Six-month hygiene recall booked by phone
Recall is the lifeblood of a dental office, and a postcard doesn't book anyone. The agent calls each patient as their cleaning comes due, books them with their usual hygienist, and moves the whole family in one call.
A patient's recall interval comes due, or passes with no appointment.
Calls to book the cleaning and exam with the usual hygienist, books family members together.
Recall appointments in the hygiene columns and an overdue list that keeps getting shorter.
How it works
- Finds who is due
Every patient whose recall interval is coming up with nothing booked: six months, four months for perio, three for a high-risk patient.
- Groups the family
Parents and kids on the same account are called together, so one call books four cleanings.
- Books the usual hygienist
Two openings with the hygienist they always see, at the time of day they usually come, with X-rays and fluoride noted if they're due.
- Checks the details
Same phone, same address, same dental plan? A new job or new insurer is taken down for the desk.
- Tries again kindly
No answer: a short voicemail and a text with a booking reply. Then another try on the schedule you set.
- Respects a stop
A patient who moved away or asks not to be called is marked, and the desk is told.
Example call
- AI agentHi Raj, it's Emma from Lakehead Family Dental. You and the girls are due for cleanings with Meg. Want me to set all three up?
- CustomerOh, yeah, it's been a while. After school would be best.
- AI agentMeg has Thursday the 13th at 3:30, 4:30 and 5:30, one after the other. Would that work?
- CustomerThat's perfect, actually.
- AI agentBooked, all three. Same dental plan through your work?
- CustomerNope, I switched jobs. I'll text you the new card.
- AI agentPerfect, I'll send you a text you can reply to with a photo. See you on the 13th.
After the call: Three recall visits sit in Meg's column on the 13th, the girls' fluoride is noted as due, and the desk has a flag to update Raj's insurance when his photo comes in.
What your team gets
- Recall cleanings and exams booked with each patient's usual hygienist
- Families booked together in one call
- New insurance and contact details flagged for the desk
- Voicemail and text tries logged on the chart
- A shrinking overdue list, by hygienist
Questions
Does it replace our recall texts?
It can work alongside them. Many offices text first and have her call the patients who don't book.
Can she handle perio patients on a shorter recall?
Yes. She uses the interval on each chart, whether that's three, four or six months.
What if a patient wants a different hygienist?
She books whoever they ask for, as long as that hygienist sees that kind of appointment.
Hear it on your phone
Request a demo call and the agent phones you, set up for dental clinics like yours.