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🦷 Dental · Case study

$47,000 recovered in 90 days — how a 3-doctor dental practice turned dormant patients into booked chairs

A three-doctor practice with a healthy front desk and good clinical reputation still had a $200K/year recall leak. Running Retention IQ surfaced the patients quietly drifting off schedule and converted them back with psychographic messaging tuned to each segment.

Practice
Bright Smile Dental
Type
3-doctor general & cosmetic dentistry
Size
2,800 active patients
Location
Central Texas
Headline result
$47,000
Net revenue recovered in first 90 days
"We thought our recall system worked. It was pulling a list. Actually getting the list re-engaged was a different muscle — and it turns out we weren't doing that part at all. The first month paid for the next two years of the platform."
— Representative practice owner · illustrative quote
01 · The challenge

A 'successful' practice with an invisible leak

Bright Smile had 2,800 active patients in Dentrix and a front desk that was good at what they did — but nobody owned the recall follow-through past the first postcard. An audit of their chart revealed 1,540 patients past their expected 6-month recall, sitting on $320,000 in unrealized hygiene and restorative revenue.

Active patient base
2,800
Patients overdue for recall
1,540 (55%)
Recall compliance (starting)
58%
Unrealized revenue in dormant list
~$320,000
02 · The approach

One campaign, four psychographic tracks, multi-channel deployment

Day 0

CSV exported from Dentrix. 2,800 patients segmented by recency and value tier in under 30 seconds.

Day 1

Four messaging tracks generated — warm (~3 months overdue), cool (6 mo), cold (12 mo), dormant (24 mo+). Owner reviewed and approved all copy.

Day 2

Email campaign deployed via practice email tool. Booking links tracked per patient via hosted booking page.

Day 4

SMS follow-up to non-opens in warm + cool segments.

Day 14

Second email angle for cold + dormant segments. Personalized from Dr. Patel with no-pressure framing.

Day 30

Front desk phone outreach to high-value cold patients who hadn't responded.

03 · The results

What actually happened.

164
Appointments booked
from 2,800 sent
$47,320
Net revenue attributed
completed visits + cosmetic follow-ups
82%
Hygiene recall compliance
up from 58%
12×
ROI on the month
revenue ÷ platform cost
Revenue breakdown by segment
Warm (3 mo)
Sent
420
Converted
92 (21.9%)
Revenue
$16,560
Cool (6 mo)
Sent
700
Converted
56 (8%)
Revenue
$12,320
Cold (12 mo)
Sent
980
Converted
26 (2.7%)
Revenue
$11,440
Dormant (24+ mo)
Sent
700
Converted
9 (1.3%)
Revenue
$7,000

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