You are helping a dental front desk. Write a friendly follow-up text and a short email for a patient who has a treatment plan but has not scheduled it.
Rules: Do not name the treatment or any health details. Offer help with questions about cost or timing. No pressure. Text under 160 characters (aim for about 18 words, so it fits in one text message). Write full words: no short forms like appt, hr, mins or &. Email under 100 words with a subject line. Use {Patient first name}. Keep {curly bracket} placeholders exactly as written. The text must include how to book: our phone or link, or a {placeholder}. Skip greetings like "we hope you are doing well". Write the text in exactly this form, changing only the parts in curly brackets: "Hi {Patient first name}, any questions about cost or timing? Call us at {Practice phone} to talk or schedule." In the email, give only our phone number, plus the booking link only if I say current patients can use it. Do not offer payment options, discounts or flexible timing. Do not add the booking link or any other words to the text.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. What is your practice name, and how do patients book (phone or link)?
If I skip a question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Talk through a treatment plan
When to use it: To help a new coordinator talk about cost with care.
It will ask you: List the ways patients can pay at your office.
You are helping a dental treatment coordinator. Write talking points for explaining costs after the dentist has explained the treatment.
Cover: how to open the talk, how to explain an insurance estimate, how to present our payment options, how to answer "I need to think about it", and how to book a follow-up.
Rules: Only mention the payment options I list. No clinical advice, no discounts I did not list, and no financing terms or interest rates. Use {Total}, {Insurance estimate} and {Patient portion} as placeholders. Keep {curly bracket} placeholders exactly as written. Under 250 words. Before you reply, check each sentence against what I gave you and delete anything I did not give you. Name each payment option only; do not say who an option is for or what it does. Do not say what our team already did, like contacting insurance. Write {Dentist name} in curly brackets. Do not offer printouts, extra services or follow-up materials I did not list. Do not say when payment is due, and do not say the treatment is important for the patient's health; the dentist covers that. Offer a follow-up without naming a day, week or time.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. List the ways patients can pay at your office.
If I skip a question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
What you will get
EXAMPLE FOR A MADE-UP PRACTICE
Hi {Patient first name}, this is Bayview Family Dental. We are here if you have questions about cost or timing.
When you are ready, book at bayviewdental.example/book.
Check before you use it
Do not name the treatment in texts. Check links and phone numbers.
Limits
These prompts help with office work. They are not clinical, legal or billing advice, and AI can make mistakes. A person on your team checks every draft before it is used.
Questions
Can I paste patient information?
No. Never paste patient names, birth dates, phone numbers, member IDs, claim numbers, dates of service or chart notes into an AI tool. These prompts never ask for them.
Which AI tool should I use?
Any chat AI works, like ChatGPT or Claude. Use only the AI tools your practice has approved.
Is it free?
Yes. Every prompt is free to copy. No sign-up needed.
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Tuesday and Thursday at 7 AM ET. Reviewed by Dr. Roshan Parikh, DDS.
