We integrate directly with your PMS and re-engage unscheduled, overdue, and lost patients through structured outreach. You do nothing. We report everything.
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.
Direct connection to your PMS — Open Dental, Dentrix, Eaglesoft. View-only access. No manual exports. No work for your team.
Overdue treatment, unscheduled hygiene, missed recall, inactive 18+ months. Every patient classified and prioritized.
SMS and call workflows using approved professional scripts. A structured arc for each patient type — not blasts. Not generic automation.
Every patient tracked from first contact to booked appointment. Daily summaries. Weekly reports. Monthly P&L review by the 5th.
Every patient status visible. Outreach logged and repeatable. Booking progress tracked in one system.
| 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 | — |
The $500 setup fee covers PMS integration, access configuration, script development, and kickoff coordination. Collected once. Never again.
We’ll show you exactly what’s sitting in your system. No pitch. No pressure. Just an honest conversation about what TDO can do for your practice.
Or reach us directly: sales@todd.dental · (910) 818-1345