The recall list is dentistry's dead list: patients due their six-month check who never got the reminder, because sending reminders well is a part-time job nobody holds. This is the first run a practice typically hands Datify — shown here with sample numbers from a three-chair archetype.
The situation
Reception answers the phone, greets patients and handles today. Yesterday's lapsed recalls lose to today every time — so the list grows quietly, and every name on it is a patient drifting towards whichever practice reminds them first.
The practice's own rule book matters more here than anywhere: some patients must never be messaged automatically, and tone is everything.
The instruction, verbatim
“Get our overdue recalls back in. Gentle tone, never more than two reminders, and skip anyone flagged by the practice manager.”
One sentence, typed by the owner, with the rules already standing:
The plan it came back with
Every reminder offered real slots from the practice diary, worded the way the practice speaks — and the whole plan waited for the practice manager's yes before a single message existed.
What actually happened
Forty-one patients back in the chair over three weeks. Every booking wrote itself into the diary and the patient record; every non-response was counted honestly and left alone after the second touch.
What changed
A recall that books itself is recurring revenue the practice already owned. From here the same loop runs monthly at whatever autonomy level the practice has earned its way to — most stay at Prepare, reading the plan each month, for exactly as long as they want to.
Sector story: the workflow above is the real product loop; the figures are representative sample numbers, not a named client's results.
One instruction, a plan read before it ran, and a ledger that never rounds up. 41 recalls back in the chair — and the same loop runs again next month without being asked twice.