What we account for, by specialty
Every specialty gets its own recall logic. Not a rebadged GP tool.
Custom cadences per specialty
Built-in referral-source tags
01Orthodontics
Post-band retention + retainer-check cadence.
Track lapsed retainer checks at 6mo / 12mo / 18mo. Re-engage patients who paused mid-treatment. Referral-source tags per GP. "Clear aligner drop-off" segment automatically flagged when check-ins miss the 4-week mark.
Cadence: 6/12/18moKey segment: paused mid-tx
02Endodontics
RCT follow-up + crown-completion tracking.
Post-RCT patients who never returned to their referring GP for the permanent crown. Crown-completion nudge sequence at 30 / 60 / 90 days. Healing check at 6mo, 12mo. Outreach auto-routes through the referring GP's practice name if configured.
Cadence: 30/60/90d + 6/12moKey segment: RCT no crown
03Periodontics
3-month perio maintenance adherence.
Perio maintenance requires 3-month recall, not 6. Post-SRP adherence drops ~30% after visit 2. We flag lapsed perio maintenance patients at 90d / 120d / 150d. Separate segment for post-surgical recovery check-ins.
Cadence: 90/120/150dKey segment: post-SRP lapsed
04Pediatric
Parent-addressed messaging + age-bracket cadences.
All outreach goes to the parent/guardian contact, never the minor. Age-bracketed segments (0\u20135, 6\u201312, 13\u201317). Orthodontic-eligible-age flag for GP-to-ortho handoffs. First-permanent-molar sealant reminders.
Cadence: 6mo defaultKey segment: parent-addressed
05Oral surgery / OMFS
Consult \u2192 schedule conversion + post-op recovery.
Consult-to-procedure drop-off is the #1 OMFS leak. Convert-the-consult sequence at 2w / 6w / 12w. Post-op check-ins at 48h / 7d / 30d. Implant restoration handoff to GP after 4mo integration.
Cadence: consult+post-opKey segment: consult no sched
06Prosthodontics
Long-tx lifecycle tracking \u2014 full-arch + denture.
Long-cycle cases drop off mid-treatment when patients delay. Weekly mid-tx check-ins for full-arch and complex prostho. Denture-reline reminders at 12mo / 24mo. 5-year post-placement re-eval cohort.
Cadence: weekly mid-txKey segment: delayed long-tx