Retention IQ
Built for dental practices

Your overdue recall list is a six-figure asset.

Dental patient reactivation software with a managed healthcare-readiness review. Source-system fit, consent, BAA terms, and subprocessor requirements are confirmed before PHI moves.

Dental patient reactivation software identifies patients who lapsed past expected recall, scores them by recoverable revenue, and drafts personalized win-back outreach the front desk reviews. The managed launch validates the cadence model, permitted data, consent, BAA terms, and subprocessor readiness before a covered workflow is activated.

The patients who missed their last cleaning didn't "leave" — they just never got rebooked. Across a typical two-doctor practice, that list is worth $100,000 – $200,000 a year in hygiene, restorative, and cosmetic revenue you've already earned the right to.

We help your front desk reach the right patients, with the right message, at the right moment — in about five minutes a day.

Healthcare readiness gated Signed BAA before any data moves Plugs into your PMS
Illustrative planning scenario · 90 days

What a 90-day plan could look like.

Formula-driven scenario for a typical 2,000-active-patient two-doctor practice with average hygiene + restorative ticket $310. These values are editable assumptions, not customer outcomes.

Week 1
Setup

PMS export from Open Dental / Dentrix / Eaglesoft uploaded. Hygiene recall + benefit data parsed. First dormant-patient list sized.

Setup
Weeks 2–4
Q4 benefit campaign

Patients with unused insurance benefits and approaching reset date receive personalized outreach with their specific benefit $ remaining.

16% reactivation
Weeks 5–8
Drift Radar tunes

Per-patient recall cadence learned. Cosmetic consult cold-lead recovery sequence comes online for veneers / Invisalign.

$58K recovered
Weeks 9–12
Measurable recovery

Day-end reports show recovered hygiene + restorative + cosmetic revenue traceable to specific messages. Compounding kicks in.

$120K total
12-month scenario output
$214,000
recovered hygiene, restorative, and cosmetic revenue
ROI vs cost
24 : 1
modeled first-year ratio
Reactivated
~420
modeled completed returns

Scenario notice: Illustrative inputs only: this scenario uses assumed reactivation ranges and ticket values, not observed Retention IQ customer results. Replace them with measured overdue-recall, reachability, consent, cancellation, no-show, completion, and service-value data.

3-minute founder walkthrough

See the dental workflow before any patient data moves.

The walkthrough uses sample data to show cadence scoring, outreach review, and completed-return attribution. A real dental workflow stays gated until source data, consent, BAA terms, subprocessor readiness, and completion evidence pass review.

The uncomfortable math

A "healthy" two-doc practice still has roughly 400 patients overdue.

In your database
3,200
Active patient records
Actually seen last year
1,820
At least one cleaning
Overdue right now
412
6+ months past due, no next appointment
Dormant revenue
$127K
Hygiene + likely restorative follow-on

Illustrative numbers from a typical two-doctor practice. Your exact numbers show up on your dashboard within a week of connecting your PMS.

Where the money actually goes

Three patterns we see in every dental practice.

01

The 6-month recall that never got rebooked

Mrs. Chen came in last July. Hygienist said "see you in six months" at the goodbye — but nobody actually set the next appointment. Now it's April. She's not avoiding you. She just forgot.

The longer the gap, the more expensive she becomes. A missed cleaning becomes a cavity. A cavity becomes a crown.

02

The cosmetic consult that went cold

Someone asked Dr. Patel about veneers nine months ago. They didn't schedule. Nobody followed up. That $4,500 case is now sitting in a competitor's operatory — or nowhere at all.

We flag every cold consult and draft a "no pressure, just wanted to check in" message your doctor can approve in one tap.

03

The Tuesday morning nobody books

Your hygienist sits idle from 8 to 10 AM three days a week. Across a two-hygienist practice, that's roughly $18,000 a month in empty chair time. Your overdue recall list, used right, fills those mornings.

Revenue IQ picks the overdue patient whose insurance is about to reset, and puts them in that empty 8 AM slot.

What your front desk actually does

Five minutes every morning. That's it.

1

Open the dashboard. See today's list.

Every morning, you get "the list" — ranked by a mix of how overdue, how valuable, and how likely they are to respond. Your top 10 are pinned at the top. Your insurance-expiring-soon patients are flagged separately.

