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CaseLift Hygiene Engine

CaseLift Fills Your Hygiene Chairs

The Hygiene Engine finds every overdue and lapsed patient in your PMS, then a CaseLift Scheduling Coordinator, a former in-office Treatment Coordinator, follows up across text, email, and ringless voicemail until they rebook, so your hygiene schedule stays full without your front desk lifting a finger.

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CaseLift · Hygiene Reactivation
🪑 42 patients overdue for hygiene · synced from Dentrix
TextDay 1Opened
EmailDay 4Opened
TextDay 7Delivered
KD
"Yes! Thursday at 9:00 works."Karen D. · 8 months overdue
Booked ✓
‹CaseLift Hygiene Engine
How it works Why it's different ROI
Losing big cases too? Treatment Engine ›
The Hidden Leak

An empty chair costs far more than a cleaning

Every practice has a silent list of patients who fell overdue and never came back. The missed cleaning is the part you notice. The bigger case attached to it is the part you never get to diagnose.

75%

of restorative treatment is first diagnosed at the hygiene exam

30%

of total practice production runs through the hygiene department

Diagnosis and production figures: Dianne Glasscoe Watterson, RDH, MBA, "The successful hygiene department: Understanding the numbers," Dental Economics.

The CaseLift Difference

Real dental pros work your recall list, not a call center

Every CaseLift Scheduling Coordinator spent years inside a dental practice.

Former Treatment Coordinators Backed by the Hygiene Engine
Laura, CaseLift coordinator
Laura 18+ yrs
CaseLift Coordinator

Case presentation and acceptance support, with more than $2M in cases closed in the last two years.

Miranda, CaseLift coordinator
Miranda 8 yrs
CaseLift Coordinator

Treatment plan follow-up and recall reactivation for patients who never got scheduled.

Put our team on your overdue patients

CaseLift introduces you before anything goes live, so you know exactly who is working your recall list.

Book a 15 minute demo
Your Options

How do you work overdue patients?

The Hygiene Engine gives you one experienced dental professional and the whole engine behind them, pointed at a single job: filling your hygiene column.

Option A

Hire another employee

A salary, plus everything that rides on top of it.

  • ✓A real person works your recall list
  • ×Salary, payroll tax and benefits
  • ×You recruit, train and manage them
  • ×Recall stops for PTO, sick days and turnover
  • ×The list is only as good as the day they get to it
Option B

Buy another software

Software that reports the overdue list back to you.

  • ✓Lower monthly cost than a salary
  • ×Your front desk still works every reply
  • ×Blasts remind, but nobody answers back
  • ×One more dashboard for your team to run
  • ×Another login nobody opens by March
The Hygiene Engine

Get the results without the effort

A Scheduling Coordinator, armed with the engine.

  • ✓An experienced dental pro works every reply
  • ✓The engine syncs every overdue patient from your PMS
  • ✓No recruiting, no reviews, no PTO to cover
  • ✓Follow-up continues after your front desk goes home
  • ✓Rebooked production is tracked against your PMS
How it works

From overdue list to booked chair, automatically

The Hygiene Engine works your entire recall list for you, across text, email, and ringless voicemail, and a CaseLift Scheduling Coordinator with years of dental experience works every reply until the patient is back on the schedule. Here is how it works.

Hygiene Engine knows exactly who's overdue, before your front desk does

The Hygiene Engine connects to your practice management software and continuously pulls every patient who is due or overdue for hygiene, so nobody slips through the cracks between recall reports.

  • ✓Syncs due and overdue patients straight from your PMS
  • ✓Surfaces lapsed patients your recall report misses
  • ✓Refreshes on its own, no lists to pull or upload
CaseLift · Reactivation Queue
Synced from Dentrix
✓
Karen D. · 8 months overdueDue: adult prophy + exam
✓
Marcus T. · 5 months overdueDue: perio maintenance
⋯
Building this month's queue42 overdue patients found…
4
Scheduling personalized outreachUp next

Hygiene Engine does the follow-up your front desk never has time for

Every overdue patient gets a personal sequence of texts, emails, and ringless voicemails, spaced naturally and sent when that patient is most likely to reply. It keeps going until they book or opt out.

  • ✓Text, email, and ringless voicemail in one sequence
  • ✓As many touches as it takes, spaced like a human would
  • ✓Self-optimizing send time and wording for each patient
CaseLift · Hygiene Engine Sequence
🦷 Marcus T. · 5 months overdue · perio maintenance
✓
TextDay 1Sent
"Hi Marcus, you're overdue for your perio maintenance. Want to get back on the book?"
✓
EmailDay 4Opened
"A healthy mouth starts here. Here's what we have open this week."
✓
VoicemailDay 6Delivered
Ringless drop: "Hi Marcus, it's Dr. Lee's office, we'd love to get you back on the schedule."
➤
TextDay 8Sending now
"We saved you Thursday at 9:00. Reply YES to grab it."

A CaseLift coordinator books them back in

When a patient replies, it lands in one simple inbox with their recall reason and last visit attached. No phone tag, no digging through the PMS. A CaseLift coordinator picks the time and books them, and your front desk sees it land on the schedule.

