Agent Workspace

Post-Visit Follow-Up

Automated check-ins, review requests, and recall sequences.

Audience

Front desk teams, receptionists, and care coordinators

Role Context

Supports ongoing patient care and practice reputation management.

Overview

How this feature supports practice operations and patient outcomes

Ensure every patient feels cared for after they leave the chair. Vortex tracks completed appointments and triggers smart sequences to check on recovery, request 5-star reviews, and set the stage for their next recall.

Core Capabilities

Procedure-specific delay timers for recovery check-ins.
Smart review gating routing happy patients to Google and Yelp.
Automated recall tagging for subsequent hygiene visits.
Escalation alerts to clinical staff if a patient reports discomfort via text.

Workflow

Typical lifecycle inside Vortex

  1. Step 1

    PMS updates appointment status to 'Completed'.

  2. Step 2

    Vortex initiates the post-visit protocol based on treatment codes.

  3. Step 3

    Patient receives a care check-in text, followed by a review request the next day.

  4. Step 4

    Positive responses trigger review links, while clinical concerns notify the provider.

Impact

Expected operational and growth outcomes

  • Explosive growth in organic 5-star Google reviews.
  • Enhanced patient trust through proactive care monitoring.
  • Seamless pipeline transition into the recall pool.

Related Features

Explore more inside Patient Journey

Keywords

patient follow-upreputation managementgoogle reviewsdental recall
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