Marketing automation for dentists
- recall waves + cosmetic nurture, at 90% open rate

Marketing automation for dentists that turns Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, and Practice-Web events - overdue 6-month recall, treatment-plan accepted-but-not-scheduled, cosmetic consult deferred, dormant 12-24 month patient, post-procedure window, birthday - into segment-triggered WhatsApp Business API + Instagram DM + Website widget flows. Reactivates 14-22% of 30-90d overdue recall vs 2.8% on email. Runs dormant reactivation, cosmetic nurture, treatment-plan drips, post-procedure check-ins + referral asks, and birthday VIP. PMS-to-CRM enrichment on top of your existing stack - never replaces it. HIPAA-equivalent posture with BAA on Enterprise contracts.

14-day free trialNo code requiredLive in 15 minutes

Riverside Dental

Seekadu AI · 24/7 recall + lifecycle
WhatsApp Business
Actually yes - considering whitening before my wedding.
Hi Anna - Riverside Dental. We last saw you 18 months ago for a check-up 💜 Your hygienist visit's overdue, and we'd love to include a free cosmetic consult (worth €120) if you've thought about whitening.
Perfect timing 💜 Dr Sarah handles both the hygiene + 15-min whitening consult in the same slot. Thu 11:00 open next week - want it?
Yes please - Thu 11:00.
Booked ✅ Thu 11:00 hygiene + whitening consult with Dr Sarah. Cosmetic-interest tagged to your record. Welcome back 💜

Replied in 38 seconds · 19:42 Tue

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✓ Dormant patient reactivated + UTM attributed
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Sesame / Solutionreach email recall opens at 19%

Dental email recall runs at 18-22% open with under 3% reactivation - the 30-90d overdue window closes long before most patients ever see the recall touch

4,000+ dormant patients, no win-back

Past once-or-twice patients from 12-24 months ago - sitting in Dentrix / Eaglesoft / Open Dental doing nothing, no re-engagement on a channel that converts

Deferred cosmetic plans die in silence

Half of veneer / implant / Invisalign consults end with a treatment plan that's accepted in principle and never scheduled. $40k-$180k/qtr quietly walking away per single-site practice

Birthday VIP + seasonal whitening unautomated

Highest-converting cosmetic touches in dental marketing - typically run manually by the front-desk team if at all. Single-digit adoption on email, no per-patient attribution

Trusted by businesses already using Seekadu

TheLine
Plaza Varna
RITUAL BY: LAV
Radjana
Adzumo
Small City Cafe
Dental Lifecycle Year

What a dental practice year looks like with marketing automation on the line.

The same recalls become overdue, the same cosmetic plans get deferred, the same dormant patients lapse. The difference is what happens when a 6-month recall is 30 days overdue and your Sesame email drip waits another 60 days to send the comeback.

Cosmetic upsell window missed · referral ask skipped

Without Seekadu

Patient discharged with no automated touch

Hygienist visit + check-up done. Patient leaves with 'we'll see you in 6 months' - no automated check-in, no post-procedure touch, no consent for cosmetic-interest follow-up. Front-desk hand-written note in PMS.

Day 0 - last visit
Cosmetic upsell window missed · referral ask skipped

Without Seekadu

Patient discharged with no automated touch

Hygienist visit + check-up done. Patient leaves with 'we'll see you in 6 months' - no automated check-in, no post-procedure touch, no consent for cosmetic-interest follow-up. Front-desk hand-written note in PMS.

S

With Seekadu

PMS-to-CRM record updated automatically

AI logs last visit, captures cosmetic-interest tag from in-visit chat, schedules 24h post-procedure check-in, queues 6-month recall trigger, captures consent for marketing-message opt-in.

Record enriched · consent captured · touch schedule queued
Referral lost · review skipped · clinical risk unflagged

Without Seekadu

No post-procedure check-in

Patient who had a root canal at day-0 has mild discomfort, doesn't call, doesn't return. Practice never knows. Day-7 referral ask window passes silently - no review, no referral, no attribution.

Day 30 - post-op follow-up
Referral lost · review skipped · clinical risk unflagged

Without Seekadu

No post-procedure check-in

Patient who had a root canal at day-0 has mild discomfort, doesn't call, doesn't return. Practice never knows. Day-7 referral ask window passes silently - no review, no referral, no attribution.

