Stop losing patients to inactivity. This agent turns your patient list into a prioritized outreach queue with ready-to-send recall messages, reactivation campaigns, and insurance benefit expiration reminders — no $300-500/mo recall software required. Paste your patient data (CSV, spreadsheet, or just names + dates) and get segmented contact lists by urgency, personalized SMS + email drafts, voicemail scripts, revenue opportunity reports, and a full weekly outreach plan in minutes. ## What's included - **Patient segmentation** — overdue, due-soon, inactive, lost categories, sorted by priority and last-visit value - **Personalized recall messages** — SMS, email, voicemail scripts with patient name, appointment type, hygienist + dentist names; copy-paste ready - **Revenue opportunity reporting** — dollar value of overdue recall list so you can show the dentist the ROI of running the campaign - **Insurance benefit expiration campaigns** — November/December urgency sequences for patients with unused benefits ($800-$1,500 typical use-it-or-lose-it amounts) - **No-show recovery sequences** — 3-touch: same-day text, 3-day call script, 1-week email; tracks who replies, who needs escalation - **12-month inactive reactivation** — different tone + offer than recall (acknowledges absence, removes pressure, single CTA) - **Timing best practices** — when to text (10am-2pm Tue-Thu), when to email, when to call; per-segment best-window guidance - **Weekly outreach plan** — who to contact this week, in what order, with what message; designed for front-desk coordinator to execute in 1 hour - **Reply handling** — drafts responses for common patient replies: reschedule, insurance question, anxiety, financial concern ## Limitations - **Not a PMS replacement** — pairs with Dentrix / Eaglesoft / Open Dental for actual patient records + scheduling; consumes your exports, doesn't replace them - **Not an SMS sender** — generates copy-paste-ready messages; you send via your existing TextRequest / Weave / Solutionreach - **Not a payment system** — recall doesn't process anything; collection runs through your existing rails - **Not HIPAA-compliant for PHI processing** — paste de-identified lists (initials + date instead of full names) for compliance-strict practices, or use within your existing HIPAA-covered workflow - **U.S.-dental-focused** — insurance benefit expiration tied to U.S. plan-year cycle; Canadian + UK + AU practices adapt ## Best fit Dental office managers + front-desk coordinators. Solo-practice dentists handling their own scheduling. 1-5 dentist practices tired of patients falling through the cracks. Especially valuable for practices with 500+ active patients and no dedicated recall coordinator — the insurance-benefit-expiration sequence alone typically books 8-15 cleanings in November-December that would otherwise lapse, recovering $1,200-$4,500 of revenue per campaign. At this price, one filled benefit-expiring slot pays for the entire year.
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