← All free resources NextGen Medical
Free script pack

The Patient Follow-Up Script Pack

Copy-and-paste texts, DMs and emails for the six moments a new patient can slip away, from the missed call to the patient you haven't seen in months.

What's inside

  • Missed-call text-backs for during and after hours
  • DM replies to "How much?" and "Is this right for me?"
  • A five-minute text and a same-day email for web forms
  • No-show rebooks and follow-ups after the consult
  • Past-patient check-ins and new-service announcements

Get free access

One sign-up unlocks this and every other resource in the NextGen library.

For licensed practitioners and their teams. We'll email you about NextGen resources. Text updates are optional and need the separate consent above. Privacy Policy · Terms

You're in. Every resource in the library is unlocked on this device. See them all

How to use these

1The missed call

A text in the next few minutes reaches the caller while the question is still on their mind.

Within 5 minutes, during office hours · Text

Hi, this is [Name] at [Clinic]. Sorry we missed your call. What can I help you with? If it's easier, you can grab a consult time here: [booking link]

After hours · Text

Hi, it's [Name] at [Clinic]. We're closed for the night, but I saw your call and didn't want you to wait until morning. What were you calling about? I'll make sure the right person gets back to you first thing tomorrow.

Next morning, if they haven't replied · Text

Morning, [First name]. Following up on your call last night. Would you like me to hold a consult time for you this week? I have [day] at [time] or [day] at [time].

2The Instagram or Facebook DM

DMs usually open with a price or a "would this work for me?" question. Answer what you can, then move it to a consult.

They ask "How much is it?" · DM

It depends on what we're treating and how many sessions you'd need, which is why we start with a consult. To give you a rough idea, most plans start at [starting price]. Want me to find you a time to talk it through?

They ask "Is this right for me?" · DM

Thanks for asking. That's not something anyone should answer over DM. What I can do is get you a [length] consult with [Provider] so you get a real answer for your situation. Do mornings or afternoons work better for you?

No reply after 24 hours · DM

Hi [First name], making sure this didn't get buried. Do you still want me to look at consult times for you?

3The website form

Someone who fills out a form has already done the work of reaching out. Reply by text first, then send the details by email.

Within 5 minutes · Text

Hi [First name], it's [Name] from [Clinic]. I got your message about [service]. I can get you in for a consult on [day] or [day]. Which works better?

Same day · Email

Subject: Your question about [service] Hi [First name], Thanks for reaching out about [service]. The next step is a [length] consult with [Provider]. We'll go over your history, what you're hoping for and whether this is a good fit for you. You can pick a time here: [booking link] Or reply with a couple of times that work for you and I'll set it up. [Name] [Clinic] · [Phone]

Day 2, if they haven't booked · Text

Hi [First name], I didn't want your request to fall through the cracks. Is there a question I can answer before you book?

4The consult no-show

Keep it warm. People who miss a first appointment still had a reason to book it.

10 minutes after the start time · Text

Hi [First name], we had you down for [time] today and wanted to make sure you're okay. Would you like me to move you to another time? I have [option] or [option].

Next day · Text

No worries about yesterday, things come up. I still have a couple of openings this week if you'd like to rebook: [booking link]

Day 5, last touch · Text

Hi [First name], last note from me on this. If the timing isn't right, no problem at all. When you're ready, reply here and I'll get you scheduled.

5After the consult: "I need to think about it"

Give them the plan in writing and a clear way back. Then stop.

Same day · Text

Thanks for coming in today, [First name]. Here's a quick recap of what [Provider] recommended: [plan in one line]. Did any questions come up on the drive home? Happy to answer them.

Day 3 · Text

Hi [First name], checking in. A lot of patients like to talk it over with family first. If it would help, I can send you [the written plan / pricing / what to expect] so you have it in front of you.

Day 10, last touch · Text

Hi [First name], I'm going to close out your file for now so you don't keep hearing from me. If you'd like to move forward later, reply here and we'll pick up right where we left off.

6The past patient

People who have already been in are the easiest consults to book. Check in like a person, not a promotion.

No visit in 90+ days · Text

Hi [First name], it's [Name] at [Clinic]. It's been a little while since your last visit and [Provider] asked me to check in. How have you been feeling? If you'd like to come back in, I can find you a time this month.

You've added a new service · Text or email

Hi [First name], a quick heads-up since you've been with us before: we've added [service] to the practice. If you're curious whether it fits your situation, I can set up a short consult with [Provider].

The rules behind the scripts