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Payment received · welcome aboard

You're in. Here's what happens next.

Five steps. Most take under five minutes each. Live in 48 hours. First Friday report in your inbox in under 10 days.

Step 1 of 5 · est. 15 minutes total
1

Sign the BAA

~2 min

Check your email for a DocuSign link from legal@usdentalpatientrecovery.com. Sign it on your phone. No patient data is exchanged until this is signed.

What's in it: the standard HHS model BAA with our PHI-handling clauses. Safeguards, breach notification, subcontractor flow-down, termination. Sec. 3 lists the flat-fee structure that keeps us inside the Florida Patient Brokering Act safe harbor.
Preview the terms Preview privacy
2

Upload your patient CSV

~5 min

Export your overdue patient list from your PMS. Drop it in the secure portal link in your welcome email. We accept Dentrix, Eaglesoft, Open Dental, Curve Dental, Carestream, and Practice-Web exports — or any CSV with name, phone, email, and last visit date.

Don't know how to export? Our step-by-step guide walks you through every major PMS in under 5 minutes.
Open export guide
3

Approve your message templates

~3 min

We draft the outreach in your voice — practice name, tone, signoff — and send it back for your approval. Nothing goes to a patient without your written sign-off. Expect 5–7 variants: first-touch SMS, follow-up email, voicemail script, etc.

Want to see what the templates look like? The 5 templates I use are published for free — steal them, or approve ours as-is.
See the templates
4

Campaigns go live

within 48 hr of approval

First outreach wave hits on the next Tuesday–Thursday morning cycle. 1 SMS/day max, 3/week max per patient — enforced in code, not a checkbox. STOP replies go to DNC in under 200ms. You can watch it happen live in your dashboard.

Your dashboard shows queued, contacted, booked, and shown patients in a live 4-column pipeline — same one you saw on the homepage demo.
5

First Friday report

Day 10

Every Friday at 4 PM ET, a written PDF lands in your inbox. Patient names, touches, outcomes, production, plus a short operator note on what's working. If the report by week 3 isn't showing movement, we'll tell you to cancel before you do.

Sample report available now — this is exactly the format you'll receive, with your practice's actual data by week one.
See a sample Friday report

Questions before step 1? Just reply.

Your welcome email comes straight from Colin. Reply to it with anything — technical, legal, PMS-specific, billing. Reply within business hours, answer in under 2 hours.

colin@usdentalpatientrecovery.com Book a 15-min founder call