Client Work
Results, not promises.
Every engagement starts with a real problem. These are the outcomes — measured in hours recovered, errors eliminated, and capacity redirected toward growth.
31 Lapsed Patients Reactivated in the First Month
Elevation Dental had a full recall list and no time to work it. With one dentist and two staff, proactive reactivation outreach kept getting pushed to the end of the day — and the end of the week.
The Challenge
In a small practice, front office staff wear every hat — scheduling, check-in, billing, phones, and patient communication. Reactivation outreach for lapsed patients and overdue hygiene recalls was entirely reactive: when a gap appeared in the schedule, the team would manually work through a list by phone. It was slow, inconsistent, and consumed attention that belonged on the patients already in the office. A significant portion of the active patient base had multi-month gaps in care — incomplete treatment plans, overdue recalls — with no systematic way to reach them.
Our Approach
We designed an AI-native outreach system that identifies lapsed and due-for-care patients from the existing schedule, personalizes outreach based on each patient's care history, and manages multi-channel follow-up — within a HIPAA-compliant communication framework. PHI is processed exclusively within their existing practice management system; no patient data is shared with third-party platforms. The front office reviews a daily appointment summary and handles confirmations — the outreach itself runs in the background.
Outcomes & Impact
Year 1 ROI
260%
Key outcome
+31 patients
reactivated in the first 30 days
$12,600 in recovered monthly production
Front office fully focused on in-office experience; recall outreach runs continuously in the background
Ready to see what this looks like for your business?
Start with a free discovery call. We'll identify whether there's a real opportunity before any engagement begins.