Dental Practice Recall & Revenue Automation

About this offering

Most dental practices lose 15–25% of annual revenue to patients who are overdue for recall appointments and never get a timely follow-up. We build a custom recall and patient communication system that eliminates that gap entirely. The system tracks every patient's last visit and next due date, sends personalized recall sequences via SMS and email, fills cancellation slots automatically from a waitlist, and follows up with patients who had pending treatment plans but never scheduled. Practices we have worked with across Philadelphia and King of Prussia typically recover 20–35 additional appointments per month within the first 60 days. Integrates with Dentrix, Eaglesoft, and open dental systems.

What you'll get

• Automated recall outreach sequences by last visit date
• Treatment plan follow-up campaigns for unscheduled patients
• Cancellation slot filling from automated waitlist
• New patient welcome and onboarding sequence
• Post-visit review request automation
• Insurance renewal reminders and pre-authorization tracking
• Morning huddle report with daily schedule intelligence
• Reactivation campaigns for patients inactive 12+ months
• Appointment confirmation and two-way SMS replies
• Monthly recall performance dashboard

Technologies used

How it works