S

With Seekadu

24h check + day-7 referral ask + Google review

AI fires 24h WhatsApp post-op check, escalates any swelling / pain to on-call dentist. Day-7 referral ask with €60 credit. 31% referral + review rate.

+1 referral · review captured · clinical concern flagged safely
−1 hygienist visit · −€280 cohort revenue

Without Seekadu

Recall slides past 6 months

Sesame email recall fires at 6 months and waits. Open rate 19%, reactivation under 3%. By month 7 the patient's overdue and has booked across town at a practice that WhatsApped them.

Month 5 - recall preview
−1 hygienist visit · −€280 cohort revenue

Without Seekadu

Recall slides past 6 months

Sesame email recall fires at 6 months and waits. Open rate 19%, reactivation under 3%. By month 7 the patient's overdue and has booked across town at a practice that WhatsApped them.

S

With Seekadu

WhatsApp recall preview at month 5

AI sends a soft month-5 preview - 'your 6-month hygiene visit's due in a few weeks, want first pick of Tue 09:30 or Thu 11:00?' Hygienist Megan books in-thread.

+1 hygiene visit booked · cosmetic upsell flagged
−$2,400 LTV per lost patient · −18% YoY hygiene column

Without Seekadu

Recall overdue, comeback drip silent

Patient now 30 days past 6-month recall. Mailchimp comeback campaign sends at day-90. By then patient's gone elsewhere. 14% open, 0.6% reactivation. 4 of every 100 overdue patients come back.

Month 6 - hygienist booking nudge
−$2,400 LTV per lost patient · −18% YoY hygiene column

Without Seekadu

Recall overdue, comeback drip silent

Patient now 30 days past 6-month recall. Mailchimp comeback campaign sends at day-90. By then patient's gone elsewhere. 14% open, 0.6% reactivation. 4 of every 100 overdue patients come back.

S

With Seekadu

Day-1 overdue WhatsApp + cosmetic upsell + financing

AI fires day-1-overdue WhatsApp recall, surfaces free cosmetic consult worth €120 if cosmetic-interest tag present, books hygienist visit + cosmetic consult in-thread, writes UTM back to Dentrix.

+22% recall reactivation · +$96k/qtr treatment recovered

Want this year-round lifecycle for your dental practice?

Knowledge Base

What your marketing automation for dentists actually knows.

Plug into Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, or Practice-Web (via NexHealth, Sesame Communications, or Solutionreach). Marketing automation for dentists reads recall events, treatment-plan acceptance, cosmetic-interest tag, insurance carrier, dormant-cohort timestamp, and procedure history - segments by recall cadence, treatment plan value, cosmetic interest, dormant cohort, insurance - and triggers WhatsApp Business API, Instagram DM, Facebook Messenger, website widget, and Business Page flows. PMS-to-CRM enrichment runs continuously. Honours transactional vs marketing message rules with Meta template approval lanes. Ties every send back to UTM + attributed treatment revenue.

Recall cadence by procedure

6-month hygiene recall, 3-month perio recall, 12-month exam recall, post-implant 6-week / 6-month bone-integration checks, ortho retainer-check cadence - per-procedure recall trigger pulled from Dentrix / Eaglesoft / Open Dental.

Cosmetic upsell windows

Cosmetic-interest tag per patient (veneer, whitening, implant, Invisalign, smile design), seasonal whitening window (autumn → wedding-season spring), birthday VIP cosmetic-consult invitation, deferred-plan acceptance drip.

Insurance verification trigger

Patient asks 'do you take BlueCross / Aetna / Delta PPO / VHI / Laya?' - AI captures carrier + plan + member ID, routes eligibility to front-desk via NexHealth / Sesame Communications. Never quotes guaranteed clinical pricing. PHI-sensitive determinations stay with billing specialist.

Treatment-plan acceptance rate

Per-plan accept-or-defer status, plan value bracket ($3.5k / $8k / $15k / $25k+), 7-day + 30-day deferred-cohort drip with 0% financing chat, per-flow attribution back to PMS. Recovers $40k-$180k/qtr per single-site practice.

HIPAA-equivalent + GDPR posture

HIPAA-equivalent encryption + access controls as standard; signed BAA on contracted Enterprise plans only - never claims US HIPAA without BAA on file. GDPR DPA + 'patient data retention' rules enforced. Marketing-message opt-in honoured per jurisdiction.

