Modules›Elective Case Identifier™

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Elective Case Identifier™

Surface the patients who are already open to more, before they say a word.

Elective Case Identifier™ reads motivation language, readiness signals, and engagement patterns to help your team have the elective conversation at the right moment with the right patient.

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Most elective cases are lost not because patients say no. They are lost because no one asks at the right time.

Sample Elective Case Identifier™ BriefGenerated May 12, 2025

Patient

Kevin T., 38

Visit

Hygiene recall

Elective readiness

HIGH

Primary signal

Appearance-motivated language in intake

Secondary signals

• Prior cosmetic inquiry

• High engagement

• Asked about whitening at last visit

Recommended approach

Introduce elective options naturally during the hygiene conversation.

Suggested line

“Based on what you mentioned when you booked, I want to show you a couple of things we could do that a lot of patients in your situation find really worthwhile. Mind if I walk you through it?”

🔒 Full Elective Case Identifier™ briefs include readiness scoring, timing guidance, and conversation entry points.

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What it detects

Readiness and motivation signals that indicate a patient may be open to elective options.

✓

Appearance-motivated language

✓

Cosmetic inquiry history

✓

High engagement signals

✓

Life event triggers (wedding, promotion, reunion)

✓

Social comparison language

✓

Openness cues in intake

✓

Prior unanswered interest

✓

Financial comfort signals

🛡️

What it helps prevent

Protects revenue opportunity and patient relationships.

✓

Missed elective revenue

✓

Awkward or mistimed asks

✓

Presenting to the wrong patient

✓

Patients leaving without knowing what's possible

✓

Team guessing who might say yes

✓

Lost cosmetic or elective cases

✓

Underutilized hygiene appointments

✕

What it is not

Important boundaries. This is behavioral insight, not a sales tool.

✕

Not a sales script

✕

Not a pressure tool

✕

Not a clinical recommendation

✕

Not a guarantee of case acceptance

✕

Not a replacement for patient conversation

✕

Not financial or treatment advice

The mistake it helps avoid

👥

Team treats every patient the same.

→
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Elective options never come up.

→
🚪

Motivated patient leaves without knowing what's possible.

→
💸

Revenue and relationship opportunity lost.

The better first move

🚩

Readiness signal is flagged.

→
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Team introduces options naturally.

→
😊

Patient feels invited, not sold to.

→
✅

Elective conversation happens at the right moment.

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The right patient. The right moment. The right ask.

Elective Case Identifier™ helps your team surface elective opportunity without guessing or pressure.

Request Early Access →

🔒 No obligation. Limited early access.