SwarmLabs.CLOUD
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Customer Ops·Always answering

Patient Recall Reactivator

6mo/12mo recall SMS + email cadence. Replaces Weave Recall $349/mo + Solutionreach add-on.

🦷Dental

The problem

Weave's recall module runs $349/mo per location and Solutionreach add-ons push it past $500, yet dental and primary-care practices still lose 25-40% of patients to lapsed recall because the templated blasts feel like spam. Front desks reconcile gaps by hand.

What changes

Agent pulls last-visit dates from Open Dental / Dentrix / Jane exports, runs a 3-touch cadence (SMS at 5 months, email at 6 months, phone-call task at 7 months) with personalized copy. Logs each response as booked / declined / unreachable.

A day in the life

What this agent actually does.

  1. 1

    Monday 7:02am: pulls 142 patients hitting 6-month mark this week, queues SMS batch

  2. 2

    Patient replies 'yes book me' → agent offers 3 Thursday/Friday slots, writes to scheduler

  3. 3

    Day 7 non-response: escalates to email with photo + provider note, then to front desk callback task

Works with

Connect to the tools you already use.

Twilio SMSsoonSendGridsoonOpen Dental CSVsoon

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