Convert Pending Patients Into Production

Every patient who leaves an orthodontic consultation without starting treatment represents a conversation that may still be open. The challenge is knowing when to follow up, what to say, and how to keep patients from falling through the cracks.

In this on-demand webinar, Cindi James of Panici & Associates joins OrthoFi’s Marla Merritt to share a practical approach to pending patient follow-up. Cindi explains how treatment coordinators can build a consistent process, uncover barriers such as cost or timing, and combine personal outreach with automated communication to help more patients move forward.

Watch to learn how to:

• Organize pending patients and schedule the next follow-up before they leave

• Build a manageable cadence of calls, texts, and emails

• Ask better questions to understand why a patient has not started

• Track pending patient conversion and hold your team accountable

• Strengthen relationships with patients in observation

You’ve already done the work to bring these patients into your practice. Learn how to stay connected and turn more of those opportunities into treatment starts.