Automated Dentrix Treatment Follow-Ups
Every morning, WebRun opens Dentrix, runs the Treatment Manager for diagnosed treatment that was never booked, drafts a friendly follow-up to each patient in Gmail, leaves every draft unsent for the front desk, and posts the team a Slack list of the unscheduled treatment to chase.
How do I follow up on unscheduled dental treatment automatically?
Every morning, WebRun opens Dentrix and runs the Treatment Manager to find diagnosed treatment that was never scheduled. It drafts a warm follow-up to each patient in Gmail, naming the recommended procedure and any remaining insurance benefits, leaves the drafts unsent for the front desk, and posts the team a ranked chase list in Slack.
- Diagnosed treatment surfaces every morning instead of aging in the system
- Each follow-up is drafted and waiting, so the front desk just reviews and sends
- High-value cases and expiring benefits get chased before patients drift away
Built for dental practices · dental office managers · front desk teams · treatment coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.dentrix.comin a real browser with your saved login - no setup, no API keys. -
1
Dentrix - find unscheduled treatment
dentrix.com
WebRun runs the Dentrix Treatment Manager for unscheduled treatment plans. - Open Dentrix and from the Appointment Book Options menu run the Treatment Manager
- Set the view to treatment-planned procedures that have not been scheduled
- Capture the patient, the procedure, the treatment value, and any remaining insurance benefits for each
Done when Every patient with diagnosed, unscheduled treatment has been listed with its value.
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2
Gmail - draft patient follow-ups
gmail.com
WebRun drafts a treatment follow-up for each patient and leaves it unsent. - Draft a warm, on-brand note to each patient naming the treatment their dentist recommended
- Add a line inviting them to call or book, and mention insurance benefits when they apply
- Save every message as a draft and leave it unsent for the front desk to review
Done when A follow-up draft sits ready in Gmail for every patient with unscheduled treatment.
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3
Slack - report the treatment to chase
slack.com
WebRun posts the day's unscheduled-treatment list to Slack. - Post the team a short list of patients with unscheduled treatment and its value
- Rank the highest-value cases and expiring insurance benefits first
- Note that follow-up drafts are waiting in Gmail for review
Done when The team has today's unscheduled-treatment chase list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message patients without me?
No. WebRun only drafts each follow-up in Gmail and leaves it unsent. Your front desk reads every message and clicks send, so nothing reaches a patient until a person approves it first.
How does it know which treatment was never booked?
It runs the Dentrix Treatment Manager each morning, which lists treatment-planned procedures that have not been scheduled in the Appointment Book, along with the value and remaining insurance benefits for each patient.
Can it match our practice's tone?
Yes. Give WebRun a sample message or a few notes on tone and it drafts each follow-up in your voice, naming the specific treatment the dentist recommended and inviting the patient to book.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.