Retention IQ
Planning report · 2026

Dental recall math, without invented benchmarks.

This page shows how a practice can model recall economics from its own numbers. Every output below is arithmetic from disclosed assumptions—not an analysis of 1,200 practices, not an observed Retention IQ customer result, and not a guarantee.

Last reviewed September 2, 2026 · Free · no email gate
Illustrative inputs

Start with numbers you can replace.

The sample practice exists only to demonstrate the formula. A real analysis should use source-system counts and a documented definition of “dormant.”

3,200
Active patients
Illustrative patient base
45%
Dormancy assumption
Replace with measured count
1,440
Modeled dormant
Active × dormancy
$285
Average ticket
Completed-service value
Scenario outputs

Show the range. Keep the assumptions attached.

Each scenario assumes the displayed percentage of the modeled dormant pool becomes a verified completed return. A click, booking, cancellation, or no-show is not counted as a completed return.

Conservative scenario
6%
assumed completed-return rate
Completed returns
86
Gross recovered revenue
$24,624
Retention IQ fees
$6,450
Planning midpoint
10%
assumed completed-return rate
Completed returns
144
Gross recovered revenue
$41,040
Retention IQ fees
$10,800
High scenario
15%
assumed completed-return rate
Completed returns
216
Gross recovered revenue
$61,560
Retention IQ fees
$16,200
Before using the model

Replace assumptions with evidence.

Define dormancy

Use the practice's service cadence and source-system dates. Do not treat every patient past one global threshold as equivalent.

Count reachable, consented recipients

Remove suppressions, invalid contacts, and anyone who lacks the consent required for the intended channel and use case.

Track the full funnel

Keep delivered sends, clicks, bookings, cancellations, no-shows, and verified completed services visible.

Use completed-service value

Recovered revenue should come from the source of truth after the service occurs, not from a projected booking value.

Version attribution rules

Document the window, matching rules, reschedules, duplicates, and dispute handling before calculating results.

Publish only after release gates

A future cross-practice benchmark must use de-identified production data, minimum cohort sizes, reconciled funnels, and independent review.

Cite this page only as a planning methodology. Do not cite its scenario outputs as a dental-industry average, Retention IQ customer benchmark, or forecast.

Replace the sample inputs with your measured recall data.

A managed walkthrough can map your source system, dormancy definition, consent posture, attribution rules, and completed-service evidence before any production campaign is activated.

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