Template
Prepare a follow-up
For Provider and practice leaders
Use the five-field template and its feedback privacy guidance.
Use the follow-up templateDentalXpand Journal
Provider check-ins and follow-through resources.
Start with the public check-in templates, then use the article below to plan how feedback becomes an owned follow-up.
Start with the task
Guide
Plan a check-in cadence
For Provider and practice leaders
Read the check-in prompts and pilot guidance before choosing a cadence.
Read the check-in guideSoftware
Review retention software
For Provider and practice leaders
Explore check-ins and follow-through in a practice workflow.
Explore retention softwareExplore the topic
Articles in this topic
1 article in this collection
A provider check-in needs a next step, not just a response
Turn dental provider feedback into a clear follow-up with an owner, due date and recorded outcome using a practical check-in workflow.
Read article