What is Dentrix recall automation?

Dentrix recall automation uses patient recall and appointment data to identify overdue patients, send follow-up messages, stop outreach when an appointment is booked, and surface exceptions for staff.

Does recall automation replace front desk staff?

No. It handles repetitive reminders and gives staff a cleaner exception list, so people spend time on patients who need human attention.

What proof should a recall workflow show?

The workflow should show the recall list source, message schedule, booked-appointment suppression, opt-out handling, and staff exception queue.

Dental workflow automation

Dentrix recall automation that keeps overdue patients moving.

Dentrix recall automation identifies patients due or overdue for hygiene and follow-up care, sends the right reminder sequence, suppresses patients who already booked, and gives staff a clear exception queue instead of a pile of names to manually call.

Scope This Workflow Dental Automation

What gets built

Recall list pull

Read overdue and upcoming recall patients from Dentrix based on date filters and recall type.

Patient status check

Confirm whether the patient already has a future appointment, has opted out, or needs a human conversation.

Reminder sequence

Send an SMS or email reminder at the right interval, with a booking link or callback number included.

Booked-appointment suppression

Stop outreach the moment a patient schedules, so they are never contacted unnecessarily.

Exception queue

Surface patients who did not respond or require staff attention in a clean daily or weekly list.

Avg recall gap

6 mo

Patients overdue for hygiene that automation can re-engage without staff dialing

Staff time saved

4 hrs

Per week for a typical single-location practice running manual recall

Build time

2 wks

Fixed price. You own it. No monthly fees.

Tools this can connect

Dentrix data exports or API, Twilio or SMS provider, email platform, Google Sheets, practice management software, and Slack or staff notification channels. The exact build depends on how your practice accesses Dentrix data and where your team communicates.

Dental Automation Dentrix vs Eaglesoft Automation Services