Seekadu AI

Trained

Recall events

Dentrix + 6

Patient segments

Cadence + procedure

Cosmetic interest tag

Per-patient record

Insurance carriers

In-network rules

Birthday + anniversary

PMS-enriched

Dormant cohort (12-24m)

30/60/90-day cohorts

Treatment plans

Accept / defer

Escalation rules

Clinical / on-call

illustrative

Every lifecycle moment - triggered + attributed.

From a 6-month overdue recall to a 24h post-procedure check-in - marketing automation for dentists handles every lifecycle moment with full UTM attribution + PMS-record sync. HIPAA-equivalent posture; signed BAA on Enterprise plans.

Overdue 30-90d recall cohort → WhatsApp wave at 14-22% reactivation.

The single highest-leverage automated lifecycle moment in a dental practice is the 6-month recall (or 3-month perio recall) the day a patient becomes overdue. Sesame Communications, Solutionreach, and Dentrix Communicator send email recall - and the average open rate sits at 18-22%, with reactivation under 3%. Marketing automation for dentists reads the recall report out of Dentrix / Eaglesoft / Open Dental via NexHealth, segments by recall cadence + last procedure + insurance carrier, and fires a WhatsApp the day a patient becomes overdue. Reactivation across pilot practices runs 14-22% on the 30-90-day-overdue segment vs 2.8% for email-only.

  • Reads recall report from Dentrix / Eaglesoft / Open Dental via NexHealth / Sesame Communications
  • Segments by 6-month vs 3-month perio recall cadence + last procedure + insurance carrier
  • Fires WhatsApp Business API the day a patient becomes overdue vs waiting 60-90 days
  • 14-22% reactivation on the 30-90d overdue segment vs 2.8% email-only
  • Books hygienist visit in-thread; writes UTM + attributed appointment back to Dentrix
Explore messaging automation for dental
Hi Anna - Riverside Dental. Your 6-month hygienist visit's been due since last month 💜 Hygienist Megan has Tue 09:30 or Thu 11:00 open next week. Want one?
Tue 09:30 works. Aetna PPO still on file?
Yes - Aetna PPO routed to the front-desk team for verification. Quick note: it's been 14 months since your last whitening top-up - Dr Sarah can include a complimentary cosmetic consult if you're interested at the same visit?
Yes - please add it.
Booked ✅ Tue 09:30 hygienist + cosmetic consult with Dr Sarah. Aetna routed. See you Tue 💜

Recall reactivated · 6-month cadence restored · Cosmetic upsell flagged · PMS updated

Where does your marketing automation for dentists live?

One AI lifecycle layer across every channel a patient actually replies on - including WhatsApp Business API for the recall wave + cosmetic nurture and Instagram DMs for cosmetic enquiry capture + seasonal whitening drops. Conversational marketing handles the recall + nurture tone; messaging automation runs the transactional reminder lane. Unified dashboard, full UTM attribution per appointment, transactional vs marketing Meta template lanes hard-coded.
Dental Resultsillustrative

How marketing automation for dentists moves recall + cosmetic nurture + dormant reactivation.

Illustrative - outcome ranges modelled on our pilot dental practices and published benchmarks (ADA, MGMA-Dental, Dentrix, NexHealth, Sesame Communications). Individual results vary.

+0%

Recall reactivation rate on WhatsApp (vs 2.8% on Sesame / Solutionreach email-only baseline)

+0%

Deferred cosmetic treatment-plan acceptance lift (10/30/60-day WhatsApp nurture vs no-touch baseline)

0%

Birthday VIP adoption rate (free whitening top-up + complimentary cosmetic consult)

<24h

Median recall-overdue-to-WhatsApp (vs 60-90 days before)

+$40-$180k/qtr

Attributed quarterly treatment revenue per single-site practice

5-8x

Revenue-per-send vs email recall baseline

31%

Post-procedure referral + Google review rate (vs 6% email-only)

Use Casesillustrative

What dental practices on Seekadu typically see.

Illustrative profiles modelled on real outcome ranges across our pilot practices - names and exact figures composite, not individual patient quotes. Never reflects clinical outcomes.

