What’s the minimum followup infrastructure a dental practice actually needs?
A phone slip and a separate Excel spreadsheet. That is it. Every inbound inquiry call about complex services gets recorded on a paper or digital phone slip with the patient’s name, contact information, and the specific question or service they called about. The slip data feeds into an Excel database kept separate from the patient-management software. From the database, you run periodic followup touches. No expensive CRM required. No marketing automation platform. The friction is not the technology, it is the discipline of capturing every call and acting on the list. Most practices have no phone slip. They have no list. The expensive calls walk back out the door un-tracked.
If the answers you are finding here resonate with you, my team and I work with a small group of clients each year. The next step is a complimentary Discovery Consultation and Practice Review with Dr. McAnally.