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CRMIntermediate✓ Release process: run on a live n8n instance

TreatmentRecall: Unscheduled Treatment Recovery

TreatmentRecall: Unscheduled Treatment Recovery ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Turn your dental treatment-plan export into a ranked recovery list — diagnosed-but-unbooked treatment scored by value and age, with AI recall emails and a daily front-desk call list.

  • Rank every diagnosed-but-unscheduled treatment by recovery value, scoring plan value against how long it has been waiting
  • Push patients whose insurance benefits are about to reset straight to the top of the list
  • Skip anyone already on the upcoming schedule so the front desk never calls a booked patient
  • Send each patient a warm, AI-personalised recall email that names their actual treatment
  • Post a prioritised call list to Slack every morning, complete with phone numbers and flagged urgency
  • Never pester: a built-in cooldown keeps a contacted patient off the list for weeks
  • Keep an auditable recall queue in Google Sheets you can work down and report on
Google SheetsOpenAISMTPSlack
n8n / workflow / dental-unscheduled-treatment-recoveryActual workflow — not a mockup
Daily Recovery Sweep — Schedule TriggerDaily Recovery Swe…SCHEDULE TRIGGERConfig — SetConfigSETFetch Upcoming Schedule — Google SheetsFetch Upcoming Sch…GOOGLE SHEETSCollect Booked Patients — CodeCollect Booked Pat…CODEFetch Treatment Plans — Google SheetsFetch Treatment Pl…GOOGLE SHEETSBuild Recall List — CodeBuild Recall ListCODEAny Patients To Email? — IFAny Patients To Em…IFDraft Recall Emails — OpenAIDraft Recall EmailsOPENAIBuild Recall Emails — CodeBuild Recall EmailsCODESend Recall Email — Send EmailSend Recall EmailSEND EMAILMark Patients Contacted — CodeMark Patients Cont…CODEPrepare Call List — CodePrepare Call ListCODEPost Call List — SlackPost Call ListSLACKMark Call List Posted — CodeMark Call List Pos…CODEPrepare Queue Rows — CodePrepare Queue RowsCODELog Recall Queue — Google SheetsLog Recall QueueGOOGLE SHEETS
16 nodes · 15 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
One-time
$19
~10 min
setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment
Refund as per the Refund Policy for downloadable templates.
Email Support · 24h SLA
Lifetime updates
APIs required
Google SheetsOpenAISMTPSlack
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How it works

Workflow summary

One workflow handles everything end-to-end.

  1. 1Runs every morning on a schedule in your practice's timezone
  2. 2Reads your treatment-plan export and your upcoming appointments from Google Sheets
  3. 3Drops anyone already on the schedule, then ranks the rest by treatment value and how long it has been waiting, pushing patients whose benefits expire soon to the top
  4. 4Skips any patient already contacted inside your cooldown window, so nobody gets pestered
  5. 5AI writes a warm, personal recall email for each patient with an address on file, and sends it
  6. 6Posts the prioritised call list to Slack for the front desk, phone numbers and all
  7. 7Appends the whole recovery queue to a Google Sheet tab you can work down and audit
Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

  • 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
  • 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
  • 03Credential checklist for Google Sheets, OpenAI, SMTP, Slack. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
  • 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
  • 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more CRM templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

01

Import the workflow into n8n

02

Paste your API keys into the credentials panel

03

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support
Replies within 24 hours (SLA)
Contact
Setup Service4 tiers — your choice
Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.
Book setup
FAQ

About this template

How long does it take to set up TreatmentRecall: Unscheduled Treatment Recovery?
Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.
What if I get stuck?
Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.
Do I need to pay for Google Sheets?
API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.
Can I customize the workflow?
Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.
What if it doesn’t work for me?
Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.

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