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OperationsFREE

Automate Dental Recall Reminders So Patients Book Their Checkups

Fill your schedule — detect patients due for a 6-month checkup and send a friendly recall reminder with an easy booking link.

difficulty Beginnersetup 30 minresult Patients due for checkups are reminded automatically, keeping your chairs booked and care on schedule.—
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  1. 1

    Schedule the Check

    Add a Schedule Trigger running weekly over your patient list.

  2. 2

    Find Patients Due

    Add a Code node selecting patients whose last checkup was around six months ago.

  3. 3

    Send the Reminder

    Add a Twilio node texting a warm recall message with a booking link.

  4. 4

    Log the Reminder

    Add a Google Sheets node marking who was contacted to avoid duplicates.

  5. 5

    Activate and Test

    Activate the workflow and flag a test patient as due. Confirm the reminder sends.

Frequently asked questions

Can patients book by reply?

Offer a booking link, and optionally capture reply preferences to have the front desk call them back.

How do I respect opt-outs?

Honor STOP replies and keep a do-not-contact flag so patients who opt out aren't messaged.

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