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Cataloochee Dental Group
Case Study
Dental
Internal Practice Marketing
146X
Total Return on Investment
Learn how Internal Practice Marketing (IPM) helped Cataloochee Dental Group turn a scheduling gap into a $9.15M revenue-continuity system across four locations.
The Problem
Before launching Internal Practice Marketing (IPM), Cataloochee Dental Group was managing a large patient base across four locations with a significant scheduling gap — of 42,359 active patients, 33,882 had no appointment on the books, creating risk around missed recall, delayed treatment, and patient attrition, with no centralized system to reach them or connect communication activity to measurable outcomes.
A Deeper Dive
A closer look at the challenges
Challenge
01
Maintaining a consistent patient experience across four locations was difficult without a centralized, scalable communication system.
Challenge
02
A large unscheduled population — 80% of the practice's active patient base — increased the risk of missed recall opportunities, delayed treatment, and patient attrition.
Challenge
03
Appointment confirmations, forms reminders, birthday messaging, reviews, and follow-ups all required reliable delivery that couldn't depend on manual outreach.
Challenge
04
There was no way to connect communication activity to measurable outcomes — booked appointments, completed appointments, attributed revenue, or overall return.
The Solution
The Digital Resource team built a combined system of automated workflows and targeted promotional campaigns, layering in patient segmentation by appointment status, recall eligibility, treatment needs, and engagement — turning Cataloochee Dental Group's scheduling gap into an always-on patient retention and revenue-continuity system across all four locations.
Implementation
Step 1
We built the automated infrastructure, creating and optimizing workflows for appointment confirmations, forms reminders, welcome sequences, birthday messaging, review generation, and patient follow-up.
Step 2
We launched targeted monthly campaigns covering recall, reactivation, unscheduled treatment, insurance reminders, and patient education to keep the practice visible between visits.
Step3
We applied segmentation practice-wide, organizing patient lists around appointment status, recall eligibility, treatment needs, and engagement so each message reached the most relevant audience.
Step 4
We continuously monitored and refined the system, reviewing bookings, completions, attributed revenue, campaign performance, and location-level results to guide ongoing optimization.
Impact
146X
Total Return on Investment
$9.15M
Total Influenced Revenue (Across 4 Locations, $2,287,500 avg/location)
45,928
Completed Appointments (3,450 Promotional + 42,478 Automated Workflows)
