EP

Standard 6-Month Hygiene Recall

Automated sequence for routine adult prophylaxis.

Active

Trigger

Visit Completed

Procedure: Prophylaxis (Adult)

Delay

Wait 6 Months

Action

Send SMS Reminder

"Hi {PatientName}, it's time for your 6-month checkup at RecallDent. Reply Y"

Template: Friendly Casual

Delay

Wait 7 Days

Action

Send Email Follow-Up

Condition: If not booked

Workflow Settings

Workflow Status

Currently running and monitoring.

Adult Patients
PPO Insurance

Exclude patients with future appointments booked.

Performance (30 Days)

Sent

1,240

Booked

312

Est. Revenue Recovered

$46.8k

+12% vs last month