Automations for dentists
Past customer win-back for dentists
Here is what the win-back flow does for dental practices. Finds people who haven't been back in a while and sends a personal reminder. It's built for one familiar headache: patients ask the same questions about insurance, prices and parking.
Where dental practices lose time today
Patients ask the same questions about insurance, prices and parking. It sounds small, but for dental practices it repeats every week. The win-back flow takes it over.
What it looks like in practice
Take a two-chair dental practice with one receptionist as an example. Every week the workflow finds patients whose last visit was a while ago in Open Dental. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for dentists
For a two-chair dental practice with one receptionist, the flow is short and predictable.
- A workflow checks Open Dental for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
It plugs into the tools dental practices already use, such as Dentrix, Open Dental and Gmail, and runs on n8n, Twilio and Klaviyo.
Questions from dental practices
Does the win-back flow work with Dentrix?
It depends on your Dentrix plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the win-back flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The win-back flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your dental business?
Tell me how your dental business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built