Automate Dental SMS & Email Campaigns| Advanced Campaigns

Advanced Campaigns

Transform Scattered Outreach Into
Strategic Patient Campaigns

With Advanced Campaigns, you can automate follow-ups, create custom communication flows, and deliver the right message to every patient at exactly the right time. From unscheduled treatments to post-op care, our intelligent campaigns keep your patients engaged and your schedule full.

Smart Communication
That Handles Itself While You Run Your Practice

Managing follow-ups and communication shouldn’t slow you down. Advanced Campaigns does the work for you. It automatically follows up with patients, sending post-op instructions and running targeted campaigns that grow your practice and improve case acceptance rates. Whether you’re reminding a patient to schedule treatment or sending post-procedure instructions, Advanced Campaigns ensures your message is personal, timely, and effective. Here’s how you can launch campaigns that run themselves and deliver real results:

Automate Follow-Ups for Unscheduled Treatments

Reach patients who haven’t scheduled their next procedure with personalized, automated reminders.

Send Post-Op Emails Effortlessly

Automatically deliver procedure-specific aftercare instructions to patients who’ve just completed treatment.

Start Custom Campaigns From Scratch

Build tailored communication workflows that match your exact needs and audience.

Build Your System.
Let Automation Handle the Rest.

From targeting to timing, Advanced Campaigns lets you fine-tune every detail so your patients always receive the right message without the extra effort.

Unscheduled Treatment Follow-Up Campaign

Stop losing revenue to pending treatment plans. The Treatment Follow-Up Campaign automatically sends reminders or creates follow-up tasks for patients with pending treatment plans.

Define your audience: Filter by service code, provider, or communication status.
Choose message types: Send via SMS, email, or both.
Set follow-up intervals: Define follow-up intervals that pause automatically when patients book treatment.
Add task creation: Create tasks for your team when manual follow-up is needed.

For Open Dental users: Follow up based on Active, Saved, or both types of treatment plans.

Result: Every unscheduled treatment gets attention, improving patient care and increasing acceptance rates.

Create Custom Campaigns From Scratch

Need something unique? Build your own campaign step-by-step inside Practice by Numbers.

Compose your message: Choose between Email, Text, Text Preferred, or both.
Customize and preview: Edit and preview all message templates in real time.
Pick your audience: Filter by activity, service codes, benefits, or contact history.
Review compliance: Ensure every patient can receive your chosen message type.
Schedule or send instantly: Choose when your message goes out, or save it as a draft.

Result: Reach exactly who you want, when you want with no tech expertise needed.

Post-Op Email Campaigns Made Simple

Deliver post-treatment instructions automatically, with built-in campaigns for common procedures.

Available for Crowns, Extractions, SRP, Root Canals, Bone Graft, Implants, and Composite Fillings.
Pick your campaign type: Simply select your campaign, set the name, review service codes, and edit the email template.
Test and activate in minutes: Once live, the campaign automatically sends the correct post-op email after each procedure.

Result: Patients get clear, timely care instructions, and your team saves hours on manual communication.

Loved by Leading Practices

I have used a few different products similar to Practice by Numbers and this has far exceeded what the others have offered. I am able to review numbers with the practice owner and our team. I am able to log in from home on a snow day and communicate with our patients. I am able to create my own customizable emails and hone in on what patients I want to receive them, if not all of our patients... There are so many features we can utilize through the text messaging services. Gosh the list is long. I highly recommend Practice by Numbers!

Lauren B.

Office Manager

Automate patient outreach and fill your schedule without extra effort.

Frequently Asked Questions

What are Advanced Campaigns in Practice by Numbers?

Advanced Campaigns are automated patient communication workflows that help dental practices follow up with patients, send treatment reminders, and deliver post-operative care instructions. These campaigns run automatically based on triggers you set, ensuring patients receive timely, personalized messages without manual effort from your team.

Can I create custom campaigns for specific patient groups?

Yes. Advanced Campaigns lets you build completely custom communication workflows from scratch. You can compose messages using email, text, or both, customize templates, filter your audience by activity level, service codes, insurance benefits, or contact history, and schedule messages to send immediately or at specific times. This flexibility ensures you can reach exactly the right patients with the right message.

Do Advanced Campaigns integrate with my practice management software?

Yes. Advanced Campaigns work seamlessly with your existing practice management system, including Open Dental. The system automatically pulls patient data, treatment plans, and appointment information to trigger campaigns at the right time. For Open Dental users, you can follow up based on Active treatment plans, Saved treatment plans, or both.

How do I ensure my campaigns comply with patient communication preferences?

Advanced Campaigns include built-in compliance review that ensures every patient in your audience can receive your chosen message type based on their communication preferences. The system automatically filters out patients who have opted out of certain communication methods, protecting your practice from compliance issues.

Can I pause or stop a campaign once it's running?

Yes. You have complete control over your campaigns. You can pause campaigns at any time, and many campaigns include smart stop rules that automatically end when specific conditions are met. For example, the Unscheduled Treatment Follow-Up Campaign pauses when a patient books their treatment, preventing unnecessary messages.

What happens if a patient books an appointment while in an active campaign?

Advanced Campaigns include intelligent stop rules that detect when patients take action. When a patient schedules their appointment, the relevant campaign automatically stops sending them messages. This prevents over-communication and ensures patients only receive relevant reminders.

Can I track the performance of my campaigns?

Yes. Practice by Numbers provides comprehensive analytics for all your campaigns, allowing you to see delivery rates, response rates, and how campaigns impact appointment scheduling and treatment acceptance. This data helps you refine your communication strategy and measure ROI.

What's the difference between Essential Campaigns and Advanced Campaigns?

Essential Campaigns focus on core practice communications like appointment reminders, hygiene recalls, and cancelled appointment follow-ups. Advanced Campaigns provide more sophisticated automation for treatment plan follow-ups, custom audience targeting, and procedure-specific post-operative care. Advanced Campaigns offer greater customization and are designed for practices that want to create targeted communication workflows beyond standard appointment management.

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Transform Scattered Outreach Into
Strategic Patient Campaigns

Smart Communication
That Handles Itself While You Run Your Practice