Phone chasing is slow and inconsistent
Patients are harder to reach by phone than they used to be. Scam calls have eroded trust, and unknown numbers go unanswered.
Upload the recall list from your PMS and Helen, the built-in AI assistant, texts every patient due for a check-up from your practice's dedicated number. Patients book by replying, automatic nudges follow up the ones who don't, and your team sees every recall in one place.
Smart Recalls is an add-on to Dental Suite or Patient Connect.
The recall challenge
Your front desk works through recalls on top of phones, voicemails and everything else. When reception is busy, recalls wait and patients go without a booking.
Patients are harder to reach by phone than they used to be. Scam calls have eroded trust, and unknown numbers go unanswered.
One-way SMS and booking links are easy to ignore. Patients mean to book, then forget.
Patients who aren't ready to book today are usually lost, because no one has the time to follow them up later.
There's no one place to see who has been contacted, who has replied and who has booked.
What's different
Smart Recalls manages each recall from first message to booked appointment, so fewer patients drop off along the way.
| What you get | One-way recall SMSmarketing only | Smart Recallsmarketing and software |
|---|---|---|
| How patients book Click a link or call the practice, against replying in their own words so Helen books in the same thread | Not included | ✓Included |
| If there's no reply Someone has to remember to call, against automatic nudges, by default at 48 hours, 9 days and 30 days | Not included | ✓Included |
| If a patient isn't ready to book The conversation ends, against Smart Follow-ups, where Helen checks back at a time that suits the patient | Not included | ✓Included |
| If a patient has a question They wait for a call back, against the conversation being flagged and your team emailed to step in | Not included | ✓Included |
| What your team sees Messages sent, against every recall in one place: awaiting response, engaged and booked | Not included | ✓Included |
Bring in patients due for a check up from your PMS export, map the fields once, and preview the data before recall starts.
Patients get a natural conversation that feels one-to-one, while your team can still see context, intent, and where someone may need help to complete the booking.
What patients see
Example conversations from a demo practice.
Hi Sarah, this is Helen, City Dental's digital assistant. You're due for your regular check-up and clean. Want me to send a few available times?
Yes please
I have Tuesday at 10:30am or Thursday at 3:15pm with Dr Lee. Which suits you better?
Thursday works
You're booked in for Thursday at 3:15pm with Dr Lee.
Hi Wendy, this is Helen, City Dental's digital assistant. You're due for your regular check-up and clean. Want me to send a few available times?
48 hours laterHi Wendy, just checking if you saw my last message. If you've already booked, no problem. If not, would you like available times?
Oh yes, sorry. Next week if possible?
Hi Jake, this is Helen, City Dental's digital assistant. You're due for your regular check-up and clean. Are you available this Tuesday afternoon or Thursday or Friday morning, or is there a day and time that works better for you?
Not right now, very busy.
No problem. Would you like us to send you a reminder in a couple of months?
Yeh
Done, we'll message you then.
Who it helps
Practice owners. Bring overdue patients back before spending more to attract new ones, and see exactly who was contacted, who replied and who booked.
Practice managers. The same follow-up runs every cycle, so recall is consistent, measurable and doesn't rely on one person keeping it going.
Front desk. Helen handles routine outreach, so your time goes to the patients who need a conversation to book.
I would make 30 phone calls a day to try and book these patients, now I give them to AI Helen. Some of the patients that have rebooked have not been to see us for over 1yr plus. I find patients respond to AI Helen rather well as the messages are polite and the system is upfront in saying it is AI from the start.
Alison Taylor, Practice Manager, East Melbourne Dental Group

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