Dental Patient Retention & Recall Software | Savvy Agents [ ![Savvy Agents](https://savvyagents.ai/images/savvy-agents-logo.png) ](https://savvyagents.ai) AI Workforce [ Ira - AI Receptionist 24/7 phone answering & scheduling ](https://savvyagents.ai/ai-receptionist-for-dental-practices) [ Sia - AI Scribe Clinical documentation assistant ](https://savvyagents.ai/ai-scribe-for-dental-practices) [ Milo - AI Insurance Coordinator Insurance verification & billing ](https://savvyagents.ai/ai-insurance-coordinator-for-dental-practices) [ Novi - AI Retention Manager Patient reactivation & recalls ](https://savvyagents.ai/ai-retention-manager-for-dental-practices) Products [ Agent Hub Build, run & monitor dental workflows ](https://savvyagents.ai/agent-hub-for-dental-practices) [ Online Scheduling 24/7 patient self-booking ](https://savvyagents.ai/online-scheduling-for-dental-practices) [ Website Chat Widget AI-powered website chat ](https://savvyagents.ai/website-chat-widget-for-dental-practices) [ AI Chat Staff assistant for practice work ](https://savvyagents.ai/ai-chat-for-dental-practices) [ Appointment Confirmation Confirm visits by text and voice ](https://savvyagents.ai/agent-hub-for-dental-practices/appointment-confirmation) [ Morning Brief Daily practice huddle dashboard ](https://savvyagents.ai/morning-brief-for-dental-practices) [ Multilingual AI Seamless multi-language phone calls ](https://savvyagents.ai/multilingual-ai-phone-agent-for-dental-practices) [ Unified Inbox All patient conversations in one place ](https://savvyagents.ai/unified-inbox-for-dental-practices) [ Desk Phones Ring staff first, then Ira as backup ](https://savvyagents.ai/desk-phones-for-dental-practices) [ Patient Forms Digital intake, consent & signatures ](https://savvyagents.ai/patient-forms-for-dental-practices) [ Open Dental Integration AI workforce for Open Dental practices ](https://savvyagents.ai/integrations/open-dental) [ Dentrix Integration AI workforce for Dentrix practices ](https://savvyagents.ai/integrations/dentrix) [ Customer Stories ](/#impact) [ DSO ](https://savvyagents.ai/ai-phone-answering-service-for-dsos) Resources - [ Resources Hub Guides, tools, customer stories & events ](https://savvyagents.ai/resources/hub) - [ Dental Conferences Meet us at dental trade shows ](https://savvyagents.ai/dental-conferences) - [ Blog Learn how to maximize your business ](https://savvyagents.ai/blog) - [ Partner Program Refer dental practices and earn 20% ](https://savvyagents.ai/resources/partner-program) - [ Login Access your account dashboard ](https://savvyagents.ai/login) [ See all blog posts → ](https://savvyagents.ai/blog) [ Book a demo ](https://savvyagents.ai/meeting-with-ai-dental-agent) AI Workforce [ Ira - AI Receptionist ](https://savvyagents.ai/ai-receptionist-for-dental-practices) [ Sia - AI Scribe ](https://savvyagents.ai/ai-scribe-for-dental-practices) [ Milo - AI Insurance Coordinator ](https://savvyagents.ai/ai-insurance-coordinator-for-dental-practices) [ Novi - AI Retention Manager ](https://savvyagents.ai/ai-retention-manager-for-dental-practices) Products [ Agent Hub ](https://savvyagents.ai/agent-hub-for-dental-practices) [ Online Scheduling ](https://savvyagents.ai/online-scheduling-for-dental-practices) [ Website Chat Widget ](https://savvyagents.ai/website-chat-widget-for-dental-practices) [ AI Chat ](https://savvyagents.ai/ai-chat-for-dental-practices) [ Appointment Confirmation ](https://savvyagents.ai/agent-hub-for-dental-practices/appointment-confirmation) [ Morning Brief ](https://savvyagents.ai/morning-brief-for-dental-practices) [ Multilingual AI ](https://savvyagents.ai/multilingual-ai-phone-agent-for-dental-practices) [ Unified Inbox ](https://savvyagents.ai/unified-inbox-for-dental-practices) [ Desk Phones ](https://savvyagents.ai/desk-phones-for-dental-practices) [ Patient Forms ](https://savvyagents.ai/patient-forms-for-dental-practices) [ Open Dental Integration ](https://savvyagents.ai/integrations/open-dental) [ Dentrix Integration ](https://savvyagents.ai/integrations/dentrix) [ Customer Stories ](/#impact) [ DSO ](https://savvyagents.ai/ai-phone-answering-service-for-dsos) Resources - [ Resources Hub ](https://savvyagents.ai/resources/hub) - [ Dental Conferences ](https://savvyagents.ai/dental-conferences) - [ Blog ](https://savvyagents.ai/blog) - [ Partner Program ](https://savvyagents.ai/resources/partner-program) - [ Login ](https://savvyagents.ai/login) [ Book a demo ](https://savvyagents.ai/meeting-with-ai-dental-agent) [Home](https://savvyagents.ai)/Patient retentionDental recall software with a clear outcome Find who needs follow-up. Stay with them until the outcome is clear. ==================================================================== Savvy turns dental patient retention, recall, unscheduled treatment, reviews, and reactivation into visible patient-level work—so outreach does not disappear after one message is sent. [Map your retention work →](https://savvyagents.ai/meeting-with-ai-dental-agent)[See the system](#retention-system) Retention work · This week Four reasons to reconnect In motion 12 Hygiene recall Due patients 8 Unscheduled treatment Ready for follow-up 5 Post-visit reviews Visits completed 9 Reactivation No future visit Patient replied “Tuesday morning works for me.” Booking next Finish line Booked, stopped, or handed to staff → - ✓Eligibility before outreach Each workflow starts from a defined patient and practice signal. - ✓A real finish line A message sent is progress—not the outcome. - ✓Contact limits and handoffs Clear stop