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.

Workflow diagram

Dentrix recall list -> patient status check -> SMS/email reminder -> appointment booked suppression -> unresolved patient queue -> staff follow-up.

Proof signals

  • Recall source and date filter documented
  • Message sequence visible before launch
  • Opt-out and booked-appointment suppression included
  • Staff exception queue reviewed in handoff

Related pages

Dental automation · Dentrix vs Eaglesoft · Automation builds