Dr. Priya Patel

Cosmetic Specialist, Riverside Dental · 4 chairs · Austin TX

Our Sesame Communications recall emails opened at 19%, reactivated 2.4% of overdue patients. We layered Seekadu's WhatsApp recall wave on top - no email changes - reactivated another 22% of the 30-90d overdue cohort inside 30 days. Hygienist column up 38%. First quarter recovered $96k in treatment revenue we'd been quietly writing off.

+22%

Recall reactivation rate

30-90d overdue segment

+38%

Hygienist column fill

Tue / Wed / Thu post-launch

+$96k/qtr

Treatment revenue recovered

first quarter post-launch

15 min

Setup

to first reactivated patient

Dr. Sofia Reyes

Director, Madrid Dental Studio · 6 chairs · Madrid

Deferred cosmetic plans were our biggest leak - patients consulted on veneers, took the treatment plan home, never came back. The 7-day + 30-day WhatsApp nurture with 0% financing changed that. Acceptance lifted from 22% to 51% on the deferred cohort. €96k/qtr in cosmetic revenue we used to lose to silence.

+28%

Deferred cosmetic plan acceptance

22% → 51% post-launch

+€96k/qtr

Cosmetic revenue recovered

first quarter post-launch

<24h

Plan-deferral-to-WhatsApp

vs 4-6 weeks before

0

Marketing template breaches

since launch

Dr. Liam O'Sullivan

Owner, Dublin Smile Clinic · 8 chairs · Dublin

We sat on 4,200 dormant patients in Dentrix who'd lapsed 12-24 months. Mailchimp had been emailing them annually with 14% open and almost zero reactivation. We pointed Seekadu at the dormant cohort, segmented by last procedure + cosmetic-interest tag, fired WhatsApp with a free cosmetic consult invite. 11% reactivation - 462 patients back. Each one's worth €2-4k LTV over 5 years.

11%

Dormant patient reactivation

12-24m lapsed cohort

+462

Dormant patients back

first quarter

+€84k/qtr

Reactivated treatment revenue

post-launch

<60s

WhatsApp open-to-reply median

vs 14h email baseline

Dr. Hannah Klein

Owner, Bremen Zahnarztpraxis · Bremen (DSO, 4 sites)

Treatment plan deferral was the single biggest unaddressed leak across our 4 sites - €182k/qtr quietly walking away. The 7-day + 30-day WhatsApp drip with 0% financing routes deferred patients to a financing chat with the treating dentist. Acceptance up 31%. Across 4 sites that's €560k/yr we used to lose.

+31%

Deferred plan acceptance lift

across 4 sites

+€182k/qtr

Treatment revenue recovered

per-site median

+€560k/yr

Cross-site annualised lift

post-launch

100%

PMS attribution captured

per accepted plan

Dr. Marcus Tanaka

Founder, Tanaka Dental · 3 chairs · São Paulo (Implant Specialist)

Post-procedure check-in + referral ask was a missed move. We never had a structured way to ask happy implant patients for a referral. The 24h check + day-7 referral ask via WhatsApp runs at 31% referral rate. We've added 80+ new implant patients in a quarter from existing-patient referrals alone.

31%

Post-op referral + review rate

vs 6% email baseline

+80/qtr

Implant referrals

from existing-patient asks

+R$560k/qtr

Implant revenue from referrals

post-launch

0

Clinical escalation misses

24h post-op flag-to-on-call

Dr. Priya Patel

Cosmetic Specialist, Riverside Dental · 4 chairs · Austin TX

Our Sesame Communications recall emails opened at 19%, reactivated 2.4% of overdue patients. We layered Seekadu's WhatsApp recall wave on top - no email changes - reactivated another 22% of the 30-90d overdue cohort inside 30 days. Hygienist column up 38%. First quarter recovered $96k in treatment revenue we'd been quietly writing off.

+22%

Recall reactivation rate

30-90d overdue segment

+38%

Hygienist column fill

Tue / Wed / Thu post-launch

+$96k/qtr

Treatment revenue recovered

first quarter post-launch

15 min

Setup

to first reactivated patient

Dr. Sofia Reyes

Director, Madrid Dental Studio · 6 chairs · Madrid

Deferred cosmetic plans were our biggest leak - patients consulted on veneers, took the treatment plan home, never came back. The 7-day + 30-day WhatsApp nurture with 0% financing changed that. Acceptance lifted from 22% to 51% on the deferred cohort. €96k/qtr in cosmetic revenue we used to lose to silence.

