For Dentists

Patient marketing & recall for dental practices

Email, SMS, and automation to reactivate patients and fill chairs β€” when your practice management system (Dentrix, Open Dental, etc.) already runs the schedule.

Important

This guide does not replace chair-side or clinical software (PMS). We compare marketing and communication tools you add on top β€” not charting, billing, or imaging systems like Dentrix, Open Dental, Curve, Weave, or Lighthouse.

What matters for dentists

  • Works with PMS via export, Zapier, or native connector β€” not a PMS replacement
  • SMS + email recall with clear opt-in / opt-out
  • Simple for front-desk staff (not sales-rep UX)
  • Data export and vendor security documentation (HIPAA BAA where required)

Recall, reminders & patient reactivation (email + SMS)

Best fit for a 1–10 chair practice that exports patient lists from PMS and runs recall campaigns. Brevo and ActiveCampaign lead on SMS + automation; Mailchimp if you only need newsletters.

Multi-location marketing & new patient acquisition

For DSO marketing teams or cosmetic practices running treatment-plan funnels β€” landing pages, segments, and lifecycle email. Not for day-to-day scheduling.

Referring dentists & partner outreach (light CRM)

Only if you track referrals from other practices or B2B partners β€” skip this block if you only need patient blast campaigns.