Automate recalls, new-patient follow-up, review requests and reactivation campaigns without adding front-desk workload. Keep chairs full with consistent, trackable outreach.
Why it matters
Benefits
Create recall sequences for 3-, 4- or 6-month hygiene intervals with SMS, email and call tasks. Automatically nudge patients who are due, overdue or unscheduled – without your team exporting lists or chasing charts.
Route web form leads, phone inquiries and insurance questions into a structured follow-up workflow. Assign ownership, set response-time SLAs and send immediate confirmations so prospects don’t book with the practice down the street.
Trigger follow-ups when a treatment plan is presented but not scheduled – crowns, implants, clear aligners or perio therapy. Send educational content, financing options and one-click scheduling links tailored to the procedure.
Automatically request Google reviews after completed appointments, route unhappy feedback to your team first and track review volume by provider. Use consent-based messaging and configurable quiet hours to match patient communication preferences.
Use cases
Challenge
Your hygiene schedule has holes, but the team doesn’t have time to call every overdue patient. Lists get outdated and patients slip past the 6-month mark.
Solution
Build a recall workflow that segments by due date and last visit, then sends timed SMS and email reminders with a scheduling link. If no response, automatically create a call task for the front desk and stop the sequence once the appointment is booked.
Challenge
Patients accept the diagnosis but leave without scheduling. Weeks later they forget, shop around or only call back when symptoms worsen.
Solution
Trigger a workflow when treatment is marked “recommended” but not “scheduled.” Send a day-1 message with next steps, a day-3 message covering benefits and timeline, and a day-7 message with financing and a direct booking option. Escalate high-value cases to a coordinator task.
Challenge
You have a large base of inactive patients who haven’t had a cleaning in over a year. Manual reactivation feels like cold calling and rarely happens consistently.
Solution
Create a reactivation workflow that filters by last hygiene date and patient type (family, perio, aligner). Offer limited-time hygiene blocks, remind them of insurance benefits and allow easy rescheduling. Track reactivated patients and revenue attributed to the campaign.
More industries
FAQ
Start with the highest-impact, most repeatable processes – hygiene recalls, new-patient lead follow-up and unscheduled treatment follow-up. These directly affect chair utilization and production. Then add review requests, missed appointment recovery and long-term reactivation for inactive patients.
Yes. You can build branching workflows based on procedure category, provider, location, or patient status. For example, implant candidates can receive education about healing timelines and financing, while aligner leads get before–after examples, eligibility criteria and a consult booking link.
It replaces manual list pulling, repetitive reminder calls and inconsistent follow-up with automated sequences and task queues. Your team focuses on the moments that truly need a human – complex scheduling, insurance coordination and high-value case discussions – while routine nudges run automatically.
Track workflow-level metrics like response rate, booking rate, time-to-first-response for leads, reactivation rate and production generated from recovered treatment. You can also compare schedule fill rate and no-show rate before and after automation to quantify operational impact.
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