Executive summary
- $135,100 back on the schedule since go live, across both engines.
- 34.3X return on the monthly subscription over that window.
- $96,700 of it inside the first 90 days.
- $81,200 of it inside the first 60 days, from 9 treatment cases carrying $60,200 and 52 recall visits carrying $21,000.
- The first 25 days ran on the Hygiene Engine alone and are broken out below.
Practice profile
- Practice
- Perry Family Dentistry
- Location
- Mount Vernon, WA
- Product
- CaseLift Hygiene Engine and Treatment Engine
- Window
- Since go live
The problem
Perry Family Dentistry had the problem almost every practice has. The list of hygiene patients past due for recall kept growing, and the front desk never had a clear hour to work it. Recall calls are the first thing that gets dropped on a busy day, because there is always a patient standing at the counter and a phone ringing.
That list is the cheapest production in the building. These are existing patients who already know the practice and are already due. Nobody has to be sold. They just have to be reached, at a moment when they can actually answer, and then handed a time. The work is not hard. It is only relentless, and that is exactly the kind of work that does not survive contact with a full schedule.
What we deployed
No new software for the team to learn and no change to how the office works. CaseLift connected to the practice management system and started working the list the same week.
Read the overdue list. Every hygiene patient past due for recall, pulled from the practice management system, minus the ones already on the schedule. This is the working list nobody had time to build by hand.
Reached out like a person would. A short text and email sequence spaced over days rather than a single blast, referencing the patient's own history and asking a real question instead of pushing a booking link at them.
Handed off the moment they replied. A reply pauses the sequence immediately and lands in one inbox with the patient chart context attached, so the front desk only ever touches conversations that are ready to be booked.
Reconciled against the schedule. When the appointment shows up in the practice management system, CaseLift matches it back to the outreach that produced it. The 16 are booked visits, not replies and not clicks.
The first 25 days: hygiene recall
The opening stretch of the 60 day window ran on the Hygiene Engine alone. Those numbers are a subset of the totals above, not a separate result.
Sixteen overdue patients accepted an appointment and came in during the first 25 days. Those recall visits carried about $330 of production each, which is the $5,300 in recovered hygiene production. Against a single month of the subscription, that is 10.6X before anything else on the schedule is counted.
The recall visit is the smaller half of what it produces. Industry hygiene departments produce roughly 30% of total practice production, so every $1 recovered at the recall visit sits under about $3 of total production: the same-visit exam and restorative work, plus the care it drives downstream. Held at a conservative 3×, the first 25 days put about $15,900 of projected production behind the practice. That is a return of up to 32X on the month.
The 21 hours saved is the quieter number and the one the team feels. That is time the front desk did not spend building a list, dialing, leaving voicemails, and writing follow up notes, on top of the job they were already doing.
How the numbers were counted
Nothing on this page is modeled from an industry benchmark except where it says so. The appointments and the production are read out of the practice's own system and matched back to the outreach that produced them.
Notes
- The headline figures cover the period since go live at Perry Family Dentistry. The 90 day figure, the per engine split (first 60 days) and the hygiene recall section (first 25) are earlier windows inside it.
- Appointment counts and production values are read from the practice's own practice management system, matched back to CaseLift outreach.
- The $15.9K figure is a projection at 3× recovered hygiene production, not collected production. Treat it as projected.
- The ~30% hygiene contribution behind that 3× is a general industry figure used for context, not a measurement taken at this practice.
- ROI is calculated against the monthly Hygiene Engine subscription price and does not include any onboarding cost.
- Every practice has a different list size, patient base, and fee schedule. CaseLift does not guarantee comparable results.