conditions protect the patient experience and staff judgment. One system, different patient needs Use the right follow-up for the reason the patient is waiting. -------------------------------------------------------------- Recall, treatment, reviews, and reactivation have different eligibility rules and outcomes. They should not be one generic campaign. ### Recall Find patients whose synchronized recall is due and who do not already have the matching future visit. ### Unscheduled treatment Find eligible diagnosed treatment that has not been scheduled and move interested patients toward booking. ### Review management Check in after completed visits, send review links when appropriate, and send concerns to staff. ### Patient reactivation Reconnect with eligible inactive patients and keep the work open until booking or a clear stop condition. From list to outcome Outreach is a process—not a blast. ---------------------------------- 1. 01### Identify Select eligible patients from the matching recall, visit, treatment, or inactivity signal. 2. 02### Reach out Use the configured patient-facing message or supported call workflow. 3. 03### Wait and respond Keep the patient-level work open for the reply, review outcome, or appointment booking. 4. 04### Finish clearly Record the booking, respect a stop condition, or route the exception to staff with context. Patient-safe by design Persistence needs boundaries. ----------------------------- The goal is a useful next step—not endless contact. Each workflow needs defined eligibility, contact limits, and stop conditions. - ✓Do not start a second active patient-level run for the same work. - ✓Respect opt-outs, invalid contact information, and practice contact limits. - ✓Stop when the matching appointment or review outcome is recorded. - ✓Send sensitive concerns, uncertainty, or requests for judgment to staff. Choose the patient outcome Explore each workflow or see Novi coordinate the broader retention program. --------------------------------------------------------------------------- [### Meet Novi See the AI retention workspace and patient lifecycle view. Explore →](https://savvyagents.ai/ai-retention-manager-for-dental-practices)[### Unscheduled Treatment Move diagnosed, unscheduled care toward a booking or staff next step. Explore →](https://savvyagents.ai/agent-hub-for-dental-practices/unscheduled-treatment)[### Review Management Follow completed visits into a review or a staff-routed concern. Explore →](https://savvyagents.ai/agent-hub-for-dental-practices/review-management)[### Patient Reactivation Stay with recall outreach until booking or a clear stop condition. Explore →](https://savvyagents.ai/agent-hub-for-dental-practices/patient-reactivation) Start with one patient list See how your follow-up work becomes visible patient outcomes. ------------------------------------------------------------- We’ll focus on your recall, unscheduled treatment, review, or reactivation process and the boundaries your practice needs. [Book a retention walkthrough](https://savvyagents.ai/meeting-with-ai-dental-agent) [ ![Savvy Agents](https://savvyagents.ai/images/savvy-footer-wordmark.svg) ](https://savvyagents.ai) ![](https://savvyagents.ai/images/savvy-footer-scene.webp) AI workforce ------------ - [Ira — Receptionist](https://savvyagents.ai/ai-receptionist-for-dental-practices) - [Sia — Scribe](https://savvyagents.ai/ai-scribe-for-dental-practices) - [Milo — Insurance](https://savvyagents.ai/ai-insurance-coordinator-for-dental-practices) - [Novi — Retention](https://savvyagents.ai/ai-retention-manager-for-dental-practices) Products -------- - [Agent Hub](https://savvyagents.ai/agent-hub-for-dental-practices) - [Online Scheduling](https://savvyagents.ai/online-scheduling-for-dental-practices) - [Website Chat Widget](https://savvyagents.ai/website-chat-widget-for-dental-practices) - [AI Chat](https://savvyagents.ai/ai-chat-for-dental-practices) - [Appointment Confirmation](https://savvyagents.ai/agent-hub-for-dental-practices/appointment-confirmation) - [Morning Brief](https://savvyagents.ai/morning-brief-for-dental-practices) - [Multilingual AI](https://savvyagents.ai/multilingual-ai-phone-agent-for-dental-practices) - [Unified Inbox](https://savvyagents.ai/unified-inbox-for-dental-practices) - [Desk Phones](https://savvyagents.ai/desk-phones-for-dental-practices) - [Patient Forms](https://savvyagents.ai/patient-forms-for-dental-practices) - [Open Dental Integration](https://savvyagents.ai/integrations/open-dental) - [Dentrix Integration](https://savvyagents.ai/integrations/dentrix) Resources --------- - [Resources Hub](https://savvyagents.ai/resources/hub) - [Dental Conferences](https://savvyagents.ai/dental-conferences) - [DSO](https://savvyagents.ai/ai-phone-answering-service-for-dsos) - [Blog](https://savvyagents.ai/blog) - [Partner Program](https://savvyagents.ai/resources/partner-program) Compare ------- - [Weave vs. Savvy](/alternatives/weave) - [Dentina AI vs. Savvy](/alternatives/dentina) - [Arini vs. Savvy](/alternatives/arini) - [TrueLark vs. Savvy](/alternatives/truelark) - [Ruby vs. Savvy](/alternatives/ruby-receptionists) Get in touch ------------ - - [+1 (325) 237-2889](tel:+13252372889) - [HQ: Austin, TX](https://maps.google.com/?q=Austin,TX) - [Talk to support →](mailto:support@savvyagents.ai) [ ](https://www.linkedin.com/company/savvyagents/) [ ](https://www.instagram.com/savvyagents.ai) [ ](https://facebook.com/savvyagentsinc) [ ](https://twitter.com/savvyagentsinc) © 2026 Savvy Agents, Inc. 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