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Free tool / Dental

Dental patients overdue for recall.
See who's slipped through.

Every practice has patients with no future appointment who are quietly drifting away. Drop a patient list export to see who is past their recall date, how long they've been gone and which households to call first. The file is processed only on this computer.

Open the finder

Worked example

427 of 650 patients
overdue.

A synthetic dental list of 650 patients and 2,663 recall visits, run on November 1, 2026 with a 6-month interval. 66% are past due. If 8% of them booked one recall visit at the median value of $229, that would be about $7,823. Your list will differ, so try your own below.

Segments in the sample dental list
SegmentPatientsLifetime valueEstimated reactivation
Due in the next 30 days18$18,148Reminder, not counted
Overdue up to 3 months69$64,157$1,264
Overdue 3–6 months51$50,208$934
Overdue 6–12 months97$90,199$1,777
Overdue 1–2 years151$140,385$2,766
Lapsed 2+ years59$54,454$1,081
Not due yet205$188,720–
All overdue427$399,403427 × 8% × $229 = $7,823

Synthetic data: invented names and recall visit values between $140 and $310. It shows how the finder works, not what a typical dental business has. Overdue patients hold $399,403 of the list's $606,271 lifetime value.

Finder

Now use your
own list.

It starts on the dental settings. Your file is read only in this browser.

Your list never leaves this browser. The file is read and analysed on your device. Nothing from it is uploaded, stored or sent to analytics. You can check: open your browser's developer tools, go to the Network tab, then drop a file. No request carries your data.

1. Your business and export

Step 1 of 3
Business type
Matches common column names from any CRM or spreadsheet. Column names change between versions, so check the mapping in step 2.
Six months is the most common hygiene recall interval. The right interval for each patient is set by their dentist, so use the recall date from your practice software when you have it.
Drop your customer or patient export hereCSV or XLSX · one row per customer or one row per job/visit · or tap to choose a file

The sample is synthetic: invented names, 555-01xx phone numbers and example.com emails.

Why it happens

Where dental patients
drift away.

01

No next appointment booked

Patients who leave without booking their next hygiene visit are the most likely to lapse.

02

Unworked recall lists

Recall reports exist in most practice software, but front-desk time goes to the patients in the chair.

03

Changed insurance or address

Some patients still want to come back but need a reason and an easy way to book.

04

Cancellations without rebooking

A cancelled visit that isn't rebooked the same day often becomes a lapsed patient.

Getting the file

How to export
your list.

Menus change between versions, so treat these as pointers and check your software's help pages for current steps.

Dentrix

Run a patient list or recall report that includes patient name, phone, email and last visit date, then export or save it as a CSV or Excel file. Layouts vary by version.

Open Dental

Use a report or a saved query that returns PatNum, LName, FName, WirelessPhone, Email and DateLastVisit (or the last completed procedure date), then export it to CSV or Excel.

Where the defaults come from

Sources and
estimates.

Each default either links to its source or is marked as our estimate. Change any of them in the tool. Your own prices and recall rules beat any default.

Default intervals and visit values
BusinessIntervalValue of a visit
Dental6 months. Common recall interval; the ADA says visit frequency should be set by the dentist for each patient$200, used only when your file has no amounts. MoxiSync estimate. Change it to your own price.
Response rate8% of overdue people booking again. This is a deliberately low MoxiSync estimate, not a published benchmark. Vendor case studies report a wide range, and your result depends on consent, list age and follow-up speed.

Common questions

Dental reactivation,
answered.

Is this HIPAA-safe?

The file is read only in your browser and is never uploaded to MoxiSync or anyone else. You can confirm this in your browser's Network tab. Still follow your practice's own policies for exporting patient lists, and delete exports when you're done.

Why 6 months?

It is the most common hygiene recall interval. The right interval is set by the dentist for each patient. For perio-maintenance patients on 3- or 4-month recalls, run the finder again with that interval, or sort the CSV by service type.

What should the message say?

Keep it short and free of treatment details: who you are, that they're due for a visit, and how to book. Only text patients who agreed to receive texts, and include an opt-out.

Done for you

We'll run the campaign

We write the messages, send them to patients who agreed to hear from you, and route replies and callbacks to your team.

Book a free call

Keep reading

Related.

Win back dental patients?

Start with the $249 audit or a free 20-minute call. We'll look at your list and the follow-up that would work it.

See the $249 audit ↗

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