Let Yapi do the work for you
Patients already said yes to treatment, but that revenue is still sitting there. Yapi ensures they actually book, so diagnosed care doesn’t sit untouched on your schedule.
What our clients are saying
It’s amazing that patients don’t even have to call the office and they can book an appointment from a text or email. It saves so much time for the front desk. I think most patients would prefer to schedule online, rather than have to pick up the phone and call, so it’s a no brainer.
Dr. Jarod Johnson
Owner and Dentist at Arctic Dental
Unscheduled treatment does not generate revenue
The average dental practice has $500,000 to $1 million in unscheduled treatment sitting in their charts at any given time. Not because patients refused care, because follow-up is inconsistent and easy to deprioritize when the day gets busy. That gap between diagnosis and scheduling is where revenue quietly disappears. Yapi closes it automatically.
Built to capture revenue from unscheduled treatment
Capture revenue from unscheduled treatment
The average practice has a meaningful backlog of accepted but unscheduled treatment. Yapi follows up automatically so that the backlog starts shrinking instead of growing.
Reduce manual follow-up
Most practices don’t have a consistent system for treatment follow-up, and when they do, it often falls to the bottom of the priority list. Eliminate the spreadsheets, task lists, and repeated phone calls that make it hard to stay consistent.
Send personalized text reminders
Reach patients with reminders tailored to their treatment context, helping them stay engaged and move forward with care.
Prioritize follow-up by clinical urgency
Not all unscheduled treatment is equal. Yapi uses provider-defined procedure priorities from your PMS to automatically focus outreach on the most critical and highest-value unscheduled treatment first.
Reminders that respect the pre-authorization process
Smart Eligibility
Your front desk doesn't have time to work the unscheduled treatment list
Most practices rely on front desk staff or treatment coordinators to manually work unscheduled treatment lists. That follow-up is time-consuming, inconsistent, and often deprioritized. As a result, a meaningful portion of diagnosed treatment never gets scheduled. Treatment Plan Reminders automate that process, ensuring every patient is followed up with consistently so your team doesn’t have to chase down revenue one case at a time.
Treatment follow-up requires more than basic reminders
Treatment follow-up is not the same as recall. It requires better timing, more context, and a more thoughtful workflow. Yapi helps practices prioritize outreach across unscheduled treatment, so high-value care doesn’t sit untouched due to limited time or inconsistent follow-up. For practices with a backlog of accepted but unscheduled treatment, this creates a system that consistently drives scheduling while reducing the manual effort required from staff.
- Increase scheduled treatment rates across unscheduled care
- Reduce manual outreach and follow-up workload
- Prioritize patients based on treatment value and readiness
- Keep patients on track with recommended care
- Give teams peace of mind with a system that runs in the background
Increase revenue while saving staff time
Accepted treatment represents revenue that has already been diagnosed, but without consistent follow-up, much of it never gets scheduled. Treatment Plan Reminders ensure that patients are contacted at the right time with the right cadence, so your practice captures more of that revenue without adding manual work. The result is a system that runs in the background, keeps treatment moving, and gives your team confidence that nothing is being missed.
- Stop losing production to a follow-up process that depends on someone having time
- Stop contacting patients before pre-auth is approved and wondering why they don't respond
- Stop manually tracking which cases got followed up and which ones slipped
- Start running a system that handles this in the background while your team focuses on patients in the chair
Frequently asked questions
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What are Treatment Plan Reminders?
Treatment Plan Reminders are automated text reminders that help practices follow up with patients who have accepted treatment but have not yet scheduled, so more diagnosed care turns into completed visits.
How are Treatment Plan Reminders different from recall reminders?
Recall reminders bring patients back for routine care. Treatment Plan Reminders focus on helping patients follow through on diagnosed and accepted treatment, which typically represents higher-value production.
How do reminders know when to send?
Yapi reads the treatment plan status directly from your PMS and uses that data to determine the right timing for each patient. If pre-authorization is pending, reminders hold until approval is confirmed. If treatment gets scheduled, reminders pause automatically. The logic is tied to your actual patient data, helping practices follow up more intelligently.
Can reminders be controlled based on pre-authorization status?
Yes. Yapi can track pre-authorization status internally and use that information to control reminder timing so practices avoid contacting patients too early.
What happens if part of the treatment gets scheduled?
If any procedure from the treatment plan is scheduled, reminders pause automatically. Once that appointment is completed, reminders can resume if additional treatment remains unscheduled.
Is this available now?
Yes. Treatment Plan Reminders are available now as part of Yapi Premier.
How much accepted treatment revenue is sitting unscheduled in your practice?