Clinic Patient Recall & Reactivation Marketing
Recall lists, lapsed-patient reactivation campaigns and recovered-revenue attribution for dental and medical clinics
Clinic Patient Recall & Reactivation Marketing A closed-loop recall and reactivation engine for dental and medical clinics. Turns a raw patient list into a rolling, priced recall worklist, runs clinically driven multi-step reactivation campaigns against lapsed patients, chases diagnosed-but-unscheduled treatment, and attributes the recovered revenue back to the campaign that produced it.
Key Features
Clinic Reactivation Campaign
Clinic Reactivation Campaign. Tracks Campaign, Start Date, End Date, Min Days Since Visit, Max Days Since Visit. One-click generate members, start, pause, close, reset.
Clinic Reactivation Campaign Step
Clinic Reactivation Campaign Step. Tracks Campaign, Step Name, Channel, Delay (days), Subject.
Clinic Reactivation Campaign Member
Clinic Reactivation Campaign Member. Tracks Campaign, Patient, Company, Status, Enrolled. One-click fire now, register response, book, register recovery, opt out.
Clinic Reactivation Touch
Clinic Reactivation Touch. Tracks Member, Campaign, Patient, Company, Step. One-click send, mark responded.
Clinic Patient (Recall & Reactivation)
Clinic Patient (Recall & Reactivation). Tracks Patient Name, Chart No., Contact, Email, Mobile. One-click opt out, record visit, view recalls.
Clinic Recall Occurrence
Clinic Recall Occurrence. Tracks Reference, Patient, Recall Type, Category, Company. One-click schedule, complete, cancel, reset.
Clinic Recall Type
Clinic Recall Type. Tracks Recall Type, Code, Category, Interval (months), Default Chair Value.
Recovered Revenue Analysis
Recovered Revenue Analysis. Tracks Campaign, Patient, Company, Recovered On, Recovered Value.
Use Cases
Screenshots
Reactivation Campaigns
Campaign Members
Patients
Recall List
Recall Types
Recovered Revenue
Why Choose This Module
Highlights Rolling recall list by procedure interval; occurrences self-roll on completion so the list never goes stale. Overdue segmentation (30 / 60 / 90+ days) and lapsed detection. Multi-step reactivation campaigns (email / SMS / postcard) with delays, per-channel consent gating and response tracking. Diagnosed-but-unscheduled treatment worklist valued in currency with aging buckets. Birthday and post-op check-in recall categories. Opt-out / per-channel consent handling enforced on every touch. Recovered-revenue attribution reporting with campaign ROI.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18