+28%

Deferred cosmetic plan acceptance

22% → 51% post-launch

+€96k/qtr

Cosmetic revenue recovered

first quarter post-launch

<24h

Plan-deferral-to-WhatsApp

vs 4-6 weeks before

0

Marketing template breaches

since launch

Dr. Liam O'Sullivan

Owner, Dublin Smile Clinic · 8 chairs · Dublin

We sat on 4,200 dormant patients in Dentrix who'd lapsed 12-24 months. Mailchimp had been emailing them annually with 14% open and almost zero reactivation. We pointed Seekadu at the dormant cohort, segmented by last procedure + cosmetic-interest tag, fired WhatsApp with a free cosmetic consult invite. 11% reactivation - 462 patients back. Each one's worth €2-4k LTV over 5 years.

11%

Dormant patient reactivation

12-24m lapsed cohort

+462

Dormant patients back

first quarter

+€84k/qtr

Reactivated treatment revenue

post-launch

<60s

WhatsApp open-to-reply median

vs 14h email baseline

Dr. Hannah Klein

Owner, Bremen Zahnarztpraxis · Bremen (DSO, 4 sites)

Treatment plan deferral was the single biggest unaddressed leak across our 4 sites - €182k/qtr quietly walking away. The 7-day + 30-day WhatsApp drip with 0% financing routes deferred patients to a financing chat with the treating dentist. Acceptance up 31%. Across 4 sites that's €560k/yr we used to lose.

+31%

Deferred plan acceptance lift

across 4 sites

+€182k/qtr

Treatment revenue recovered

per-site median

+€560k/yr

Cross-site annualised lift

post-launch

100%

PMS attribution captured

per accepted plan

Dr. Marcus Tanaka

Founder, Tanaka Dental · 3 chairs · São Paulo (Implant Specialist)

Post-procedure check-in + referral ask was a missed move. We never had a structured way to ask happy implant patients for a referral. The 24h check + day-7 referral ask via WhatsApp runs at 31% referral rate. We've added 80+ new implant patients in a quarter from existing-patient referrals alone.

31%

Post-op referral + review rate

vs 6% email baseline

+80/qtr

Implant referrals

from existing-patient asks

+R$560k/qtr

Implant revenue from referrals

post-launch

0

Clinical escalation misses

24h post-op flag-to-on-call

Ready to put marketing automation for dentists to work on your Dentrix, Eaglesoft, or Open Dental?

Start a clinical pilot
FAQ

Dental marketing automation questions, answered.

Everything practice managers + owner-dentists ask before switching on marketing automation for dentists.

Book a demo for your practice

Marketing automation for dentists is the AI lifecycle-trigger layer that turns Dentrix / Eaglesoft / Open Dental / Curve events - overdue 6-month recall, treatment-plan accepted-but-not-scheduled, cosmetic consult enquired-but-not-booked, dormant 12-24 month patient, post-procedure window, birthday - into messages on WhatsApp Business API and Instagram DM, the channels patients actually reply on. Sesame Communications, Solutionreach, and Dentrix Communicator email recall hits 18-22% open with single-digit reactivation. WhatsApp recall opens at 90%+ inside 30 minutes. AI marketing automation on Seekadu segments by procedure type + insurance carrier + dormant cohort + cosmetic interest tag and triggers conversational flows. Sits on top of your dental PMS - never replaces it. Pairs with the dental practice AI hub.

Reactivate every overdue recall. Win back every dormant patient. Run cosmetic nurture on autopilot.

Marketing automation for dentists - runs natively on Dentrix, Eaglesoft, Open Dental, Curve, iDentistSoft, Practice-Web via NexHealth / Sesame Communications / Solutionreach. Reactivates overdue recall on WhatsApp the day it lapses, runs dormant patient 12-24 month reactivation, cosmetic consult nurture, treatment-plan accept-or-defer drips, post-procedure check-ins + referral asks, birthday VIP, and seasonal whitening campaigns. Sits on top of Sesame Communications / Solutionreach / Mailchimp - never replaces them. PMS-to-CRM enrichment on every visit. Meta marketing-template rules hard-coded. HIPAA-equivalent posture as standard; signed BAA on contracted Enterprise plans. Live in 15 minutes.
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