AI Retention Manager · Recall & follow-up
Patients drift away. Your AI Retention Manager brings them back.
Reactivate patients and fill your schedule automatically.
It finds overdue recalls and unscheduled treatment, reaches out by call and text on your hours, and books patients straight into open times.
Recall campaign
42 overdue patients · calls 10 AM – 6 PM from your number
Ananya Rao
Recall · 8 months overdue
Karan Mehta
Crown accepted, not booked
Sara Khan
Recall · 12 months overdue
Vikram Joshi
SRP follow-up due
Neha Iyer
Recall · 7 months overdue
17
Booked
30
Contacted
9
Callbacks
Ananya Rao · SMS
Hi Ananya, it's been a while since your last cleaning. We have openings Thursday at 2 PM or Friday at 11 AM.
Thursday 2 PM please!
Booked · confirmation sent
Watch it work
See the AI Retention Manager at work
A real-time walkthrough of one session, from the first word to the finished result. Names and details are sample data.
AI Retention Manager
Finds who needs a follow-up
How it works
From inactive patient to booked appointment
Each eligible patient is followed from the first signal to a booking, a stop condition or a handoff to staff.
It identifies
Scans your records for overdue recalls and incomplete treatment.
Finds who needs a follow-up
42 patients identified
It personalizes
Writes each message from the patient's history and preferences.
Writes a message for each patient
AI AgentHi Ananya, it's been a while since your last cleaning. We have openings next week, and your plan's preventive benefits renew soon.
It reaches out
Calls and texts during the hours you choose, from your number.
Calls and texts on your hours
It books
Offers real open times, books the visit and updates your schedule.
Ananya Rao is booked
Built to keep chairs full
Designed to turn every scan into a visit
Visionary Oral scans, recall lists and the schedule sit side by side, so each follow-up ends in a booked appointment. Patient data shown is sample data.
Connected to Visionary Oral
Patients who scan with Visionary Oral land here, get a retention call and are booked straight into your schedule.
Visionary Oral
Linked Oral accounts
+ Link Oral accountSmile Studio Dental
hello@smilestudio.example · clinic code VO-SAMPLE · linked 3 months ago
128 patients from Oral scans
| Patient | Scan linked | Retention call | Appointment | Scribe | Report | Action |
|---|---|---|---|---|---|---|
Kavya Nair +91 98XXX X1043 | Today, 9:12 AM | Booked on call | Fri 10:00 AM | — | View report ↗ | Start Scribe |
Ishaan Malhotra +91 97XXX X6620 | Today, 8:47 AM | Calling now | Not booked | — | View report ↗ | Start Scribe |
Ananya Bose +91 99XXX X3381 | Yesterday | Booked on call | Thu 2:30 PM | Note ready | View report ↗ | Start Scribe |
Vikram Joshi +91 90XXX X5197 | Yesterday | Callback set | Not booked | — | View report ↗ | Start Scribe |
Sneha Pillai +91 96XXX X8824 | Mon | Not yet | Not booked | — | View report ↗ | Start Scribe |
Visionary Oral × Visionary Agents
From a smile scan to a booked visit
Watch a patient go from a smile scan in Visionary Oral to a booked visit in Visionary Agents. Sample patient and report.
Front Teeth View
Image accepted
Visionary Oral · Smile scan
The patient scans their smile at home
Guided photos of the front teeth, upper jaw and lower jaw, checked by AI for quality.
1Front Teeth View
2Upper Jaw View
3Lower Jaw View
Step 1
The patient scans their smile
A quick Visionary Oral scan on their own phone, from your clinic QR code, website or social link.
Step 2
The report lands in your workspace
The scan and AI report appear in the Visionary Oral tab of Visionary Agents, matched to the patient record.
Step 3
The AI Retention Manager follows up
It calls or messages the patient, explains what the scan found and offers real open times.
Step 4
Booked, with the Scribe ready
The visit is in your schedule, and the AI Scribe can start from the scan report when the patient arrives.
Features
Everything you need to keep patients coming back
Smart patient discovery
Finds overdue recalls, unscheduled treatment and at-risk patients.
Personalized messages
References history, treatment needs and benefit timing.
Calls and texts
Reaches patients by phone and text, never leaving visit details on voicemail.
Your calling hours
Calls only on the days and hours you set, up to a daily limit.
Direct booking
Books real open times on the call and texts the details.
Clear outcomes
Every call ends as booked, callback, voicemail or do-not-call.
The transformation
Before & after the AI Retention Manager
Before
- Patients drift off schedule unnoticed
- Follow-up calls never get made
- Treatment plans sit unscheduled
- Lost revenue from inactive patients
- No time for proactive outreach
- Gaps left in the schedule
After
- Overdue patients found automatically
- Outreach runs without staff effort
- Calls only during your hours
- Cleanings booked on the call
- Only exceptions reach your team
- A fuller schedule, week after week
Integrations
Works with your existing systems
The AI Retention Manager connects to your practice management software, so schedules, patients and records stay in sync without double entry.
AI workforce
The Retention works with the whole team
Agent workflows
The Retention in your daily workflows
01
Unscheduled treatment
Finds accepted treatment that was never booked and moves interested patients to scheduling.
02
Review requests
Asks happy patients for a review and routes concerns to your team.
03
Patient reactivation
Keeps outreach going until a booking or a stop condition.
FAQ
Frequently asked questions
Ready to stop losing patients to inactivity?
See the AI Retention Manager reactivate patients and fill your schedule.