Dental Practices
Your hygiene schedule is leaking six figures a year.
Recall, no-show recovery, and treatment plan follow-up — on autopilot.
$180K
avg annual revenue loss from missed recall and no-shows
The opportunity
The average dental practice has 400–800 patients overdue for their 6-month cleaning. At $180–350 per hygiene appointment, that's $72K–$280K in recoverable recall revenue. Layer in no-shows — which cost practices an average of $150K/year in lost chair time — and unscheduled treatment plans, and you have a six-figure revenue recovery sitting in your patient list right now.
600
avg overdue patients
per practice at 6+ months
$150K
lost to no-shows
per practice per year
42%
of treatment plans
never get scheduled without follow-up
Section 01
Week 1 Setup Checklist
Follow this day-by-day guide to go from zero to fully live in five days.
- Export from Dentrix, Eaglesoft, Curve, or OpenDental as CSV (name, email, phone, last visit date)
- Go to Contacts → Import CSV
- Alfred scores every patient and tags recall-eligible contacts automatically
- Set pipeline stages: Active → Recall Due → Treatment Planned → Lapsed
- Automations → "Recall: 6-Month Overdue"
- Alfred identifies every patient 6+ months out and auto-enrolls them
- Set quiet hours: Settings → Business → Quiet Hours → no messages after 7pm or before 8am
- Review the 3-touch message sequence and confirm your booking link is set
- Automations → "Appointment: Confirmation + Reminder"
- Connect your scheduling link (Weave, NexHealth bridge URL, or practice website)
- This runs for every upcoming appointment automatically — no front desk action needed
- Front desk can still override or cancel reminders per patient from the Inbox
- Automations → "Win-Back: No-Show Recovery"
- Alfred triggers automatically 2 hours after a missed appointment
- Sequence: Day 0 (2hr) → Day 3 → Day 10
- Expected: no-show rate drops from ~12% to 6–7% within 30 days
- Settings → Team → Invite your front desk coordinator with Member role
- They see the unified Inbox — email, web chat, and social DMs — with AI-drafted replies ready to approve
- They cannot edit journeys or billing — keeps it clean
- Set up mobile notifications so they catch replies in real time
Section 02
3 Plays That Print Money
These are the highest-ROI journey packs for your vertical. Launch all three in Week 1.
Recall: 6-Month Overdue
Who: Every patient 6+ months since their last cleaning
18%
18% of overdue patients book within 21 days of enrollment
Message sequence
Day 1 — Friendly recall email: "Hi [Name], it's been about 6 months since your last visit…"
Day 5 — Email with educational content: oral health tip + booking link
Day 14 — Final nudge: "We have openings this week — book in 30 seconds"
Appointment Confirmation + Reminder
Who: Every patient with an upcoming scheduled appointment
−45%
No-show rate drops from 12% average to 6–7%
Message sequence
72hr before — Confirmation request: "Confirm your appointment [date/time]?"
24hr before — Reminder with directions + parking info
2hr before — "See you in 2 hours!" day-of nudge
Treatment Plan Follow-Up
Who: Patients who received a treatment plan but haven't scheduled
25%
25% of unscheduled treatment plans convert within 30 days
Message sequence
Day 3 — Check-in: "Just following up on the treatment plan Dr. [Name] discussed…"
Day 10 — Educational content about the procedure + financing mention
Day 21 — Final: "We can help make this work with payment options"
Section 03
Daily Revenue Routine
5–15 minutes a day keeps Alfred compounding. Here is exactly what to do and when.
Morning
5 min
Open the Decision Brief
Alfred ranks the day's highest-value moves with dollars attached: "14 patients due for recall this week (~$2,800). 3 no-shows yesterday — recovery messages already sent. 2 treatment-plan patients ready to re-approach." Approve what you want; Alfred runs the rest.
Confirm today's appointments
Anyone who hasn't confirmed gets a gentle nudge from Alfred. You see confirmation status in real time on the Today tab.
Clear the Inbox
Email, web chat, Instagram & Facebook DMs, and reviews land in one queue. Most overnight recall replies are one-click approvals — "Yes, I'd like to book" → Alfred sends the booking link in your practice's voice.
Midday Check
2 min
Confirmation status
Any patients still unconfirmed for this afternoon? Alfred handles it — check that the nudge went out.
Scan for replies
Any patients responding about rescheduling? Handle personally or let Alfred suggest a time.
Monday Weekly
15 min
Recall performance
Analytics → How many recalls confirmed last week? Track against your 18% target.
Chair utilization vs. no-shows
Is the no-show rate trending down? A 1% drop on 50 appointments/week = ~$1,800/month recovered.
Treatment plan conversion
How many treatment plan follow-ups converted? Enroll any new unscheduled patients this week.
Section 04
30 / 60 / 90 Day Benchmarks
What good looks like at each milestone — so you know Alfred is working.
30 Days
No-show rate
−30 to −45%from confirmation + reminder sequences
Recall confirmation rate
75%+of recall messages resulting in scheduled appointment
Inbox response time
Same dayvs. industry average of 2–3 days for dental
60 Days
Recalled revenue
$8K–$25Kin hygiene + recall appointments directly attributed to Alfred
Treatment plan conversion
20–25%of previously unscheduled plans now booked
Active journeys
50+ patientsenrolled across recall, reminder, and treatment sequences
90 Days
Chair utilization
+12–18%from reduced no-shows and recall-driven appointments
ROI on Alfred
5–10×subscription cost in attributed hygiene + treatment revenue
Front desk time saved
6–8 hrs/weekon manual confirmation calls and recall outreach
Your recall queue is full. Let Alfred work it while your team focuses on the chair.
Everything in this guide is live in Alfred today. Start your free trial and go from zero to running in five days.