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Patient-facing

Recall & outreach campaigns

Audiences that build themselves, warm templates, and booked-visit attribution.

4-minute readAll docs

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 your PMS is connected, its recall due dates drive the "due" status directly.

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