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05 · LOST REVENUE RECOVERY

12–18 months gone? Not forgotten.

A 30-day, three-touch sequence for patients who’ve drifted — personalised to their history and stopped the moment they book.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
DORMANT CHARTS → ACTIVE PATIENTS

Most lapsed patients didn’t leave. They just never got the nudge.

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

The lapsed list, automatically

Patients 12–18 months since last visit, excluding moved, deceased or opted-out — refreshed weekly.

Your practice · text

Hi, do you have anything this week?

Yes! Thursday 4:30 or Friday 10:15 — which works?

Thursday please.

Booked · confirmation sent ✓

✓Reply sent
SMSWeb chatWhatsApp

Personal first touch

Name, doctor, last treatment, two real times to come back.

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

Three touches in 30 days

Text, email, assistant call. Then a short list for a personal call.

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

Benefits and seasonality

Timed to plan renewals and year-end where it helps.

Secure form · completed on phone
Submit ✓
✓Form completed
SecureOn phone

Clean data as a by-product

Bounced emails and wrong numbers flagged for cleanup.

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

Win-back rate reported

Contacted → responded → booked → showed.

WHAT YOU GETDormant charts become active patients
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 · LAPSED PATIENT WIN-BACK

Watch the whole flow, step by step.

Patients not seen in 12–18 months re-engaged in sequence. 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
Lapsed Patient Win-BackScripted demo
Step 1
1 / 9
Book a free audit →
  1. 1Step 1 · email
  2. 2No reply after 5 days → Sarah calls
  3. 3Sarah calling · Omar H.
  4. 4Clinic: “Hi Omar, this is Sarah from Dental Agentic Clinic. It’s been a little while since your last visit — w
  5. 5Patient: “Yes, I’ve been meaning to. Do you have anything on Saturday?”
  6. 6Clinic: “I have Saturday at 11:30 am with Jenna. Shall I book it?”
  7. 7Patient: “Please do.”
  8. 8Clinic: “You’re booked for Saturday at 11:30 am. Welcome back, Omar — a confirmation text is on its way.”
  9. 9Lapsed patient back on the schedule · moved to active

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 drifts past 12 months
2
Dental Agentic3-touch sequence over 30 days
✓
ResultDormant charts become active patients

Common questions

How is this different from reactivation?

This is the 12–18 month window specifically, with a tighter 30-day sequence; reactivation covers longer gaps and ongoing nurture.

What if they’ve moved practices?

They tell us and are removed; your list gets cleaner.

Can the doctor sign the message?

Yes, with approval.