AI Omni-Channel Engagement Module

Don't Let Patients
Slip Away

Unify all communication and re-engage every patient — with the intelligence of AI.

Missed Recall? We'll catch it.
Q4 2025 Release

Patient Drop-Off Is a
Silent Revenue Killer

Every lost patient represents thousands in lifetime value walking out the door

The Patient Retention Reality

Watch how patients slip through the cracks

Initial Consultation 100 Patients
Treatments Presented 80 Patients
First Follow-up 65 Patients
Long-term Retention 40 Patients
60% Patient Loss Rate

Patients Forget

No systematic follow-up means treatments and recalls slip through the cracks

Practices Lose Track

No centralized system to monitor patient engagement across all touchpoints

Follow-ups Are Inconsistent

Manual processes lead to missed opportunities and irregular patient contact

Communication Is Scattered

Multiple channels without unified tracking creates confusion and gaps

Engagement & Retention
Logic

Four intelligent pillars that transform patient relationships into lasting partnerships

Context Aggregation

Merge all communication channels into a unified patient timeline with complete conversation history and document status tracking.

Merge call, text, email communications
Patient summary with conversation status
"Last 3 interactions" snapshot
Phone Call 2 days ago

Discussed crown treatment options

Email 1 day ago

Sent treatment plan PDF

SMS Today

Appointment reminder sent

Patient Categorization Engine

Automatically classify patients based on treatment status, engagement level, and care needs for targeted outreach strategies.

Auto-tags by treatment status
Engagement level scoring
Care priority classification
24
Recall Due
12
Treatment Pending
3
Emergency
18
Preventative

Intent & Action Mapping

AI predicts the optimal next step for each patient based on their history, treatment status, and engagement patterns.

Predictive next-step recommendations
Treatment phase progression
Automated action triggers
Book Treatment Phase
Crown preparation ready
Hygiene Recall
6 months overdue
Rebook Cancellation
Last minute cancel
Follow-up Care
Post-treatment check

Smart Outreach Automation

AI crafts personalized messages, selects optimal communication channels, and times outreach for maximum engagement impact.

AI-drafted personalized messages
Preferred channel selection
Treatment-matched templates
Sarah Johnson
Crown treatment pending
"Hi Sarah, your crown is ready! We have an opening Thursday at 2pm that would work perfectly for your final fitting. Shall we book you in?"
✓ Message Sent Preferred: SMS
Instant Booking Confirmed

What It Can Do

Real capabilities that transform patient relationships from day one

Communication Summary

Instantly see the last 3 interactions for every patient across all channels

Cross-channel timeline view
Context-aware summaries

Treatment Follow-up

Detect missed treatments presented and automatically trigger follow-up sequences

Treatment plan tracking
Automated nudge sequences

Recall Management

Spot recall gaps and proactively schedule hygiene appointments before patients forget

Automated recall detection
Proactive scheduling

Walk-out Recovery

Trigger outreach for patients who left without booking their next appointment

Exit pattern detection
Same-day follow-up

Smart Categorization

Automatically categorize and prioritize canceled patients for strategic rebooking

Cancellation reason analysis
Priority-based rebooking

Multi-Channel Outreach

Reach patients through their preferred communication channel with personalized messaging

Channel preference learning
Personalized messaging

Keep More Patients.
Earn More.

Measurable improvements in patient retention and practice revenue

Reduce No-Shows

Intelligent reminder sequences and rebooking automation cut no-show rates by up to 40%

Increase Recall Adherence

Proactive recall management ensures patients return for preventive care on schedule

Boost Treatment Completion

Systematic follow-up increases treatment plan acceptance and completion rates

Improve Lifetime Patient Value

Better engagement leads to longer patient relationships and higher treatments presented

Achieve 60%+ Retention Consistency

Systematic engagement processes deliver predictable patient retention outcomes

Patient Retention Rate

60%
Target Rate
38%
Current Practice
60-70%
Target with AI
🚧 COMING SOON

Currently in development. Planned release in Q4 2025.