Pilot System Active · First Clinics Onboarding Now

We recover missed revenue from your dental practice—automatically.

We integrate directly with your PMS and re-engage unscheduled, overdue, and lost patients through structured outreach. You do nothing. We report everything.

Book a 15-Minute Call → See how it works

Built on

Operational Discipline

Structured

Systems. Measurable Output.

U.S.-Based

Operations Team

TDO Patient Queue

Live

142

Contacted

Booked

22%

Rate

Recent Activity

Martinez, Rosa

Unscheduled treatment · Crown

Booked

Kim, James

Overdue recall · 14 months

Contacted

Patel, Sanjay

Inactive · 22 months

Booked

Lewis, Amanda

Unscheduled treatment · Filling

Pending

Walsh, David

No-show recovery · Hygiene

Booked

The Problem

You’re sitting on revenue you already earned.

The patients exist. The treatment is diagnosed. The hygiene visits are overdue. The revenue is there.

This is not a marketing problem.
This is a systems failure.

Patients overdue for treatment

Diagnosed and agreed. No one followed up. The list sits in your PMS untouched.

Unscheduled hygiene visits

Recall lists 6, 12, 18 months deep. No systematic outreach. No follow-through.

Missed calls never followed up

Every unanswered call is a patient who moved on. No callback system. Permanent revenue loss.

Front desk overloaded, no system

Your team is doing check-ins, phones, scheduling. Outreach is an afterthought. It always loses.

$120K

Avg unscheduled treatment per practice

14%

Average no-show rate industry-wide

18mo

Average inactive patient age in most PMS

What most practices recover from these lists

How It Works

We install a system that fixes it.

Step 01

Extract Data

Direct connection to your PMS — Open Dental, Dentrix, Eaglesoft. View-only access. No manual exports. No work for your team.

Step 02

Segment Patients

Overdue treatment, unscheduled hygiene, missed recall, inactive 18+ months. Every patient classified and prioritized.

Step 03

Structured Outreach

SMS and call workflows using approved professional scripts. A structured arc for each patient type — not blasts. Not generic automation.

Step 04

Track + Book

Every patient tracked from first contact to booked appointment. Daily summaries. Weekly reports. Monthly P&L review by the 5th.

System Preview

Measured. Tracked. Reported.

Every patient status visible. Outreach logged and repeatable. Booking progress tracked in one system.

Patients Identified

Contacted

Responded

Booked

ⓘ Sample workflow output from internal system test run. Demonstration data for product preview.

Identified42

Overdue hygiene patients

Recall > 6 months

Missed recall patients

No response to last reminder

Unscheduled treatment plans

Diagnosed, not scheduled

Contacted31

Emily Rodriguez

SMS · Mar 25

Madison Walker

SMS · Mar 23

Ava Collins

SMS · Mar 21

Michael Thompson

Call · Mar 22

Responded18

James Carter

SMS + Call · Awaiting slot

Daniel Harris

SMS + Call · Offer openings

Matthew Hall

SMS + Call · Route to front desk

Booked9

Sarah Mitchell

Apr 3, 2026

Olivia Bennett

Apr 5, 2026

Christopher Lee

Apr 8, 2026

Sophia Allen

Apr 10, 2026

Patient Operations Table

Patient	Category	Last Contact	Channel	Status	Next Action	Appt
Sarah Mitchell	Overdue Hygiene	Mar 24	SMS	Booked	Confirm visit	Apr 3
James Carter	Unscheduled Tx	Mar 23	SMS+Call	Responded	Call back 2pm	—
Emily Rodriguez	Missed Recall	Mar 25	SMS	Contacted	Wait 48 hrs	—
Michael Thompson	Overdue Hygiene	Mar 22	Call	No Response	Retry Friday	—
Olivia Bennett	Unscheduled Tx	Mar 26	SMS	Booked	Send reminder	Apr 5
Daniel Harris	Missed Recall	Mar 24	SMS+Call	Responded	Offer openings	—
Ava Collins	Overdue Hygiene	Mar 21	SMS	No Response	Final touch	—
Christopher Lee	Unscheduled Tx	Mar 25	Call	Booked	Confirm insurance	Apr 8
Sophia Allen	Unscheduled Tx	Mar 26	SMS	Booked	Send intake link	Apr 10
Andrew Young	Missed Recall	Mar 22	Call	No Response	Retry next week	—

Outreach Activity Log
Demo communication log

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 changed to → Booked

Mar 25, 2:15 PM

Call completed with Christopher Lee

Mar 25, 2:22 PM

Appointment set for Apr 8, 2026

Mar 24, 4:40 PM

SMS sent to Sarah Mitchell

Mar 24, 5:01 PM

Sarah Mitchell replied — “Friday works.”

Pricing

Simple pricing. No guesswork.

Revenue Protection Bundle

$3,500/month

+ one-time $500 setup fee · cancel anytime with 30 days notice

Book a Discovery Call →

Everything included

✓

PMS Integration

Direct connection to Open Dental, Dentrix, or Eaglesoft. View-only. No manual exports ever.

✓

Workflow Setup

Custom outreach sequences. Scripts reviewed and approved by you before anything sends.

✓

Outreach Execution

Appointment confirmation, unscheduled treatment follow-up, and patient reactivation — all three, every month.

✓

Reporting

Daily summaries. Weekly reports. Full P&L-style monthly review delivered by the 5th.

✓ No long-term contract ✓ Cancel with 30 days notice ✓ U.S.-based operations team ✓ Results visible within 30–60 days

The $500 setup fee covers PMS integration, access configuration, script development, and kickoff coordination. Collected once. Never again.

Why TDO

Built on operational discipline.

TDO was built by a U.S. Army Psychological Operations veteran and former municipal manager. Every workflow is SOP-driven. Every outcome is documented. Every result is reported in writing.

This is not guesswork.
It’s execution.

“We don’t rely on case studies — we show you the system live. During your call, we will walk your actual patient data and show what’s recoverable.”

SOP-Driven Execution

Every action follows a written protocol. No freelancing. No improvising. The system runs the same way every time.

Scripted Communication

Patient-facing language is approved before it goes out. Professional, warm, and consistent with your practice’s standards.

Escalation Rules

Defined handoff points. If a patient needs to speak directly with your office, we route immediately. Nothing falls through.

KPI Tracking

Contact rate, booking rate, reactivation rate, and revenue recovered — tracked per patient, reported per week.

HIPAA-Compliant Operations

BAA signed before work begins. View-only PMS access. Approved channels. Documented protocols. Full compliance from day one.

Book a Call

If you already have the patients, we turn them into appointments.

Pick a time below. 15 minutes. We’ll pull your numbers and show you what’s recoverable.

By scheduling a call, you agree that Todd Dental Operations LLC may contact you regarding your requested meeting by email, phone, or text. See our Terms, Privacy Policy, and SMS Terms.

Or reach us directly: sales@todd.dental · (910) 818-1345