  • ✓Two-way texting and email in one thread
  • ✓Recall reason and last visit pinned to every chat
  • ✓A CaseLift coordinator books straight into your schedule
CaseLift · Conversations💬 Text
🦷 Karen D. · 8 months overdue · hygiene recall
Yes! I've been meaning to come in. Do you have anything Thursday morning?Karen D. · 9:14 AM
We do, Karen. I can put you down for Thursday at 9:00 with Jen. Want me to lock it in?Front desk · 9:16 AM❤️
Perfect, that works. See you then!Karen D. · 9:21 AM
Type a reply...➤
Why the Hygiene Engine is different

Not another one-and-done reminder blast

Most recall tools fire a single reminder and call it a day. The Hygiene Engine works each patient like a great front desk would, until they book.

Basic reminder tools
CaseLift Hygiene Engine
Finding lapsed patients
✕A one-time list you export
✓Auto-synced and always current
Follow-up
✕One blast, then silence
✓Multi-touch until they rebook or opt out
Channels
✕Usually just SMS or email
✓Text, email, and ringless voicemail
Timing
✕Same hour for everyone
✓Learns each patient's best-answer hour
When a patient replies
✕Lost in a shared inbox
✓One thread, recall reason attached, ready to book
Live data from your PMS Dentrix Eaglesoft Open Dental Curve Dental + 50 other leading dental PMS
The cost of doing nothing

Calculate what your empty chairs cost you

Drag the sliders to match your practice. See how many overdue patients never come back on their own, and what that quietly costs you every year.

Most overdue patients never get more than a call or two before the front desk moves on.

288
overdue patients who never rebook on their own each year, most never followed up with
$345,600
in hygiene and downstream production sitting unbooked every year
$51,840
recoverable per year at a conservative 15% reactivation rate

The Hygiene Engine follows up with every one of those patients, automatically, until they rebook or clearly opt out.

3XROI in 90 days
or it's free

Triple your investment in 90 days, or you don't pay.

If CaseLift doesn't return at least 3X what you pay within your first 90 days, your membership is free until it does. No fine print, no games.

📊 Tracked & verified by real PMS data
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Questions

Frequently Asked Questions

How does the Hygiene Engine work?
The Hygiene Engine connects to your PMS, automatically pulls every patient who is overdue or lapsed for hygiene, and follows up by text, email, and ringless voicemail until they rebook or opt out. When a patient replies, a CaseLift Scheduling Coordinator answers and books them. No recording, no manual lists, nothing waiting on your front desk.
What's the difference between the Hygiene Engine and the Treatment Engine?
They solve two different problems. The Hygiene Engine fills your hygiene chairs by bringing overdue patients back, with no recording required. The Treatment Engine closes your high-value cases by recording each consult and following up on unscheduled treatment plans. Run whichever one is bleeding, or run both and save.
Do we have to record anything?
No. The Hygiene Engine never records a consult and works entirely from the overdue and lapsed patients already in your PMS. Recording only comes into play with the Treatment Engine, our case-conversion engine, which is a separate product.
Will the outreach feel spammy to patients?
No. The Hygiene Engine spaces touches the way a thoughtful person would, sends from your practice's own number and email, honors every opt-out, and leads with the message and timing each patient actually responds to. Most patients simply feel reminded, not marketed to.
Which practice management systems does it work with?
The Hygiene Engine integrates with Dentrix, Eaglesoft, Open Dental, Curve, and 50+ other leading dental PMS. It syncs your overdue patients automatically, with nothing to export or upload.
Is CaseLift HIPAA compliant?
Yes. CaseLift is fully HIPAA compliant. All data is encrypted at rest and in transit, and we sign a Business Associate Agreement with every practice before any patient data is synced.
How long until we see rebookings?
Most practices see patients replying within the first week. The Hygiene Engine starts working your existing overdue list on day one, so there is a backlog of lapsed patients to reactivate right away.
What is the guarantee?
If CaseLift doesn't return at least 3X what you pay within your first 90 days, your membership is free until it does. Results are tracked and verified against your real PMS data, not our word for it. And you can cancel anytime, there's no long-term contract.
Does the Hygiene Engine include Analytics?
Yes. Every engine plan includes CaseLift Analytics, our 11 live reporting dashboards plus Ask CaseLift AI, at no extra cost. It is a paid product on its own.
How is the Hygiene Engine different from other recall tools?
Most recall tools blast a single reminder and stop. The Hygiene Engine runs a real multi-touch, multi-channel sequence for each patient, learns what works, and keeps going until they book. It reactivates lapsed patients that other tools, and your recall report, have written off.
Losing big cases too?
The Treatment Engine records every consult and follows up on unscheduled treatment plans until the patient says yes.
See the Treatment Engine →

Ready to fill your hygiene chairs?

The Hygiene Engine works your overdue list for you, across text, email, and ringless voicemail, backed by real humans and our 3X-ROI-in-90-days-or-it's-free guarantee.

Schedule A Demo