Library
Resources for care coordinators.
Practical guides for practice teams on post-procedure follow-up, escalation triage, and the operational details that make patient care programmes succeed.
Dental
Reducing routine post-extraction calls without weakening clinical oversight
Patient callbacks after extractions, fillings, and surgery cluster around a handful of predictable questions. Answering them proactively cuts call volume substantially — and lifts patient confidence at the same time.
Dental
Setting up a post-extraction care pathway: a step-by-step guide
A practical 7-day script for single-tooth and surgical extractions, with the messages, check-ins, and escalation rules that have worked across hundreds of cases.
PT
What to include in your post-PT home exercise follow-up messages
Home exercise compliance falls off a cliff in week two. The right cadence and content of follow-up keeps patients engaged through the full programme — without nagging.
Privacy
HIPAA considerations for SMS-based patient follow-up
SMS can be used for care coordination when consent, minimum-necessary content, BAA coverage, and security controls are handled correctly. Here's what your practice needs in place.
Operations
How to write approved Q&A answers patients will actually understand
The difference between a Q&A entry that defuses a callback and one that triggers one is mostly about tone and specificity. Six rules from coordinators who've written hundreds.
Dental
How to set red-flag escalation rules for post-op recovery
The classic dry socket presentation is easy to miss in early SMS messages. Here's what to watch for, when to bring the patient in, and how to phrase the messages that get them to act.
Aesthetics
Improving follow-up appointment completion for aesthetic procedure clients
Aesthetic clients are uniquely motivated to return for results — and uniquely likely to silently drop off when results don't match expectations. The right post-procedure cadence keeps them engaged through the touch-up window.
Operations
Training your care coordinator team to use an escalation console
Escalation triage is a learnable skill. A two-hour onboarding programme, plus weekly review of edge cases, gets new coordinators to confident independence within a fortnight.