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02 · SMART SCHEDULING & RETENTION

Overdue hygiene patients, brought back automatically.

The moment a patient passes their recall date, a polite, sequenced outreach starts — text, email, then a call — until they book or ask us to stop.

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Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
YOUR BIGGEST LIST OF LOST REVENUE

Every practice has hundreds of patients 6, 12, 18 months overdue. Here is how they come back.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
✓Auto-ranked
OverdueAccepted tx

Finds who’s due, every day

Pulls due and overdue patients from your schedule, excludes anyone already booked or opted out, and starts the sequence.

Day 0Textwith booking link
Day 4Emailsame message, more detail
Day 10Assistant callbooks or takes a note
Day 20Humanshort list for your team
✓Stops when booked
Day 0Day 4Day 10

A sequence, not a blast

Day 0 text, day 4 email, day 10 text, day 20 call by the assistant. Spaced, polite, in your voice.

Live availability · Hygiene Recall Reactivation
Mon
Tue
Wed
Thu
Fri
Tue 10:30 am selected → Book
✓Booked Tue 10:30
Real openingsSynced

Books in the same message

Every touch carries live availability. Patients book the slot that suits them; the sequence stops.

THIS WEEK
Missed calls14
Recovered9
9 × $400 = $3,600 saved · sample
✓Recovered
Missed callsRecovered

Insurance-aware timing

Year-end “use your benefits” nudges and plan-renewal timing where you tell us the rules.

Unified inbox
Missed call · text-backReplied “Thursday please”
Recall · Day 4 emailOpened, no reply
Smile Bot leadWhitening · preview sent
FormCompleted 2 of 3
✓Assigned to Maya
One inboxThreaded

Hands the hard ones to staff

After the sequence, a short list of “still unbooked, worth a personal call” for your coordinator.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Shows the production recovered

Patients reactivated × average hygiene value, by month. The number that justifies everything.

WHAT YOU GETRecall rate climbs without staff calls
HOW FASTLive within about 14 days of your audit — no new software for your team.
YOUR RULESRuns in your practice’s name, with consent, opt-out and AI disclosure built in.
PREVIEW · HYGIENE RECALL REACTIVATION

Watch the whole flow, step by step.

Overdue hygiene patients brought back automatically. This is the scripted walkthrough with a sample patient — every step below plays on the phone as it would in your practice. The interactive version is right underneath.

9:41
Hygiene Recall ReactivationScripted demo
Step 1
1 / 11
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  1. 1Queue of patients
  2. 2Day 0 · recall email
  3. 3It’s time for your cleaning, Lina
  4. 4Day 3 · no reply → text
  5. 5Clinic: “Hi Lina, it’s Dental Agentic Clinic. You’re due for your cleaning. We have Tue 9:00 am or Thu 5:30 pm
  6. 6Day 7 · no reply → Sarah calls
  7. 7Sarah calling · Lina P.
  8. 8Clinic: “Hi Lina, this is Sarah from Dental Agentic Clinic. I’m calling because you’re due for your cleaning —
  9. 9Patient: “Oh, I meant to call you. Thursday evening would be great.”
  10. 10Clinic: “Thursday at 5:30 pm with Jenna is booked. I’ll text your confirmation now.”
  11. 11Booked · recall closed · reminder scheduled · opt-out honoured at every step

Explore the other modules

One AI workforce. Start with the modules that leak the most revenue; add the rest when you’re ready.

AI Voice ReceptionistNever miss a call. AI answers, qualifies and books.Missed-Call Text-BackInstantly turns every missed call into a conversation.2-Way SMS & WebchatReal-time texting your team can jump into anytime.Unified InboxCalls, texts, chats and emails — one inbox for the whole team.24/7 Online BookingPatients book anytime, anywhere — synced to your schedule.Automated RemindersTexts and emails that cut no-shows without front-desk effort.Hygiene Recall ReactivationOverdue hygiene patients brought back automatically.No-Show & Waitlist FillFill openings fast and minimise lost production.Digital Forms & IntakeSecure digital paperwork completed before every visit.Payment ProcessingGet paid faster with secure, automated payment links.Built-in CRMTrack every stage of the patient journey in one place.Custom AutomationsYour repeat admin, handled by workflows you approve.Advanced AnalyticsReal-time insight into calls, bookings and conversion.Mobile AppManage conversations and bookings on the go.Smile BotVisitors see their future smile in 60 seconds — and become leads.Review ManagementAutomated review requests after every visit — grow your rating.Google Business ProfileKeep your profile current, rank higher, get more calls.Patient ReactivationWin back inactive patients with targeted outreach.Email & SMS OutreachNurture and engage patients at scale, with consent honoured.Referral & Lead TrackingKnow which sources bring new patients — and close more of them.Practice Performance ReportingClear monthly reports to measure and grow.Missed-Call Revenue RecoveryEvery unanswered call texted back and booked.Unscheduled Treatment Follow-UpAccepted-but-unbooked treatment plans chased until scheduled.Lapsed Patient Win-BackPatients not seen in 12–18 months re-engaged in sequence.Insurance Benefits Reminders“Use it before you lose it” campaigns ahead of year-end.Revenue Leak DashboardSee what slipped each week — and what was recovered.

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

Book my free audit ↗
HOW THIS MODULE WORKS
1
TriggerPatient passes their 6-month recall date
2
Dental AgenticSequenced text + email with a booking link
✓
ResultRecall rate climbs without staff calls

Common questions

Will it annoy patients?

Four touches over three weeks, then it stops. Opt-out on every message.

How does it know who is due?

From your PMS recall intervals, or a monthly export if there’s no API.

What about patients with no mobile?

Email, then a call; we flag missing contact details so your team can update them at the next visit.