Dental Treatment Plans
Dental Treatment Plan Tracker. Track every treatment plan from offered to completed, follow up on unscheduled work, and give patients a clear public cost explainer. Free to clone.
Dental Treatment Plans is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plan Pal. Its automations include Monday unscheduled plans email, Accepted plan follow-up draft and Declined plan alert.
by @taskade
What you can do with Dental Treatment Plans
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Dental Treatment Plans works
- Monday unscheduled plans email: when Every Monday at 8 AM, then Find accepted plans and List plans as text.
- Accepted plan follow-up draft: when a plan is set Accepted, then Draft a follow-up text and Comment the draft on the row.
- Declined plan alert: when a plan is set Declined, then Email the reason and value.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Plan Pal
- Automations: Monday unscheduled plans email, Accepted plan follow-up draft, Declined plan alert
- Workspace: 5 projects, 1 AI agent, 3 automations