Automate the work that keeps your schedule full
Bring overdue patients back. Steadily, not in batches.
Kline follows up with overdue hygiene patients through steady outreach — by voice and text — until they are back on the schedule or have clearly declined.
Your team only handles the exceptions.
What this workflow handles
Overdue hygiene patients
Routine return-care reminders
Multi-touch follow-up sequences
Re-engagement after extended absence
What triggers this workflow
A patient who is overdue for a hygiene visit.
A patient passes their recall date
Kline identifies patients who are overdue for hygiene and starts outreach.
A time interval you define
You set how long after the due date outreach begins and how often it repeats.
A list refresh from your practice system
Kline keeps its recall list current by syncing with your practice management system.
What Kline does automatically
Steady follow-through, not a one-time blast.
Finds overdue patients automatically
Kline syncs with your practice management system to identify patients who are past due for hygiene visits.
Contacts patients by voice and text
Kline reaches out through the channels most likely to get a response, following your preferred sequence and timing.
Handles the conversation
If a patient responds with questions, scheduling preferences, or hesitation, Kline works through it.
Schedules the visit and updates your system
When a patient is ready, the appointment goes directly into your practice management system.
What the practice controls
You set the cadence. Kline does the follow-up.
Set how long after the due date outreach begins
Choose the outreach cadence and frequency
Define which patient segments to prioritize
Set a stop point for patients who do not respond
When staff gets involved
When a patient needs more than a follow-up.
Patients with clinical concerns
If a patient raises health questions or needs guidance, staff is looped in.
Long-lapsed patients
Patients who have been inactive for extended periods may need a personal touch from your team.
Insurance or coverage questions
When a patient asks about benefits or coverage, staff handles the conversation.
Outcomes
Hygiene stays full without recall becoming a project.
More hygiene visits booked
Patients who would have stayed overdue get brought back onto the schedule.
Steadier hygiene production
Recall becomes a consistent background process instead of a batch project.
Less manual recall work
Staff stop spending hours calling through overdue lists.
Fewer patients lost to inaction
Patients who just needed a nudge get one — before they drift to another practice.