Four short, friendly texts to send after a treatment plan is presented: the day after, a week later, at 30 days and at 90 days. Copy them, fill in the brackets and send them from your practice.
Fill in the brackets, read each one as the patient would, and send it from your practice's number. Every text ends with the same opt-out line.
When: The day after the plan is presented, while the visit is fresh.
Hi [first name], it's [practice]. Thanks for coming in yesterday. Here's the treatment plan Dr. [name] went over with you: [link]. Questions? Reply here or call us at [phone]. Reply STOP to opt out.
When: A week later, with two real openings from your schedule.
Hi [first name], [practice] here. Just checking in about the [treatment] Dr. [name] recommended. We have [day and time] or [day and time] open. Would either work for you? Reply STOP to opt out.
When: A month later, if the plan still is not scheduled.
Hi [first name], it's [practice]. Your [treatment] still isn't on the schedule. If cost or timing is holding you back, reply and we'll go over your options, including what your insurance covers. Reply STOP to opt out.
When: Three months later: one last note, then stop.
Hi [first name], [practice] here. We still have the [treatment] from your visit in [month] on your plan. Whenever you're ready, reply or call [phone] and we'll find a time that works. Reply STOP to opt out.
Three things to settle once, so every text goes to the right patient and sounds like your practice.
Send these only to patients who have agreed to receive texts from your practice, and keep a note of when they agreed. When someone replies STOP, stop texting them. This isn't legal advice: your compliance adviser can tell you what your practice's texts need.
Use the patient's first name, your practice's name and the dentist who presented the plan. Offer real openings from your schedule, and link to the plan rather than putting clinical details in the text.
If the patient books, says no or asks you to stop, take them off the list. The next text goes only to patients who haven't answered.
Rather go over it in person? Put open treatment on the morning huddle sheet and bring it up when the patient is next in.
CarifyOne's treatment plan sender generates the plan with your own notes, then texts the patient a link, emails it or prints it. The quote goes with it, and the patient can review and sign from their phone.
Yes. Copy them, change the wording to sound like your practice and use them as often as you like.
These templates follow up the day after the visit, then at one week, 30 days and 90 days. Change the timing to fit your practice, and stop as soon as the patient books or asks you to stop.
Yes. Text only patients who have agreed to get texts from your practice, and stop texting anyone who replies STOP. This page isn't legal advice; your compliance adviser can tell you what your practice's texts need.
So the patient always knows how to stop the texts, in the same words every time. When someone replies STOP, take them off the list.
The templates use [treatment] so the patient knows what the text is about. If you'd rather keep it general, write "your treatment plan" instead and let the link to the plan carry the details.
Answer it the same day, from the same number, or call them back. While you have them, offer a time.
The treatment plan sender texts the patient a link to the plan with your notes and the quote, and the patient can review and sign from their phone. Anna, the AI treatment coordinator, works the unscheduled-treatment queue and drafts each follow-up from the patient's own history. See clinical and treatment plans.
Updated September 2026. Templates to adapt, not legal advice.
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