Tickler File Follow Up for Dental Prospects

2026-06-18T00:00:00-04:00

Is a simple tickler file good enough for following up with dental prospects? Yes, a tickler file works fine, as long as you actually go back to it on the right date. People hear follow-up system and assume they need expensive software. You don't. A tickler file can be as simple as writing the next step on the back of the patient's intake sheet and filing it under the date you'll act. An Excel sheet does the same job. So does a free CRM, which is really just a digital tickler that reminds you when to reach out. The tool matters [...]