Treatment plan and quote follow-up

Treatment plan follow-up on WhatsApp that recovers what your team never gets to chase

Every clinic has treatment plans that get handed over and then sit pending. The team never manages to chase them all, and that revenue is lost in silence. Kura follows up on WhatsApp in your tone and on your timing: a warm message with buttons, a reinforcement with your own materials and a last friendly reminder. The moment the patient replies, or accepts the plan in your system, the sequence stops. Nobody chases someone who has already said yes.

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Recover revenue you lose today

Every pending treatment plan is a half-made decision. The follow-up picks it back up at the right moment, without reception having to call one by one.

Your tone, not a cold campaign

Your templates, your timing and your judgment. A warm message with buttons to reply in one tap, not a barrage of reminders.

It stops as soon as the patient replies

Any reply stops the sequence. And if the patient accepts the plan in your system, Kura sees it and stops writing.

Your team steps in at the key moment

When the patient wants to start or asks for a call, reception gets the alert with full context. Their only job: call and close the appointment.

1 in 3

treatment plans goes unclosed when there is no follow-up

+18%

acceptance when the plan is picked back up with a WhatsApp follow-up

3 messages

maximum per plan. Any reply stops them and opt-out is immediate

What happens today with the plans nobody chases

The plan is handed over, the patient thinks it over and the conversation goes cold. Reception has no time to chase one by one, calling feels intrusive and email falls into the void. It is not that the patient says no: it is that nobody picks the conversation back up at the right moment. That revenue is lost without a sound.

The sequence, step by step

An orderly, respectful follow-up, in your tone and with your materials. The days are indicative: you define the cadence with your templates.

  • Day 0: the pending plan is created in your system and Kura detects it. Only patients with registered consent enter.
  • Day 2: a warm message with buttons to resolve doubts in one tap.
  • Day 7: reinforcement with your materials, a patient video testimonial or a PDF on the risks of postponing treatment.
  • Day 14: a last friendly reminder. And there the sequence ends, no more messages are sent.

What happens when the patient replies

Any reply stops the reminders instantly and opens one of these three routes, depending on what the patient says.

  • Wants to start or asks for a call: immediate alert to your team in the inbox, flagged as call today.
  • Has doubts or raises objections: the assistant replies with your arguments and materials, and escalates to the team if the conversation gets complex.
  • Asks to opt out: immediate, recorded opt-out. They are never written to again, neither in this campaign nor in future ones.

Nobody chases someone who already said yes

At any moment, if the patient accepts the plan at the clinic, Kura sees it in your system and stops the sequence. That is the difference between a follow-up that respects the patient and a campaign that pushes at the wrong time. Only patients who agreed to receive communications are messaged, with a maximum of three messages, and any reply or opt-out stops the sending for good.

Integration with your management system

Kura works as a conversation layer on top of the software your clinic already uses, whether it is dental software, a HIS or an ERP. When a pending plan is created, it detects it; when the patient accepts, it sees it and stops the follow-up. It connects via API or connector and, if there is no native integration, it is opened during rollout. It works on your official WhatsApp Business number, so the patient keeps seeing your clinic brand.

How we measure what you recover

The promise only counts if it is measured. Kura reports every month on plans picked back up, conversations reopened, appointments closed and opt-outs. Applying your average ticket, we calculate the recovered revenue so the conversation with management is concrete, not a hunch.

Use cases by specialty

Operations change with the type of clinic. These are the flows with the biggest impact for each profile.

Implantology and oral surgery

High-ticket plans the patient mulls over for weeks. The follow-up keeps the conversation alive without reception chasing calls.

Orthodontics

Long plans decided as a family. Reinforcement with materials and an alert to your team the moment the patient wants to start.

Cosmetic dentistry

Whitening, veneers and rehabilitations that compete with doubt and price. Picked back up at the right moment and in your tone.

Aesthetic medicine

Quotes for treatments and seasonal packs, with a careful follow-up and the session closed on the same WhatsApp.

Physiotherapy and rehabilitation

Session packs and long treatments. Recover the patient who asked for a quote and never called back.

Surgery and hair clinics

High-value decisions with a long maturation cycle. The sequence supports the decision without nagging.

Frequently asked questions

Will a patient who already accepted the plan still be messaged?

No. As soon as the patient accepts the plan in your system, Kura detects it and stops the sequence. Nobody chases someone who has already said yes.

Who answers the patient's questions?

In the early phases of the pilot, your team from the inbox, with the full plan context in front of them. The assistant steps in later, with supervision, using your arguments and materials.

What if the patient asks not to be contacted again?

Immediate, recorded opt-out. They are never written to again, neither in this campaign nor in future communications.

How many messages does a patient get at most?

Three: greeting, reinforcement and a last reminder. Any reply stops the sequence before it reaches the end. After the third message, nothing else is sent.

Where does Kura get the treatment plans from?

From your management system. When a pending plan is created, Kura detects it. Only patients with registered consent to receive communications enter.

Is it spam? Is it GDPR compliant?

It is not a mass campaign, it is a one-to-one follow-up only to patients who agreed to receive communications. We process and store in European Union infrastructure, with a data processing agreement and traceability of every action.

Does it work with my dental software or ERP?

Yes, via API or standard connector. If there is no native integration, we open it during rollout. Kura works on your official WhatsApp Business number, so the patient keeps seeing your clinic brand.

Work out how much revenue you recover

Tell us how many treatment plans you hand over per month and your average ticket, and we show you a realistic estimate of what gets recovered with a follow-up. In the demo we review the sequence with your templates and your tone before sending anything.

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