Recall & outreach campaigns

Recall & Outreach turns your patient data into audiences that stay current on their own: due or overdue for a cleaning, lapsed, new patients, birthdays this month. If Open Dental is connected, its recall due dates drive the "due" status directly.

1. 1Pick an audience (or define one with the patient filters).
2. 2Start from a system template — reactivation, birthday, welcome — and make it sound like you.
3. 3Send or schedule. The funnel shows Sent → Opened → Clicked → Booked, attributed to real bookings, not just opens.
4. 4Patients can opt out in one click from any email; opt-outs are honored everywhere automatically.