Evaluates cases, verifies benefits, checks eligibility, and recommends next actions — the follow-through that turns a treatment plan into a booked, paid visit.
A patient leaves a consult with a treatment plan and a "we'll call you to schedule" — and then nobody does, because the front desk moved on to the next patient in the chair.
Claire follows up within a day, answers the cost question that was actually holding them back, and gets the case back on the schedule instead of quietly written off.
Not a feature list — the actual sequence this employee runs, every time.
Identifies treatment plans or care recommendations that were presented but never booked.
Recommended care that isn't scheduled within days of the consult very often never gets scheduled at all.
Claire closes that gap immediately instead of leaving it to whenever staff have time to work a follow-up list.
Front-desk staff are handling the patients physically in front of them — unscheduled treatment plans from last week aren't top of mind.
Every unscheduled case gets followed up on, not just the ones someone happens to remember.
Unscheduled treatment plans represent real, already-diagnosed revenue that simply isn't being collected.
Consistent, prompt follow-up recovers cases that would otherwise be quietly lost.
Follows up on unscheduled treatment plans and answers benefit/cost questions directly.
Extends into prior authorization and insurance eligibility follow-through for recommended care.
Bring your actual booking rules and edge cases — no generic script, no canned demo.
Start Trial Now