Recover treatment opportunities already in your pipeline — without adding front-desk workload.
For dental, implant, oral surgery, ortho, and other elective-care practices, Canecadia helps identify consults and treatment plans that went quiet, then turns them into a simple, staff-approved follow-up queue.
Read-only first. Staff-approved follow-up. No uncontrolled patient messaging.
Why treatment revenue gets stuck.
Most practices do not have a treatment problem. They have a follow-up problem.
A patient asks about implants, says they need to check their calendar, wants to think about financing, or fills out a consult form after hours. Nobody on the team is doing anything wrong. The day just gets busy, ownership gets fuzzy, and a valuable opportunity quietly falls out of motion.
That leaves treatment already discussed or recommended sitting in the pipeline with no clean next step.
Consult discussed, never scheduled
A patient shows interest in treatment, but no consult ever gets booked.
Treatment accepted verbally, never put on the calendar
The patient sounds interested, then scheduling never actually happens.
Financing or payment hesitation stalls the case
The patient needs cost clarity or next-step guidance and then goes quiet.
Missed callback or inquiry with no clear second touch
A web form, voicemail, or callback request comes in, but momentum fades.
What the pilot does.
Canecadia helps make the hidden follow-up queue visible, organized, and easier for your team to act on.
Find where momentum is being lost
We start by reviewing recent unscheduled or stalled opportunities through a privacy-conscious, staff-controlled process. The goal is not to force automation. The goal is to understand where treatment momentum is getting lost.
Turn it into a prioritized, approved queue
We organize those opportunities into a clean, prioritized queue with safe next actions, clear categories, and draft follow-up language your team can approve.
See what came back, refine, repeat
Each week, you see what was revived, scheduled, escalated, or is still at risk, along with workflow recommendations for the next round.
What your practice gets.
The pilot is intentionally narrow. It is designed to help your team act on revenue opportunity already sitting in the practice pipeline.
- 01A one-page treatment revenue audit
- 02A prioritized follow-up queue
- 03Staff-approved draft scripts and templates
- 04Weekly status reporting
- 05Clear boundaries for what Canecadia does vs. what staff owns
- 06A simple end decision: continue, pause, or stop
Your team stays in control.
This is not front-desk replacement. It is not autopilot patient communication. It is an operational support layer with clear limits.
- ·No patient-facing message goes out without practice approval
- ·No clinical advice or diagnosis
- ·No financing or billing advice from Canecadia
- ·No PHI entered into unsafe AI tools
- ·Clinical, billing, complaint, and privacy-sensitive cases stay with staff
- ·If live patient data is needed, handling boundaries are agreed before work begins
The practice controls the workflow, the patient communication, and the boundaries.
Best fit for practices with higher-value treatment follow-up.
This pilot is most useful where follow-up quality has a real effect on case acceptance, scheduling, and patient reactivation.
What happens during the 30-day sprint.
The pilot runs in a simple three-stage rhythm.
Diagnostic
- Kickoff with the owner, office manager, or treatment lead
- Choose one workflow to focus on
- Review de-identified or minimally necessary records where possible
- Build the first revenue-leak map
- No patient contact
Follow-up queue
- Segment stalled opportunities
- Draft call, email, or text language for staff approval
- Build a daily or twice-weekly queue
- Route clinical, billing, and sensitive issues back to staff
- Track revived, scheduled, and escalated opportunities
Report and handoff
- Deliver weekly money-left-on-the-table reporting
- Show counts by opportunity type and status
- Recommend workflow improvements
- Help the practice decide whether the process is worth continuing
Want a rough estimate first?
Use the revenue recovery calculator to get a directional estimate of how much unscheduled treatment opportunity may be sitting in your pipeline.
It is not a promise of recovered revenue. It is a quick way to pressure-test whether this workflow is worth a closer look.
See the format before we talk.
We created a sample one-page audit to show exactly what this looks like in practice.
It uses fake and anonymized examples, but the structure is real: stalled opportunity type, likely reason for delay, estimated value range, safe follow-up action, and what the practice controls.
Bridgewater Family Dental — sample
| Opportunity | Likely reason for delay | Est. value | Safe next step | Owner |
|---|---|---|---|---|
| Implant consult · July 2 | Financing question never answered | $4,500 | Email pre-approved financing options | Office mgr |
| Treatment plan accepted · May 18 | Scheduling slot never confirmed | $3,200 | Phone outreach with two time slots | Treatment coord |
| Sedation consult · June 24 | Insurance verification pending | $7,800 | Confirm coverage estimate, then re-contact | Billing |
| Ortho consult · June 11 | Patient asked to "think about it" | $5,400 | Short re-engagement note at the 21-day mark | Treatment coord |
| Web form · July 6 · 8:42 PM | After-hours, no second touch logged | $2,000 – 6,000 | Morning call with intake script | Front desk |
| Crown + restorative · April 30 | Cost question, no clear handoff | $3,900 | Escalate to office manager — pricing context | Office mgr |
Available as a limited local pilot.
Canecadia is pressure-testing this workflow with a small number of practices before offering it more broadly. The first conversation is about fit, workflow, and boundaries — not a hard sell.
In the first week, we map recent unscheduled treatment opportunities using a read-only, privacy-conscious workflow. From there, we create a staff-approved follow-up queue, track what comes back, and deliver a weekly report.
If the diagnostic does not show enough plausible opportunity to justify continuing, you keep the audit and stop.
Start with a workflow sanity check.
The first conversation is simple:
Does this problem actually exist in your practice? Would this workflow reduce follow-up friction or just create another thing for the team to manage? And what boundaries would make it safe enough to test?
If that conversation is useful, we can decide whether a pilot makes sense.