How it works
Go to the Recover section
At-risk patients live inside the Recover section, alongside pending treatment plans, sorted by risk score.
Review risk profiles
Each patient card shows their risk score, contributing factors, and a generated re-engagement plan.
Risk scoring
Each at-risk patient receives a risk score from 0 to 100, calculated from four factors:Days since last visit
Days since last visit
The primary signal. The longer a patient has been absent, the higher the risk. Patients become eligible for this feature at 90+ days since their last appointment.
Cancellation-to-appointment ratio
Cancellation-to-appointment ratio
Patients who cancel frequently relative to their total appointments show a pattern of disengagement. A high cancellation ratio significantly increases the risk score.
Pending treatment plans
Pending treatment plans
Patients with unaccepted treatment plans who haven’t returned may have decided against treatment at your clinic. More pending plans can indicate higher risk.
Outstanding balance
Outstanding balance
An unpaid balance can be either a retention risk (patient avoiding the clinic due to cost) or a retention opportunity (a reason to re-engage with payment flexibility).
Risk levels
| Score range | Risk level | What it means |
|---|---|---|
| 70-100 | High | Patient is very likely to have disengaged. Immediate outreach recommended. |
| 40-69 | Medium | Patient may be drifting. A well-timed message could bring them back. |
| 0-39 | Low | Patient is likely just overdue for a routine visit. Standard recall outreach is appropriate. |
What gets generated for each patient
For every at-risk patient, the AI produces three outputs:Re-engagement message
A personalized message tailored to the patient’s specific situation. If they have pending treatment plans, the message references those plans. If they have an outstanding balance, it acknowledges the financial aspect sensitively. The message is designed to feel personal, not automated.Suggested action
One concrete, specific step you can take — not a vague recommendation. Examples include:- “Call the patient to discuss the pending root canal treatment from March”
- “Send a WhatsApp message offering flexible payment on their PKR 15,000 balance”
- “Schedule a recall appointment and mention the overdue cleaning”
Best time to reach out
A recommended time of day — morning, afternoon, or evening — based on when re-engagement messages are most likely to get a response for this patient’s profile.The system shows up to 20 at-risk patients per generation. If your clinic has more than 20 at-risk patients, the list prioritizes those with the highest risk scores.
Practical strategies
Weekly retention review
Set aside 15 minutes each week to review the Recover section and make calls to the highest-risk patients. Consistency matters more than volume.
Assign to front desk
Share the re-engagement messages with your front desk team. They can handle outreach for Medium and Low-risk patients while doctors focus on High-risk cases.
Combine with treatment follow-ups
Since at-risk patients and pending treatment plans both sit in the Recover section, when a patient appears with both, address them in a single conversation — it’s a natural opening.
Track your results
When a patient returns after outreach, note what worked. Over time you’ll learn which approaches are most effective for your patient population.
Related articles
- AI Overview — rate limits, AI principles, and the full list of AI features
- Treatment Follow-ups — follow up on specific pending treatment plans
- Payment Reminders — address outstanding balances for at-risk patients
- Daily Brief — daily operational overview including pending plans and overdue invoices