01
The Opportunity You Already Have
Increase production, strengthen retention, complete patient care and fill schedule gaps.
Free guide
Unscheduled Treatment: The Money Already Sitting in Your Software
How Dental Office Managers Can Pull the Report, Work the List, and Turn Diagnosed Treatment Into Scheduled Care
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ The Opportunity You Already Have
- ✓ What Unscheduled Treatment Really Means and Why It Matters
- ✓ How to Pull the Unscheduled Treatment Report
- ✓ Clean the List, Then Segment It
Inside the guide
What you'll get from this guide
How Dental Office Managers Can Pull the Report, Work the List, and Turn Diagnosed Treatment Into Scheduled Care
02
What Unscheduled Treatment Really Means and Why It Matters
03
How to Pull the Unscheduled Treatment Report
Find the report, check the fields that matter and confirm the treatment still fits clinically before you call anyone.
04
Clean the List, Then Segment It
Work each category with a tailored approach. Recent cases need a gentle check-in. Aging cases may need a re-engagement strategy.
05
Who to Contact First, and How to Do It Without Pressure
Recently diagnosed, patients who asked for time, financial concerns on file, high-value cases, upcoming appointments.
06
Scripts for Calls, Texts, and Emails
Scripts for a general follow-up call, a financial concern call, a patient who needed time and an upcoming hygiene visit.
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
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