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Paradigm Shift — Automation Demo

Win-back campaign for Riverbend Family Dental

Step 1 of 6
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Import list

Import the past-patient list

Pull Riverbend Family Dental's patient history straight from Practice management export (Dentrix) — no manual export gymnastics.

Practice management export (Dentrix)

1,420 patient records · target: no visit in 9+ months

PatientLast visitLast serviceContact
Marcus Bell14 months agoCleaning & exam(•••) •••-4021
Priya Nair11 months agoCleaningp•••@•••.com
Dana Whitfield17 months agoWhitening(•••) •••-8842
Owen Grant3 months agoCleaning & exam(•••) •••-1190

Showing 4 of 1,420 records.