Dental patient self-service portal

The patient finds information, care instructions and payments for his/her treatment stage. On the portal he/she can submit a question to the clinic and perform administrative actions for him/her.

After the performed or changed procedure, the instruction and the control action provided by the specialist do not reach the patient through the proper channel. The patient does not know how to continue care or what to contact the clinic for.

How the solution works

  1. Check patient or representative access
  2. Get the current plan action for it
  3. Provide instruction and payment basis
  4. Accept question or allowable payment
  5. Return the result of the responsible process

Key challenges

  • Patient does not receive relevant follow-up care instructions

Solution capabilities

A plan understandable to the patient

Shows the explained stage of treatment and the specific next action. The content of the clinical plan is changed by its responsible specialist.

Post-procedure instructions

The instruction is associated with the procedure actually performed and the individual addition of a specialist; failure to make a reservation does not initiate it.

Control reminder

Uses the control provided in the clinical course and its current conditions. The prevention call is clearly distinguished from the commercial campaign.

Payment Status

Displays the account, payment made and balance from the system responsible for the data. The clicked payment button is not marked with the funds received.

Referral of the question

The patient's question is forwarded to the appointed team with the data of the treatment stage. The patient sees the order of the answer and the clinic's indicated way to apply urgently.

Business context

Patient does not receive relevant follow-up care instructions
After the performed or changed procedure, the instruction and the control action provided by the specialist do not reach the patient through the proper channel. The patient does not know how to continue care or what to contact the clinic for.
Information after the procedure remains easily found
The patient may have questions after leaving the clinic: how to supervise when to return and what payment status. The available relevant instructions and the possibility of submitting a question facilitate continued communication. This reduces administrative uncertainty, and medical issues are examined by a specialist.

Core features

  • A plan understandable to the patient
  • Post-procedure instructions
  • Control reminder
  • Payment Status
  • Referral of the question

Key integrations

Treatment plan and visit calendar
The patient is given a stage, a procedure and the need for control.
Accounting and payment system
Amount to be paid, payment acceptance and balance.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Number of administrative appeals for the next supervisory phase

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Count referrals solely for finding a visit, instruction, or document for a group of comparatively active plans.

Time of check for crediting payment

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Measure employee minutes per request about crediting payment.

Part of negative feedback on pre-dental visit information

5–20%Decreasing

Indicative assumption: 20-40% of negative feedback is related to unclear actions of preparation for the next stage of dentistry. The solution could reduce this proportion by 25-50%. This is a scenario of potential; assumptions need to be verified by feedback collected by the company.

When a company starts collecting feedback, negative feedback on pre-dental visit information is counted from all evaluations received on the topic. The same method of evaluation is used before and after installation and similar customer groups are compared. Without initial data, the actual change is not determined.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

  • Patients adjust the next stage of treatment, estimate or payment status by phone.
  • The clinic has this data, but the patient environment used does not provide it.

Implementation requirements

The patient's self-service clinic determines what instructions, intended actions and payment details can be provided according to the treatment stage. Versions of documents and payable amounts are obtained from reliable sources while maintaining a clear referral channel.

Further development options

  • Other patient pathways when they have a genuine process of informing and handling issues responsibly.

Frequently asked questions

Adapting the solution to your business