Week 4: review the results
Review recorded activity, outcomes, agreed appointment times, and costs before deciding what to run next.
- ✓ Calls and campaign activity
- ✓ Recorded outcomes and agreed times
- ✓ Call costs and cases needing attention
Plan your first four-week recall pilot.
Westwood AI Dental Recall manages your campaign, from two CSV exports and an approved call to recorded outcomes and costs.
Book your setup callManaged setup
Week 1: prepare and approve
This is a proposed sequence. We agree dates on your setup call, based on your exports and approval.
1
Start with one setup call to agree your campaign, available appointment slots, calling windows, and booking handoff.
Two CSV exports
You send separate recall-contact and existing-booking CSV exports. We use both to exclude already-booked patients before calling.
Your approval
You approve the practice-specific conversation, practice details, and responses before calls begin.
Booking handoff
Recall records the agreed time. It then sends the booking through in your practice’s preferred way.
Campaign and review
See what happened before you scale
Weeks 2–3: calls run within your agreed windows, after setup and approval. They use your imported list and available slots.