Dental Treatment Plan Recovery Automation with Divyanshu Gupta

Get an n8n workflow that automatically follows up on unbooked dental treatment plans, so diagnosed revenue stops quietly slipping through the cracks.

Every dental practice has patients who were told they need treatment, never came back to book it, and nobody chased them down. This workflow fixes that on autopilot.

What it does:

• Checks your treatment plans every day for anything diagnosed but never scheduled
• Sends patients a 3-step reminder sequence (gentle, firmer, final) — never mentions the diagnosis, just a generic nudge to call
• Automatically escalates high-value cases to your front desk for a personal call once three emails go unanswered
• Updates your records after every action, so nobody gets double-emailed or forgotten
• Sends you a weekly summary showing exactly how much revenue got recovered

Built on n8n, Google Sheets (or the Open Dental API if you're already on it), and Gmail. No AI deciding what to say to your patients — just clear rules and a spreadsheet as the source of truth.

What you get:

• The complete workflow file, ready to import into n8n
• Documentation built into the workflow explaining every step

Good for solo practices, multi-location clinics, or anyone managing patient follow-up who's tired of doing it by hand.