Follow up of CoTreat packs - status and send

CoTreat is your extra set of hands

We're here to help:

• Create awareness and interest in treatment options, and
• Follow up more patients,
• Turn patient interest and your hard work into booked consultations and treatment.

What this short video to see how you can follow up patients that have been sent information from CoTreat on their Treatment Options or a Treatment Plan or read below for Step-by-Step details.  

Patient follow up

You probably already have a process to follow up patients with unbooked or incomplete treatment.

CoTreat is an extra set of hands to:

• support your treatment-plan follow-up process. AND
• follow up with patients sent a CoTreat info pack (ie Treatment Options without a plan)

CoTreat info packs provide plan-language explanations of treatment options, without a quote/itemised plan, to make patients aware of their options and book consults and treatment - helping even more patients get the care they need.

This guide shows you how to make CoTreat part of your follow-up process.

• Use or create your follow up process
• Follow up your patients with a call and message from CoTreat
• Update patient status in CoTreat [Watch this short video]

1- Decide on your follow-up process

Use your existing treatment process or create one. Here is an example to get you started

At the appointment

Tell the patient you will:

• Send treatment information to them via a secure SMS
• They can call or reply to the SMS to book their consultation
• Check in a week's time to see if they have any questions or to book their consultation

Follow up with the patient

• Follow up weekly for the first 2 weeks
• Fortnightly for 2 more attempts
• If there is no reply put them into your recall list

Example messaging at Week 1:

Hi [Patient First Name], it’s [Your Name] from [Practice Name]. I just tried giving you a call. Feel free to reply to this message or let me know a good time to call if you have any questions - or if you’d like to book a time to discuss your treatment.

2 - Use CoTreat as your follow-up list

Select Status for follow up - Example: Patients that have Viewed Not Responded

In a busy day, prioritise follow ups with patients who’ve already viewed their CoTreat Pack - they’re the most engaged and more likely to proceed with booking and receiving the care they need.

1. Click Case Presentations
2. Click Status Viewed Not Responded
3. Click Date Sent and choose the relevant date that you are following up
4. Click Details for each patient
5. Call patient > If the patient doesn't pick up go to Step 6, if you speak with them go to Step 7
6. Click Chat > Send your message
7. Click the Status bar and update as required.