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Cataloochee Dental Group


$14.38M
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
Maintaining a consistent patient experience across four locations was difficult without a centralized, scalable communication system.
A large unscheduled population — 80% of the practice's active patient base — increased the risk of missed recall opportunities, delayed treatment, and patient attrition.
Appointment confirmations, forms reminders, birthday messaging, reviews, and follow-ups all required reliable delivery that couldn't depend on manual outreach.
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.

Implementation
We built the automated infrastructure, creating and optimizing workflows for appointment confirmations, forms reminders, welcome sequences, birthday messaging, review generation, and patient follow-up.
We launched targeted monthly campaigns covering recall, reactivation, unscheduled treatment, insurance reminders, and patient education to keep the practice visible between visits.
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.
We continuously monitored and refined the system, reviewing bookings, completions, attributed revenue, campaign performance, and location-level results to guide ongoing optimization.















