Dental & Medical Practices · Scheduling & Follow-ups

Recall & Hygiene Reminders

Recall breaks down when the front desk has to remember every six-month cleaning, periodontal maintenance visit, or delayed exam manually. This automation watches due dates and sends recare outreach based on the patient's last completed appointment and clinical frequency, so dormant patients do not quietly disappear.

2-4 hrs/week saved Easy complexity

How It Works

01

Identify due and overdue patients

The system checks the last hygiene or perio visit date, planned recare interval, and any unscheduled next visit status.

02

Launch the recall sequence

Patients receive a series of texts and emails inviting them to book, with language tailored for routine cleanings, perio maintenance, or overdue exams.

03

Escalate important cases

If a high-value or overdue patient does not respond after multiple touches, the office manager gets a task for a personal call.

Tools & Platforms

Open Dental RevenueWell Twilio Google Sheets

Key Benefits

  • Brings inactive patients back before they churn to another office
  • Keeps hygiene columns full without constant manual list pulling
  • Supports perio compliance for patients on tighter intervals
  • Improves recurring production from existing patients

In Practice

A PPO-heavy dental office runs automated six-month recall and reactivates dozens of patients who had slipped seven to nine months past their last cleaning.

Next Step

See if this fits your workflow.

We map the actual tools, handoffs, and ROI before recommending implementation.

Book a Free 15-Min Call

No pressure. We’ll tell you if this one is worth building first.