Automated Recalls

SOE solutions automated recalls

The key to unlocking your dental recall effectiveness

Research from 1,400 dental practices highlights that the key to effective recall performance is to adopt a consistent approach to patient recall communication: sending multiple messages, at regular intervals, across a range of media.

SOE solutions SMS

SMS & SMS Replies

Improve recall rates and reduce ‘fail to attends’

Sending text messages is a great way to send recalls and reminders, as well as to promote offers to your patients. Integrated with your system, this module can be configured so that patient responses are sent directly to the appointment book – filling white space and helping re-book short-notice cancellations at the click of a button.

With SMS+ you can now send promotional text messages and personalised communications to your patients with actionable links to complete the online patient journey.


Increase Revenue with SMS & SMS Replies


99% of patients who reply “yes” to a text reminder go on to keep their appointments, clear proof that sending text messages helps improve recall rates and reduce ‘fail to attends’. Texting special offers will also increase the up-take of marketing promotions – and Replies makes it easier for patients to respond positively.

Message on the go: Send messages direct to a patient’s mobile phone. This helps make recalls and reminders more effective and marketing promotions more successful.

Patient confirmation: Add SMS Replies to your text messages and make it easy for patients to seamlessly confirm their appointment and/or accept your special offers.

Control your schedule and costs: You can stagger recall texts to be sent over a number of days rather than in bulk, making it easier to manage responses without peaks and troughs. You only pay for the message bundles you buy, rather than a monthly charge.

Reporting: Built-in reports give you real-time delivery updates and include the ‘delivery status’ of each message colour coded in EXACT. In-depth analysis of your response rates is also available by campaign.

SOE solutions Easypost


Automate the manual task of sending patient letters and free up more time for patient care

This unique service allows you to send patient letters directly from EXACT practice management software, without printing a single item at your practice. Utilising Software of Excellence’s professional mailing services, you simply set up personalised letter templates and decide when you want patient letters to be sent. EasyPost frees up hours of time normally spent on administration and ensures a consistent, timely approach to any type of patient communication.


Send letters automatically using EasyPost


EXACT practice management software can be configured to regularly send patient letters at set intervals before recalls are due, allowing you to stagger communications and avoid the unmanageable accumulation of responses that can be so disruptive to the front desk team.

Consistent style: Utilise the creative templates that are provided and adapt them to suit your own brand, whilst ensuring that all letters are sent in a uniform way. Templates can be set up specifically for recalls, reminders and promotional offers.

Save time and money: The time saved on office administration, combined with competitive postal rates, makes EasyPost a compelling combination of value and efficiency. Your team will never have to print a letter or stuff an envelope onsite again.

Improve your recall rates: EasyPost is part of an integrated recall process that can help improve your recall success to over 85% and give you peace of mind that recalls will always be sent on time, every time.

SOE online booking

Online bookings

Secure more new patients around the clock with integrated Online Booking

An Online Booking facility is now a ‘must-have’ for dental practices that want to capture patient bookings 24/7. This module ensures high visibility for your practice, enabling new and recalled patients to book appointments around the clock. The practice retains complete control of the diary and can select which appointments are made publicly available.


Attract new patients with online booking


Adding an “online booking widget” to your website is a simple update that makes it easy for new patients to their first appointment.

Book appointments around the clock: More and more, new and existing patients want to book appointments at a time that suits them – 24 hours a day, 7 days a week, 365 days a year. Meeting patient demand in this way means you can fill white space in your diary whilst you sleep and you retain full control of your diary by selecting which appointments you want to make publicly available.

Seamless integration: Include web links in your SMS and email recalls to prompt patients to book from their smartphones or PCs, as soon as they receive your message. Responses are sent directly to EXACT and automatically updated in your appointment book.

Free up your time: Less time spent confirming appointments will free up your front desk team to focus on customer service and higher-value tasks, safe in the knowledge that, on average, 47% of online bookings are made outside of office hours.

Recall best practice: Online Booking is part of an integrated best practice approach to patient recalls, which can deliver recall success rates of over 85%.