AI-Powered Treatment Plan Follow-Up

Your patients said yes.Then life got in the way.We bring them back.

Retaine automatically follows up with patients who have unscheduled treatment plans — via SMS, email, and voicemail — and turns accepted plans into booked appointments. Average practices recover $150,000+ in unscheduled revenue per year.

🔒 HIPAA Compliant·No credit card required·Launching soon — join the waitlist
The Problem

Every dental practice has the same silent revenue leak

$0

Average annual unscheduled treatment backlog per practice

ADA

0%

Treatment plan completion rate (down from 56%)

Planet DDS 2025

0%

Drop-off rate after patient acceptance

Planet DDS 2025

Patients accept treatment plans with good intentions — then forget, get busy, or feel overwhelmed by cost. Your front desk team is too stretched to personally follow up with every one of them. The result: hundreds of thousands of dollars in already-accepted treatment sitting unscheduled every single year.

This isn't a patient problem. It's a systems problem. And it's solvable.

How Retaine Works

Intelligent follow-up that works while your team focuses on patients

Step 1

Treatment plan detected

Retaine syncs with your PMS and instantly identifies every accepted treatment plan that hasn't been scheduled yet.

Step 2

AI-powered multi-channel outreach

Personalized SMS, email, and voicemail messages go out on your configured schedule — sounding like they came from your front desk, not a robot.

Step 3

Patient books. Revenue recovered.

Patients reply, click a secure booking link, or call in. You track every outcome in one dashboard. Average conversion: 34%.

Average practices recover $150,000 – $300,000 per year. At $199/month, that's a 75–125× ROI.

How much is your practice leaving on the table?

Enter two numbers. See your opportunity in seconds.

$
Without Retaine
$64,800
accepted but never booked / year
With Retaine
$22,032
recovered / year (at 34% avg conversion)
Annual recovery
$22,032
Retaine (annually)
$2,388
Net gain
$19,644
ROI
×9

From detected to booked — without lifting a finger

Build your follow-up sequences once. Run them forever.

Configure exactly how you want to reach each type of patient. Crown follow-ups, implant consults, and SRP reminders can all have their own cadence, tone, and timing. AI writes the messages — you review, tweak the tone, and approve. Drag steps to reorder. Set delays in days or hours.

Sequence: Crown Follow-Up
Day 3SMS
Day 10Email
Day 21Voicemail
Tone:FriendlyClinicalUrgent
AI Preview

"Hi Maria, this is a reminder from Dr. Smith's office about your treatment plan. We'd love to get that scheduled for you..."

Never miss a patient reply again.

When patients respond via SMS, your team sees every conversation in a unified inbox with real-time updates. Reply directly from Retaine. See delivery status for every message. No more digging through texting apps or shared phones.

Maria C.
James W.
Priya N.
Maria C. — Crown #14

Hi Maria, just a reminder about your treat...

Delivered

Hi yes I'd like to schedule that crown

Type a reply...

Know exactly what's working.

Track conversion rates by sequence, channel, and procedure type. See a full conversion funnel from message sent to appointment booked. Identify your best-performing sequences and channels. Prove ROI to your partners in one report.

Revenue Recovered
SMS 60%
Email 30%
Voicemail 10%
Sent
847
Delivered
779
Replied
322
Booked
288

Secure booking — no app download required.

Patients receive a secure, single-use link to view their treatment plan details and request an appointment based on their preferred days and times. The link expires after 72 hours. HIPAA-compliant by design — token-based access with SHA-256 hashing. Works on any phone.

Your Treatment Plan
Treatment
Crown — Tooth #14
Estimated Cost
$1,450
Preferred Days
MonTueWedThuFri
Preferred Time
Early AMLate AMAfternoon

Link expires in 72 hours

Integrations

Works with the PMS your practice already uses

🦷

Open Dental

Native API sync

Real-time

✓ Supported
📋

Dentrix

Connector setup

(Dentrix G)

✓ Supported
📁

Eaglesoft

Scheduled sync

+ webhook

✓ Supported
📤

Manual / CSV

Any PMS via CSV

import

✓ Supported

Don't see your PMS? We're adding new integrations monthly. Tell us what you use →

Security & Compliance

Built for healthcare from day one

HIPAA Compliant

All patient data is encrypted at rest and in transit. We sign a Business Associate Agreement (BAA) with every practice. PHI is never included in outbound messages — patients access treatment details only through secure, token-based portal links that expire after 72 hours.

BAA Provided

TCPA-Safe Messaging

Every SMS includes opt-out instructions per TCPA requirements. Our platform manages do-not-contact (DNC) lists automatically — patients can be flagged as DNC from the patient detail page or inbox. Patient consent is tracked and auditable.

Compliant Opt-Out

Enterprise-Grade Security

Hosted on Supabase with row-level security (RLS) ensuring practices only ever see their own data. Portal tokens use SHA-256 hashing and single-use enforcement. All API routes are server-side only — no patient data exposed to the browser.

SOC 2 In Progress

Read our full HIPAA Compliance Statement →

We've been in the pilot for 8 weeks. The sequences run themselves — our front desk doesn't think about it. We've already recovered two implant cases we would have lost.

— Lead RDH, Pilot Practice (Denver, CO)

Currently in private beta

Join them on the waitlist →

Simple, transparent pricing

One practice. One price. No per-message fees, no seat limits.

Pro Practice

$199/ month per practice
  • Unlimited treatment plan sequences
  • SMS, email + voicemail outreach
  • Unified patient inbox
  • PMS integration (Open Dental, Dentrix, Eaglesoft, CSV)
  • HIPAA-compliant patient portal
  • BAA provided
  • Analytics & revenue tracking
  • Unlimited team seats
Request a Demo — Launching Soon

Questions about pricing? Email us at hello@retaine.com

Stop leaving $150,000 on the table every year.

Join the waitlist. Get early access.

🔒 HIPAA Compliant·No credit card required·Cancel anytime