Dental recall automation

Recall software that runs on a clock nobody has to watch

Monitors the elapsed time since each patient's last visit. At 180 days, it sends a personalized, non-clinical email carrying a gift with a 7-day claim window. At 365 days, it escalates.

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What it does

The recall engine monitors the elapsed time since each patient's last visit. At 180 days, it sends a personalized, deliberately non-clinical email carrying a gift with a 7-day claim window. At 365 days, it escalates to a stronger message. If the patient calls to claim a gift but still hasn't booked within 90 days of that call, a bonus offer fires automatically.

Capability it provides

The practice gets a recall system that runs on a clock no human has to watch, covering the exact population — patients who are overdue but not yet lost — that reactivation research identifies as the highest-value, lowest-cost segment to win back.

Outcome it creates

Fewer patients silently cross from 'overdue' into 'gone.' Independent industry data indicates dental practices lose about a quarter of their patient base to attrition annually, and that reactivating a lapsed patient costs meaningfully less than acquiring a new one — while multi-touch, multi-attempt outreach measurably outperforms a single reminder.

Patient becomes overdue → silence → gone, with no clear trigger pointDay-180 outreach → day-365 escalation → day-455 bonus offer, each stage automatic and dated

How it works

1

The clock starts at check-in

Every completed visit resets the recall clock for that patient, tracked automatically in the background.

2

Day 180: the first outreach

A personalized, non-clinical email with a real gift and a 7-day claim window — framed as a reason to come back, not a bill reminder.

3

Day 365: escalation

If the patient still hasn't returned, a stronger message goes out, honestly acknowledging the longer gap.

4

Day 455 (if they called but didn't book): a bonus offer

Patients who engaged but didn't follow through get one more automatic nudge, rather than being written off.

Questions

How does the recall engine know a patient is overdue?

It tracks the elapsed time since each patient's last recorded visit and fires automatically at the 180-day and 365-day marks — no staff member has to pull a report or start a call list.

What happens if a patient calls to claim a gift but doesn't book?

If they call to claim a recall gift but still haven't booked within 90 days of that call, a bonus offer fires automatically to try again.

Does every recall message look the same?

No. Each message is written fresh in the practice's own voice with a deliberately non-clinical, empathetic tone — not a form-letter reminder.

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