Marketing Automation for Dental & Medical Clinics
— Fill Your Schedule Automatically
Your practice has 300–500 inactive patients, 38% no-show rates, and 0–2 Google reviews per month. All three are fixed by automation.
Live in 10–14 Business Days · PIPEDA & PHIPA Compliant · Integrates with Dentrix, Eaglesoft, Jane App
// The Problem
The Cost of Manual Marketing in Your Clinic
The average practice has hundreds of patients who have not been in for 18+ months. A reactivation campaign is the highest-ROI marketing you can do — but no one has time to send it manually.
Automated reminders (SMS + email at 48hr and 2hr marks) reduce no-shows by 38%. That is recovered revenue with zero staff effort.
Asking patients manually is awkward. An automated post-appointment review request sequence changes this without anyone having to ask.
// What We Automate
Every Workflow Runs Without You.
Every workflow below runs 24/7 without your team touching it.
- —Patient reactivation campaign — targets patients by last visit date with "we haven't seen you in a while" sequence
- —Appointment reminders — SMS + email 48hr before, 2hr before, and morning-of
- —Post-appointment review request — sent 24hr after visit via SMS
- —New patient welcome sequence — 3-email onboarding with what to expect and location info
- —Birthday and anniversary messages — builds loyalty without staff effort
- —Recall campaigns — automated "time for your 6-month checkup" based on last visit date
// The System
Built on Tools You Already Use.
Built on n8n automation + your existing practice management software + HubSpot or Zoho CRM. We integrate with what you already use. Live in 10–14 business days.
Integrations: Dentrix · Eaglesoft · Open Dental · Jane App · HubSpot · Zoho CRM
// Results
What Dental & Medical Clinics Clients Report
No-show rate drops by 30–38%
3–5x more Google reviews collected monthly
8–15% of targeted inactive patients book within 30 days of reactivation campaign
// Questions
Frequently Asked Questions
Is patient data handling compliant with PIPEDA and PHIPA?
Yes. All automation workflows are built with PIPEDA and PHIPA compliance in mind. Patient data is handled through compliant channels and no PHI is stored in unsecured third-party systems.
Can this integrate with Dentrix / Eaglesoft / Jane App directly?
Yes. We configure integrations with Dentrix, Eaglesoft, Open Dental, and Jane App. Patient data for sequences is pulled directly from your practice management system.
Will it pull patient data automatically or do we need to export it manually?
Automatic. Once the integration is configured, patient records flow into your automation system without any manual exports. New patients and recent visits trigger sequences automatically.
Can we preview and approve messages before they go out?
Yes. All message templates are approved by you before activation. We show you exactly what each patient will receive and when. You can request changes at any time.
What happens to the automation if we cancel — do we keep our sequences?
Yes. All automation workflows and message sequences built during your engagement are yours. We provide full documentation and transfer if you choose to manage them in-house.
// Start Here — Dental & Medical Clinics
Book Your Automation Audit
We audit your current workflows and map out exactly what gets automated. $197 — credited 100% toward any plan.
Start with a $197 Audit →Delivered in 24 hours · Keep it whether you hire us or not