Leyoxa Care Ledger is a product direction pending proof. The current product does not write appointments or messages to the PMS.
First establish what the record says
A due date is not enough. Confirm the patient identity, source record, care category, prior communication, opt-out state, existing appointments, and whether a dentist has already made the relevant clinical decision.
Preventive is not diagnostic
Routine preventive recall may follow practice-approved rules. A ledger item that says a diagnosis is not recorded cannot be turned into a disease-specific message. A dentist must first re-evaluate and record any clinical conclusion.
Diagnosed care can be re-presented carefully
When a diagnosis or recommendation already exists in the authoritative record, the practice may choose to follow up under its approved policy. The communication should link to the recorded care, avoid adding new claims, and stop when the patient responds or staff place a hold.
Elective outreach stays behind a person
Cosmetic and elective communication is not converted into automatic upsell. A named human reviews the purpose, audience, message, and timing before any send.
The minimum useful queue
- source and date;
- care purpose;
- why the patient appears;
- who reviewed the clinical record;
- who owns the next action;
- consent, hold, and opt-out state;
- complete audit history.
Good follow-up is not the largest list. It is the smallest defensible list with a clear care purpose.