Todd Dental Operations

Reactivation Workflow Overview

Demonstration environment showing how overdue and unscheduled patients move toward booked appointments.

ⓘ  Demonstration Data
Patients Identified
42
Overdue, unscheduled, or inactive
Contacted
31
74% of identified — SMS or call
Responded
18
58% response from contacted
Booked
9
50% of responded converted
Sample workflow output from internal system test run. Demonstration data for product preview.
Pipeline Board
Identified 42
Overdue hygiene patients
Recall > 6 months
Hygiene
Missed recall patients
No response to last reminder
Recall
Unscheduled treatment plans
Diagnosed, not scheduled
Treatment
Contacted 31
Emily Rodriguez
SMS · Mar 25
Missed Recall
Madison Walker
SMS · Mar 23
Missed Recall
Ava Collins
SMS · Mar 21
Overdue Hygiene
Michael Thompson
Call · Mar 22
Overdue Hygiene
Responded 18
James Carter
SMS + Call · Awaiting slot
Unscheduled Tx
Daniel Harris
SMS + Call · Offer openings
Missed Recall
Matthew Hall
SMS + Call · Route to front desk
Overdue Hygiene
Booked 9
Sarah Mitchell
Overdue Hygiene
✓  Apr 3, 2026
Olivia Bennett
Unscheduled Treatment
✓  Apr 5, 2026
Christopher Lee
Unscheduled Treatment
✓  Apr 8, 2026
Sophia Allen
Unscheduled Treatment
✓  Apr 10, 2026
Patient Operations
Patient Operations Table 12 patients · Demonstration data
Patient Name Category Last Contact Channel Status Next Action Appointment
Sarah Mitchell Overdue Hygiene Mar 24, 2026 SMS Booked Confirm visit Apr 3, 2026
James Carter Unscheduled Treatment Mar 23, 2026 SMS + Call Responded Call back 2pm —
Emily Rodriguez Missed Recall Mar 25, 2026 SMS Contacted Wait 48 hrs —
Michael Thompson Overdue Hygiene Mar 22, 2026 Call No Response Retry Friday —
Olivia Bennett Unscheduled Treatment Mar 26, 2026 SMS Booked Send reminder Apr 5, 2026
Daniel Harris Missed Recall Mar 24, 2026 SMS + Call Responded Offer openings —
Ava Collins Overdue Hygiene Mar 21, 2026 SMS No Response Final touch —
Christopher Lee Unscheduled Treatment Mar 25, 2026 Call Booked Confirm insurance Apr 8, 2026
Madison Walker Missed Recall Mar 23, 2026 SMS Contacted Follow up tomorrow —
Matthew Hall Overdue Hygiene Mar 20, 2026 SMS + Call Responded Route to front desk —
Sophia Allen Unscheduled Treatment Mar 26, 2026 SMS Booked Send intake link Apr 10, 2026
Andrew Young Missed Recall Mar 22, 2026 Call No Response Retry next week —
Recent Outreach Log
Demo communication log for workflow illustration
Mar 26, 9:12 AM
SMS sent to Sophia Allen — “We have openings next week. Would you like to schedule?”
Mar 26, 9:47 AM
Sophia Allen replied — “Yes, afternoon preferred.”
Mar 26, 10:03 AM
Status → Booked
Mar 25, 2:15 PM
Call completed with Christopher Lee
Mar 25, 2:22 PM
Appointment set for Apr 8, 2026
Booked
Mar 24, 4:40 PM
SMS sent to Sarah Mitchell
Mar 24, 5:01 PM
Sarah Mitchell replied — “Friday works.”
Demonstration Data Only.  This preview uses demonstration data to show workflow structure and reporting visibility. Live client reporting will reflect actual practice activity.