Reach the right patients
Already-booked, recently contacted, or ineligible patients are filtered out before outreach.
Unscheduled treatment
Bring unfinished treatment back to the schedule.
Savvy finds patients with diagnosed treatment that is still unscheduled, reaches out with care, and helps interested patients choose a real appointment time.
Treatment recovery
Interest becomes a real opening.
Crown treatment
Casey M. · no future visit
Warm outreach
Would you like help finding a time to come back and continue your recommended care?
Yes—afternoons work best.
Available times
Tue
2:30 PM
Thu
3:10 PM
Outcome
Thursday at 3:10 PM held for confirmation
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Starts with real treatment needs
Only patients found in trusted practice data are considered.
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Respects contact limits
Daily volume and recent outreach are checked before a message is sent.
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Keeps care with clinicians
Clinical questions go to the team with the patient’s context.
Treatment recovery
Give every treatment plan a thoughtful path back.
Savvy turns a stale follow-up list into personal, measured outreach that can end with a booked visit—not another spreadsheet note.
Make the next step easy
Interested patients can move from a reply to available appointment options in the same conversation.
Protect the clinical relationship
Savvy never discusses fees or treatment advice; those conversations return to your team.
A meaningful next step
Interest matters. A safe path back to care matters more.
Savvy can offer valid times, respect a decline, or bring your team into clinical and scheduling questions.
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Only appropriate patients with trusted unscheduled treatment receive outreach.
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Interested patients can move from reply to concrete appointment options.
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Declines and opt-outs stop further contact.
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Clinical questions and scheduling failures reach staff with the patient response and treatment summary.
Why treatment goes quiet
A treatment plan is not production until the patient has a safe path back to the schedule.
Broad exports and one-time blasts lose the context that matters: which care is still unscheduled, whether the patient already booked, how recently they were contacted, and when staff should take over.
Lists become stale
Patients may already have a future visit, recent outreach, or a changed treatment plan by the time someone works the spreadsheet.
Generic outreach lacks context
Patients respond better to concise follow-up grounded in a trusted treatment category—not internal codes, fees, or scoring.
Interest still needs scheduling
A positive reply is only useful when the workflow can offer valid options or route the patient to the right staff member.
From plan to appointment
How Savvy reopens the conversation
Savvy checks who is appropriate to contact, sends one warm message, and helps the patient move toward a valid appointment.
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01
Find the right patients
Check trusted treatment data, future appointments, recent contact, texting eligibility, and the practice’s daily limit.
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Review one patient at a time
Begin only with patients whose diagnosed treatment is still unscheduled.
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Send concise outreach
Mention the general treatment category when helpful without exposing fees, internal codes, or software details.
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Schedule or hand off
Offer valid times when the patient is interested; route clinical questions, failures, or staff requests with the treatment context.
Inside Agent Hub
See the treatment and outreach permissions your practice controls.
Real product view
Care comes first
No pressure. No clinical advice.
Patient outreach stays warm and general. Fees, procedure details, and care questions remain with your clinical team.
- Never contact patients who do not meet the practice’s treatment follow-up rules.
- Never include dollar amounts, scoring, procedure codes, or internal notes in outreach.
- Never answer clinical questions or make treatment recommendations.
- Never continue after a decline, opt-out, recent-contact cooldown, or staff takeover.
A path back to care
Retention, scheduling, and treatment follow-up connect.
Explore the products that support the patient relationship and help turn interest into an appointment.
Novi AI Retention Manager
Coordinate treatment follow-up, recall, reactivation, and patient retention work through Novi.
Patient Retention
See how treatment recovery fits with recall, reviews, and ongoing patient relationships.
Online Scheduling
Give interested patients a supported path back to an available appointment.
Keep patients connected
More ways Agent Hub supports patient follow-up
Agent Hub workflow
Patient Reactivation
Reaches out to patients due for recall and stays with the conversation until a booking or staff takeover.
Agent Hub workflow
Review Management
Checks in after completed visits, sends review links to happy patients, and routes concerns to staff.
Agent Hub workflow
Appointment Confirmation
Texts eligible patients and calls about upcoming visits, records clear confirmations, watches for replies, and alerts the front desk when help is needed.
Recover more care thoughtfully
Bring us your unscheduled treatment process. We’ll show you a safer path back to the schedule.
See how Savvy selects appropriate patients, starts a warm conversation, offers real times, and brings clinical questions to your team.