Patient marketing & recall for dental practices
Email, SMS, and automation to reactivate patients and fill chairs — 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 — 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 — 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 — 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 — skip this block if you only need patient blast campaigns.