Dental workflow demo

Recall and treatment follow-up queue

Recall CSV Treatment CSV Templates

From scattered source files to a reviewed front-desk queue.

Load a synthetic day of overdue hygiene, unscheduled treatment, voicemails, appointment slots, and approved templates. The workflow groups the work, drafts safe messages, and keeps staff in control.

Today's run 0 ready

Creates draft queue items from synthetic sources. Nothing sends.

5source files
0needs review
0approved
0blocked

Source inputs

Messy but realistic starting point

Safe sample data

Review queue

Drafted items for staff approval

Not run

Human gate

Select a queue item

Waiting

Run the workflow, then open an item to see the source trail, draft message, and approval controls.

Proof trail

One patient row, end to end

  1. SourceSample patient 218 appears in the treatment plan list with a pending crown estimate.
  2. SystemThe workflow groups it under treatment plan follow-up and drafts a message from the approved template.
  3. ReviewStaff checks the PMS and edits the draft before approving outreach.
  4. ResultThe final queue keeps owner, due date, reason, and review status visible.