommended and why.
Day 3: SMS check-in. Short, friendly, with a direct link to book online or reply with questions.
Day 7: Email with answers to the most common questions for that treatment type. Cost, time in chair, what to expect.
Day 14: Second SMS. Slightly more direct. Option to speak to someone on the team if they have questions.
Day 30: Final follow-up. Acknowledges the patient has been thinking about it and makes it easy to take the next step.

 Step 3. Objection triggers adapt the sequence

If a patient replies with a question, clicks a payment plan link, or opens the email about cost more than once, ConvertLens detects the signal and adjusts the sequence. The next message addresses the specific concern. Your front desk is notified when a patient's behaviour signals they are close to booking and would benefit from a personal call.

Step 4. Patient books or is flagged for personal follow-up

When a patient books online, the sequence stops immediately. When a patient's behaviour suggests they need a human conversation to convert, ConvertLens creates a task for your front desk with full context on the patient's treatment plan and the messages they have received. The call is warm, informed, and timed correctly.

Step 5. Case acceptance tracked in your dashboard

Every unaccepted treatment plan, every sequence sent, every patient who converted and every one who did not is tracked in your ConvertLens dashboard. You can see your case acceptance rate by treatment type, by provider, by month, and by communication channel. The data tells you exactly where your follow-up is working and where it needs adjustment.

Running treatment coordinator workflows across multiple locations from one platform

For dental groups and DSOs, inconsistent case acceptance across locations is a significant and often invisible revenue leak. One location has a strong treatment coordinator who follows up diligently. Another relies on the front desk fitting it in between calls. A third has no follow-up process at all.

ConvertLens standardises the virtual TC function across every location in the group from a single platform.

Group-level treatment plan tracking shows total unaccepted plans across all locations, with drill-down by site and by treatment type.
Standardised follow-up sequences run from group level so every location delivers the same quality of patient communication in the same timeframe.
Case acceptance rate comparison by location lets you identify which sites are converting treatment plans well and which need process support.
Centralised sequence management means updating a follow-up template updates it across every location simultaneously.
DSO operators can set group-wide case acceptance targets and receive automated alerts when a location falls below threshold.

Every platform where patients review your practice — monitored in one place

Patients don't limit their reviews to Google. ConvertLens monitors and manages your reputation across every major platform where dental patients are active:

Google Business Profile

The highest-impact platform for local search ranking and new patient decision-making. Review velocity, rating, and response rate directly affect map pack position.

Healthgrades

The leading healthcare-specific review platform. Patients specifically seeking a healthcare provider — not just a local business — rely heavily on Healthgrades ratings.

Zocdoc

Increasingly important for practices accepting online booking. Zocdoc reviews are displayed prominently during the booking process — a low rating at this point in the funnel costs bookings directly.

Yelp

Still significant in urban markets and for cosmetic dentistry searches. Yelp reviews rank prominently in Google search results for practice name searches.

Facebook

Patient communities, local group recommendations, and Facebook page reviews all influence prospective patients — particularly for family dentistry and paediatric practices.

RateMDs and Vitals

Specialist healthcare directories monitored for completeness and accuracy of listing information as well as review content.

What changes when your practice has a virtual treatment coordinator

Without ConvertLens

Unaccepted treatment plans sit in the PMS with no follow-up
Follow-up depends on whether the front desk has time
Every patient gets the same generic follow-up message
No visibility on which plans were followed up and which were not
Case acceptance rate unknown or reviewed monthly in arrears
Patient cost questions go unanswered until they call back
DSO locations using different follow-up approaches
Front desk handling treatment follow-up between other tasks

With ConvertLens virtual TC

Every unaccepted plan enters an automated sequence the same day
Sequences run automatically regardless of how busy the team is
Sequences personalised by treatment type, patient history, and behaviou
Full tracking of every sequence, every message, every conversion
Live case acceptance rate by treatment type, provider, and location
Payment plan and cost objection sequences address concerns proactively
Standardised TC workflows running consistently across every location
Front desk only contacts patients who are ready to book and need a human

Seamless Integration with All Major PMS & CRM Tools

ConvertLens syncs effortlessly with all leading PMS, CRM, and
analytics platforms for a unified data view.

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Crafted for Unmatched Practice Growth

Discover why practices of all sizes trust ConvertLens to streamline their operations and elevate their growth.

