Take Your Reporting Paperless with the SoftDent Contact Expert: Smarter Patient Follow-Up

Take Your Reporting Paperless with the SoftDent Contact Expert: Smarter Patient Follow-Up

Still printing stacks of paper reports to track recalls and follow-ups? There’s a better way. The Contact Expert is a paperless reporting and follow-up tool built into SoftDent. It replaces printed lists with a customizable, interactive contact list your team can work directly on screen.

Contact Expert automatically gathers the patients who need attention into organized lists based on criteria you define, including:

Patients due or overdue for recall and hygiene care

Patients with diagnosed but unscheduled treatment

Broken or missed appointments that were never rebooked

Inactive patients who are candidates for reactivation

Accounts that require financial follow-up

From any list, team members can open a patient’s record, view phone numbers and contact preferences, and make the call. Each outcome, such as scheduled, left message, no answer, declined, or call back later, is recorded in the patient’s contact history. Everyone in the office can see who was contacted, when, and what happened. That keeps patients from getting duplicate calls and makes sure no one slips through the cracks.

In this webinar, you’ll learn how to:

Build and customize contact lists to match your practice’s priorities

Work lists efficiently as part of a daily front office routine

Record call outcomes and use contact history to keep your team coordinated

Replace paper reports with a streamlined, accountable digital workflow

Who should attend: Front desk staff, schedulers, treatment coordinators, office managers, and dentists who want to save time, reduce paper, and keep their schedule full.