AADOM QUICKcast – Fill More Chairs with Smarter Automation
QUICKcasts are not eligible for CE
Video Description:
Most dental practices already have the patient data they need to grow—but it often goes unused. For office managers, the challenge isn’t knowing what to do. It’s finding the time and systems to do it consistently.
In this session, we’ll explore a simpler, more automated approach to patient engagement that helps practices recover unscheduled treatment, improve patient communication, and drive membership growth—without adding more to your team’s plate. You’ll learn how to turn everyday patient data into timely, personalized outreach that keeps schedules full and reduces manual follow-up.
Course Learning Objectives:
- Explore how personalized communication improves patient response and scheduling
- Understand how tailored messaging increases engagement
- See how timing and relevance drive action
- Explore ways to address cost concerns through better communication
Sponsored by: Clerri
Put Your Patient Data to Work—Without Adding More for Your Team
Think about how much a dental practice actually knows about their patients. Who has insurance. Who doesn’t. Who came in last month. Who hasn’t been seen in over a year. Who has a treatment plan on file that never got scheduled. All of this information is there, living in the practice management system. Doing nothing.
For office managers, the challenge isn’t whether the data exists, it’s finding the time and systems to actually use it. And, for a lot of practices, that information is mostly just sitting there. What we’ve built at Clerri is a patient marketing system that actually uses it.
One Campaign, Multiple Patient Journeys—Without Manual Segmentation
When a practice runs patient marketing through Clerri (a feature on our Pro tier), we’re not sending the same email to everyone on their patient list. We’re looking at each patient’s actual data and segmenting them based on where they are in their relationship with the practice.
All of this happens automatically, without your team needing to build lists or manage campaigns manually.
Reach the Right Patients with the Right Message—Without Your Team Managing It
There are patients without insurance who are actively coming in and paying out of pocket. There are patients without insurance who haven’t been in for over 18 months, usually because cost has quietly become a reason not to come back. And there are patients who have insurance but haven’t been in for over 18 months, which often means their coverage isn’t quite cutting it for their dental needs.
Each of those groups gets a completely different version of every email. Different subject lines, different messaging, different angles.
A dormant uninsured patient gets a message about removing cost as a barrier. An active uninsured patient gets a message about saving on the care they’re already receiving. A dormant insured patient gets messaging about finding something simpler and more predictable. Same campaign, same send, three totally different conversations.
Turn Patient Data into Conversations That Actually Convert
And, the personalization goes even further than that. We pull a patient’s actual procedure history and calculate what they would have saved if they’d been on their practice’s membership plan over the past year. If that number is meaningful (over $100), the email shows it.
This is not a generic average—this is their number based on their actual visits. That’s the kind of thing that makes someone stop scrolling and pay attention.
Recover Unscheduled Treatment—Without Adding Pressure to Your Front Desk
One piece of our patient marketing strategy that I specifically want to highlight is the Treatment Plan Campaign, because it’s where this all comes together in a very practical way.
Let’s use this all too familiar scenario as an example: A patient comes in, their dentist recommends treatment, they say they’ll call to schedule… but then they don’t.
Cost anxiety is usually what’s sitting in the middle of that. The treatment plan sits on file, unscheduled, while the patient puts it off indefinitely.
We built a marketing campaign to target that moment and that patient directly. By reaching out to patients with outstanding treatment plans who haven’t been back in at least three months, and then framing the membership plan as a way to reduce the out-of-pocket cost of that specific treatment they’ve been putting off.
This helps practices recover production that would otherwise sit unscheduled. Instead of relying on your front desk to chase follow-ups, the system supports those conversations automatically.
Automated Outreach That Feels Personal to Patients—And Manageable for Your Team
Through this, we are not emailing everyone about memberships all the time. We are reaching out when there’s something relevant to say, and meeting patients where they are.
For practices, this is meaningful on two levels.
- You’re moving patients toward care they already need,
- And you’re doing it by showing them a path that makes it more financially manageable.
It’s not just good marketing—It’s genuinely helping people get back into your dentist chair.
If you’re wondering how automated patient communication works in practice, this overview answers common questions about automated marketing in dental practices.
Fully Branded Communication, Without Extra Coordination from Your Team
Something else worth mentioning is that across all of our patient marketing emails, everything is white-labeled so the patient sees the practice’s branding—logo, colors, contact information, etc.
That way, it fits naturally into the relationship patients already have with their dentist, without requiring additional coordination from your team.
A System That Supports Your Patients—And Your Role as the One Keeping it All Running
That’s what makes this feel different to me. It’s not just marketing for the sake of marketing. It’s a system that looks at who each patient actually is, what their situation looks like, and what might be getting in the way of their care, and then tries to meet them there.
For practices, that means more members and more predictable production. For patients, that means getting back to the dentist.
And for office managers, it creates a more manageable, reliable system for driving both patient care and practice growth—without adding more to your team’s plate.
I’d say that’s a pretty good outcome all around.
Cori McClelland, Member Experience Product Manager at Clerri
Cori McClelland leads the development of automated patient engagement systems that drive membership growth and improve practice efficiency. With a background in CRM and lifecycle strategy, she designs solutions that turn patient data into timely, personalized communication.
