● SOLUTIONS — RECALL & REACTIVATION

Automated Dental Patient Recall & Reactivation

Recall patients get consistent, automatic follow-up as they come due — instead of quietly lapsing to another practice.

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The problem this solves

Recall is one of the most reliable sources of repeat revenue a dental practice has — and one of the easiest to under-manage. Without a consistent trigger, working through a recall list becomes something done when there's spare time, which in a busy practice can mean rarely. Patients don't usually leave dramatically; they lapse quietly, and often don't realise it themselves until they're overdue by months.

How it works

As patients approach their recall date, an automated sequence begins — reminding them it's time to book, and following up if they don't respond, without anyone needing to manually track dates on a spreadsheet.

Hygiene recall

Patients due for a routine hygiene visit are prompted automatically as their recall date approaches.

Check-up recall

Six or twelve-month check-up patients are reminded on schedule.

Lapsed patient reactivation

Patients significantly overdue get a distinct reactivation sequence rather than being left off the list entirely.

Benefits

✓ Recall list worked consistently, not opportunistically

✓ Fewer patients lapsing to other practices unnoticed

✓ Reliable repeat revenue from hygiene and check-up visits

✓ No manual spreadsheet tracking required

Example patient journey

A patient's recall date approaches based on their last visit.

An automated reminder is sent inviting them to book.

If there's no response, a follow-up message goes out on a set schedule.

Patients significantly overdue enter a separate reactivation sequence.

Integration and implementation

Built on GoHighLevel, using recall dates synced from your patient management workflow to trigger messages automatically as each date approaches.

Who this is suitable for

Good fit

Practices with an established hygiene or check-up recall cadence
Practices with a recall list that isn't currently worked consistently
Multi-site groups wanting a standard recall process

Not the focus

Practices without a structured recall cadence to build from

Worth knowing: recall automation depends on accurate recall dates in your existing system — this is checked and, where needed, cleaned up as part of setup.

Frequently asked questions

Does this need my recall dates to already be accurate? +

Reasonably accurate data helps, and any gaps are reviewed during setup rather than assumed.

What about patients who are years overdue? +

They're handled through a distinct reactivation sequence rather than the standard recall cadence.

Can this run alongside my existing recall process? +

In most cases yes — this is confirmed on the audit call.

Find out what missed calls and no-shows are actually costing you

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