Patient recall and reactivation campaigns

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Scan for overdue patients

   Daily automated query identifies patients whose last appointment was 6+ months ago or who missed scheduled recall appointments. System pulls patient contact preferences and treatment history.

   DentrixEaglesoft
2. 2

   Action

   Segment patients by priority

   Categorizes overdue patients into high-value (comprehensive treatment plans), routine (cleanings/checkups), and at-risk (missed multiple appointments) segments. Each segment receives tailored messaging.

   Open DentalRevenueWell
3. 3

   Decision

   Check patient communication preferences

   Routes patients to appropriate outreach channel based on their preferred contact method and previous response history. Determines if SMS, email, or phone call should be used first.

   WeaveRevenueWell
4. 4

   Action

   Send personalized recall messages

   Delivers customized messages mentioning specific treatments needed, available appointment times, and practice updates. Includes online scheduling links and special offers for long-absent patients.

   WeaveRevenueWellCurve Dental
5. 5

   Action

   Track response and follow-up

   Monitors message delivery, open rates, and booking responses. Schedules follow-up messages for non-responders after 3-5 days using alternative contact methods.

   RevenueWellWeave
6. 6

   Decision

   Escalate unresponsive patients

   Identifies patients who haven't responded after multiple automated attempts and flags them for personal outreach by front desk staff. Creates task list for manual follow-up calls.

   DentrixWeave
7. 7

   Output

   Generate campaign performance report

   Compiles metrics on patient response rates, appointments booked, revenue generated, and identifies most effective messaging strategies. Updates patient records with campaign interaction history.

   RevenueWellOpen Dental

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