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Boosting My Practice with Remedo

Remedo has truly transformed my online presence and practice. With their invaluable support, I've witnessed significant improvements in my website visibility and search rankings. Their expertise has helped me attract and connect with more patients, leading to remarkable growth in my practice

South Shore Dental Care

Holbrook, MA

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Expert Support Driving Patient Growth

The growth manager support is really helpful. Having an expert at hand who can breakdown the jargon into a step-by-step plan helped my practice reach more patients. I've seen a noticeable increase in patient footfall

Precious Smiles

Camp Hill, Pennsylvania

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Excellent Support & Personalized Service

Working with Remedo for our Google My Business and website needs at Infinite Smiles Paediatric Dentistry has been a great experience. The team's approachability, especially Shalu’s dedication during our weekly meetings, has been invaluable. They truly listen, understand our needs, and provide personalized support. Their commitment sets them apart—keep up the great work!

Infinite Smiles Paediatric Dentistry

Solon, Ohio

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Highly Professional & Dedicated Team

Remedo is the most professional group I have worked with. Their attention to detail, responsiveness, and commitment to excellence are truly commendable. The team takes the time to understand our needs and provides tailored solutions with great efficiency. Their personalized support and expertise make them stand out. Highly recommend their services!

SoFlo Dentistry

Miami, FL

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Unlock Growth with Remedo's All-in-One Solution

All aspects of my online presence, from website design to Google Business are now managed by Remedo. I've seen a clear increase in patient leads. I highly recommend Remedo to any healthcare provider looking to grow their practice

West Point Medical Center

Fontana, California

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Frequently asked questions about virtual treatment coordinators

What is a virtual treatment coordinator?

A virtual treatment coordinator is a software-driven workflow that handles the follow-up communication between a treatment plan presentation and a booked appointment. It replicates the function of a human treatment coordinator by sending personalised messages to patients who have not yet accepted their treatment plan, answering common questions about cost and procedure, and guiding patients toward booking. ConvertLens acts as a virtual treatment coordinator by connecting to your PMS, detecting unaccepted treatment plans, and activating the appropriate follow-up sequence automatically.

How is a virtual TC different from a standard appointment reminder?

An appointment reminder tells a patient who has already booked about an upcoming visit. A virtual treatment coordinator communicates with patients who have not yet booked. It is aimed at the gap between treatment presentation and scheduling, not the gap between scheduling and attending. The two functions are complementary and ConvertLens handles both.

Will automated follow-up feel impersonal to my patients?

Not if the sequences are set up correctly. ConvertLens follow-up messages use the patient's name, reference the specific treatment discussed, and are written in the voice of your practice. Patients receive messages that feel like they came from your team. The fact that the sequence is automated is invisible to them. For patients who need a human conversation, the system identifies the right moment and creates a task for your front desk so the call happens when it is most likely to convert.

What happens when a patient responds to a follow-up message?

Responses are captured in your ConvertLens inbox and routed to the right team member. If a patient replies with a question, your front desk sees the reply with full context on which treatment plan was discussed and what messages the patient has received. If a patient replies to book, ConvertLens can direct them to your online booking page or trigger an immediate call task. No patient reply falls through the cracks.

Can I customise the follow-up sequences for different treatments?

Yes. ConvertLens allows you to create different follow-up sequences for different treatment types. A cosmetic treatment like veneers or whitening may need a sequence that addresses aesthetic motivation and investment. An urgent treatment like a root canal may need a sequence that emphasises health consequences of delay. A complex multi-visit plan may need a sequence that breaks the treatment into stages and addresses complexity concerns. Every sequence is editable through your ConvertLens dashboard.

Does the virtual TC work for DSOs with multiple locations?

Yes. ConvertLens manages virtual treatment coordinator workflows across multiple locations from a single group dashboard. You can standardise sequences across all locations, track case acceptance rates by location, and update templates centrally so every site benefits simultaneously. Group-level case acceptance reporting lets you compare locations and identify where treatment plan conversion needs attention.

How does ConvertLens connect to my PMS to detect unaccepted treatment plans?

ConvertLens integrates directly with Dentrix, Eaglesoft, Open Dental, Curve Dental, and other major practice management systems. The integration reads treatment plan status from your PMS in real time and triggers follow-up workflows automatically when a plan is created without a corresponding booked appointment. Setup is handled by our onboarding team and typically takes under 24 hours for the treatment coordinator integration.

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