Patient list
Stale recall patients queued
Upload patients who have not been seen in 6+ months so the campaign starts with real open-chair opportunity.
Velyn Dental
Velyn calls patients who have gone 6+ months without a visit, gets them rebooked into open chair time, and bills only when the visit happens.
Pilot terms
20% of recovered revenue. $1500/month cap. 7-day kill criterion.
Setup
Upload a stale-patient CSV, confirm call rules, then start with a 30-day outbound recall pilot.
Outbound recall workflow
Pilot
30d
Patient list
Upload patients who have not been seen in 6+ months so the campaign starts with real open-chair opportunity.
Outbound calls
Patients get a clear recall call, scheduling handoff, and opt-out handling without adding another staff queue.
Recovered visit
You see recovered bookings and only pay after the patient shows for the visit.
Start with the patient need, see the next action, and return calls in the order that protects the schedule.
In portal
Catch calls during lunch, after-hours, and busy front-desk moments
Each call is logged with caller need, transcript, and outcome so staff know whether to book, transfer, or call back.
In portal
Make every callback visible to the next person on shift
Calls and voicemails can become assignable tasks with urgency, patient context, and the original notes attached.
In portal
Know which messages need the first callback
Voicemail recordings and transcripts stay together so staff can spot urgent messages, billing questions, and new-patient requests quickly.
In portal
See when calls turn into work for staff
Track call volume, follow-up load, missed opportunities, and busy windows so you can staff the desk with better context.
Dental calls rarely arrive as clean tickets. They come in as tooth pain, schedule changes, insurance questions, parent voicemails, and after-hours messages. The portal keeps those details attached to the callback.
Covers appointment changes, insurance questions, new-patient forms, and urgent routing — not generic call-center workflows.
Calls, tasks, and voicemail stay together so the next person on shift can see what happened and act without asking around.
Upload a CSV of patients not seen in 6+ months. We call, rebook, and you pay when they show.