Win back unaccepted restorative treatment plans
Every Monday, WebRun opens XLDent to find restorative treatment plans presented in recent weeks but not yet accepted, drafts a warm follow-up in Mailchimp for the general nudges and a personal email in Gmail for higher-value cases, and leaves every message unsent for your coordinator to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on unaccepted treatment plans?
WebRun opens XLDent every Monday to find restorative treatment plans presented recently but not yet accepted. It drafts a warm Mailchimp follow-up for routine nudges and a personal Gmail email for higher-value cases, both kept general and left unsent, so your coordinator reviews each message and invites patients to book without any outreach going out unapproved.
- Presented plans get a warm follow-up every week instead of going cold
- Higher-value cases get a personal draft the coordinator can send in seconds
- No patient outreach goes out without a human review
Built for prosthodontists · treatment coordinators · restorative dental practices · case acceptance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.xldent.comin a real browser with your saved login - no setup, no API keys. -
1
XLDent - find unaccepted plans
- Open XLDent and find restorative treatment plans presented in the last several weeks with no accepted or scheduled status
- Capture the patient, plan value, presented date, and preferred contact method
- Skip patients who have since accepted, scheduled, or asked not to be contacted
Done when Every unaccepted restorative plan is listed with its value and presented date.
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2
Mailchimp - draft the general follow-up
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft the general treatment follow-up. - Draft a warm, on-brand follow-up in Mailchimp for the routine reminders, inviting patients to book their treatment
- Keep the copy general and free of clinical or protected health detail
- Leave the campaign in draft for the coordinator to review and send. Never send to patients automatically
Done when A general follow-up is drafted in Mailchimp, held for review.
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3
Gmail - draft personal notes for big cases
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personal follow-ups for higher-value cases. - Draft a more personal email in Gmail for higher-value or complex cases, referencing the visit warmly without listing clinical detail
- Suggest an easy next step such as a quick call to answer questions
- Leave each email as a draft for the coordinator to review and send. Never email patients automatically
Done when A personal follow-up email is drafted for each higher-value case, ready for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email patients without my approval?
No. WebRun drafts the Mailchimp follow-up and the personal Gmail emails but sends nothing. Your coordinator reviews and sends every message, so no patient is contacted on its own.
Does the follow-up reveal the patient's treatment details?
No. The drafted copy stays warm and general and leaves clinical or protected health detail out. The full treatment plan stays in XLDent for your team to reference privately.
What if a patient already booked or declined?
It reads the live plan status in XLDent each week, so patients who have accepted, scheduled, or asked not to be contacted are skipped and never receive a follow-up.
Related templates
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Turn it on in minutes - or have our team set it up for you.