Build a group-wide recall reactivation queue
Every Monday, WebRun opens Denticon, finds patients across every office who are past due for hygiene recall and not already rebooked, builds a prioritized reactivation queue in a Google Sheet, and drafts a recall text per patient in Twilio that each office reviews and approves before anything is sent.
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How do I reactivate overdue recall patients across all my dental offices?
WebRun opens Denticon every Monday and finds patients across every office who are past due for hygiene recall with no appointment booked. It builds a prioritized reactivation queue in a Google Sheet and drafts a recall text per patient in Twilio, queued for each office to approve, so no patient is contacted without a human review and no protected health information is sent.
- Overdue recall patients across every office land in one prioritized queue each week
- Recall texts are drafted for office approval, so no patient is contacted unreviewed
- Per office queue totals show leadership where the biggest recall gap sits
Built for DSO operations leaders · office managers · hygiene coordinators · patient retention teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.denticon.comin a real browser with your saved login - no setup, no API keys. -
1
Denticon - find overdue recall patients
planetdds.com How to Automate Denticon
WebRun opens Denticon to find overdue recall patients. - Open Denticon and run the recall or continuing care report for each office
- Find patients past their recall due date who have no future hygiene appointment booked
- Capture how overdue each patient is and their home office, using a patient reference rather than moving full records around
- Exclude patients flagged as inactive, moved, or do not contact
Done when Every office's overdue, unbooked recall patients are identified with how overdue each is.
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2
Google Sheets - build the reactivation queue
docs.google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the reactivation queue. - Open the Recall Reactivation Queue sheet
- Add a row per overdue patient reference with the office, months overdue, and last visit type
- Prioritize the longest overdue and the patients with open treatment first
- Total the queue size per office so leadership sees where the biggest recall gap is
Done when The queue sheet lists every overdue recall patient prioritized, with per office totals.
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3
Twilio - draft recall texts for approval
twilio.com How to Automate Twilio
WebRun opens Twilio to draft recall texts for approval. - Prepare a short, friendly recall text per patient inviting them to rebook their hygiene visit
- Queue every message as a draft in Twilio for the patient's own office to review. Do not send any text automatically
- Keep protected health information out of the message body and let each office approve and send from their own number
- Track which drafts each office has approved so none is sent twice
Done when A recall text is drafted per patient and queued for each office to review, with nothing sent automatically.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text patients without approval?
No. Every recall message is queued as a draft in Twilio for the patient's own office to review and send. No text goes out automatically, and the message body carries no protected health information.
How does it decide who is overdue?
It reads each office's recall or continuing care report in Denticon and lists patients past their recall due date with no future hygiene appointment booked, excluding anyone marked inactive, moved, or do not contact.
How is patient privacy protected?
It works from a patient reference rather than shuttling full records around, keeps protected health information out of the drafted texts, and leaves sending to each patient's own office from their own number, so approval and privacy stay local.
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