Today's top 5 recalls
Mrs. Patel · 9mo overdue$420
Jon Kim · 11mo · insurance resets June$680
Amy Chen · 7mo · cosmetic consult$4,500
2

Review a draft message. Approve or tweak.

For each patient, we've already drafted the message — personalized to their treatment history, last provider, and how long it's been. You read it, edit it if you want, and hit send. It sounds like your practice, not a marketing bot.

Draft for Jon Kim
"Hi Jon — noticed it's been a while since your last cleaning with Maya. Just a heads up, your insurance benefits reset June 30th — might be worth getting in before then. We have openings Tuesday or Thursday."
3

Send it from your own system.

Copy the text into whatever you use — Dentrix text messaging, Weave, Solutionreach, your personal phone. We never send on your behalf. No new number your patients won't recognize. No blast that gets ignored.

Your message. Your number.
Your patient's phone.
Built for dental, not generic

Speaks your practice's language, right out of the box.

Not "clients" — patients. Not "services" — procedures. Not "appointments" — recalls, prophys, SRPs, exams, crowns, veneers. We know the difference.

Retention IQ for dental

  • Overdue recall tracking
    Every patient past their 6-month (or your custom interval) hygiene recall, ranked by insurance urgency and treatment value.
  • Cold cosmetic consult recovery
    Veneers, Invisalign, whitening consults that went cold. Draft follow-ups that don't feel like a sales pitch.
  • Insurance-reset timing
    We know when each patient's benefits reset. Reach out 60 days before so they use their coverage before it expires.
  • Perio maintenance cadence
    3-month and 4-month SRP follow-ups get their own track — different message, different rhythm.
  • Patient tiers that make sense
    First-time → Regular → Expanding → Full Patient → Loyalist. Different playbook for each.

Revenue IQ for dental

  • Hygienist vs doctor scorecards
    Separate scoring for hygiene and DDS/DMD providers. A hygienist at $220/hr is doing great. A doctor at $220/hr is a problem. We know the difference.
  • Chair-by-chair utilization
    Operatory 1 vs Operatory 3 — see which chairs sit empty and when. Usually it's one specific chair, not the whole practice.
  • Production per hour tracking
    What each provider is actually producing — not just hours on the schedule. Helps you coach without guesswork.
  • Last-minute slot filling
    Hygienist has a 9 AM opening tomorrow? Revenue IQ picks the 3 most likely overdue patients and drafts the invite.
  • Cancellation rescue
    When a patient cancels, we already know who's next on the waitlist and what their preferences are. Fill the gap in 10 minutes instead of an afternoon.
Plays nicely with your PMS

Works with the system you already run.

We connect to your practice management software in one of two ways: a weekly CSV export, or a direct integration where available. Either way, your PMS stays exactly as it is today.

Dentrix
Open Dental
Eaglesoft
Curve Dental
Denticon
Carestream
PracticeWorks
+ any CSV export

PHI handling, treated like adults.

We're built for dental from day one, which means HIPAA compliance isn't an afterthought. We sign a BAA before any patient data moves. PHI is encrypted at rest and in transit. Access is audit-logged. You can export or delete everything at any time.

We also never include specific treatment details in outreach text — recall messages say "a cleaning" not "a prophy for #30 with scaling." Your patients get a warm note; your compliance officer gets a clean audit trail.

Free · No data required

How much dormant revenue is hiding in your practice?

Move the sliders to match your practice. We'll estimate your dormant revenue opportunity using editable planning assumptions — no client data or signup required.

2,500
50020,000+
$250
$50$1,500
2
1 (annual)12 (monthly)
Your estimated dormant revenue
$0
Planning scenario using a 55% dormancy assumption. Replace it with your measured dormant count before making a decision.
Recoverable with Retention IQ
$0
Planning scenario using an 8% reactivation assumption. This is not a Retention IQ customer benchmark or guarantee; completed-return results may be lower or higher.
Get your real number — book a demo
We sign a BAA before any real client data moves. 15 min call, zero commitment.

See your practice's real overdue-recall number.

15-minute walkthrough. We'll show you how it runs on a real dental practice's data. We sign a BAA before any of yours moves — no commitment to see it in action.

15 minutes · no sales pitch Works with your booking platform HIPAA · BAA available