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Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |      Turn Google Searches Into Booked Appointments with Reserve with Google, Now LIVE on Practice by Numbers.      |     
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Essential Campaigns

Build a Practice Where
Patients Actually Show Up!

Set up once and let the intelligent automation handle appointment reminders, follow-ups, and recall messages. More patients showing up means less time spent on manual outreach.
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Streamline the Essentials.
Strengthen Patient Relationships.

Your team shouldn’t spend hours sending reminders or chasing missed appointments. With Essential Campaigns, you can automate all your must-have patient communications, from appointment confirmations to reactivation follow-ups, and ensure no patient ever slips through the cracks. Our intelligent, ready-to-use templates make setup effortless and communication personalized, all while maintaining your brand voice.

Launch Pre-Built Appointment Reminder Campaigns

Activate Hygiene & Recall Follow-Ups Automatically

Reduce No-Shows and Keep Schedules Fully Booked

Stay Connected.
Stay Fully Booked.

From first appointments to ongoing hygiene visits, Essential Campaigns keeps your patient communication running on autopilot, timely, accurate, and personalized.

Appointment Reminder Campaign

Never worry about missed appointments again. Set up automated reminder messages that go out exactly when you want and to the right patients.
  • Flexible Reminder Timing: Choose when reminders are sent (for example, between 8 a.m. and 6 p.m.) and how often.
  • Smart Exclusions: Exclude specific appointments by keywords, chairs, service codes, tags, or schedule type.
  • Multiple Reminders: Manage up to seven messages, including “Save the Date,” day-before, and same-day reminders.
  • Personalized Templates: Customize each SMS or email message in minutes.
  • Special Settings: Adjust appointment times, send pre-med alerts, enable family messaging, and more, all from one dashboard.
Result: Patients stay informed. Your team stays stress-free. Your chair time increases.

Hygiene Pre-Appointment Campaign

Turn one-time visits into long-term loyalty. This automated follow-up campaign identifies patients who haven’t scheduled their next hygiene visit and reminds them to book before they slip away.
  • Automatic Tracking: Detects patients with no upcoming appointments after hygiene treatment.
  • Flexible Configuration: Choose whether to check for any type of future appointment or only hygiene-specific ones.
  • Smart Stop Rule: Once a patient books, the campaign automatically ends.
Result: Patients stay on a regular hygiene cycle and your recall revenue stays steady.

Recall Follow-Up Campaign

Keep recall appointments consistent, automatically. Personalize every step of your recall communication to match your workflow.
  • Custom Audience Filters: Target active patients who are due (and unscheduled) for recall.
  • Tailored Contact Timeline: Send texts, emails, or create tasks at specific intervals, your choice.
  • Complete Control: Assign ownership, set closure rules, and manage task expiration easily.
  • Instant Setup: Choose your templates, configure timing, and hit save. Done in minutes.
Result: Higher recall rates. Consistent hygiene visits. Fewer gaps in patient care.

Cancelled Appointment Follow-Up Campaign

Turn cancellations into second chances. Automatically follow up with patients who cancel but don’t rebook, before they’re lost for good.
  • Smart Audience Filters: Target only non-reappointed cancellations (or include failed appointments if needed).
  • Prevent Duplicates: Exclude patients who already rescheduled within a defined period.
  • Automated Follow-Ups: Send a text and email one day after cancellation; trigger additional reminders or tasks if they remain unscheduled.
  • Flexible Sequence Rules: Choose when the campaign closes upon rebooking or when the same procedure is rescheduled.
Result: Reduced lost revenue and higher reappointment rates, automatically.

Loved by Leading Practices

Great customer service. They frequently update the software to meet the clients' need. PbN not only provides extensive data analysis of all aspects of dental offices, including phone calls, which is what they are known for, they also provides services such as review request, automatic reminders, automatic campaigns for different purposes, online payment solutions, etc. It also serve as an intra-office communication channel. We have used other supporting software but by far PbN is the best, and none of them has the data analysis portion PbN offers.

Jianqiang X.

Dentist Owner

Keep your patient communication running on autopilot, timely, accurate, and personalized.

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Frequently Asked Questions

What are Essential Campaigns?
Essential Campaigns are pre-built, automated patient communication workflows designed to handle your practice's core messaging needs. They include appointment reminders, hygiene follow-ups, recall campaigns, and cancellation recovery messages that run automatically once configured.
How do automated appointment reminders work?
Automated appointment reminders send text and email messages to patients at times you choose, such as save-the-date notifications, day-before reminders, and same-day alerts. You can customize timing, exclude specific appointment types, and personalize each message to match your practice's voice.
Can I customize the reminder messages?
Yes. Every SMS and email template can be personalized in minutes. You control the message content, timing, frequency, and which patients receive them based on appointment type, provider, location, or other filters.
What happens when a patient cancels an appointment?
The Cancelled Appointment Follow-Up Campaign automatically reaches out to patients who cancel but don't rebook. It sends a text and email one day after cancellation and continues following up until they reschedule, helping recover potentially lost appointments.
How long does it take to set up these campaigns?
Most campaigns can be configured in minutes. Choose your templates, set your timing preferences, apply audience filters, and activate. The system handles everything else automatically.
Do these campaigns work for multiple locations?
Yes. You can configure campaigns to work across multiple practice locations and customize settings for each location's specific needs and workflows.
What happens if a patient has multiple appointments?
The system intelligently manages multiple appointments and can be configured to send consolidated reminders or separate messages based on your preferences and appointment proximity.
What if a patient opts out of messages?
The system automatically respects patient communication preferences and opt-out requests, ensuring compliance with messaging regulations while maintaining your patient relationships.

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See how you can handle scheduling, payments, communication, and reporting — all in one place, with one platform.

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