Dental Workflow Navigator

Patient Journey

The 10 stages every patient moves through.

1. Awareness - The patient discovers the practice online, through ads or word of mouth.
2. Consideration - The patient compares practices, reads reviews and asks first questions.
3. Contact & Booking - The patient calls, messages or books an appointment online.
4. Intake & Preparation - Forms, medical history, insurance details and reminders before the visit.
5. Consultation & Diagnosis - Examination and explanation of findings to the patient.
6. Case Acceptance & Financing - Treatment options, costs, financing and consent.
7. Treatment Delivery - The treatment visit, patient comfort and payment.
8. Follow-Up - Aftercare, check-ins and satisfaction feedback.
9. Recall / Retention - Bringing patients back for their next visit; loops back to Contact & Booking.
10. Advocacy - Reviews, referrals and loyalty.

All dental workflows