Dental Recall Reactivation

---
name: dental-recall-reactivation
description: "Build a dental recall and reactivation system that brings lapsed patients back without nagging — the segments worth contacting, the message that works for each, the cadence, and the measure that tells you whether it is working. Use when asked to improve recall rates, reactivate lapsed patients, reduce hygiene no-shows, or fill an empty hygiene column. Produces the patient segmentation, per-segment message templates, the contact cadence, the booking-friction fixes, and the metrics to track. Communications and operations only; no clinical recall interval is set here."
homepage: https://mohitagw15856.github.io/pm-claude-skills/skill/dental-recall-reactivation.html
metadata:
  {
    "openclaw": { "emoji": "🧠" }
  }
---

# Dental Recall & Reactivation

An empty hygiene column is rarely a marketing problem. It is a list problem — nobody has segmented who actually lapsed and why — and a friction problem, because rebooking requires a phone call during working hours. This builds the list, writes the message that fits each reason for lapsing, and removes the steps between wanting an appointment and having one.

## What This Skill Produces

- **Patient segmentation** — overdue by band, never-scheduled, cancelled-and-never-rebooked, treatment-plan-incomplete, each with a different reason for lapsing
- **Message templates per segment** — because the person who moved away and the person who is afraid need different sentences
- **The contact cadence** — channel order and spacing, with the stop rule that prevents nagging
- **Booking-friction fixes** — the steps between intent and a booked slot, and which to remove first
- **The no-show reduction pass** — confirmations, deposits where appropriate, and short-notice list mechanics
- **The metrics** — reactivation rate, cost per returned patient, and column utilisation, with the baseline to beat

## Required Inputs

Ask for these if not provided:
- **The list** — how many patients are overdue and by how long, and what your practice management system can segment on
- **The history** — why patients have lapsed, if known: cost, fear, moved, dissatisfaction, or simply drift
- **The channels available** — SMS, email, phone, post, and whether you have consent for each
- **The capacity** — how many hygiene slots need filling, and when
- **The constraints** — regulatory rules on patient contact and marketing in your jurisdiction, and who has time to make calls

## Framework: Segment by Reason, Not by Date

1. **Split the overdue list by why, not just by how long.** A patient 8 months overdue after a painful visit needs a different message from one who simply forgot.
2. **Start with the warmest segment.** Recently lapsed and previously regular converts far better than three-years-gone; do it first so the effort funds the rest.
3. **Write to the reason.** Fear gets an acknowledgement and a low-commitment offer. Cost gets transparency about what a check-up actually costs. Drift gets a simple, specific prompt.
4. **Make booking one step.** A link that shows real slots beats 'call us to arrange'. Every step removed is measurable.
5. **Set a stop rule.** Three contacts across two channels, then move to a dormant list. Beyond that you are training people to ignore you.
6. **Measure returns, not sends.** Open rates are vanity; booked and attended appointments are the number.

## Output Format

### Recall & reactivation plan: [practice] · [period]

**Segments**
| Segment | Size | Why they lapsed | Channel | Expected return |
|---|---|---|---|---|
| [e.g. 6–12 months overdue, previously regular] | [n] | [drift] | [SMS then call] | [%] |

**Messages** — one per segment
> [Segment]: [the message, in the practice's voice, with the specific low-friction ask]

**Cadence:** [contact 1 — channel, timing] → [contact 2] → [contact 3] → dormant
**Stop rule:** [after n contacts across m channels]

**Booking friction** — current steps: [list] → removed: [which] → remaining: [count]

**No-shows:** [confirmation timing · short-notice list · policy for repeat non-attenders]

**Metrics:** baseline [x]% recall → target [y]% · cost per returned patient [amount] · hygiene utilisation [%]

> Operations and communications only. Recall intervals are a clinical decision for the treating clinician based on individual risk, not a scheduling default. Patient-contact consent, marketing rules, and data-protection obligations vary by jurisdiction — check before any campaign.

## Quality Checks
- [ ] Segments are defined by reason for lapsing, not only by months overdue
- [ ] Each segment has its own message rather than one template sent to everyone
- [ ] A stop rule exists and is stated
- [ ] Booking friction is counted in steps before and after
- [ ] Success is measured in attended appointments, not messages sent
- [ ] No clinical recall interval is asserted

## Anti-Patterns
- **One message to the whole overdue list.** It reads as bulk, converts poorly, and burns the list.
- **Contacting without a stop rule.** Persistence past three attempts costs you the patient permanently.
- **'Call us to book'.** The single largest source of drop-off between intent and appointment.
- **Ignoring why they left.** A patient who had a bad experience needs that acknowledged before an offer.
- **Measuring sends and opens.** Neither pays for a hygienist's day.
- **Setting recall intervals in the campaign.** Interval is clinical; the campaign only carries the invitation.

## Example Trigger Phrases
- "Our hygiene column is half empty — help me fill it"
- "How do we reactivate patients who have not been in for two years?"
- "Write a recall message for overdue patients"
- "How do we reduce hygiene no-shows?"
- "Build a patient reactivation campaign"