Dental Recall
Finds overdue and lapsed patients in your practice management system, segments them by treatment due and insurance status, sends HIPAA-aware recall messages, books the appointments, and reports how many chairs got filled.
About this AI employee
Every overdue patient is recurring revenue walking out the door — and care they're not getting.
Your hygiene schedule has gaps, and the front desk doesn't have the hours to chase down everyone who's slipped past their recall date. So the overdue list just grows, benefits expire unused, and patients quietly lapse.
This worker scans your practice management system every morning, finds the patients who are due and have no future appointment, and sorts them by what actually matters — periodontal patients who shouldn't wait, patients with benefits about to reset at year-end, outstanding treatment that was never scheduled. Then it texts them, books them into open slots, and stops the moment they reply or book. Three respectful touches, never spam, and every message logged back to the chart.
It's built HIPAA-aware from the ground up: no diagnoses, no procedure names, no balances in any message — protected health information never leaves the chart. Consent is required, opt-outs are permanent, and you get a weekly report that ends in the only number that counts: chairs filled.
Connects to: Dentrix Ascend / Open Dental / CareStack · Solutionreach / Podium / SMS
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.