A monthly job pulls patients who are overdue for hygiene or have unscheduled treatment, then sends a personalized text and email sequence with a booking link. Responses go to the front desk for scheduling.
Tools used
Dentrix or Open Dental (reports)
NexHealth, Weave or RevenueWell (campaigns + online booking)
OpenAI API or Claude (message variants, optional)
Expected outcome · Typical goal
Typical goal: bring back patients who already know and trust the practice. That's usually the cheapest new production a practice can find.
Setup notes
Segment by how overdue they are (6-12 months, 12-24, 24+). Use different tone and offers for each.
Get rid of bad numbers and opt-outs first. Clean the list before sending.
Don't mention the specific treatment in texts. Say 'your recommended care' instead.
Measure appointments booked from the campaign, not open rates.
Prompt / agent config
Replace the {placeholders} with your own details.
Write a 3-message reactivation sequence (SMS, under 300 characters each) from {Practice}, {dentist name}'s office in {town}, to patients last seen {12-24} months ago. Tone: friendly, no guilt, no clinical details. Msg 1: we miss you + easy online booking {link}. Msg 2 (5 days later): mention {evening/Saturday hours or new-patient comfort}. Msg 3 (10 days later): short last note, offer a call-back. Include 'Reply STOP to opt out' on message 1.
Last reviewed October 15, 2026. Tool names and features change; check vendor docs before you build.
Patients get text reminders they can reply to (C to confirm, R to reschedule). When someone cancels, the system texts patients on the ASAP list offering the opening, first come first served, and writes the booking back to the practice management system.
Dental · Med Spas & Salons · Medical & Chiropractic · low complexity
An AI voice agent picks up when the front desk is busy or closed. It answers common questions (hours, location, insurance networks accepted, parking), collects new-patient details and books into allowed slots or creates a callback task. Clinical questions always go to staff.
Dental · Med Spas & Salons · Medical & Chiropractic · medium complexity
When a job is marked complete and paid, the customer gets a short text (and email backup) asking for a Google review with a direct link. Unhappy responses go to the owner privately so they can fix things. Every customer gets the same request, as Google's policy requires.
HVAC · Plumbing · Home Services · Dental · Auto Repair · Contractors & Remodelers · Med Spas & Salons · low complexity
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