Playbook · Reactivation

Your next month of production is already in the chart. Wake it up.

Every practice has hundreds of patients who simply drifted — no complaint, no goodbye, just an unscheduled next visit that never got scheduled. They haven’t switched practices; nobody has called. Reactivation is the highest-ROI outreach in dentistry precisely because the acquisition cost was already paid years ago. What’s missing is never the list — it’s the operational capacity to work it.

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The playbook

5 steps, in order. The order is the point.

  1. Segment before you send anything

    Three cohorts, three messages: 6–18 months lapsed (a warm “time for your next visit”), 18 months–3 years (a re-introduction), and open-treatment patients of any recency (a specific “your crown is still pending” — the highest-value cohort on the list). One generic blast to all three is how reactivation gets a bad name.

  2. Design a cadence, not a campaign day

    Text, wait, call, wait, text again — spaced over two weeks, quiet hours respected, exit-on-reply. Most conversions happen on touches two through four; the single-blast approach harvests only the easiest 5% and calls the list “dead.”

  3. Match the patient’s language

    Run the outreach in each patient’s preferred language — pulled from the chart, remembered from behavior. English-only reactivation quietly writes off whatever share of your chart is Spanish-first, which in much of New York is not a rounding error.

  4. Make the reply moment count

    When a dormant patient finally answers, the conversation must end in a booked slot — not “the office will call you back.” That means whoever (or whatever) is doing the outreach needs live schedule access and booking authority.

  5. Report bookings per cohort, keep the winners running

    Reactivation isn’t a January project; it’s a thermostat. Patients cross the lapse threshold continuously — an always-on cadence with monthly per-cohort reporting turns the one-time push into a permanent production floor.

Where Revado does this for you

The steps that die at a busy front desk, automated.

Revado runs this playbook as Campaigns: cohorts pulled live from your PMS, multi-touch voice-and-text cadences in each patient’s language, live booking on the reply, and per-patient reporting. In pilots, campaigns averaged 47 booked appointments each and practices recovered an average of $22,940/month at standard fees (pilot averages).

Common questions

Questions practices ask about this playbook.

Won’t patients find reactivation outreach annoying?

Done as designed — spaced touches, real conversations, instant opt-out — patients overwhelmingly read it as their practice caring. The annoying version is the un-answerable blast; that’s the thing to avoid, not outreach itself.

How dormant is too dormant to bother?

Further than you’d think — patients 2–3 years lapsed still rebook at meaningful rates, especially open-treatment cohorts. Past ~5 years, treat it as a final “we’d love to see you back” pass and let the non-responders rest.

Text or call first?

Text first — lower friction, and it warms the number for the call that follows. The call is where dormant patients actually convert, because it can answer “do you still take my insurance?” on the spot.

What list size makes this worth automating?

By hand, a 200-name list is fifteen tedious hours — which is why it doesn’t happen. Automated, list size stops mattering: 200 or 5,000 names run the same cadence, and your team only touches the replies that need a human.

Want the automated version running by next week?

20-minute demo: we connect a sandbox or your real PMS, configure the cadences from this playbook, and you watch the first sequence run. The playbook is free either way — that part we mean.