FIRMINTELLIGENCE

Dental — Multi-Location Group

3-Location Dental Group Fills Empty Chairs with Recall Automation

Marketing AutomationAI Voice AgentsIntegrations

612

lapsed patients reactivated in the first 6 months

23%

reduction in no-shows

$300K+

added annual production across locations

The Challenge

Across three locations, thousands of patients were overdue for hygiene visits — but recall was a sticky-note system. Front desk teams called when they had time (rarely), and the group's practice management system was full of lapsed patients nobody had contacted in over a year.

The Solution

We connected the group's practice management system to an automated recall and reactivation engine, backed by an AI voice agent for inbound scheduling.

  • ✓Automated recall sequences by SMS, email, and voice — timed to each patient's due date
  • ✓A reactivation campaign that worked through the lapsed-patient backlog in prioritized batches
  • ✓AI voice agent that books, reschedules, and confirms appointments across all three locations
  • ✓No-show reduction: smart reminders with one-tap confirm and easy self-rescheduling

The Results

The backlog that felt impossible by hand took the automation a few weeks to work through. Patients responded to a friendly text at the right moment far better than to a phone call at a random one.

Because the voice agent handles rescheduling instantly — including at 9 PM when patients actually think about it — cancellations became rebookings instead of empty chairs.

“Our hygienists' schedules have never been this full, at any location.”

— Group Operations Director

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