One platform. Six jobs to be done.
Each module runs on the same automated infrastructure, integrated with your PMS. Activate what fits your plan, scale up when ready.
01
Reactivation
Wake up patients dormant for 18+ months.
We extract patients dormant for 18 months or more from your PMS, filter DNC and historical value, then run a 28-day cadence: email + SMS, voice escalation if intent is hot. We call in your voice or a generic bilingual voice.
20%
Reactivation rate
5-7×
ROI over 90 days
200-500
Avg patients per practice
02
Annual recall
6-month routine checkups, automated.
SMS + email reminders for the 6-month checkup, with one-click booking links integrated to your calendar. We avoid the spam look: one message at the right time, signed in your name.
+12-18%
Patient retention lift
8-15%
Booking conversion
03
Treatment cross-sell
Whitening, implants, ortho — to the right patient.
We segment your patient base by clinical profile, age, prior visits, and insurance coverage. Targeted campaigns surface the relevant treatment with a fair offer. No pressure tactics, no over-promising.
+15-25%
Revenue per patient
6-12%
Conversion on targeted offers
04
Treatment plan rescue
Recover incomplete or abandoned plans.
Patients with incomplete treatment plans get a tailored cadence based on the plan stage: paid in part, sessions remaining, time since last visit. The message acknowledges the unfinished work without guilt-tripping.
30-40%
Plans recovered
$1,200-2,800
Avg recovered revenue per patient
05
Insurance benefits Q4
Use it or lose it. Capture year-end activity.
From October to December, we run a campaign on patients with unused insurance benefits about to expire on January 1st. The message frames the urgency factually: $X in benefits, expiring in N days.
$1,000-2,000
Avg benefits per patient
+20-35%
Q4 booking lift
06
No-show reduction
Confirmation D-2 and D-1, with intent detection.
SMS confirmations 2 days and 1 day before the appointment. We parse replies for intent: confirmed, reschedule, cancel, ambiguous. Reschedules happen via direct booking link, no human in the loop.
−30 to −50%
No-show reduction
60-75%
Reschedule conversion