Treatment plan follow-up
Every presented plan gets a personalised follow-up sequence, drafted for the patient and the specific treatment, held for your approval before sending.
The follow-up your practice never has time for
Most practices lose more revenue to unbooked recalls and unaccepted treatment plans than to anything else. Not because the team is careless, but because chasing is the first thing dropped on a busy day. Xgenta does the chasing, and your team approves every message before it goes out.
No card for trial · Every message approved by your team before it sendsSound familiar?
What this costs you today
- Treatment plans presented, then never followed up
- Six-month recalls that quietly slip to nine or twelve
- Short-notice cancellations leaving chairs empty
- New patient enquiries answered hours later, after they booked elsewhere
- Reception too busy with the waiting room to work the list
What changes
The work an agent takes off your team
Recalls that actually run
The recall list is worked every week rather than when someone remembers, with messages written for the patient rather than a mail merge.
Short-notice list
When a cancellation appears, the agent drafts offers to the patients most likely to take the slot instead of the whole list.
Enquiries answered in minutes
New patient enquiries get a considered reply while the patient is still deciding, not the next morning.
How it works
From connection to approved work in five steps
1
Connect your practice systems
Read-only access to your patient management system and inbox. Nothing is written back without approval.
2
Agree the boundaries
You set what the agent may reference, which patients are in scope, and what it must never say.
3
The agent drafts
Follow-ups, recalls and enquiry replies are drafted daily using your practice tone and clinical guardrails.
4
You approve
Your team reviews every message. Approve, edit, or reject with a reason the agent learns from.
5
You see what it earned
Monthly reporting on plans followed up, recalls booked, and time saved.
Does it fit your stack?
Works with the tools you already run
Connected sources are read-only unless you grant write access, and every source is scoped per agent. Anything marked on request is scoped during the pilot.
Microsoft 365 / Outlook
Available now
Google Workspace
Available now
Facebook Page
Available nowPractice website
Available nowDentally
On requestSOE / Exact
On requestCarestream
On requestControl and compliance
Patient data stays in your systems. The agent reads only the sources you approve, every draft is reviewed by a person before it reaches a patient, and every action is recorded in an audit log you can export.
Before you start
Questions we get from dental practices
Not quite your world?
Other industries we build for
Medical clinicsAppointments filled, forms completed before arrival, patients who don't drift away.Legal officesClients who stop chasing you for updates, matters that move, time that gets billed.Insurance brokersRenewals worked every month, quotes followed up, nothing left to the diary.Real estate agenciesEnquiries answered in minutes, viewings booked, chains chased without you.
A controlled first step
Plan your first governed AI agent initiative.
In 30 minutes, we will learn how your organisation works, identify a bounded first use case, and show the high-level Xgenta solution architecture.