Apex Family Dentistry: Automated Patient Recall & Reputation Growth
Boosting 6-month hygiene re-booking rates by 31% and collecting 240+ organic Google reviews on autopilot
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The Operational Bottleneck
Dental hygienists were tasked with cold-calling past-due patients between appointments. The clinic relied on expensive specialized healthcare texting tools that charged extra per sent message.
The Deployed Solution
Migrated communications to HighLevel's unified inbox with custom hygiene recall triggers tied to patient last-visit date custom fields. Added a 20-minute post-visit text asking for feedback.
Architecture & Workflows Deployed
- Custom Date Trigger: Last Visit Date + 150 Days -> Hygiene Due SMS Sequence
- Front-Desk Checkout QR Code & Text-to-Pay Co-Pay Settlement
- Automated Google Review Filter Routing Positive Patients to Google Maps
- Two-Way Smart Inbox accessible by front office staff simultaneously
Previous stack: $1150/mo • Consolidated stack: $297/mo