Guides
Guides for dental treatment coordinators
For treatment coordinators, office managers and practice owners.
Four guides follow one implant or full-arch case after the consult. Three more cover follow-up, staffing and software for any practice.
Implant and full-arch guides
At the consult
What to record after an implant consult
Eight things to write down before the patient leaves, with a sample entry.
On the call
Full-arch consult follow-up scripts
What to say on the first call, about cost, on voicemail and text, and on the last planned call.
Every week
How to track unscheduled implant treatment
The practice software reports to run, the procedure-code filter, and a weekly routine.
Choosing a tool
AI notes for dental implant consultations
What the note should hold, what to ask in the demo, and how to test a tool on your own consults.
For any practice
Guide
Unscheduled dental treatment follow-up
Who owns the list, what to clear before anyone calls, when to stop and how to count results.
Comparison
In-house vs outsourced treatment coordinator
The options for who makes the follow-up calls, the cost categories, and questions for an outside service.
HelloAugust software
Treatment coordinator software
August’s software for your own coordinator, and the questions to ask any treatment coordinator software.
How the guides are written
- Each guide names its sources and the date they were last read.
- Examples are labelled as illustrative. Their practices, patients and numbers are made up.
- Where a guide describes August, it does so in its own section at the end.
About HelloAugust
About August
HelloAugust gives your treatment coordinator a brief before every consult, notes after it, coaching on each recorded consult and a queue for every plan still unscheduled.
The software is for your own team. Remote TC is a separate service run by August’s coordinators.
SOC 2 Type II and HIPAA: see our trust center (opens in a new tab) for current status and to request reports.