Writing
What we find when we open things up: HighLevel's dental template, the pipelines underneath it, and the parts of dental automation nobody documents.
- We audited HighLevel's free dental template. Here are the 7 things it can't do.
A workflow-by-workflow audit of HighLevel's built-in dental snapshot: 6 workflows, 3-step discount funnel, generic pipeline. What it covers, and the seven gaps that matter if your client does implants.
- Two dental follow-up messages. One of them gets deleted.
Two dental follow-up texts side by side: the one HighLevel's free template ships, and the one a treatment coordinator would actually send.
- The three numbers every dental practice is losing, and what each one is worth
No-shows, unscheduled treatment and expiring benefits: what each one costs a dental practice, with the sources for every figure.
- What a $12,000 case death actually looks like
A $12,000 implant case dies over eleven days and nobody ever says no. The financing follow-up branch that most dental setups don't have.
- Your no-show workflow is five nodes long. Here's what nodes six through fifteen should be.
HighLevel's free dental no-show workflow is five nodes in a straight line. Here is what nodes six through fifteen should do.
- The warmest list in the practice is the one nobody calls
Diagnosed treatment that was never scheduled is the warmest list in the practice, and almost nobody works it. How to build the reactivation cadence.
- A treatment-plan pipeline is not a sales pipeline
New Lead, Hot Lead, New Booking is a sales pipeline. A treatment-plan pipeline needs eight stages, and the difference is where the money leaks.
- Connecting GoHighLevel to Dentrix, Open Dental or Eaglesoft: what actually works
There is no native GoHighLevel integration with Dentrix, Open Dental or Eaglesoft. What actually connects them, what it costs, and what we could not verify.
- Free templates don't fail. They plateau.
Free CRM templates don't fail. They plateau at 'booked', which is exactly where high-ticket dentistry starts.
- Your case acceptance rate is a number your CRM can't see. Here's how to make it visible.
How to track case acceptance rate in a CRM when treatment plans live in Dentrix or Open Dental: four numbers to track instead of one, and the HighLevel pipeline and fields that produce them.
- The 48 hours after you present a case decide whether it closes
A timed dental treatment-plan follow-up sequence for the first 48 hours after a case is presented, with the scripts for cost, timing and second-opinion objections.
- How many follow-ups does it take before a patient says yes?
How many follow-ups a dental treatment plan actually needs: what the evidence in dentistry says, the six-to-eight touch sequence over 90 days, and why practices stop at one.
- You can print the unscheduled treatment list in thirty seconds. Then what?
The exact unscheduled treatment report in Dentrix, Open Dental and Eaglesoft, how to clean and sort the list, and how to get it into a follow-up cadence that remembers.
- The case gets accepted in the operatory and lost on the walk to the front desk
The twenty feet between the chair and the front desk is where accepted cases turn into follow-up problems. The four fields to capture before the patient gets there, and how to build the handoff so it can't be skipped.